Show overview
Retirement Tax Services Podcast has been publishing since 2024, and across the 2 years since has built a catalogue of 114 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 yesterday, with 28 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 114 episodesBringing 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
Ep 287Businesses grow or die, that's it. With Ted Jenkin
In this episode, Steven and Ted Jenkin from JPTD Partners explore the key factors that drive business valuation. They discuss why focusing on net new assets, maintaining clean and accurate financial records, and implementing effective tax planning strategies can significantly impact the value of a business. The conversation emphasizes the importance of running a business with intention and discipline, especially for owners who may want to sell in the future. Steven and Ted also highlight the role of consistent business development and how emerging tools like AI can improve efficiency, support growth, and help business owners scale more effectively. https://zurl.co/s4Z57
Ep 286All things international tax with Matthew Green
Steven is joined this week by someone with personal and professional experience with international taxes: Matthew Green. Matthew shares his personal experience learning about the US's approach to taxing it's citizens living abroad and through that started sharing his newfound expertise with others. He now works specifically with taxpayers navigating international waters to make sure they don't get killed on taxes. While a lot of the discussion is around avoiding common mistakes and staying in the IRS's good graces, Matthew and Steven also talk about the potential for tax planning, even when there are international considerations. https://zurl.co/aJYKm
Ep 285Roth conversion rules of thumb are stupid with Debbie Taylor
Steven is joined this week by another industry Tax Titan, Debbie Taylor. Steven and Debbie nerd out on all things Roth, taking turns sharing their "favorite" rules of thumb on Roth conversions and why they aren't as helpful as most people make them out to be. It was a struggle for this dynamic duo to keep it to just 30 minutes, which means the time they did spend is packed with actionable insight on how you can wade through the noise and truly help clients when it comes to getting Roth conversions done. https://zurl.co/eNfiC
Ep 284The best non-tax episode ever with RaQuell Hopkins
This week is special, it might be the best episode of the year, and it has nothing to do with taxes. Joining Steven this week is Capacity Expert RaQuell Hopkins. RaQuell will be joining the Summit this year as a keynote speaker to help attendees overcome mindset limitations and expand their capacity. This interview is just a sneak peek of the great things to come. RaQuell has an incredible ability to articulate complex topics related to mental health and mindfulness and help successful professionals push for even more. She has helped challenge the beliefs that hold us back and has a much nicer (and probably more helpful) way to say "nobody cares, work harder!" https://zurl.co/kCLFr