Best Steven Jarvis Podcasts (2025)

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Tax filing season after a big, beautiful law change with Brad Wooten, CPA 26:54

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1d ago26:54

26:54

This week, Steven is joined by a fellow CPA, Brad Wooten, to discuss what the major tax law changes mean for tax preparers for the next filing season. This is a valuable discussion for financial advisors to gain insight into what this next tax filing season will be like for their clients' tax pros and how the advisor can help create better client o…

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Tax and Estate planning: the default won't cut it with David Haughton 27:24

8d ago27:24

27:24

Steven is joined this week by David Haughton, Senior Corporate Counsel at Wealth.com, to talk all things estate planning and, in particular, the overlap between taxes and estate planning. David and Steven discuss the changes (and lack of changes) in the Big Beautiful Bill and how advisors should think about the implications for their clients. As al…

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S03E03: Draft recap with Eliteprospect's Cam Robinson 1:06:23

11d ago1:06:23

1:06:23

Cam Robinson of Eliteprospects.com joins us to recap the North American selections from the 2025 NHL Entry Draft, and talk about our highly rated prospects from the 2023 and 2024 drafts in our 3rd episode of the season!By Statboy Steven together with Jeff and Jack Filippi discuss the latest on the New York Rangers

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"Accidentally" buying a tax practice with TJ Bruce 23:57

15d ago23:57

23:57

This week, Steven is joined on the show by TJ Bruce, an advisor who set out to grow his practice through acquisition and ended up preparing taxes. TJ shares his experience with buying a book of business that happened to be doing tax prep, and his journey learning how to prepare taxes himself, and the value that clients see in that service. There ar…

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The new "pictures or it didn't happen" with Parker Ence 28:37

22d ago28:37

28:37

We make claims in life that might be more believable if there were pictures, but there typically isn't that option when it comes to tax planning and financial planning...until now. Steven is joined this week by Parker Ence, CEO and co-founder of JumpAI, to discuss how Jump is setting themselves apart by providing an AI-driven tool that is helping a…

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Prepping Tax Returns as a Financial Advisors with Knight Coleman 29:53

1M ago29:53

29:53

In this episode, Steven delves once again into the frequently asked question of "what would it look like to offer tax prep in-house?" His guest this week is Knight Coleman, an advisor working in a firm offering both tax prep and financial planning, but they've integrated the two for decades and have seen the value it consistently delivers to client…

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Getting time back to Grow with Tushar Kumar 25:38

1M ago25:38

25:38

In this episode, Steven is joined by Tushar Kumar, a financial advisor who decided a virtual assistant was a key resource to accomplish his goal to grow his firm by 20-30% annually. Steven and Tushar share their experiences with adding VAs to their teams and how delegating has helped them elevate both personally and professionally. Tushar and Steve…

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What tax prep taught a financial advisor with Mary McDirmid 34:39

1M ago34:39

34:39

In this episode, Steven is joined by fellow Spokane native and tax pro turned financial advisor, Mary McDirmid. Mary has extensive experience both doing tax preparation and in her current role as a financial advisor. Mary shares what she learned and how she is a better financial planner because of the time she spent preparing taxes early in her car…

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S03E02: Draft review feat Patrik Bexell (ZebHabs) 1:12:20

2M ago1:12:20

1:12:20

This week we are joined by Patrik Bexell from Sweden to dive a little deeper into the 3 prospects the Rangers drafted from the Swedish system, including Norwegian center Mikkel Eriksen. We also go over the system these players play in to get a better understanding of the structure. This is one you do not want to miss!…

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Unlocking Value in M&A Transactions With Matthew Jarvis, CFP® 31:57

2M ago31:57

31:57

This week, Steven Jarvis, CPA, and Matthew Jarvis, CFP®, delve into the world of mergers and acquisitions (M&A), examining the role of audits, the intricacies of EBITDA, and the potential red flags that can emerge during the due diligence process. Steven emphasizes the importance of financial advisors maintaining clean books and being transparent a…

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Words matter, choose wisely! with Steven J. Lee 30:17

2M ago30:17

30:17

This week, Steven is joined by Steven Lee, an educator and expert witness with an extensive background in the financial services world. They discuss why advisors need to focus on quality client outcomes instead of just clever marketing and why someone might call an expert witness when those lines get blurred. Steven and Steven share some of their f…

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S03E01: Free agency recap and the state of the Rangers 1:11:45

