Retirement Tax Services Podcast – Details, episodes & analysis

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Retirement Tax Services Podcast

Steven Jarvis

Business

Frequency: 1 episode/7d. Total Eps: 100

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.

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Score global : 52%

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A trillion-dollar topic you need to understand with Brian Smith

Episode 247

Monday, June 16, 2025 • Duration 26:27

Steven is once again joined by Brian Smith, representing our partners at Foundational Income Associates. In this episode, Steven and Brian cover some of the basics on annuities because in spite of some of the headlines on social media, just in the last few years, the amount of money going into these products is at the trillion mark. Brian shares key definitions and meaningful ways to break down complex topics, while Steven highlights how these products will show up on a client's tax return at various stages of the annuity life cycle. Whether you actively recommend annuities or simply have clients who come to you with them already in place, this episode will deliver valuable information you can put in action.

https://zurl.co/Qc2tM

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Getting killed on taxes: Equity comp edition with Russell Kroeger

Episode 246

Monday, June 9, 2025 • Duration 30:01

In this episode, Steven is joined by Russell Kroeger, Founder and CEO of Trayecto. As a financial advisor and tax professional, Russell has seen firsthand the complexities, pitfalls, and planning opportunities that arise for employees receiving equity-based compensation. Steven and Russell both share examples of what can go wrong (aka clients getting killed on taxes) and what to be on the lookout for so listeners can create better outcomes for their clients. Russell also shares resources available to advisors, including what he has built at Trayecto, specific to planning around equity compensation.

Retirement Tax Services Podcast – Details, episodes & analysis

Podcast details

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Retirement Tax Services Podcast – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Spotify

Shared links between episodes and podcasts

Other99+

RSS feed quality and score

Publication history

Latest published episodes

Similar podcasts and content

Related Shows Based on Content Similarities

Apple Podcasts

Spotify

Related Shows Based on Content Similarities

Other99+