Best Steven Jarvis Podcasts (2025)

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From Insights to Impact: Key Takeaways from Summit 2025 with Steven Jarvis, CPA 27:02

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5d ago27:02

27:02

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 1:30:00

9d ago1:30:00

1:30:00

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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S03E07: Rangers lose 4 in a row at home. What's next? 1:16:00

1h ago1:16:00

1:16:00

With the Rangers preparing for a 4-game road-trip out west, we discuss the current state of the team, after they failed to win yet another game at Madison Square Garden, against the last-ranked San Jose Sharks.By Statboy Steven together with Jeff and Jack Filippi discuss the latest on the New York Rangers

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Melissa Gomes and Loreto Acevedo - Inland Southern California United Way 11:30

2h ago11:30

11:30

Community Engagement Lead Melissa Gomes and Community Engagement Coordinator Loreto Acevedo discuss Inland Southern California United Way.

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Dr. Eric Peters and Dr. Hamid Mirshahidi - Loma Linda University Cancer Center 10:43

8h ago10:43

10:43

Dr. Eric Peters and Dr. Hamid Mirshahidi of Loma Linda University Cancer Center discuss theranostics.

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Rachel Corbett - The Monsters We Make 28:24

4d ago28:24

28:24

Author Rachel Corbett discusses her book, "The Monsters We Make: Murder, Obsession, and the Rise of Criminal Profiling."

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Ep 460: Establishing The Operational Systems It Takes To Truly Serve Ultra-HNW Clients Effectively with Stephanie Hughes 1:29:59

2d ago1:29:59

1:29:59

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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Clarissa Sanchez - Tom Wathen Center 16:01

6d ago16:01

16:01

Clarissa Sanchez, who works for the Tom Wathen Center, discusses Flabob Airport's Veterans Day Celebration.

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Susan Shelley - Howard Jarvis Taxpayers Association 9:42

7d ago9:42

9:42

Susan Shelley, Vice President of Communications for the Howard Jarvis Taxpayers Association, discusses the Local Taxpayer Protection Act to Save Proposition 13.

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Caden Henderson - Teddy Bear Drive 13:08

8d ago13:08

13:08

College student Caden Henderson discusses his annual teddy bear drive for hospitalized patients at Loma Linda University Children's Hospital.

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Darlene Merkler - Inland Caregiver Resource Center 14:52

9d ago14:52

14:52

Darlene Merkler, Education and Outreach Coordinator for Inland Caregiver Resource Center, discusses National Family Caregiver Appreciation Month, celebrated in November.

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Katherine Parker and Adam Nogueira - MALHY 9:23

10d ago9:23

9:23

Board members Katherine Parker and Adam Nogueira discuss MALHY's Night of Giving.

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Jamie Shaffstall and Michele Perez - Choose to Be Restored 33:05

13d ago33:05

33:05

Jamie Shaffstall, Vice President of the Board of Directors for Choose to Be Restored, and Michele Perez, who will be performing at their EmpowerHer Benefit Hoedown, discuss this event.

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Dawnesha Beavar - Pink on Parade 9:22

14d ago9:22

9:22

Dawnesha Beavar, Vice President of Programs & Services for Riverside Community Health Foundation, discusses Pink on Parade.

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S03E06: The Centennial season is upon us! 1:23:06

16d ago1:23:06

1:23:06

By Statboy Steven together with Jeff and Jack Filippi discuss the latest on the New York Rangers

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Ep 458: Overcoming Perfectionism Burnout While Still Serving Clients Well With A Standard Of “Calm Excellence” with Lisa Brown 1:30:00

16d ago1:30:00

1:30:00

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Defining Defined Benefit Plans with David Podell 26:54

18d ago26:54

26:54

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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San Bernardino Police Canine Officers Robert Beltran and Ed McCallon - Dollars for Dogs 14:45

23d ago14:45

14:45

San Bernardino Police Canine Officers Robert Beltran and Ed McCallon discuss the Dollars for Dogs fundraiser.

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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 1:30:00

24d ago1:30:00

1:30:00

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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S03E05: The mid-point of pre-season. What do we know? 1:00:00

27d ago1:00:00

1:00:00

We discuss the first 3 pre-season games and what they tell us about the team. What can we expect? Who is fighting for a roster spot and who will start in Hartford? We go over everything today.By Statboy Steven together with Jeff and Jack Filippi discuss the latest on the New York Rangers

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Everything I learned, I learned from a tax return with Mark Cecchini 22:02

25d ago22:02

22:02

This week, Steven is joined by Mark Cecchini, Director of Wealth Solutions at Quadrant Capital, to share his experience prepping tax returns early in his financial planning career. Mark didn't plan on tax prep, but worked for multiple firms that had taxes at their foundation and was voluntold to get his hands on the tax prep process. Mark shares th…

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Linda and Courtney Weidner - Adaptive Foundation 15:51

28d ago15:51

15:51

Linda Weidner, Founder of the Adaptive Foundation, and her daughter Courtney, who runs the Adaptive Athlete, discuss their annual Halloween Festival fundraiser.

