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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Steven Jarvis Podcasts
The Retirement Tax Podcast is your place to learn how to sand the rough edges off your 6 or 7 figure income tax bill the IRS expects you to pay over the course of your retirement. Hosts Benjamin Brandt, CFPⓇ , and Steven Jarvis, CPA bring you tax topics you can take action on. Leveraging their combined decades of experience in the financial planning and accounting worlds they share their insights and answer your questions.
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Award-winning actor Alec Baldwin takes listeners into the lives of artists, policy makers and performers. Alec sidesteps the predictable by going inside the dressing rooms, apartments, and offices of people we want to understand better: Ira Glass, Lena Dunham, David Letterman, Barbara Streisand, Tom Yorke, Chris Rock and others. Hear what happens when an inveterate guest becomes a host.
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The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an expe ...
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Your Tax Questions Get Answered with Steven Jarvis
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In this episode, Steven is answering advisor questions directly from the trenches. Twice a month, Steven hosts live office hours for the RTS community that are all about helping advisors cut through the noise and get to what they need to take action and serve clients. A 30-minute episode could never capture the full power of these live sessions, bu…
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Ep 467: Crafting Effective Conversations To Build Business Development Rapport With Prospects with Derek Kinney
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A key part of converting a contact or prospect into a client is an advisor's ability to explain what they offer and to show how they're the right person to solve their pain points. This episode explores how leading with empathy, asking the right questions, and storytelling can help financial advisors turn curiosity into client commitment. Derek Kin…
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Inside the States Project with Daniel Squadron and Melissa Walker
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Daniel Squadron and Melissa Walker are an unexpected duo. Formerly a New York State Senator, Daniel Squadron represented New York’s 25th and 26th districts for almost ten years. After leaving public office, Squadron co-founded a civic engagement initiative called The States Project - of which he is currently President. Melissa Walker was formerly a…
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Ep 466: Doubling AUM From Under $300M To Over $600M In 3.5 Years By Making Investments To Systematize For Scale with Morgan Nichols
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Growth rarely comes without sacrifice—and for many advisory firm owners, that means making bold investments that might pinch margins today to create momentum for tomorrow. This episode explores how strategic hiring, branding, and compensation design can help accelerate growth while building a stronger, more scalable team. Morgan Nichols is the CEO …
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Tommy James started making music when he was 4 years old and he hasn’t stopped. Tommy is a musician, singer, songwriter, record producer, and the frontman of rock band Tommy James and the Shondells. Known for timeless classics such as “Crimson and Clover”, “Crystal Blue Persuasion”, “Hanky Panky”, “Sweet Cherry Wine”, and “Draggin’ the Line” Tommy …
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Finding the right accountant with Claire Gallant and Logan Holman
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This week, Steven is joined by fellow CPAs Claire Gallant and Logan Holman to talk about the value of the "Simple" things in taxes. Claire and Logan are partners in a tax firm focused on what some may consider "simple" returns and share how they are still delivering massive value for the people they serve. The conversation also covers how to help c…
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Ep 465: Making The Sell-Or-Keep Decision When You Hit A $260M AUM Wall with Todd Pisarczyk
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In an environment where there is no shortage of external acquirors, many RIA founders receive regular inbound inquiries from potential suitors. While the compensation from such deals (and the ability to shrink the administrative burdens they face) might be tempting, these offers can be weighed against a desire to grow independently and perhaps pass…
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From the Archives: Paavo Järvi Conducts Beautiful Music
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Estonian conductor Paavo Järvi is one of the most in-demand maestros in the world, and one of Alec’s favorite conductors. Järvi is currently the chief conductor of the NHK symphony orchestra in Tokyo and the Tonhalle Orchester-Zürich. Over his career, he’s led orchestras in Paris, Frankfurt, Stockholm, Malmö, and, for the decade between 2001 and 20…
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Death and Taxes: We all got it wrong with Mike Bennett
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Steven is joined this week by Mike Bennet, an Estate Planning attorney and the co-founder of EncorEstate Plans. Mike shares his experience working alongside financial advisors to create quality outcomes for clients and why that ultimately led him to creating a software solution specifically to help financial advisors help more of their clients. Ste…
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Ep 464: Hiring A Director Of Talent To Shape The Development Of Next Generation Advisors (And The Lead Advisors Who Train Them) with Katie Calagui
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Attracting and retaining top talent is one of the greatest challenges for growing advisory firms. As teams expand, success depends not just on recruiting, but on creating a culture where people feel valued, supported, and empowered to grow. This episode explores how intentional talent development and leadership coaching can help firms build thrivin…
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Mallory McMorrow is a state senator representing Michigan’s 8th district and also a candidate for the United States Senate in the 2026 election. Mallory McMorrow currently serves as the Michigan Senate Majority Whip and is the first woman in state history to hold that position. A member of the Democratic Party, McMorrow represents the 8th district …
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Being tax aware in 2026 with Brooke Cecil
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Steven is joined once again this week by our good friends at Belay to share important tax information and give best practices for getting the whole team involved. Brooke Cecil, Belay's Vice President of Accounting Services, draws from her wealth of experience and knowledge to help listeners get ready for the new year without taking on more work the…
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Ep 463: Generating 10-15 Referrals Per Week By Coaching Clients To Make More Effective Introductions with David Stevens
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While many advisors seek client referrals, an intentional approach can lead to a steadier flow of leads. Today's guest breaks down how coaching clients on making introductions and small communication tweaks can turn satisfied clients into proactive advocates, driving steady, qualified opportunities week after week. David Stevens is the President of…
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From the Archives: Steve Jones: From Sex Pistol to Lonely Boy
