The Complete Advisor

CreativeOne
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The Financial Services Industry in America is a $4.85 trillion-dollar industry and you’re at the heart of it. This is The Complete Advisor, a podcast constructed for you, providing insights into industry trends, best practices, marketing strategies, what’s working, what’s not working, and so much more. Simply put, this is advisors sharing their knowledge and expertise with each other.

  1. Taxes vs. Tariffs: What Every Advisors Must Know

    12/01/2025 · VIDEO

    Taxes vs. Tariffs: What Every Advisors Must Know

    Tariffs are dominating headlines — but what do they really mean for taxes, Washington, and your clients’ retirement plans? In this episode of The Complete Advisor, Dennis Mattern sits down with Becky Swansburg, CEO of Stonewood Financial and Washington insider, to break down the truth: tariffs won’t fix America’s tax problems, and demographic pressures—not politics—are driving the future of taxation. Becky explains how tariffs actually function, why they rarely offset income taxes, and why rising legislative risk is one of the most overlooked threats to retirement planning today. She also reveals why NOW is a rare low-tax window for conversions and tax repositioning—and how savvy advisors can help clients regain control before the next wave of tax changes hits. If you serve retirees or pre-retirees, this is an episode you can’t afford to skip. ✅ Top 3 Takeaways for Advisors 1. Demographics—not politics—are driving America’s revenue crisis, meaning tariffs won’t prevent future tax increases. 2. Taxes must be treated as a “risk class” in every plan, equal to market risk and income risk. 3. Advisors have a short window right now—thanks to OBA tax brackets and current legislative structure—to reposition assets and protect clients from future tax hikes. 🔑 Key Points From the Episode What tariffs actually are (in plain English) and why clients misunderstand them The historical relationship between tariffs, revenue, and taxes — including the Prohibition example Why Washington is in a “yes, and…” era: tariffs and higher taxes Why IRMAA, Medicare surcharges, and income-based taxation target savers most How to frame legislative risk as part of your planning process Why this is a once-in-a-generation opportunity for Roth conversions and tax-free repositioning How inflation has reshaped the mindset of Gen X and younger savers The one message advisors must help clients understand: Don’t rely on Washington—take control now. 🔔 Subscribe to The Complete Advisor If you want more conversations that help you grow your practice and better serve your clients, make sure to: 👍 Like 🔔 Subscribe 📝 Leave a comment or DM Dennis with topics you want covered next. New episodes drop regularly — and subscribers get them first.

    26 min

  2. 09/03/2025 · VIDEO

    Ron Shurts — Control the Grind: Wisdom from a Titan in Retirement Product Innovation

    Annexus cofounder Ron Shurts serves it spicy—ditch vanity goals, control the grind, and turn annuities into your unfair advantage.

    41 min

  3. 08/14/2025 · VIDEO

    Holiday Client Event Strategies That Increase Referrals and Revenue

    Take a listen to how a thoughtfully crafted holiday appreciation party has become a community tradition that deepens client relationships, attracts new prospects, and significantly boosts business growth.

    40 min

  4. 08/05/2025 · VIDEO

    From Tour Manager to Financial Planner: Backstage Lessons for the Advisory World

    Former tour manager for Grammy-winning artists shares how the high-stakes world of music touring shaped his success as a financial advisor.

    41 min

  5. 07/29/2025 · VIDEO

    Seminars That Convert: From Attendee to Client

    Colorado-based advisor Michael Knox, who breaks down what happens after the seminar presentation ends—and how to maximize appointments, engagement, and trust in the follow-up.

    31 min

  6. 07/22/2025 · VIDEO

    The One Big Beautiful Bill Explained | What Financial Advisors Need to Know Now

    New Tax Law, Big Opportunities – In this episode of The Complete Advisor, we sit down with Washington insider and CEO of Stonewood Financial, Becky Ruby Swansburg, to break down the newly passed One Big Beautiful Bill (OBBB)—and what it really means for independent financial advisors.

    41 min

  7. 06/25/2025 · VIDEO

    From Banker to Builder: Launching a Practice with Purpose

    What does it really take to go independent? In this episode, a former branch manager pulls back the curtain on launching his own practice—fear, funding, branding, and all.

    19 min

  8. 06/24/2025 · VIDEO

    👉 Roth Conversions 2025 Avoid the Tax Hikes Coming TCJA Sunset, Widow’s Penalty & IRMAA Explained

    Why 2025 may be your last, best shot to lock in low taxes — and how advisors can use Roth conversions, widow’s penalty math, and IRMAA risks to drive urgent client action.

    33 min
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About

The Financial Services Industry in America is a $4.85 trillion-dollar industry and you’re at the heart of it. This is The Complete Advisor, a podcast constructed for you, providing insights into industry trends, best practices, marketing strategies, what’s working, what’s not working, and so much more. Simply put, this is advisors sharing their knowledge and expertise with each other.

Information

  • Creator
    CreativeOne
  • Years Active
    2022 - 2025
  • Episodes
    105
  • Rating
    Clean
  • Copyright
    © 2022
  • Show Website
    The Complete Advisor