Retirement Tax Services Podcast:
Real Tax Planning for Real Advisors

THIS WEEK’S PODCAST

Beyond excel: systems over spreadsheets with Roger Pine

Tax planning is a year-round sport. Listen

Apr 14, 2025

Be selfish! Make sure you have your own tax plan! with Ted Jenkin

Topic:

Tax Advice is ALWAYS on clients' minds.

Listen
Apr 07, 2025

There’s more to taxes than just numbers with Jerome Myers

Topic:

Paydays don't change the rest of your life

Listen
Mar 31, 2025

Do annuities suck or do you suck at annuities? with Brian Smith

Topic:

Like anything else, annuities are all about the right fit

Listen
Mar 24, 2025

Becoming the Uber of tax planning with Libby Greiwe

Topic:

Expectations are the death of gratitude

Listen
Mar 17, 2025

Navigating International Tax Waters with Renato Baccaro

Topic:

Tax laws have been a fight for thousands of years

Listen
Mar 10, 2025

You can’t provide value if no one is listening with Ryan Fitzgerald

Topic:

Everyone is a product of marketing

Listen
Mar 03, 2025

Why I said NO to financial advisors! with Chad Huebsch

Topic:

Be clear on who you serve!

Listen
Feb 24, 2025

Tax Planning for Entrepreneurs with Julia Carlson

Topic:

New levels, new devils

Listen
Feb 17, 2025

Crypto Taxes: Yes, you need to care about this with Tyrone Ross

Topic:

If you're not asking about it, it's happening away from you

Listen
Feb 10, 2025

Tax Planning Legend: Robert Keebler

Topic:

Getting the right words out of your mouth is complicated

Listen