Retirement Tax Services Podcast:
Real Tax Planning for Real Advisors

THIS WEEK’S PODCAST

Why your next level starts with vision, not a new firm with Shelby Nicholl

More value, better systems, stronger practice. Listen

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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Sep 08, 2025

Tax filing season after a big, beautiful law change with Brad Wooten, CPA

Topic:

The hype won't necessarily translate to the tax return.

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Sep 01, 2025

Tax and Estate planning: the default won’t cut it with David Haughton

Topic:

Tax and estate planning are ripe for missing nuance.

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Aug 25, 2025

 “Accidentally” buying a tax practice with TJ Bruce

Topic:

"You're still going to do my taxes...right?"

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Aug 18, 2025

The new “pictures or it didn’t happen” with Parker Ence

Topic:

It's all about creating better client outomces.

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Aug 11, 2025

Prepping Tax Returns as a Financial Advisors with Knight Coleman

Topic:

"I always start with why"

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Aug 04, 2025

Getting time back to Grow with Tushar Kumar

Topic:

"I always start with why"

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Jul 28, 2025

What Tax Prep Taught a Financial Advisor With Mary McDirmid

Topic:

There are things you only learn from actually going through the process

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Jul 21, 2025

Unlocking Value in M&A Transactions With Matthew Jarvis, CFP®

Topic:

Clean books and clear value—why your financials matter in any M&A deal.

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