Retirement Tax Services Podcast Steven Jarvis

In this episode, Steven is joined by Dr. Wade Pfau, a prolific researcher and content creator around all things retirement income related, including tax planning. Dr. Pfau has recently published the 2024 edition of his Retirement Planning Guidebook, an incredible resource for the details and planning opportunities surrounding retirement. Steven and Wade discuss how Financial Advisors can take complex knowledge and learn and distill it a way that will help clients take action, which is ultimately what counts.

https://zurl.co/i1Bh

Summary: Steven Jarvis, is joined in this week's episode by one of his brothers (he actually has 4), Matthew Jarvis. Matthew is the co-host and co-founder of The Perfect RIA podcast, a platform through which he has coached thousands of advisors. They talk about the power of tax planning and ways to deliver massive value to clients. They both share first-hand experiences with helping clients excel and give multiple opportunities to learn more, do more and all around elevate your tax planning game.

https://zurl.co/5z1D

In this episode Steven is joined by Christine Simone, a healthcare professional and the CEO and founder of Caribou. Christine shares her perspective on how to navigate the tax implications of how people get health insurance and pay for medical expenses. Steven and Christine discuss the complexities and potential tax savings (and pitfalls) of health savings accounts, premium tax credits and Medicare. They also discuss tools (like Caribou) that can help simplify the process Advisors work with their clients on this very prevalent topic.

https://zurl.co/eonh

In this episode Steven is joined by the author of The Inheritance Playbook, Chad Holmes. This book is written for consumers and puts a little bit of humor and a lot of great insight into a very challenging topic. Chad shares why it was important to him to write this book and the impact these strategies have on clients. Death and taxes are both inevitable and Steven and Chad share their perspectives on how advisors can make an impact in both of these areas.

https://zurl.co/fmBO

On this weeks episode Steven is joined by an Advisor who is generously sharing what worked so well for him as he built and sold a planning practice across multiple decades. Derrick Kinney, host of the Good Money Podcast, gives specific approaches he has used and coached advisors on that he has seen produce results time and again. His recommendations are not on specific tax principles but give Advisors the tools to communicate in a way that is going to have lasting impact.
https://zurl.co/Lglt

Not all birthdays are created equal in the eyes of the IRS. In this week's episode Steven is joined by Philipp Hecker, CEO of Bento Engine, to talk about how Advisors can implement a system for creating client engagement around important life milestones. Philipp shares from his years of experience building client engagement and navigating the technical landscape of the planning opportunities available at these critical times.  Steven and Philipp also discuss the sheer volume of software tools now available to financial advisors and how to figure out which ones might be a fit and which ones just have great marketing.

https://zurl.co/PFYl