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The Retirement Tax Podcast

Steven Jarvis and Benjamin Brandt

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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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show series
 
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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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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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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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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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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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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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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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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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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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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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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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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The New York Rangers won their first home game since December 6th, by beating the Bruins. But what does it mean moving forward? With Zibanejad off the PP, how does that affect the team in the coming months? 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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The Rangers have now lost 11 of their last 14, and Kaapo Kakko did not hold back when asked about his healthy scratch. Can the current group of players recover from the freefall they're in? And what can we expect from Chris Drury? Are the Rangers buyers or sellers at the deadline? All that and more, we discuss in today's episode.…
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This throwback takes us to the most listened-to episode of the year! In this episode, resident "Least Boring CPA" Steven Jarvis takes listeners through the first part of 1040, providing insights and information to help you understand your tax return. Steven dived into both technical details and key reminders on what’s most relevant, along with impo…
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The New York Rangers moved on from captain Jacob Trouba last Friday in a trade that saw his 8m dollar contract come off the books entirely. Later that day, the contract extension of Igor Shesterkin was announced. All this did not prevent the slide the Rangers have been in, with embarrassing home ice losses to the Seattle Kraken and Chicago Blackhaw…
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The New York Rangers are 10-8-0 since their 5-0-1 start. They have 2 wins all season against teams currently in a play-off spot. And Chris Drury dropped a bomb openly putting Kreider and Trouba on the block.What is next? How will the Rangers handle this? It's a tough situation to be in. We discuss it all in this week's episode.…
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This week’s throwback takes us to one of our most popular episodes from last year, originally released on December 1st, 2023! In this episode, Ben and Steven had a less technical discussion and instead focused on the importance of mindset and perspective when it comes to planning. The words we use can make all the difference on the success of a pla…
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The Rangers travel west without Filip Chytil and win 2 out of 3 with one game on the trip remaining. Kaapo Kakko moving to center could give Laviolette options moving forward. And without any reports of an injury, the Rangers have called up Victor Mancini. Could we see a shake-up on the blue line? All that and more in today's episode.…
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In this episode, Ben peppers Steven with questions about a recent IRS audit he participated in. Steven shares the ins and outs of going through an IRS audit, best practices for the actual process, and why it's so important to take the "straight face" approach to taxes whether you ever get audited or not. Listen in as Ben asks questions you've proba…
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The New York Rangers are obliterated 6-1 by the Buffalo Sabres at home. But if you have watched this team, this was inevitable. What can Laviolette do to get the team back on track?And how much of a problem is Mika Zibanejad?By Statboy Steven together with Jeff and Jack Filippi discuss the latest on the New York Rangers
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In this episode Ben and Steven talk about the weather (it was only a quick tangent, we promise), the upcoming election and the kind of tax planning that will get a professional sued. As always they are focused on helping people consistently do the little things over time that add up to a big difference and help listeners tune out the noise and conf…
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The New York Rangers lose to the Panthers and Capitals. Is this a blip on the radar or are there larger concerns? Can Mika Zibanejad turn it around? And what will Laviolette do with Jones and Mancini moving forward?All this and more on this episode.By Statboy Steven together with Jeff and Jack Filippi discuss the latest on the New York Rangers
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With only a few weeks until the election, Ben and Steven share their thoughts on how you should change your tax planning based on who wins. Spoiler Alert: regardless of the outcome of the election, you are most likely going to keep doing the same foundational things. Tax laws change; it's normal. The people who do their best to minimize their lifet…
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Pre-season is done. And it looks like Mancini and Edström have made the team. What can we expect from our rookies? And how does the top-6 perform with the influx of talent after the Reilly Smith trade? All that and more, on this episode!By Statboy Steven together with Jeff and Jack Filippi discuss the latest on the New York Rangers
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Ben and Steven are back and in this episode they are helping you get ready for the end of the year. With 91 days until 2025 there are still actions you can take but it pays to get started and avoid the end of the year crunch. In addition to sharing tax planning strategies you should be thinking about Steven shares some of the most common "bumps" he…
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The dynamic duo are back together to discuss the IRS's latest "change" to tax rules. This isn't a new topic but the IRS has recently "finalized" the rules originally proposed years ago around inherited IRAs. Ben and Steven provide insight for how to think about inherited IRAs, the the 10 year rule, the value of long term planning and the requiremen…
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In this episode Ben is generous enough to share a personal tax experience to help all our listeners better understand a confusing topic: real estate. Listen in as Ben and Steven talk through the details of Ben's real estate journey including the taxes along with other pieces people don't always think about when they are trying to decide if an inves…
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In this episode Ben and Steven share stories about everyone's favorite Office couple "Jim and Pam" and some of the tax situations they can find themselves in. More specifically they talk about what you can do when you have a CPA who is unwilling or unable to help you. They both share examples of how this situation can come about and what you can do…
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Chris Drury locked up Ryan Lindgren and Braden Schneider for 1 and 2 years respectively. With that, the final RFAs have received their extensions. But what can we expect in the coming weeks before training camp starts? We discuss it for you!By Statboy Steven together with Jeff and Jack Filippi discuss the latest on the New York Rangers
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Steven and Ben are back sharing their insight on real world tax situations they have personally helped clients deal with. First, they discuss the unfortunate (but all too common) scenario when two professionals are providing you with different opinions. Ben shares his first-hand experience dealing with this as one of those two professionals and wha…
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In this episode Ben and Steven share insight on Health Savings Accounts (HSAs) specifically prompted by listener questions. In addition to covering the basics of what everyone should know about contributing to, investing in and using an HSA, the guys also cover some more unique situations that come up with HSAs. In particular they give you the run …
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Once again (this is their third year!) Ben and Steven are giving you the highlights of the IRS Dirty Dozen, an annual list of frauds, schemes and scams to be on the look out for. This episode is not meant to scare, just make you aware. Steven and Ben share insight on what's out there and what you can do to help protect yourself from bad actors and …
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Chris Drury cuts ties with Goodrow by placing him on waivers, with San Jose claiming him. What does this mean? What can we expect in the coming weeks?And we answer some questions from our listeners at the end!By Statboy Steven together with Jeff and Jack Filippi discuss the latest on the New York Rangers
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Summary: In this episode Steven and Ben are back together and answering questions sent in by great listeners like you. Covering a variety of topics Ben and Steven take the time to give specific answers to these situations along with broader insight that will benefit everyone listening in. Stay tuned to the end as Steven and Ben talk about tax filin…
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Continuing the theme of sharing lessons learned from recent client conversations, Steven and Ben share common things they see on tax returns that are just as commonly areas for confusion and questions. The tax code can feel like a mystery but with a little help it can be less intimidating. The guys share some of the things they regularly see, like …
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