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Coming from a challenging, working class upbringing in the United Kingdom, Steve Jones discovered his outlet in music - as founding guitarist of the groundbreaking punk rock band the Sex Pistols. Despite the release of only one album,”Never Mind the Bollocks, Here’s the Sex Pistols,” the band changed the course of music and history - vocalizing iss…
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This week, Steven is joined by a fellow CPA who specializes in tax planning for all things Real Estate, Ryan Carriere. Ryan shares his experience with going deep on the tax side when it comes to all the hype you see on social media and helps sort out what is real and what is wishful thinking. Like any other tax strategies, the taxes are just one co…
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Ep 462: Making The Tough Decision To Change Firms To Find The Path To Equity Ownership You're Seeking with Maggie Rapplean
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Finding the right firm fit (and a well-defined path to partnership) can take time—and sometimes, the courage to start over. From wirehouse beginnings to RIA partnership, Maggie Rapplean's journey shows how clarity, persistence, and the right environment can open the door to both ownership and balance. Maggie is a Partner at Moneta Group, an RIA bas…
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Journalist Zoë Schlanger Describes What Happens When a Plastic City Burns
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Zoë Schlanger is an author, journalist, and current staff writer at the Atlantic, where she covers the newsletter “The Weekly Planet”. Schlanger has written for major outlets such as Newsweek, Quartz, Wired, The New York Times, The Nation, Time Magazine, and NPR. Schlanger is also the author of the 2024 book The Light Eaters: How the Unseen World o…
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In this episode, Steven is joined by author and COO of Ritholz Wealth Management, Nick Maggiulli. In addition to sharing all about his new book, the Wealth Ladder, Nick dives into the details of how Ritholz added tax preparation 4 years ago and the journey they've been on since. Listen to the end as Nick and Steven share examples of how integrating…
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Ep 461: Helping Clients Live Intentionally And Generously With Charitable Giving Events (That Also Drive New Growth) with Zac Larson
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Crafting a charitable giving strategy isn't just about tax efficiency—it's a way for clients to define the deeper purpose of their wealth. When advisors center generosity in both planning conversations and firm culture, they can strengthen relationships and attract values-driven clients. This episode explores how integrating charitable intent into …
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Patti LuPone was only four years old when she realized she belonged on stage, and she started by entertaining family members in her Long Island living room. LuPone won her second Tony Award for Evita, which she initially described as merely “noise from Britain.” Although she has enjoyed tremendous, long-term success, she talks candidly to Alec abou…
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Steven is joined this week by a fellow CPA, Jennifer Climo, who was an early trend setter when it came to bridging the gap between tax and financial planning. Jennifer shares her journey of seeing the value in truly comprehensive planning and the growth of her firm as their service offering has evolved. She goes into detail on how systems have made…
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Ep 460: Establishing The Operational Systems It Takes To Truly Serve Ultra-HNW Clients Effectively with Stephanie Hughes
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While many financial advisory firms seek to move 'upmarket' and serve high-net-worth and ultra-high-net-worth clients, these clients typically require (and often demand) a different level of service—and can benefit from a more integrated experience across legal, tax, and financial domains. For these firms, creating efficient operational systems is …
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Department of Social Services Commissioner Andrea Barton Reeves on Connecticut’s Future
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Andrea Barton Reeves is a former ad litem lawyer, CEO of Harc. Inc - a nonprofit organization supporting people with intellectual disabilities and their families, and the founding CEO of the Connecticut Paid Leave Program - the state’s first new agency in 12 years thanks to which over 200,000 individuals and families have received paid family leave…
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From Insights to Impact: Key Takeaways from Summit 2025 with Steven Jarvis, CPA
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In this episode, Steven Jarvis, CPA, recaps the highlights and key takeaways from Summit 2025, where nearly 300 financial advisors came together to elevate their tax planning, client engagement, and marketing strategies. Steven shares how the event has grown into a hub for professional development, team building, and innovative tools that help advi…
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Ep 459: Working More Collaboratively With Clients' CPAs For Better Tax Planning (And Cross-Referral) Outcomes with Steven Jarvis
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Tax planning strategies can fall flat if financial advisors and CPAs aren't working together. Miscommunication, timing issues, and a lack of context can create friction—or worse, lead to missed opportunities or costly mistakes. Steven Jarvis is the CEO of Retirement Tax Services, a tax education and preparation firm that partners with financial adv…
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Lawrence Wright is an author, screenwriter, playwright, and a staff writer for The New Yorker magazine. He won the Pulitzer Prize for his 2006 book The Looming Tower: Al-Qaeda and the Road to 9/11. Most recently, filmmaker Alex Gibney directed an HBO documentary based on Wright's reporting in Going Clear: Scientology, Hollywood, and the Prison of U…
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Ep 458: Overcoming Perfectionism Burnout While Still Serving Clients Well With A Standard Of "Calm Excellence" with Lisa Brown
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Given the high stakes involved (and the desire to provide high-quality service) when working with clients, it can be tempting for financial advisors to lean into perfectionist tendencies. However, doing so can sometimes lead to overwork and potentially burnout, particularly as a firm grows over time. Lisa Brown is the President of Greenwood Gearhar…
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Defining Defined Benefit Plans with David Podell
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In this episod,e Steven is joined by David Podell, a true specialist in the world of defined benefit plans. More traditional retirement accounts get a lot of attention, and rightfully so. Solo K's and SEP IRAs are more universally applicable, but for the right business owner, a defined benefit plan can supercharge their ability to put away qualifie…
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Ep 457: Making Financial Planning Less Scary For New Clients By Focusing First On What Brings Them Joy with Larry Sprung
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While many financial advisors begin with dollars and data, today's guest believes the path to long-term client relationships starts with one powerful question: What brings you joy? By focusing on leading with purpose and values, he has grown a $200M firm and attracted clients who align with his philosophy. Larry Sprung is the founder of Mitlin Fina…
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