Apr 15, 2024
Summary: Steven Jarvis, is joined in this week's episode by one of his brothers (he actually has 4), Matthew Jarvis. Matthew is the co-host and co-founder of The Perfect RIA podcast, a platform through which he has coached thousands of advisors. They talk about the power of tax planning and ways to deliver massive value...
Apr 8, 2024
In this episode Steven is joined by Christine Simone, a healthcare professional and the CEO and founder of Caribou. Christine shares her perspective on how to navigate the tax implications of how people get health insurance and pay for medical expenses. Steven and Christine discuss the complexities and potential tax...
Apr 1, 2024
In this episode Steven is joined by the author of The Inheritance Playbook, Chad Holmes. This book is written for consumers and puts a little bit of humor and a lot of great insight into a very challenging topic. Chad shares why it was important to him to write this book and the impact these strategies have on clients....
Mar 25, 2024
On this weeks episode Steven is joined by an Advisor who is generously sharing what worked so well for him as he built and sold a planning practice across multiple decades. Derrick Kinney, host of the Good Money Podcast, gives specific approaches he has used and coached advisors on that he has seen produce results time...
Mar 18, 2024
Not all birthdays are created equal in the eyes of the IRS. In this week's episode Steven is joined by Philipp Hecker, CEO of Bento Engine, to talk about how Advisors can implement a system for creating client engagement around important life milestones. Philipp shares from his years of experience building...