Retirement Tax Services Podcast:
Real Tax Planning for Real Advisors

THIS WEEK’S PODCAST

Are you building a business or just a job? with Peter Velardi

Industry valuations are peaking - act now. Listen

Nov 24, 2025

Death and Taxes: We all got it wrong with Mike Bennett

Topic:

Estate planning comes down to control.

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Nov 17, 2025

Being tax aware in 2026 with Brooke Cecil

Topic:

Someone has to do all of it; it doesn't have to be YOU!

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Nov 10, 2025

Taxes and Real Estate with Ryan Carriere

Topic:

Income tax on real estate is even more complicated than I thought

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Nov 03, 2025

The Wealth Ladder with Nick Maggiulli

Topic:

What could change if you 10X?

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Oct 27, 2025

CPA to CFP Journey with Jennifer Climo

Topic:

We've thought about getting rid of tax prep.

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Oct 20, 2025

From Insights to Impact: Key Takeaways from Summit 2025 with Steven Jarvis, CPA

Topic:

Unlocking the Value of Tax Planning for Advisors

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Oct 06, 2025

Defining Defined Benefit Plans with David Podell

Topic:

It's all about what they can put away.

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Sep 29, 2025

Everything I learned, I learned from a tax return with Mark Cecchini

Topic:

There isn't anything you don't know once you have a tax return.

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Sep 22, 2025

Was Roth a HUGE mistake because of O3BA? with Micah Shilanski, CFP®

Topic:

Tax planning is about the long-term

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Sep 15, 2025

Annuities in the real world with Brian Smith

Topic:

At THAT time, it was appropriate

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