Jan 31, 2022
Today’s guest is passionate about providing conflict-free financial education to help do-it-yourself investors refine their path to financial independence. Cody Garrett, CFP, is the owner of Measure Twice Money, and in this episode, he will be sharing his advice for ensuring his clients are receiving massive value...
Jan 24, 2022
Enrolled Agent Matthew Lincoln returns to the show this week to flip the script and interview Steven! From how he got started off in the industry, to the methods of collaboration that RTS employs, listen in as your host gets candid with his experiences.
Jan 24, 2022
Enrolled Agent Matthew Lincoln returns to the show this week to flip the script and interview Steven! From how he got started off in the industry, to the methods of collaboration that RTS employs, listen in as your host gets candid with his experiences.
Jan 17, 2022
Appearing on the show this week is Matthew Lincoln. Originally an Enrolled Agent, Matthew has recently acquired his CFP designation. This (and years of experience) has shown him the benefits of collaboration between advisors and accountants. Tune in as Steven and Matthew discuss the complimentary ways in which advisors...
Jan 10, 2022
Steven’s returning guest this Monday is advisor Matthew Jarvis of The Perfect RIA. Their focus is Matt's annual 1099 letter sent in preparation for tax season. If you don't have one, your clients need you to start one