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THIS WEEK’S PODCAST

Roth conversion rules of thumb are stupid with Debbie Taylor

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MORE EPISODES OFThe Tax Retirement Savings Show

May 14, 2021

How Do You Handle Questionable COI Advice?

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Executive Summary: Welcome to the Retirement Tax Services Podcast! It is Tax Q-and-A Friday and Steven is answering a question submitted by an advisor named Daniel. Daniel’s in a situation […]

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May 12, 2021

How To Build Bridges with Client COIs

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Executive Summary: Welcome to the Retirement Tax Services Podcast! In this episode, Steven looks at interactions between financial planners and other centers of influence (COIs). Everyone hopes for things to […]

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May 09, 2021

The Proven Way To Get CPA Referrals

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Welcome to the Retirement Tax Services Podcast! In this episode, Steven discusses the best (and worst) ways for financial advisors to seek professional CPA referrals. Both Financial Advisors and CPA’s […]

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