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Retirement Tax Services Podcast

Jul 4, 2022

Johnna Long is a CPA who works with advisors to ensure the experience for their shared clients is elevated to a whole new level when it comes to tax prep and planning. Having worked for some of the biggest firms in the world, Johnna joins the show today to share the journey that moved her into the area where she is now,...


Jun 27, 2022

Social Security, how it works with taxes, and how to deliver value in that area are all things Devin Carroll knows all about. A financial advisor and the host of a YouTube channel with an emphasis on Social Security, Devin joins the show today to share key value items and important parts of Social Security where you can...


Jun 20, 2022

For many advisors, there’s a lot more work to be done around tax planning than we can commit to time-wise. So, we're doing things a little different for today’s episode, and you’re in for a treat because Dr. Travis Parry joins Steven on the show to discuss what it looks like to achieve balance—and how to do it!...


Jun 13, 2022

Despite what many financial advisors and tax planners are made to believe, it is completely possible to live a balanced life, work fewer hours, and still take home the same amount of pay. So, how can you do this? Our guest today, Libby Greiwe, has created this lifestyle for herself and has built a business helping other...


Jun 6, 2022

For many taxpayers, there is no reason to actively think about how their taxes get paid. They get paid a certain amount per week or month, their taxes are taken off of their paychecks, and then they file their tax returns at the end of the year. However, when you transition into retirement and are no longer in your W2...