Retirement Tax Services Podcast Steven Jarvis

Steven is joined this week by Lisa Zeeveld, CFO of Belay Solutions to talk about how Financial Advisors can do more professionally and personally by leveraging a great assistant. Lisa and Steven share their own experiences using VAs, reservations they had, surprising successes and why there is no going back once you've started using one. Listen in as Lisa and Steven explain why a VA is an investment every Financial Advisor serious about leveling up should make. And because we are all about taking action and delivering massive value Lisa has a free resource for all of our listeners to help jump start the delegation process.
https://zurl.co/sDqe

This week we are taking a detour from technical tax topics and talking about how to get your tax planning message out there to prospective clients. Steven is joined by Marie Swift and Jonny Swift from Impact Communications to cover a variety of topics including how client testimonials can be compliantly used and how Advisors can effectively use AI tools to supplement their content creation without losing their voice and authenticity.

https://zurl.co/fXBK

Steven is joined this week by Eric Brotman to discuss how he has built a successful practice by looking at everyone around him, even other Advisors, as potential collaborators and not competition. Eric shares what he has learned over 30 years in the industry that he is STILL applying in the practice he runs and with the clients he serves. Listen to Steven and Eric share tactics they have seen really work that consistently result in better outcomes for clients and more growth for advisors willing to put in the work to make it happen.

https://zurl.co/ocyP

Fresh off of the spring surge and the tax filing deadline Steven Jarvis, CPA is joined once again by Micah Shilanski, CPF (r) to talk about tax planning in the real world. Micah and Steven both share recent experiences with clients and best practices on communicating the complexities of tax planning in a way that clients will remember and take action on. They of course nerd out on all things Roth and share opportunities for Advisors to get more involved so be sure and listen through to the end.
https://zurl.co/EEmC

Throwback time: Your favorite episode from the last 12 months: “Taxes and investing - a deep dive”. In this episode, Steven got the chance to really nerd out as he was joined by two guests from Dimensional Fund Advisors to get into the weeds on the tax implications of investing. John Wilson and Joe Hohn (who used to be an aerospace engineer before becoming a fund manager) shared their perspective and insight on just how much taxes play a role in investment selection and management. This episode is a bit more technical but still gives any advisor great information they can apply to continue elevating their tax game.
https://zurl.co/s7Ro

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