THIS WEEK’S PODCASTHow advisors can turn ideas from conferences and professional development into specific, scheduled action plans that actually improve their practices. Listen
Reese joins the show to discuss the importance of actionable tax advice for clients and how his platform is hoping to achieve this.
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How to create a proactive, effective, and cooperative tax plan.
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Summary: Many financial professionals focus heavily on what to do without giving much thought as to how to execute the plan. However, the “how” is far more important than one […]
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How to avoid throwing your "cash in the trash" with Stacy Sherman.
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Creating a comprehensive tax plan for your clients that they understand.
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Executive Summary: Welcome back to the Retirement Tax Services Podcast! Steven Jarvis has a returning guest this week: Matthew Lincoln. He had so many mind-blowing things to say last week that we’ve invited him […]
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Executive Summary: Welcome back to the Retirement Tax Services Podcast! Steven’s guest is Matthew Lincoln. A long time Enrolled Agent and tax professional, Matthew has recently gotten his CFP designation. This (and years of […]
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Executive Summary: Welcome back to the Retirement Tax Services Podcast! Steven’s returning guest today is advisor Matthew Jarvis of The Perfect IRA. Their focus is his annual 1099 letter sent […]
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Executive Summary: Welcome back to the Retirement Tax Services Podcast! Steven’s guest today is Dominique Henderson, the founder of DJH Capital Management and The Jumpstart Coaching Lab. Much of his […]
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