Advertise on podcast: Retirement Tax Services Podcast

Steven 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

Steven 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

In 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

This 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

In 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

Steven 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

Steven 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

This 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

In this week's episode, Steven is joined by two of our good friends at Carson Group: Liam and Michael. Liam and Michael are part of the M&A team and get to see behind the curtains of some of the most successful practices in the country and share what they've learned about the ones doing the best work. Steven discusses the role of tax planning in firms that consistently grow, and they all share insight on why tax planning continues to be such a great opportunity for advisors who lean into it. Listen to the end as Steven shares an opportunity to gain insight into your own practices, true growth, and overall health by visiting retirementtaxservices.com/carson. https://zurl.co/r6F3t

Eric Negron joins Steven on the podcast this week to talk all things growth and how tax planning can be a super power for advisors serious about scaling. Steven and Eric whole heartedly agree that the most important thing an advisor can do is rolling up their sleeves and doing the hard work. Ignore the hype, ignore the tech, ignore the designations, do the work. They both share clear examples of how this works and why it's so important in general and how it applies to tax planning specifically. Listen through to the end as Eric shares yet another place you can catch Steven live and on stage. https://zurl.co/huzyr

Steven is joined this week by Kyle Willis, VP of Growth at BELAY, as they discuss the power of delegating in their own lives and the value an EA can bring to a team. Steven, of course, draws plenty of parallels to tax planning and how delegation can help in that process, but Kyle joins in to give us yet another reminder of some of the things that are, in fact, more important than taxes. Listen in as they share best practices and pitfalls to avoid when it comes to delegation and leveling up in 2026 https://zurl.co/fJ1CD

Rejoining Steven on the show this week is Eric Brotman to discuss his own personal tax planning, along with best practices when it comes to talking taxes with clients. Eric is planning ahead for an eventual business exit and is already working through the math on how where he lives impacts the tax bill he'll pay. Steven and Eric share real client experiences and how they navigate keeping goals aligned with tax planning to make sure clients make great life decisions that are also tax efficient, where possible. https://zurl.co/lYuf5

This week, Steven is joined by Derrick Kinney to talk about the opportunity AI creates for advisors, and it might not be what you think. Derrick's emphasis is on communication, and Steven, as always, is the tax nerd in the room, but they both share their experiences with the importance of creating connections with clients to truly deliver value. Listen in as they share insight into what really delivers value in a client relationship and how AI might accelerate issues that have really been there all along. https://zurl.co/av5Cy

Steven is once again joined by none other than Micah Shilanski, CFP®, to share real-world examples of tax planning that matters. Steven and Micah share recent client experiences highlighting how the "simple" things on a tax return can make all the difference to a client, and the reality that most taxpayers aren't getting tax planning help unless a financial advisor is providing it. They share best practices for learning and leveling up when it comes to understanding what's on a tax return and what an advisor can do to partner with a tax preparer for the best possible outcomes. https://zurl.co/Szvzu

The internet is all about attention; advisors who care about their clients are all about action. Steven is rejoined this week by Matthew Jarvis to talk about the power of doing "simple" things consistently over time. They use required minimum distributions as an example of what the best advisors do to create valuable experiences for their clients around a topic that will impact almost everyone at some point. It's not enough to send a white paper or mention it the year a client turns 73; to deliver massive value, you need a system that can be consistently executed over time.