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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Tired of marketing that feels sleazy or overwhelming? Join Hillary Gale every Friday as she uncovers the exact strategies top financial advisors and coaches market their businesses authentically—and get real results.
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New York Rangers: Under Review
Statboy Steven together with Jeff and Jack Filippi discuss the latest on the New York Rangers
New York Rangers podcast with Jeff, Jack and Steven.
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Five days a week, Tom Power brings you candid conversations with the artists shaping our culture. Whether he’s chatting with A-listers or rising stars, his disarming warmth and meticulous research always gets below the surface, bringing us deeper into the art and lives of today's most compelling musicians, writers, actors and filmmakers. As a Canadian institution, Q has attracted the biggest names in the world. But it's never been about the fame. It's always been about the art. Since becomin ...
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Why Most Tax Planning Marketing Fails (And How to Fix Yours) with Steven Jarvis
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30:29In this episode of The Finance Marketing Podcast, Hillary sits down with Steven Jarvis, CEO and Head CPA of Retirement Tax Services, to discuss how financial advisors can strategically market their tax planning services to truly differentiate themselves in a crowded marketplace. Steven explains why there's currently an oversaturation of tax plannin…
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After winning the Polaris Prize, Debby Friday bet on herself
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23:00Back in 2023, Debby Friday won the prestigious Polaris Music Prize for her debut album, “Good Luck.” When she sat down to write her next record, it would’ve been easy to stick with what worked the first time, but instead, Debby made a conscious decision to do things differently. The result is her most ambitious album yet, “The Starrr Of The Queen O…
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Shook is sort of like a Toronto version of Good Will Hunting
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20:40Amar Wala is a Canadian film director and writer whose debut film, “Shook,” follows a South Asian man named Ash who’s navigating issues of love, family and identity in the Toronto suburb of Scarborough. Amar joins guest host Garvia Bailey to talk about the challenges of transitioning from documentary to narrative film, the personal parallels betwee…
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Why Professional Branding is a Critical Business Investment with Kayla Anderson
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37:13In this episode of The Finance Marketing Podcast, Hillary sits down with Kayla Anderson, graphic designer at Moneta Copy, to explore the critical role of professional branding in business success. Kayla shares her journey from aspiring fine artist to strategic brand designer and reveals why so many business owners treat design as an afterthought wh…
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Abraham Anghik Ruben preserves his life and culture through sculpture
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34:13Abraham Anghik Ruben is a world-renowned sculptor who’s been creating groundbreaking and genre-defining work for the last five decades. The Inuk artist is best known for his multidimensional sculptures, which he carves out of stone, ivory, bronze and bone, but more recently, he’s also taken up painting. With an ongoing solo show at the Winnipeg Art…
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How an edible changed Charlie Houston’s life and career
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13:17When Canadian musician Charlie Houston was a student at NYU a few years ago, she took a weed edible that gave her a really bad trip. It was so bad that she quit music, dropped out of school and moved back in with her parents in Toronto. Earlier this year, Charlie released her debut album, “Big After I Die,” which explores the precarious and often s…
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Prabal Gurung explains why Kamala Harris’s pockets matter
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31:20World-renowned fashion designer Prabal Gurung grew up in a turbulent household, with an abusive father at home and bullies at school who teased him for being too feminine. It was only when he moved to New York City to work with designers like Donna Karan and Cynthia Rowley that Prabal began to embrace the things that made him different. His new mem…
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Cate Blanchett forgot the sound of her real voice
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12:15Cate Blanchett (Elizabeth, The Aviator, Tár) is one of the most respected actors of our time. She's an on-screen chameleon who transforms into whatever role she plays, taking on whatever accent is required of her — so much so that she says it’s easy to forget what she actually sounds like. At last year’s Toronto International Film Festival, Cate sa…
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Heather and Arizona O'Neill find a bit of magic on the Montreal Metro
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27:14Heather and Arizona O'Neill are more than just mother and daughter — they're creative partners, storytellers and travel companions. Their latest collaboration, a novel called “Valentine in Montreal,” is already an instant bestseller. Heather wrote the book, which was first published in weekly installments in the Montreal Gazette, and Arizona illust…
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How Brian Tyree Henry overcame his imposter syndrome
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24:27Brian Tyree Henry (Atlanta, Causeway, The Book of Mormon) has become one of Hollywood's busiest actors. On the new series “Dope Thief,” he plays Ray Driscoll — a complex character who’s dealing with generational trauma, addiction and grief. Back in April, Brian joined Tom Power to talk about the role, the epiphany he had that reframed the way he lo…