2M ago1:11:45

1:11:45

Welcome back everyone! To start off the new season, we break down free agency and go over the state of the Rangers.By Statboy Steven together with Jeff and Jack Filippi discuss the latest on the New York Rangers

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Should I stay or should I go? with Shelby Nicholl 30:09

2M ago30:09

30:09

This week, Steven is joined by Shelby Nicholl, founder of Muriel Consulting, to provide insight on how advisors can think about the firm structure they find themselves in and the key factors to consider when confronted with the question "should I stay or should I go". Like so many other areas, taxes is "a" consideration, not "the" consideration, so…

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Tactically Using Taxes for Lead Gen with Hillary Gale 30:24

2M ago30:24

30:24

This week, we take a break from technical tax and dive into a question that Steven gets all the time: "How do I use tax topics to get new clients?". Joining Steven to cover this topic is Hilary Gale, founder of Moneta Copy, a marketing agency focused on helping financial advisors. Steven and Hilary discuss how their own marketing efforts produce re…

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What's the tax deal on oil & gas? with Steve Blackwell 33:54

3M ago33:54

33:54

We are all about consistently applying the simple things over time, but that doesn't stop clients from asking, "What else"? In this episode, Steven is joined by Steve Blackwell, CEO of Invito Energy Partners, who shares his experience and expertise in the oil and gas industry and the investment and tax planning opportunities that the industry prese…

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A trillion-dollar topic you need to understand with Brian Smith 26:27

3M ago26:27

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 ke…

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S02E26: The off-season is upon us soon. What can we expect from Drury this summer? We break it down. 1:09:56

3M ago1:09:56

1:09:56

We are 3 weeks away from the draft and free agency. How will Chris Drury approach the summer that will most likely define his tenure?By Statboy Steven together with Jeff and Jack Filippi discuss the latest on the New York Rangers

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Getting killed on taxes: Equity comp edition with Russell Kroeger 30:01

3M ago30:01

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 getti…

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Special Guest Jason Wenk, CEO of Altruist 32:56

3M ago32:56

32:56

In this episode, Steven is joined by the CEO of Altruist, Jason Wenk, to talk about a reporting issue that happened at multiple custodians this last tax filing season. Jason openly shares what happened, how it happened, how Altruist responded, and shares a little insight along the way of what it's like to build a tech-forward custodian platform. Th…

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Impact is more important than taxes with George Stefanou 27:16

4M ago27:16

27:16

This week, Steven is joined by George Stefanou to talk tax planning and book writing. George is part of a growing group of advisors who have written books around financial planning to build credibility and to bolster their marketing. George shares the process he went through to become a published author and the reason tax planning features so heavi…

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Leveraging time for tax planning with Lloyd Ross 28:30

4M ago28:30

28:30

In this episode, Steven tackles a common question from Financial Advisors when tax planning comes up: "How do I find the time to get the work done?" Joining Steven for this discussion is Lloyd Ross, an entrepreneur and author of "Become Time Rich". Steven and Lloyd discuss the realities of their being limited time, but that some people are simply a…

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Taxes: You're standing in your own way! with Mando Sallavanti 31:12

4M ago31:12

31:12

In this episode, Steven is joined by Mando Sallavanti, a Financial Advisor with MassMutual who focuses on taxes in a way that would make many independent advisors jealous. Mando shares how he so quickly learned enough about taxes for himself that he could start helping his clients pay less in taxes, too. He also reflects on the process he personall…

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S02E25: Mike Sullivan is the new head coach, and we recap the Wolf Pack with Keegan Jarvis 1:22:44

4M ago1:22:44

1:22:44

The New York Rangers have hired Mike Sullivan as the 38th head coach in franchise history. How will this affect the team? Is there cause for optimism or should we be patient? Keegan Jarvis also joins us to recap the Wolf Pack seasonBy Statboy Steven together with Jeff and Jack Filippi discuss the latest on the New York Rangers

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Leveling up through partnerships with Gideon Drucker 32:09

4M ago32:09

32:09

Steven is joined by Gideon Drucker, a financial advisor who has gone all in on being at the center of his clients' financial lives, even when that means bringing in outside resources. Every advisor talks about "being the quarterback" of their client's financial life, but Gideon has taken it to another level by actively managing and building relatio…

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Shut up and listen! with Matt Halloran 30:24

5M ago30:24

30:24

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 effe…

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S02E24: Rangers post-mortem. Peter Laviolette was fired. What's next? 1:18:28

