Retirement Tax Services Podcast:
Real Tax Planning for Real Advisors

THIS WEEK’S PODCAST

Can AI Actually Improve Tax Planning for Advisors? with Fernando San Martin

AI isn’t replacing advisors - it’s reshaping how they deliver value. Listen

Jan 06, 2025

Kicking off the new year! with Kevin Thompson

Topic:

Getting people to move is the biggest challenge

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Dec 30, 2024

The OGs of CPA/CFP Collaboration with John Pastore

Topic:

Systems equal comfort, comfort equals profitability

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Dec 23, 2024

Throwback: “You did a Roth conversion for how much!?!” with Larry Sprung

Topic:

Steven and his guest Larry Sprung go big, sharing the largest Roth conversions they've seen

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Dec 16, 2024

 “Taxes over time” with Benjamin Brandt

Topic:

Consistency is key

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Dec 09, 2024

Merry “ROTHmas” with Micah Shilanski

Topic:

Roth conversions are a luxury

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Dec 02, 2024

Where it all began

Topic:

The best (and worst) ways for financial advisors to seek professional CPA referrals.

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Nov 25, 2024

The Tax Elephant in the Room with Matthew Jarvis

Topic:

Yes, we are brothers

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Nov 18, 2024

The Tax Nitty Gritty with James Comblo

Topic:

That's something you can do on every single return."

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Nov 11, 2024

Ignore the IRA RMD rules!

Topic:

The tax code is written in pencil!

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Nov 04, 2024

Yep, I got audited

Topic:

I don't have a moment of fear or panic when I hear from the IRS because of my approach to taxes using the straight-face test."

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