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The cash your clients aren't telling you about with Ben Cruikshank
In this episode, Steven Jarvis, CPA, is joined by Ben Cruikshank, President and Chief Commercial Officer at Flourish, for a conversation about the intersection of banking, cash management, and tax…
Can AI Actually Improve Tax Planning for Advisors? with Fernando San Martin
This episode explores how AI is changing the way financial advisors approach tax planning and client service. Steven Jarvis speaks with Fernando San Martin from Altruist about Hazel, an AI-powered…
Intentional tax planning that changes client outcomes with Matthew Doran
Matthew Doran joins Steven Jarvis, CPA, to discuss why great tax planning isn't about memorizing rules - it's about helping clients make intentional decisions that improve long-term outcomes. From…
Compliance Doesn't Have to Be the Enemy with Richard Chen
Steven Jarvis is joined by compliance attorney Richard Chen to break down what compliance really means for financial advisors. They discuss how to balance providing value without crossing regulatory…
Why your next level starts with vision, not a new firm with Shelby Nicholl
Steven Jarvis is joined by Shelby Nicholl from Mureil Consulting to discuss how advisors can intentionally build better businesses and client experiences. Shelby explains that while many know her for…
The words that win clients (and keep them) with Phil M. Jones
Steven Jarvis is joined by Phil M. Jones to explore how the right words can drive better client outcomes. Phil shares why success isn't just about expertise, but about knowing what to say at the…
Are you building a business or just a job? with Peter Velardi
Steven Jarvis is joined in this episode by Peter Velardi of JPTD Partners to discuss how financial advisors can think more strategically about the future of their firms. They explore the shift from…
Beyond excel: systems over spreadsheets with Roger Pine
In this episode, Steven Jarvis sits down with Roger Pine, Co-founder of Holistiplan to explore how advisors can systematize tax planning in their practices. They discuss why Excel alone isn't enough,…
Making the "complex" easy to understand with Steve Blackwell
This week, Steven is joined by Steve Blackwell from Invito Energy Partners to explore the complexities, opportunities, and strategic considerations of investing in oil and gas. From understanding…
Businesses grow or die, that's it. With Ted Jenkin
In this episode, Steven and Ted Jenkin from JPTD Partners explore the key factors that drive business valuation. They discuss why focusing on net new assets, maintaining clean and accurate financial…
All things international tax with Matthew Green
Steven is joined this week by someone with personal and professional experience with international taxes: Matthew Green. Matthew shares his personal experience learning about the US's approach to…
Roth conversion rules of thumb are stupid with Debbie Taylor
Steven is joined this week by another industry Tax Titan, Debbie Taylor. Steven and Debbie nerd out on all things Roth, taking turns sharing their "favorite" rules of thumb on Roth conversions and…
The best non-tax episode ever with RaQuell Hopkins
This week is special, it might be the best episode of the year, and it has nothing to do with taxes. Joining Steven this week is Capacity Expert RaQuell Hopkins. RaQuell will be joining the Summit…
What actually counts as growth? with Michael and Liam from Carson Group
In this week's episode, Steven is joined by two of our good friends at Carson Group: Liam and Michael. Liam and Michael are part of the M&A team and get to see behind the curtains of some of the…
Taxes for Scaling with Eric Negron
Eric Negron joins Steven on the podcast this week to talk all things growth and how tax planning can be a super power for advisors serious about scaling. Steven and Eric whole heartedly agree that…
The Real Math on Delegating With Kyle Willis
Steven is joined this week by Kyle Willis, VP of Growth at BELAY, as they discuss the power of delegating in their own lives and the value an EA can bring to a team. Steven, of course, draws plenty…
Tax Tail and the Dog it Wags with Eric Brotman
Rejoining Steven on the show this week is Eric Brotman to discuss his own personal tax planning, along with best practices when it comes to talking taxes with clients. Eric is planning ahead for an…
Is AI all it's cracked up to be? with Derrick Kinney
This week, Steven is joined by Derrick Kinney to talk about the opportunity AI creates for advisors, and it might not be what you think. Derrick's emphasis is on communication, and Steven, as always,…
How it's taxed matters with Micah Shilanski, CFP®
Steven is once again joined by none other than Micah Shilanski, CFP®, to share real-world examples of tax planning that matters. Steven and Micah share recent client experiences highlighting how the…
The "Simple" Stuff Matters with Matthew Jarvis
The internet is all about attention; advisors who care about their clients are all about action. Steven is rejoined this week by Matthew Jarvis to talk about the power of doing "simple" things…
Frequently Asked Questions
Retirement Tax Services Podcast has published 100 episodes since June 2024, covering topics in Business, Investing.
Retirement Tax Services Podcast is currently highly active with new episodes weekly. Average episode length is 28m.
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