5M ago1:18:28

1:18:28

Chris Drury has relieved head coach Peter Laviolette and associate coach Phil Housley of their duties. Michael Peca and Dan Muse get the chance to apply for positions on the next coaching staff, while goalie coach Jeff Malcolm and skills coach Christian Hmura have been told they are safe. What does Drury do next? And how did the players respond to …

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Your team is a cheat code for success: What are you doing about it? With Amy Kizer 28:35

5M ago28:35

28:35

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 …

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Be selfish! Make sure you have your own tax plan! with Ted Jenkin 25:58

5M ago25:58

25:58

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, …

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S02E23: The season is over. Play-off hopes are dead. What's next? 55:55

5M ago55:55

55:55

The New York Rangers are 6 points out of a play-off spot with 5 games to go. Mathematically they're still in it, but everyone knows it's over. What now? What are the last 5 games going to show us?By Statboy Steven together with Jeff and Jack Filippi discuss the latest on the New York Rangers

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There's more to taxes than just numbers with Jerome Myers 30:03

5M ago30:03

30:03

Jerome Myers, founder of Exit to Excellence, joins Steven this week to talk about all the "other" things that a business owner should think about when it comes time to sell (yes, they talk about taxes, too). Tax planning is important for so many things in life, but as Steven is fond of saying, "There is more to live than taxes". Jerome spends his t…

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Do annuities suck or do you suck at annuities? with Brian Smith 29:15

5M ago29:15

29:15

This week, Steven is joined by Brian Smith from Foundational Income Associates to dive into the (unnecessarily) divisive topic of annuities. Brian and the team at Foundational Income Associates are so committed to helping as many advisors as possible on the topic of annuities that they have partnered with us on our annual Summit to make sure adviso…

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S02E22: Where is the effort? And is it time to worry about Adam Fox? 1:07:02

6M ago1:07:02

1:07:02

The New York Rangers are edging closer to the end of the season. They are still in the race for the last wildcard spot, but do they even care? It's concerning that they can't even get more than 2 shots on goal in the first period in consecutive games. Where is the effort? And with the lackluster performance of Adam Fox, is it time to be concerned a…

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Becoming the Uber of tax planning with Libby Greiwe 34:05

6M ago34:05

34:05

Steven is once again joined by Libby Greiwe to talk all things process and client experience. Libby shares her first-hand experiences with building an incredibly successful and efficient practice that emphasized creating remarkable client experiences, even on topics like tax planning. Steven and Libby discuss the importance of continually leveling …

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S02E21: The Rangers start a home stretch after a post-deadline road trip, but fall short 50:36

6M ago50:36

50:36

Entering the final quarter of the season, the Rangers are in a 4-way battle for the final wildcard spot. But the lack of effort is concerning. What is going on at MSG? We break it down today!By Statboy Steven together with Jeff and Jack Filippi discuss the latest on the New York Rangers

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Navigating International Tax Waters with Renato Baccaro 26:07

6M ago26:07

26:07

This week, Steven dives into international waters with special guest Renato Baccaro. Renato has spent years dedicated to creating a tool to help people navigate the rules and regulations of tax jurisdictions the world over. While it's not a simple question and one that might feel best left to the experts, where are you going to find those experts? …

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S02E20: The trade deadline has passed and we're in the final stretch 1:25:15

6M ago1:25:15

1:25:15

The New York Rangers make several moves at the deadline and are now going into the final stretch of a play-off push. Will they make it? And how will the deadline acquisitions impact the future?By Statboy Steven together with Jeff and Jack Filippi discuss the latest on the New York Rangers

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You can't provide value if no one is listening with Ryan Fitzgerald 30:34

6M ago30:34

30:34

This week, Steven is joined by Belay's Head of Marketing (and a client of a Financial Advisor), Ryan Fitzgerald. Ryan's background and expertise is in marketing, but as the client of a financial advisor, he also is uniquely positioned to share how marketing effected who he ultimately chose as his advisor and what that means in the relationship. Ste…

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Why I said NO to financial advisors! with Chad Huebsch 30:39

6M ago30:39

30:39

In this episode, Steven is joined by a fellow tax pro to talk about turning down financial advisors. Chad Huebsch is a tax firm owner specializing in working with business owners and shares his experience with financial advisors proposing in-house and white-label partnerships, that he ultimately turned down. It's nothing against financial advisors …

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S02E19: The final push before the deadline takes a beating with injuries to Adam Fox and K'Andre Miller 53:58