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The pressure of being a Palestinian American comedian
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40:56Mo Amer's comedy career couldn't be going any better right now. His semi-autobiographical TV show “Mo” is a big success and he’s currently on a massive stand-up tour. But even though his professional life is thriving, certain things in his personal life are a bit more complicated. Mo joins Tom Power to talk about the pressure he’s feeling as a Pale…
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What tax prep taught a financial advisor with Mary McDirmid
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34:39In 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)
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1:12:20This 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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How to Turn Your Dormant Email List Into Discovery Calls with John Way
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34:08In this episode of The Finance Marketing Podcast, Hillary sits down with John Way, founder of Pipelineapp.io, to explore how financial advisors can transform their lead generation and nurturing strategies using digital scorecard assessments. John shares his expertise in helping professional services firms capture and convert leads who visit but are…
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Angélique Kidjo’s life and work is defined by one thing: freedom
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30:14Multi-Grammy-winning singer-songwriter Angélique Kidjo is now the first Black African performer to receive a star on the Hollywood Walk of Fame. This past March, she joined Tom Power from our Montreal studio to talk about her incredible career in music. Angélique reflected on her childhood in Benin, how she fled to France to escape her home country…
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Thriller writer Ruth Ware has never done a sequel — until now
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23:09Bestselling author Ruth Ware doesn’t do sequels, or so she’s said. After nine standalone psychological thrillers, the British novelist has released “The Woman in Suite 11,” which is a follow-up to her hit 2016 book, “The Woman in Cabin 10.” Ruth sits down with guest host Ali Hassan to tell us how her readers persuaded her to take another look at he…
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Robby Hoffman’s unconventional path to comedy
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33:33Comedian Robby Hoffman is having a big year. She was just nominated for an Emmy for her role in the hit HBO show “Hacks,” where she plays a character based on her own experiences. Plus, her Just For Laughs show in Montreal this summer is sold out. But Robby hasn’t had a conventional path into comedy. From leaving an ultra-Orthodox Hasidic community…
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Yves Jarvis gave himself a concussion making music
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15:41The Montreal musician Yves Jarvis spent a year listening only to Frank Sinatra when he wrote his sixth and latest album, “All Cylinders.” He says it’s the least contrived thing he’s ever done. Not only did he produce the record, but he also plays every instrument on it, blending genres like bluegrass, jazz, folk and even yacht-rock in unexpected wa…
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Yesterday, Ozzy Osbourne passed away at age 76. The Black Sabbath frontman will be remembered for his music, his antics on stage and his family’s reality television show, “The Osbournes.” In 2022, Tom Power sat down with the Prince of Darkness himself to discuss his new album at the time, “Patient Number 9.” But they also spoke about the legacy tha…
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Joseph Kahn on Ick, music videos and the magic of '80s horror flicks
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25:39Acclaimed music video director Joseph Kahn has worked with everyone from the Backstreet Boys to Taylor Swift, but in 2004, he expanded into feature films. His latest creature feature “Ick” is a horror-comedy that just had its world premiere at the Toronto International Film Festival. Back in September, Joseph joined Tom to talk about the movie, wha…
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Blake Shelton fell back in love with music, all thanks to Post Malone
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35:29Blake Shelton is back with his first new album in nearly four years, “For Recreational Use Only.” The country star joins Tom Power to talk about retiring from the hit TV show “The Voice” after 23 seasons, feeling burned out, and being unsure about whether he would ever release a new record. Plus, Blake shares how an unexpected collaboration with Po…
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Saya Gray on her debut album and gigging as a teen with a fake ID
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13:52Saya Gray might have just released her debut album earlier this year, but it’s far from her first foray into music. She’s been gigging since she was a teen, performing alongside much older musicians at Toronto jazz clubs where she had to use a fake ID to get in. Eventually, she started touring with the likes of Daniel Caesar and Willow Smith. Now, …
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Why Rhys Darby thinks robots can’t do stand-up comedy
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25:21When Rhys Darby (Flight of the Conchords, Our Flag Means Death) started to notice the way AI had sunk its teeth into Hollywood, he decided to speak up. In his new stand-up show, “The Legend Returns,” the New Zealand actor and comedian sets out to prove that robots could never do what he’s doing live on stage. Rhys joins Tom Power to tell us what’s …
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Jessica B. Hill’s childhood dream came true