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Marlene Johnson - Mary S. Roberts Pet Adoption Center 9:26

30d ago9:26

9:26

Marlene Johnson, Fundraising Manager for the Mary S. Roberts Pet Adoption Center, discusses Barktoberfest.

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Joe Hyde and Morgan Wagner - NDR Therapeutic Riding 10:05

30d ago10:05

10:05

Co-Founder Joe Hyde and Board Member Morgan Wagner discuss NDR Therapeutic Riding.

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Ep 456: Expanding From $75M Solo To $260M Multi-Advisor Team By Creating A Company Blueprint Of How Clients Will Be Served with Hilary Hendershott 1:29:59

1M ago1:29:59

1:29:59

Scaling a solo advisory firm into a thriving team-based business takes more than strong systems—it takes a shared sense of purpose and values that guide every decision. This episode explores how one advisor used a living “Blueprint” to align her team, empower her staff, and create a consistent, values-driven client experience. Hilary Hendershott is…

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Dr. Koushik Kasanagottu - wildfires 8:35

1M ago8:35

8:35

Dr. Koushik Kasanagottu, a primary care physician with Optum in San Bernardino, discusses how we can prepare for wildflowers.

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Was Roth a HUGE mistake because of O3BA? with Micah Shilanski, CFP® 28:35

1M ago28:35

28:35

This week, Steven is rejoined by Micah Shilanski to once again share wisdom and perspective on all things tax planning. They kick off the episode talking about whether tax rates staying the same under O3BA changes their approach to Roth conversions (it doesn't) and share best practices for how to effectively communicate the value and execution of R…

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Jennifer Lozano - Inland Empire Susan G. Komen 7:17

1M ago7:17

7:17

Jennifer Lozano, Director of Development for the Inland Empire Susan G. Komen, discusses the More Than Pink Walk.

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Nicole Sims - Jurupa Valley FoodFest 8:12

1M ago8:12

8:12

Jurupa Valley Rotary Club member Nicole Sims discusses FoodFest.

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Josh White - Laps of Honor 14:39

1M ago14:39

14:39

Marine Corps Veteran and NASCAR ARCA Series Driver Josh White discusses his "Laps of Honor."

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S03E04: Rangers Rookie camp review and looking ahead of training camp 1:12:14

1M ago1:12:14

1:12:14

We review the New York Rangers rookies as they played their Flyers' counterparts in the 2025 Rookie Series. What can we expect from Gabriel Perreault, Brennan Othmann, Noah Laba and Scott Morrow?By Statboy Steven together with Jeff and Jack Filippi discuss the latest on the New York Rangers

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Ep 455: Adding Hard-Dollar Value For HNW Executives By Guiding Them In Negotiating For More (Equity) Compensation with Emily Shacklett 1:29:59

1M ago1:29:59

1:29:59

Executive pay packages are complicated—which often leads to these individuals leaving money on the table. From equity negotiations to non-compete clauses, the right financial advisor can help clients fight for what they’re worth. In this episode, we dig into how advisors can create real value for their clients during career transitions. Emily Shack…

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Kim Cobb and Chantal Downing - Museum of Riverside 9:23

1M ago9:23

9:23

Associate Educator Kim Cobb and Advancement Coordinator Chantal Downing discuss the Museum of Riverside's Moon Festival

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Annuities in the real world with Brian Smith 23:50

1M ago23:50

23:50

Steven is once again joined this week by Brian Smith from FIA to talk about something that will effect nearly every financial advisor at some point in their career: annuities that are no longer meeting client needs. 1 in 5 retirees have an annuity product of some kind, so it's a matter of "when", not "if," advisors will come across products that ne…

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Adriana Showalter and Candy Leach - Support Sisterz 30:53

1M ago30:53

30:53

Adriana Showalter, President of Support Sisterz, and Marketing Director Candy, discuss the Combat Cancer Walk.

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Erik Perry and Joshua Felegy - Riverside Veterans Parade and Expo 11:52

2M ago11:52

11:52

Chair Erik Perry and Vice Chair Joshua Felegy discuss the Riverside Veterans Parade and Expo.

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Ep 454: Turning Abstract Behavioral Finance Research Into Practical Tools To Better Client Outcomes with Dr. Daniel Crosby 1:30:00

2M ago1:30:00

1:30:00

Behavioral finance is often viewed as abstract but it can be a powerful, practical tool for helping clients make better decisions and build lives that align with what matters most. This episode explores how applying behavioral insights and positive psychology can deepen client relationships and drive more meaningful planning conversations. Dr. Dani…