Sep 27, 2021
Steven’s latest guest is Jana Morrison of Burkett Financial Services. She’s both a CPA and a CFP. In a male-dominated industry, she’s built a solid track record.
Sep 20, 2021
Steven’s returning guest this week is advisor Matthew Jarvis of The Perfect IRA. Today’s topic is a combination of backdoor Roth contributions, IRS Form 8606, and the Pro Rata Rule.
Are you interested in content that provides you with action steps that you can take to deliver massive tax value to your clients? Then...
Sep 13, 2021
Steven’s guest this week is advisor Thomas Kopelman, who just co-founded Allstreet Wealth. While many financial planners focus on retirees, Thomas’ niche is millennials. He often does tax planning for people whose income level is still on the rise.
Are you interested in content that provides you with action steps...
Sep 6, 2021
Steven’s guest is advisor Brendan Frazier, the founder of Wired Planning and host of “The Human Side of Money.” His primary focus, as a tax planner, is the psychology of advising. In other words, he helps clients keep motivated for success.