IGO Ep. 13 | Why Most Advisors Avoid Taxes (and Why That’s a Mistake) episode artwork

EPISODE · Jan 8, 2026 · 35 MIN

IGO Ep. 13 | Why Most Advisors Avoid Taxes (and Why That’s a Mistake)

from IGO — In Good Order with Ben Braverman · host Ben Braverman

IGO Ep. 13 | Why Most Advisors Avoid Taxes (and Why That’s a Mistake)🎥 Watch the full episode on YouTube (recommended for this episode):👉 https://youtu.be/KkB86xhFv7kIn this episode of In Good Order, Ben Braverman is joined by Tyler Randall to unpack one of the most avoided but impactful topics in retirement planning: taxes.Advisors often hesitate to lead tax conversations because the rules feel complex, overwhelming, or uncertain. Meanwhile, many clients are quietly exposed to significant future tax liabilities through traditional retirement accounts, IRMAA surcharges, and changing legislation.This conversation focuses on how Roth conversions and tax efficiency can materially improve retirement outcomes when framed correctly.You’ll hear:Why legislative risk makes today’s tax rules far from permanentHow Roth conversions can reduce lifetime tax burdenWhere IRMAA fees catch high-income retirees off guardHow breakeven analysis helps clients make confident decisionsTools and visual frameworks that simplify tax conversationsWhy advisors who lead with tax strategy grow faster and retain more clientsThis episode is especially visual, which is why watching on YouTube is strongly recommended to see the frameworks and examples discussed.In Good Order is a podcast for advisors and professionals focused on clarity, structure, and better decision-making in finance and business.

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IGO Ep. 13 | Why Most Advisors Avoid Taxes (and Why That’s a Mistake)

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