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Retirement Tax Services Podcast

Nov 29, 2021

Steven’s guest this week is Michael Eckstein, the founder of Resting Business Face (formerly known as Eckstein Advisory). Not many advisors focus on serving super small businesses such as freelancers, but Michael and Steven discuss the value that one can provide to this particular demographic.  

Nov 22, 2021

This week on the Retirement Tax Services Podcast, Steven’s guest is Derek Tharp, founder of Conscious Capital and lead researcher for On the agenda is Q&A's, and quantifying tax planning value using software tools.

Nov 15, 2021

Steven’s guest this week is Matt Miner, founder of Miner Wealth Management and host of the Work Pants Finance podcast. Despite being a relative newcomer to the financial world, he’s got a proven philosophy for working with other COIs. Tune in as Steven and Matt discuss the pain points that advisors should resolve...

Nov 8, 2021

Steven’s guest this Monday is Maggie Klokkenga, the founder of Make a Money Mindshift. Maggie’s services include helping clients vet prospective tax preparers for doing their taxes. Join Maggie and Steven as they discuss the importance of hiring a good tax preparer and the potential value add they can offer!

Nov 1, 2021

Steven's guest for today is Lisa Niser, an Enrolled Agent who looks at filing tax returns as the starting point, not the finish line. Listen in as Steven and Lisa discuss where you should use a CPA or EA and learn from Lisa how she delivers value to her clients through tax return reviews