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Retirement Tax Services Podcast

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. 


Ep 70: Your Host Gets Interviewed With Matthew Lincoln

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


Jan 3, 2022

Steven’s guest this week is Dominique Henderson, the founder of DJH Capital Management and  The Jumpstart Coaching Lab. A lot of his time spent mentoring other advisors leads him to encourage them to get involved with tax planning. Join in as Steven and Dominique share their insights and experiences on working with...