Jul 31, 2023
Returning to the show for this episode is former financial advisor and active rockstar advisor coach, Libby Griewe. Libby shares from her experience of being an advisor and coaching other advisors on how tax planning can be incorporated to deliver massive value over multiple years. In fact she highly recommends that...
Jul 24, 2023
In this week's episode, Steven gets the chance to really nerd out as he is joined by two guests from Dimensional Fund Advisors to get into the weeds on the tax implications of investing. John Wilson and Joe Hohn (who used to be an aerospace engineer before becoming a fund manager) share their perspective and insight on...
Jul 17, 2023
Before episode 1 of the RTS podcast was ever recorded Steven was learning from the best in the business to make sure he started on the right foot, including from his guest on today's episode, Benjamin Brandt. Ben was podcasting about financial planning before it was ever cool and comes on the show to share his...
Jul 10, 2023
In today's episode the focus is on tax implications for financial advisors themselves! Steven is joined by Jonathan Bird, CFP, who opens the books and transparently shares his experience with buying a book of business as well as using paid lead services. Jonathan shares real numbers from his experience and talks through...
Jul 3, 2023
It turns out there are scientific reasons that so many people have misguided notions about taxes and Steven is joined this week by a Financial Psychologist to explore what those reasons are. Meghaan Lurtz is a writer, researcher and educator focused on the overlap of psychology and financial planning and shared her...