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23:44When Jessica B. Hill was a kid, she saw a play at the Stratford Festival that she found so inspirational she wrote the word “Stratford” on a piece of paper and put it on her ceiling. Now, she’s an award-winning actor and playwright who’s appearing in three plays at Stratford this season: “As You Like It,” “Sense and Sensibility” and “Dangerous Liai…
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Unlocking Value in M&A Transactions With Matthew Jarvis, CFP®
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31:57This 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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Zarna Garg treats comedy as a business, not an art form
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24:50After 16 years as a stay-at-home mom, Zarna Garg felt like she needed to reinvent herself. She tried a few different business ventures (disposable toothbrushes, vegan chilli and matchmaking), but none of them stuck. Then she decided to give comedy a go and everything changed. Now, Zarna has released a new stand-up special, "Practical People Win,” w…
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Why Josh Homme wanted to perform inside the Paris Catacombs
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18:48Last summer, Queens of the Stone Age became the first-ever band to perform inside the Catacombs of Paris, where the remains of six million people are kept. That performance was captured in a new concert film and live five-song EP, “Alive in the Catacombs.” Queens of the Stone Age frontman Josh Homme joins Tom Power to talk about the project, his li…
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Stop Hoping for Referrals: Build a System That Actually Works with Niki Clark
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27:56In this episode of The Finance Marketing Podcast, Hillary sits down with Niki Clark, founder of Niki Clark Marketing, to tackle one of the most requested topics from financial advisors: how to build a consistent referral engine. Niki shares why most advisors struggle with referrals despite being excellent at their jobs, and reveals the systematic a…
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Little Simz split with her producer. Now she’s unstoppable
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25:09Little Simz is one of the most acclaimed rappers in the world right now. In 2022, she won the prestigious Mercury Prize for her album “Sometimes I Might Be Introvert.” But after falling out with her longtime producer and collaborator, the British rapper started thinking maybe music wasn’t for her anymore. Little Simz joins Tom Power to tell us why …
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How Stratford’s Richard Manuel became a rock and roll legend
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27:53
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27:53In his new book, “Richard Manuel: His Life and Music, from the Hawks and Bob Dylan to The Band,” renowned music archivist and podcaster Stephen T. Lewis explores the life and legacy of Richard Manuel, one of Canada’s most talented and influential musicians. Stephen joins Tom Power to tell why he was so enthralled by the story of a self-taught music…
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Nathan Fillion was a shy comic book kid. Now he stars in Superman
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32:14When actor Nathan Fillion (Firefly, Castle, The Rookie) was growing up as a quiet comic book kid in Edmonton, he never imagined he would one day be up on the big screen with Superman. Now, he’s living out his childhood dream with his latest role as Guy Gardner — one of the characters known as Green Lantern — in the new “Superman” movie. Nathan join…
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Why PIQSIQ wrote a song about Mahaha, the Inuit tickling demon
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17:55What if the bad guy in your nightmare didn’t chase you, but tried to tickle you to death? That’s just one of the Inuit legends reimagined by the Inuit throat singing duo PIQSIQ on their haunting new album, “Legends.” Sisters Tiffany Ayalik and Inuksuk Mackay of PIQSIQ join Tom Power to talk about the record and why they’re embracing Inuit tradition…
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Simple Plan was both loved and hated for being pop-punk
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35:40For nearly three decades, Simple Plan has been one of the most successful bands to come out of Canada, selling more than 10 million albums worldwide. Now, a new documentary, “Simple Plan: The Kids in the Crowd” offers a look into the band's journey from playing basement shows in Montreal to achieving global stardom. Simple Plan’s Pierre Bouvier and…
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How Tarralik Duffy uses pop art to show her memories of Nunavut
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16:49Jerry cans, bottles of soy sauce and canned meats — these are just some of the everyday objects portrayed in Tarralik Duffy’s exhibit, “Gasoline Rainbows.” Back in 2023, the multidisciplinary Inuk artist joined guest host Saroja Coelho to talk about finding beauty in everyday objects, the unexpected ways we remember home, and how her art connects h…
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Steph Tolev wants to make farting less shameful for women
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23:08Toronto-born comedian Steph Tolev has been described as "gross,” "dirty” and "painfully real.” She’s built an entire career on raunchy jokes about everything from bad dates to bathroom humour. Now, she’s releasing her first Netflix special, "Filth Queen.” Steph joins guest host Talia Schlanger to tell us how she developed her niche, why she had to …
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The forgotten history of classical music among the Labrador Inuit
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28:09Deantha Edmunds is Canada’s first Inuk professional opera singer. Last year, she was appointed to the Order of Canada, and earlier this month, she was honoured at the Canada Day ceremony in Ottawa. In this conversation with Tom Power from 2024, Deantha talks about the forgotten classical music tradition of the Labrador Inuit, as well as her own jou…
