Retirement Tax Services Podcast

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.

Retirement Tax Services Podcast is a business podcast hosted by Unknown Host, with 100 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Unknown Host hosts Retirement Tax Services Podcast, a business show with 100 episodes published.

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  Episode #304

  Building a Tax-Centered Advisory Practice with Brian Beck

  Aug 17, 202624 min

  In this episode, Steven Jarvis, CPA, is joined by Brian Beck to discuss how financial professionals can build a practice around proactive tax planning. Brian shares how his firm has incorporated taxes into every client conversation for more than 30 years and why tax planning should begin immediately after tax season ends rather than waiting until year-end. They discuss the benefits of a subscription-based model, how it encourages clients to stay engaged with their financial planning, and how advisors can create stronger relationships with CPAs through collaboration instead of competition. Brian also explains how his firm structures CPA partnerships, handles tax preparation through outside providers, and the importance of understanding compliance requirements when adding tax services. The conversation highlights practical steps advisors can take to become more comfortable with tax conversations, including reviewing tax returns and learning the language of tax professionals. https://zurl.co/1MQqn

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  Episode #303

  How to Communicate Complex Financial Topics So Clients Understand and Take Action with Chris Fenning

  Aug 10, 202630 min

  In this episode, Steven Jarvis, CPA, is joined by communication expert Chris Fenning to discuss how financial professionals can communicate complex topics in a way that clients can understand, trust, and act on. They explore why expert language and industry jargon can create confusion, even when advisors have the best intentions, and how small changes in communication can make a significant impact. Steven and Chris discuss how to recognize when a client may not fully understand a conversation, the importance of using relatable explanations and analogies, and how to simplify information without losing its value. They also share practical strategies advisors can use to prepare for client conversations, practice their explanations, and build stronger communication skills that improve the client experience. https://zurl.co/LZgWS

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  Episode #300

  Stop doing it all yourself: How to delegate smarter with Stephen Delaney

  Jul 13, 202624 min

  In this episode, Steven Jarvis, CPA, is joined by Stephen Delaney, Senior Client Success Consultant at Belay, to discuss one of the biggest challenges advisors face: finding the right people to help execute their vision. Rather than focusing on tax strategies, this conversation dives into how advisors can reclaim their time through effective delegation and hiring. Stephen shares how Belay vets thousands of applicants to match clients with highly qualified Executive Assistants and Client Services Assistants. The discussion explores why hiring is a skill that improves with experience, the importance of systems and processes, and how delegation creates more time to serve clients. Whether you're hesitant to hire your first assistant or looking to improve your hiring process, this episode provides practical insights to help you take action. https://zurl.co/N1OwP

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  Episode #299

  What RIAs Need to Know Before Adding Alternative Investments with Darren Whissen

  Jun 29, 202626 min

  Today, Steven Jarvis, CPA, is joined by Darren Whissen from Invito to explore what it actually looks like for RIAs to implement alternative investments in practice. Darren shares his background running an RIA where nearly half of the client assets were allocated to illiquid alternative investments. Darren also walks through the compliance infrastructure required to support an alternatives program, including WSP updates, due diligence processes, and supervision requirements. The discussion highlights common pitfalls advisors should avoid, including poor manager selection, overly optimistic projections, and overconcentration in client portfolios. https://zurl.co/MZkQl

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  Episode #298

  The cash your clients aren't telling you about with Ben Cruikshan

  Jun 8, 202628 minS0

  <p >In this episode, Steven Jarvis, CPA, is joined by Ben Cruikshank, President and Chief Commercial Officer at Flourish, for a conversation about the intersection of banking, cash management, and tax planning. Ben shares insights from working with thousands of advisors and affluent households, including the surprising amount of cash clients often hold outside of advisory relationships. Together, Steven and Ben discuss why truly comprehensive financial planning requires visibility into all aspects of a client's financial life - not just investment accounts.</p> <p>https://zurl.co/NIchD</p>

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