Show overview
Retirement Tax Services Podcast has been publishing since 2024, and across the 2 years since has built a catalogue of 118 episodes. That works out to roughly 55 hours of audio in total. Releases follow a weekly cadence.
Episodes typically run twenty to thirty-five minutes — most land between 27 min and 30 min — and the run-time is fairly consistent across the catalogue. None of the episodes are flagged explicit by the publisher. It is catalogued as a EN-language Business show.
The show is actively publishing — the most recent episode landed 3 weeks ago, with 32 episodes already out so far this year. Published by Prajin.
From the publisher
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.
Latest Episodes
View all 118 episodesWhy Tax Planning Deserves Its Own Conversation with Naomi Owotumi
Using Data to Plan for Longevity Risk with Brian Smith
Building the Business You Want to Sell with Michael Belluomini and Liam Heffernan
Trump Accounts, Tax Planning, and Working With Financial Advisors with Brad Wooten
Bringing tax in-house: what it takes to deliver a better client experience with Jonathan Steele
Building a Tax-Centered Advisory Practice with Brian Beck
How to Communicate Complex Financial Topics So Clients Understand and Take Action with Chris Fenning
Don't let tax software make you lazy with Jim Young
The truth about Roth Conversion analysis with Andrew Herman
Stop doing it all yourself: How to delegate smarter with Stephen Delaney
What RIAs Need to Know Before Adding Alternative Investments with Darren Whissen
The cash your clients aren't telling you about with Ben Cruikshan
Can AI Actually Improve Tax Planning for Advisors? with Fernando San Martin
Intentional tax planning that changes client outcomes with Matthew Doran
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
In this episode, Steven Jarvis sits down with Roger Pine, Co-founder of Holistiplan to explore how advisors can systematize tax planning in their practices. They discuss why Excel alone isn't enough, the importance of creating a repeatable process, and how Holistiplan helps advisors deliver richer financial planning to more clients. From the software's origin story to innovative features that streamline tax return reviews, this conversation highlights the real work behind every client, every year. https://zurl.co/r5Jft
Making the "complex" easy to understand with Steve Blackwell
This week, Steven is joined by Steve Blackwell from Invito Energy Partners to explore the complexities, opportunities, and strategic considerations of investing in oil and gas. From understanding investment structures to navigating tax incentives, this episode gives advisors practical insights for guiding clients through these unique opportunities. https://zurl.co/9C2yl