All Episodes
Retirement Tax Services Podcast — 100 episodes
Compliance Doesn't Have to Be the Enemy with Richard Chen
Why your next level starts with vision, not a new firm with Shelby Nicholl
The words that win clients (and keep them) with Phil M. Jones
Are you building a business or just a job? with Peter Velardi
Beyond excel: systems over spreadsheets with Roger Pine
Making the "complex" easy to understand with Steve Blackwell
Businesses grow or die, that's it. With Ted Jenkin
All things international tax with Matthew Green
Roth conversion rules of thumb are stupid with Debbie Taylor
The best non-tax episode ever with RaQuell Hopkins
What actually counts as growth? with Michael and Liam from Carson Group
Taxes for Scaling with Eric Negron
The Real Math on Delegating With Kyle Willis
Tax Tail and the Dog it Wags with Eric Brotman
Is AI all it's cracked up to be? with Derrick Kinney
How it's taxed matters with Micah Shilanski, CFP®
The "Simple" Stuff Matters with Matthew Jarvis
Tax Planning in 2026 with Steven Jarvis
Tax Tools and Operators with Justin Boatman
Delivering Massive Value means living in reality with John Poole
Why Tax Proficiency is the new baseline of trust with Daniel Friedman
Your Tax Questions Get Answered with Steven Jarvis
Finding the right accountant with Claire Gallant and Logan Holman
Death and Taxes: We all got it wrong with Mike Bennett
Being tax aware in 2026 with Brooke Cecil
Taxes and Real Estate with Ryan Carriere
The Wealth Ladder with Nick Maggiulli
CPA to CFP Journey with Jennifer Climo
From Insights to Impact: Key Takeaways from Summit 2025 with Steven Jarvis, CPA
Defining Defined Benefit Plans with David Podell
Everything I learned, I learned from a tax return with Mark Cecchini
Was Roth a HUGE mistake because of O3BA? with Micah Shilanski, CFP®
Annuities in the real world with Brian Smith
Tax filing season after a big, beautiful law change with Brad Wooten, CPA
Tax and Estate planning: the default won't cut it with David Haughton
"Accidentally" buying a tax practice with TJ Bruce
The new "pictures or it didn't happen" with Parker Ence
Prepping Tax Returns as a Financial Advisors with Knight Coleman
Getting time back to Grow with Tushar Kumar
What tax prep taught a financial advisor with Mary McDirmid
Unlocking Value in M&A Transactions With Matthew Jarvis, CFP®
Words matter, choose wisely! with Steven J. Lee
Should I stay or should I go? with Shelby Nicholl
Tactically Using Taxes for Lead Gen with Hillary Gale
What's the tax deal on oil & gas? with Steve Blackwell
A trillion-dollar topic you need to understand with Brian Smith
Getting killed on taxes: Equity comp edition with Russell Kroeger
Special Guest Jason Wenk, CEO of Altruist
Impact is more important than taxes with George Stefanou
Leveraging time for tax planning with Lloyd Ross
Taxes: You're standing in your own way! with Mando Sallavanti
Leveling up through partnerships with Gideon Drucker
Shut up and listen! with Matt Halloran
Your team is a cheat code for success: What are you doing about it? With Amy Kizer
Be selfish! Make sure you have your own tax plan! with Ted Jenkin
There's more to taxes than just numbers with Jerome Myers
Do annuities suck or do you suck at annuities? with Brian Smith
Becoming the Uber of tax planning with Libby Greiwe
Navigating International Tax Waters with Renato Baccaro
You can't provide value if no one is listening with Ryan Fitzgerald
Why I said NO to financial advisors! with Chad Huebsch
Tax Planning for Entrepreneurs with Julia Carlson
Crypto Taxes: Yes, you need to care about this with Tyrone Ross
Tax Planning Legend: Robert Keebler
Tax Pain Can Be Your Gain with Samantha Russell
Hating on Financial Advisors with Tyler Smith
Stock-based comp: Keep It Simple with Andre Nader
When you have too many options with Ryan Metzler
Kicking off the new year! with Kevin Thompson
The OGs of CPA/CFP Collaboration with John Pastore
Throwback: "You did a Roth conversion for how much!?!" with Larry Sprung
"Taxes over time" with Benjamin Brandt
Merry "ROTHmas" with Micah Shilanski
Where it all began
The Tax Elephant in the Room with Matthew Jarvis
The Tax Nitty Gritty with James Comblo
Ignore the IRA RMD rules!
Yep, I got audited
Talking Taxes with Clients with Joshua Horton
Getting practical on taxes
Throwback: Tax planning and surge meetings with Micah Shilanski
CPA Firm vs. CFP Practice with Matt Porter
Taxes and Business Sales with Ted Jenkin
Breaking Planning Silos with Emily Millsap
Getting everyone a seat at the table with Bryan Eberle
Chat with a former IRS Special Agent with Robert Nordlander
"The Power of Education" with Robin Henager Greene
Are You Covered? with Cameron Norris
Every Advisor Should Prepare a Tax Return with Jacob DuBose
What every financial advisor needs to be delegating with Lisa Seal
Learning Tax Planning Throughout Your Career with Brent Gargano
Throwback "Asking the right questions on taxes" - with Meghaan Lurtz
COVID tax fraud that hasn't ended yet with Catherine Tindall
37-point checklist for reviewing life insurance? with Tony Steuer
Finding help for all of these value adds? with Brody Rosenfeld
Turning Prospects to Clients by leading with Taxes with Josh Ross
Getting the whole team involved with Jamie Shilanski
Tax reporting at the source with Eric Bronnenkant
An open conversation about in-house taxes with Gary Russell
The intersection of tax and law with Mike Payne