Podcast
Retirement Tax Services Podcast
Hosted by Steven Jarvis · EN
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.
23episodes
Episodes
Newest firstAll episodes
Compliance Doesn't Have to Be the Enemy with Richard Chen
2w ago00:28:20Tap to summarizeSteven Jarvis is joined by compliance attorney Richard Chen to break down what compliance really means for financial advisors. They discuss how to balance providing value without crossing regulatory lines, the limitations of relying on software, and the importance of protecting client data. Richard reframes compliance as a core part of serving clients well, not something to avoid, but something to approach with clarity and simplicity. https://zurl.co/7VC5w
Transcribe →Why your next level starts with vision, not a new firm with Shelby Nicholl
3w ago00:27:07Tap to summarizeSteven Jarvis is joined by Shelby Nicholl from Mureil Consulting to discuss how advisors can intentionally build better businesses and client experiences. Shelby explains that while many know her for helping advisors transition firms, her real focus is on aligning vision, operations, and client delivery. The conversation highlights the importance of defining where you are today and where you want your practice to go. They explore common misconceptions about transitions, emphasizing that the real work begins after the move when advisors must deliver on new promises. https://zurl.co/cvTav
Transcribe →The words that win clients (and keep them) with Phil M. Jones
4w ago00:29:46Tap to summarizeSteven Jarvis is joined by Phil M. Jones to explore how the right words can drive better client outcomes. Phil shares why success isn't just about expertise, but about knowing what to say at the right time. They discuss the shift from being a problem solver to a problem seeker, helping clients uncover issues they didn't realize they had. and practical ways advisors can structure conversations to build trust and inspire action. Discover practical strategies for effective communication, persuasion with integrity, and mastering conversational techniques to grow your financial advisory practice. https://zurl.co/wHqaN
Transcribe →Are you building a business or just a job? with Peter Velardi
Apr 1300:31:24Tap to summarizeSteven Jarvis is joined in this episode by Peter Velardi of JPTD Partners to discuss how financial advisors can think more strategically about the future of their firms. They explore the shift from running a "practice" to building a true business, and why that distinction is critical for growth, scalability, and long-term value. The discussion encourages advisors to step back, plan intentionally, and position their business for both growth and optionality. https://zurl.co/gGJEt
Transcribe →Beyond excel: systems over spreadsheets with Roger Pine
Apr 600:29:12Tap to summarizeIn 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
Transcribe →Making the "complex" easy to understand with Steve Blackwell
Mar 3000:26:05Tap to summarizeThis 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
Transcribe →Businesses grow or die, that's it. With Ted Jenkin
Mar 2300:29:50Tap to summarizeIn 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
Transcribe →All things international tax with Matthew Green
Mar 1600:23:59Tap to summarizeSteven 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
Transcribe →Roth conversion rules of thumb are stupid with Debbie Taylor
Mar 900:33:03Tap to summarizeSteven 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
Transcribe →The best non-tax episode ever with RaQuell Hopkins
Mar 200:28:09Tap to summarizeThis 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
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