Retirement Tax Services Podcast

Feb 03 2025 100 ep. 28 mins 55
Retirement Tax Services Podcast artwork

Retirement Tax Services Podcast, Financial Professional’s Edition is a show hosted by Steven Jarvis, CPA. Steven aims to bridge the gap between tax professionals, financial advisors and their mutual clients in their quest for reducing tax expenses in retirement.

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Tax Pain Can Be Your Gain with Samantha Russell

Feb 03 2025 31 mins  
To kick off February, Steven is joined by one of the top voices in marketing in the industry: Samantha Russell. Samantha shares from years of experience as a marketer how advisors can lean into tax planning to attract new clients without having to become a tax expert or get in trouble with compliance. Steven and Samantha both share stories of the impact that content creation can ha

Hating on Financial Advisors with Tyler Smith

Jan 27 2025 33 mins  
Taking a step outside the norm, Steven's guest this week is NOT a financial advisor or CPA; Tyler Smith just happens to be a taxpayer wishing he could get better help with tax planning. Tyler is a successful business owner and coach and has great insight to share about how to build trusted relationships and what would get him excited to pay for financial advice. Tyler was also gene

Stock-based comp: Keep It Simple with Andre Nader

Jan 20 2025 34 mins  
In this episode, Steven is joined by Andre Nader, a semi-retired big-tech employee who spends his time helping educate other high earners on how to navigate unexpectedly making a lot of money and the tax implications that go with it. Andre shares from his personal experience and the questions and stories he hears from people in his audience (nearly 30,000 on LinkedIn). Andre dove d

When you have too many options with Ryan Metzler

Jan 13 2025 21 mins  
Steven is joined this week by Ryan Metzler, the co-founder of Finlocity, a company dedicated to helping RIAs find the right resources to enhance their practices. Ryan works as a matchmaker of sorts for both Advisors and service providers to help everyone navigate what can feel like an endless array of shiny objects that can be more a distraction than a benefit. Steven and Ryan disc

Kicking off the new year! with Kevin Thompson

Jan 06 2025 30 mins  
To kick off the new year, Steven is joined by a fellow podcaster and financial advisor, Kevin Thompson. Kevin shares his experience with becoming an Enrolled Agent to just skip the conversation about "is it tax planning or is it tax advice" and jump straight to helping his clients the best way he can. Steven and Kevin share examples of how Advisors can be proactive on tax planning

The OGs of CPA/CFP Collaboration with John Pastore

Dec 30 2024 29 mins  
In this episode, Steven is joined by John Pastore, Executive Vice President of Integrated Partners. John has been on the Integrated team for 25 years, basically since day 1, and has seen the incredible progress over time that Integrated has achieved. Their approach is to match CPAs with financial advisors through formal partnerships that help the advisor and the CPA grow their busi

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

Dec 23 2024 32 mins  
This is a throwback to one of our most popular episodes from last year—because who doesn’t love a good discussion about Roth conversions? In this episode, Financial Advisor and podcast host Larry Sprung of Mitlin Financial joined Steven on the show to talk about what tax planning looks like in his practice. Larry shared how he gets his team involved, the things he is on the loo

“Taxes over time” with Benjamin Brandt

Dec 16 2024 30 mins  
Joining the show this week is perhaps one of the forefathers of financial advisor podcasts, Benjamin Brandt. Ben shares his podcast and tax planning origin story (both predate being involved with RTS) and how his approach to these key areas of growth have changed over time. You don't have to be a tax expert to deliver massive value to clients, you do need to be consistent and commi

Merry "ROTHmas" with Micah Shilanski

Dec 09 2024 35 mins  
Fan favorite Micah Shilanski is back on the Retirement Tax Services podcast to answer advisor questions on Roth conversions. Steven and Micah take it in turns to give insight and expertise and a whole list of questions that came from a recent RTS webinar all about the practicalities of getting Roth conversions done. Over 1,000 advisors registered for the event so I'm sure you can i

Where it all began

Dec 02 2024 23 mins  
Welcome to a throwback edition of the Retirement Tax Services Podcast! Today, we’re rewinding to where it all began—Episode 1! Over 3.5 years ago, Steven launched the podcast to bridge the gap between financial advisors and tax professionals, starting with a topic that remains just as relevant today: the best (and worst) ways for financial advisors to seek professional CPA refe