The Retirement Tax Podcast
BookmarkSteven Jarvis and Benjamin Brandt
The Retirement Tax Podcast is a business podcast hosted by Steven Jarvis and Benjamin Brandt. It has 80 episodes, with the latest published December 2024.
The Retirement Tax Podcast is your place to learn how to sand the rough edges off your 6 or 7 figure income tax bill the IRS expects you to pay over the course of your retirement. Hosts Benjamin Brandt, CFPⓇ , and Steven Jarvis, CPA bring you tax topics you can take action on. Leveraging their combined decades of experience in the financial planning and accounting worlds they share their insights and answer your questions.
business ·en ·80 episodes
Encore episode: Understanding Your Tax Return: Part 1
Throwback: The worst two words when planning for the future Ep.78
I got audited! (sort of) EP.77
Look out! Here comes the election Ep.76
The One Episode On Politics (Sort of) Ep.75
91 days left of 2024; what's on your tax to-do list? Ep.74
Inherited IRAs - what you need to know Ep.73
The real math on owning real estate Ep.72
My CPA has no idea...what do I do next? Ep. 71
Whatcha gonna do when they come for you? Ep.70
Triple Tax Advantage Ep.69
IRS Dirty Dozen Ep.68
Your questions answered Ep.67
It's on my return, but what does it mean? Ep.66
I haven't filed my taxes...now what? Ep.65
What the heck is "tax resolution"? with Kristine Stevenson Ep. 64
Psychology and Taxes with Ashley Quamme Ep.63
It's April! What should I be doing about taxes? Ep.62
Understanding Your Tax Return: Part 3 Ep.61
Understanding your tax return: Part 2 Ep.60
Understanding your tax return: Part 1 Ep.59
The internet wouldn't lie to you, would it? Ep.58
Tax Potpourri Ep.57
Happy New (Tax) Year! Ep.56
Throwback: "Getting Real about Aunt IRMAA" Ep.55
The worst two words when planning for the future Ep.54
Taxes in the real world, Ep.53
Back to the basics on Roth, Ep.52
One of you is going to die first, Ep.51
How to "guarantee" an IRS audit, ep. 50
The IRS's dirty dozen - 2023 edition, ep.49
Health Savings Accounts (HSAs) - what you need to know, ep.48
Don't Trust the internet, ep.46
Getting Real about Aunt IRMAA, ep.45
What to do when something goes wrong on taxes, ep.44
Tools of the Trade with special guest Jason Parker, ep. 43
"Will the IRS find out" is the wrong question. ep. 42
Special Invitation!
To DIY or not to DIY your taxes, ep. 41
The Tax Return Treasure Hunt, ep. 40
Tax Planning vs. Tax Preparation, ep.39
Your taxes are filed (hopefully), now what? ep.38
The building blocks of taxes, ep.37
It's March 1st, do you know where your tax return is? Ep. 36
Writing the book on taxes, literally, ep.35
Watch Out, Here They Come - Time to Get Ready for Your Tax Filing, Ep. 34
Again!?- What You Need To Know About The Newest Round Of Tax Law Changes, Ep. 33
Big Plans for 2023, Ep. 32
What's That Tax Rate?, Ep. 31
Year End Planning, Ep. 30
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