Nov 27, 2023
Steven is joined in this episode by the one and only Michael Kitces to talk about the progression of tax planning in a financial advisor's practice and how the industry as a whole is shifting to better incorporate taxes. They both share their perspective on how Advisors can make sure they are delivering true value and...
Nov 20, 2023
In a rare "in-person" interview Steven is joined by Financial Advisor Kyle Gabhart for a fun and informative discussion around tax planning. Kyle shares his favorite approach to talking tax planning using his Lego analogy (what tax nerd isn't going to love being able to include Legos in the discussion?). Steven and Kyle...
Nov 13, 2023
In this episode Steven is joined by Derek Mazzarella, CFP and the two share ideas on how to best articulate complex tax planning in a way that resonates with clients. Derek shares how he is already incorporating tax law changes that won't happen until 2026 into his planning with clients and why he is such a big fan...
Nov 6, 2023
Life is full of the unexpected and while taxes won't be the first concern when unfortunate things happen, they can't be forgotten about. Steven is joined in this episode by Amy Irvine, a financial planner specializing (and certified) in divorce planning. Steven and Amy share pitfalls to avoid and ideas for...