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Retirement Tax Services Podcast
27 minutes | Oct 11, 2021
Ep 55: Easy Ways Advisors Can Spare Entrepreneurs Headaches With Jamie Bosse
Steven’s guest this week is Jamie Bosse, a CFP with Aspyre Wealth Partners. She’s an established author, having published articles and books on financial literacy. On this episode, Steven and Jamie discuss retirement tax planning for her clients, who are mostly young entrepreneurs.
28 minutes | Oct 4, 2021
Ep 54: Tax Myths Advisors Must Dispel With Phil Putney
Phil Putney of ASF Wealth Management joins Steven this week to talk about tax myths. Some people delay tax planning for retirement because of the myths around taxes. Consequently, they retire with fewer funds, higher taxes, or both.
26 minutes | Sep 27, 2021
Ep 53: Exclusive: Why A CPA Became A Financial Advisor With Jana Morrison
Steven’s latest guest is Jana Morrison of Burkett Financial Services. She’s both a CPA and a CFP. In a male-dominated industry, she’s built a solid track record.
25 minutes | Sep 20, 2021
Ep 52: Backdoor Roth And Cream In The Coffee With Matthew Jarvis
Steven’s returning guest this week is advisor Matthew Jarvis of The Perfect IRA. Today’s topic is a combination of backdoor Roth contributions, IRS Form 8606, and the Pro Rata Rule. Are you interested in content that provides you with action steps that you can take to deliver massive tax value to your clients? Then you are going to love our powerful training sessions online. Click on the link below to get started on your journey: https://www.go.retirementtaxservices.com
31 minutes | Sep 13, 2021
Ep 51: Tax Planning For Younger Clients With Thomas Kopelman
Steven’s guest this week is advisor Thomas Kopelman, who just co-founded Allstreet Wealth. While many financial planners focus on retirees, Thomas’ niche is millennials. He often does tax planning for people whose income level is still on the rise. Are you interested in content that provides you with action steps that you can take to deliver massive tax value to your clients? Then you are going to love our powerful training sessions online. Click on the link below to get started on your journey: https://www.go.retirementtaxservices.com/nation-0922-a
29 minutes | Sep 6, 2021
Ep 50: Getting To Your Client's "Why" On Taxes With Brendan Frazier
Steven’s guest is advisor Brendan Frazier, the founder of Wired Planning and host of “The Human Side of Money.” His primary focus, as a tax planner, is the psychology of advising. In other words, he helps clients keep motivated for success.
18 minutes | Aug 30, 2021
Ep 49: The Path To Advisor Tax Planning With William Miller
Steven’s guest today is advisor William Miller, the founder of WM Wealth Planning. William regularly posts eye-catching, tax-related graphics on social media. We wanted to know more about how this became his focus.
11 minutes | Aug 27, 2021
Ep 48: How Advisors Can Handle Donor-Advised Funds
It’s Tax Q&A Friday and Steven has a question submitted by an advisor via LinkedIn. Jim asks if we’d do an episode on donor-advised funds (DAFs). The short answer is, “Yes, we’d be happy to.” Donor-advised funds aren't the only means of charitable giving but they have to be considered if a client is charitably-inclined.
15 minutes | Aug 25, 2021
Ep 47: How Advisors Should Handle Client HSAs
Steven’s focus today is Health Savings Accounts (HSAs). Money goes into an HSA pre-taxes and as long as expenditures are for medical expenses, the balance is never taxed. As health care costs may not lower anytime soon, HSAs can be lifesavers.
30 minutes | Aug 23, 2021
Ep 46: Compliance And Tax Planning Do Mix With Matthew Daugherty
Steven’s guest today is CFP Matthew Daugherty. They discuss how tax planning is possible, even with Compliance looking over your shoulder and how that relationship doesn't have to be adversarial. Are you interested in content that provides you with action steps that you can take to deliver massive tax value to your clients? Then you are going to love our powerful training sessions online. Click on the link below to get started on your journey: https://www.go.retirementtaxservices.com/nation-082550188553
13 minutes | Aug 20, 2021
Ep 45: What's The Right Amount For A Tax Refund?
For this week’s Tax Q&A Friday, Steven is tackling the question, “How much is the right amount of tax refund to get every year?” The answer involves the Safe Harbor Rule.
11 minutes | Aug 17, 2021
Ep 44: Why Forgotten 401ks Are Preventable
The Capitalize research team recently released The True Cost of Forgotten 401(k) Accounts. They estimate that there are 24.3 million forgotten 401k accounts in the US. Obviously, they are significant potential value-adds for clients. That's why Steven is focused on that topic today.
29 minutes | Aug 16, 2021
Ep 43: Tax Planning Without Roth Conversions With Matt Fizell
Steven’s guest this Monday is advisor Matt Fizell of Harmony Wealth. Matt’s niche is a little unusual: His average client isn’t retired. In fact, most of them aren’t ready for their first Roth conversion.
11 minutes | Aug 13, 2021
Ep 42: How To Handle DIY Tax Clients
For this Tax Q&A Friday, Steven is answering another listener-submitted question: How should a tax-planning advisor handle clients who do their own returns?
14 minutes | Aug 11, 2021
Ep 41: What You Need To Know About The Premium Tax Credit
Instituted through the Affordable Care Act, the Premium Tax Credits is a shadow tax that must be considered when making recommendations. It can easily be missed unless one is looking for it beyond the client's marginal tax rate. Therefore, Steven is focused on illuminating the core aspects of this often overlooked shadow tax.
28 minutes | Aug 9, 2021
Ep 40: Why Advisors Should Take On Taxes With Andy Panko
Steven’s guest today is Andy Panko, a CFP with Tenon Financial. Andy hasn’t just dipped a toe in the tax-planning waters, strategizing with clients is a staple of his business. If you are an advisor who's considering branching out, his insights are sure to be a value-add.
11 minutes | Aug 6, 2021
Ep 39: Retroactive Tax Increases, Can They Even Do That?
On this episode of Tax Q&A Friday, Steven is addressing concerns about rumors of possible retroactive taxes in the future. Even though nothing has been formalized yet, some people in professional circles are already considering potential ramifications.
12 minutes | Aug 4, 2021
Ep 38: Reviewing The 1040 To Quantify Advisory Value
In episode 32, How To Articulate Your Tax Planning, Steven began going over the 2020 US individual tax return. This episode continues his focus on explaining each line to clients. Today, we resume reviewing the 1040 on Page 2
15 minutes | Aug 2, 2021
Ep 37: Exclusive: 2021 Child Tax Credit Repayments Make Possible Pitfalls
Child tax credit payments started rolling into American bank accounts in July of 2021. In fact, the IRS technically calls these “advanced child tax credit payments.” Congress's decision to prepay a portion is creating a risky situation for some, but Steven is not politicking for or against it. Instead, he wants financial advisors to be warned about a possible result.
8 minutes | Jul 30, 2021
Ep 36: Proven Ways To Quantify Advisory Value
It’s Tax Q&A Friday and Steven has another user-submitted question. An advisor asks about the prospect-meeting process: What are some simple ways to quantify the impact of tax planning or different tax strategies?
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