• Retirement Tax Services Podcast

  • 著者: Steven Jarvis
  • ポッドキャスト

Retirement Tax Services Podcast

著者: Steven Jarvis
  • サマリー

  • 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.
    Copyright © 2021 Retirement Tax Services. All rights reserved.
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あらすじ・解説

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.
Copyright © 2021 Retirement Tax Services. All rights reserved.
エピソード
  • Shut up and listen! with Matt Halloran
    2025/04/28

    It's easy to think that we are all expert communicators...but is it true? This week, Steven is joined by Matt Halloran, author, podcast host, keynote speaker, and an all-around incredible resource when it comes to the way advisors communicate, to share insight and personal experiences when it comes to how a person goes about communicating more effectively. Steven and Matt share personal stories of their own journeys to become better communicators and pull out the tips and best practices that have helped them excel along the way. Naturally, Steven weaves in the tax piece of this conversation, which becomes all the tax knowledge in the world that counts for squat if you can't communicate it in a way that inspires action.

    https://zurl.co/ixltx

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    30 分
  • Your team is a cheat code for success: What are you doing about it? With Amy Kizer
    2025/04/21

    This week Steven is joined by Amy Kizer from TalentLink Solutions to talk recruiting, hiring, delegating, and so much more related to having a team. Amy focuses exclusively on the financial services industry, so she brings a wealth of knowledge and experience that will resonate with financial advisors nationwide. Amy thoughtfully shares actionable ideas on how you can support your team, identify your next hire, and navigate the recruiting and hiring process. Steven and Amy share personal experiences and questions you should be asking yourself to help identify what your next best step is. Listen to the end as Amy shares a great resource every listener can use the next time they are adding to their team.

    https://zurl.co/DdQZk

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    29 分
  • Be selfish! Make sure you have your own tax plan! with Ted Jenkin
    2025/04/14

    In this episode, Steven is rejoined by Ted Jenkin of JPTD Partners to talk all things tax planning related to enterprise value and business sales. Ted shares from his own experience of growing and selling a firm himself, along with the numerous times he's helped other people do the same thing. Taxes are a top expense and concern for most everyone, including you. Being proactive and understanding the choices you can make WILL make all the difference. Listen to the end as Ted offers listeners an opportunity to learn more about the value of their own practices.

    https://zurl.co/QhcNq

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    26 分

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