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Words matter, choose wisely! with Steven J. Lee
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30:17This 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
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1:11:45Welcome 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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How Emma Donoghue’s new musical stands up for immigrants then and now
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25:22Award-winning Irish Canadian novelist, screenwriter and playwright Emma Donoghue (Room, The Wonder) is back with her first musical, “The Wind Coming Over The Sea.” It’s based on the true story of Henry and Jane Johnson, a young married couple who left Ireland in the 1840s in search of a better life in Canada. Emma joins Tom Power to talk about what…
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The dark side of writing a life-changing hit
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21:48Twenty years ago, Canadian singer-songwriter Daniel Powter wrote the song “Bad Day,” which quickly became one of the biggest hits of 2005. It earned him a Grammy nomination, sold millions of copies and launched his career as an artist. But when “Bad Day” got bigger than anyone could have ever imagined, Daniel’s mental health started to decline, lea…
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Why Clients Don’t Follow Their Financial Plans (and What to Do About It) with Dr. Brandy Baxter
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32:51In this episode of The Finance Marketing Podcast, Hillary sits down with Dr. Brandy Baxter, an Accredited Financial Counselor (AFC) and owner of Living Abundantly. She encourages individuals and organizations to achieve their full potential through a unique blend of faith, finance, and foresight. She guides clients on their journey to financial fre…
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Finn Wolfhard's childhood 10-year plan worked out
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44:09At age 12, Canadian actor Finn Wolfhard shot to fame after landing the role of a lifetime on “Stranger Things.” But growing up in the spotlight wasn’t always easy. Finn often felt like he didn’t have control over his public identity or his artistic life. Now, as his tenure on “Stranger Things” comes to a close, he’s launched a music career with the…
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Jason Mantzoukas wants to be the ugly American villain
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32:08When actor and comedian Jason Mantzoukas (The Good Place, Brooklyn Nine-Nine, Parks and Recreation) finally got the chance to appear on his favourite TV show — the weird and hilarious British game show “Taskmaster” — he didn’t want to play along normally. He wanted to be the ugly American villain who creates chaos. Jason joins Tom Power to tell us …
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When Evan Redsky sat down to write a song about his culture, he thought about three things: the movie “Interstellar,” the movie “Contact” with Jodie Foster, and the Ojibwe word that essentially means "see you later" (because there is no word for goodbye in Ojibwe). In this chat with guest host Talia Schlanger, Evan tells us how these elements make …
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Atsuko Okatsuka was technically kidnapped by her grandma
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25:14Comedian Atsuko Okatsuka is able to make the most difficult life experiences seem funny. In her new stand-up special, “Father,” she takes a look at her complex childhood growing up undocumented in the U.S. (she was technically kidnapped by her own grandma, though she doesn’t see it that way). Atsuko joins guest host Talia Schlanger to talk about tu…
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This play is an adaptation of the longest poem ever written
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24:09The longest poem ever written is a 4,000-year-old Sanskrit epic called the “Mahabharata,” which clocks in at roughly 1.8 million words. But the poem’s daunting length didn’t stop Toronto’s Why Not Theatre from adapting it into a large-scale play of the same name. A few months ago, Miriam Fernandes, the co-creator and star of the show, joined Tom Po…
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How The Young and the Restless led to more Black women becoming doctors
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34:29Canadian actor Tonya Williams spent two decades playing Dr. Olivia Winters on “The Young and the Restless,” which made her one of the first Black actors to star on a soap opera. In 2001, she founded the Reelworld Film Festival, which champions diverse Canadian talent in the TV and film industry. Now, she’s been named an Officer of the Order of Cana…
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The Bear's Liza Colón-Zayas on the “cult” that tried to brainwash her
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17:43On the hit series “The Bear,” Liza Colón-Zayas plays a middle-aged line cook named Tina who’s challenged by her mentors to learn new skills as a sous-chef. In some ways, her character’s story mirrors her own journey as an actor. With Season 4 of “The Bear” out now, we revisit Liza’s conversation with Tom Power about the scarcity and struggle she ha…
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Should I stay or should I go? with Shelby Nicholl
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30:09This 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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For George Takei, coming out has been a lifelong process
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32:32George Takei is one of America’s most beloved actors and activists, known best for playing Hikaru Sulu in the “Star Trek” franchise. In 2019, he released a graphic memoir, “They Called Us Enemy,” which detailed his childhood experience at internment camps during the Second World War. Now, he’s released a follow-up book, “It Rhymes with Takei.” The …
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