7M ago53:58

53:58

The Rangers are back after the Four Nations break but despite 4 points in 3 games, there are concerns with a possible season-ending injury for Norris-defenseman Adam Fox. How will the Rangers handle his absence? And what does this mean for Drury's plans at the trade deadline?By Statboy Steven together with Jeff and Jack Filippi discuss the latest on the New York Rangers

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Tax Planning for Entrepreneurs with Julia Carlson 30:17

7M ago30:17

30:17

In this episode, Steven is joined by Julia Carlson, an entrepreneur herself and a financial advisor focused on helping other entrepreneurs learn from her early "bumps". Steven and Julia talk through tax planning for beginners (new business owners just starting out) as well as tax planning that should be considered no matter how long you have been i…

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S02E18: The Four Nations tournament was a HUGE success. How will it impact hockey moving forward? 1:07:32

7M ago1:07:32

1:07:32

The Four Nations success was everything the NHL wanted it to be, and more. It's the talking point for people who never watched a hockey game in their lives. How will this help grow the sport? And what does the NHL need to do to capitalize on this?We discuss all of that and more.By Statboy Steven together with Jeff and Jack Filippi discuss the latest on the New York Rangers

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Crypto Taxes: Yes, you need to care about this with Tyrone Ross 31:58

7M ago31:58

31:58

In this episode Steven is joined by a financial advisor who has been all about Crypto for over a decade, Tyrone Ross. Tyrone joins the join to talk about the tax implications of clients owning crypto and why all financial advisors need to be on top of this topic. Regardless of your opinions on the future of crypto, the reality is that more and more…

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S02E17: Four Nations Face-Off preview! 58:53

7M ago58:53

58:53

We discuss the final 2 games before the break and preview the 2025 Four Nations tournament!By Statboy Steven together with Jeff and Jack Filippi discuss the latest on the New York Rangers

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Tax Planning Legend: Robert Keebler 29:50

7M ago29:50

29:50

This week, Steven is joined by a legend of tax planning and fellow CPA Robert Keebler. Bob has decades of experience helping create valuable client outcomes by understanding and navigating the opportunities the tax code presents. Drawing on that experience, Bob shares the importance of advisors taking a proactive role, the state of the current CPA …

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S02E16: JT Miller is back on Broadway. And is Zibanejad to RW the key to unlocking his potential again? 52:37

7M ago52:37

52:37

Chris Drury finally has his man! JT Miller is back on Broadway. We go over what that means for the lines, but also how it impacts individuals on the team. Can the 4th line be as dominant as they have been with Adm Edström? All that and more on today's episode.By Statboy Steven together with Jeff and Jack Filippi discuss the latest on the New York Rangers

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Tax Pain Can Be Your Gain with Samantha Russell 31:52

7M ago31:52

31:52

To kick off February, Steven is joined by one of the top voices in marketing in the industry: Samantha Russell. Samantha shares from years of experience as a marketer how advisors can lean into tax planning to attract new clients without having to become a tax expert or get in trouble with compliance. Steven and Samantha both share stories of the i…

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S02E15: The New York Rangers finish the month on a low after a hopeful stretch early on 1:15:21

7M ago1:15:21

1:15:21

The New York Rangers deal with painful defeat twice after a long stretch that left fans hopeful. Can the Rangers bounce back in the 5 games they have before the Four Nations break? The powerplay has dried up. What can be done to fix it? Chris Kreider and Mika Zibanejad's downfall are at the heart of it. We discuss Will Borgen's contract, the JT Mil…

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Hating on Financial Advisors with Tyler Smith 33:16

8M ago33:16

33:16

Taking a step outside the norm, Steven's guest this week is NOT a financial advisor or CPA; Tyler Smith just happens to be a taxpayer wishing he could get better help with tax planning. Tyler is a successful business owner and coach and has great insight to share about how to build trusted relationships and what would get him excited to pay for fin…

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S02E14: Are the Rangers back? 1:29:48

8M ago1:29:48

1:29:48

The Rangers have only lost 1 game in regulation in the new year. They are 2 points out of a wildcard spot, and seem to have turned it around. But the question remains: Are the Rangers back, or is this just a mirage?The JT Miller trade talks are heating up, and how far is Drury willing to go to acquire the former Ranger? All that and more on today's…

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Stock-based comp: Keep It Simple with Andre Nader 34:40

8M ago34:40

34:40

In this episode, Steven is joined by Andre Nader, a semi-retired big-tech employee who spends his time helping educate other high earners on how to navigate unexpectedly making a lot of money and the tax implications that go with it. Andre shares from his personal experience and the questions and stories he hears from people in his audience (nearly…