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Retirement Tax Services Podcast

Dec 27, 2021

Advisor Benjamin Brandt, host of the Retirement Starts Today podcast returns to the show this week. An expert on surge scheduling, Ben has made a masterclass based on his experience available through The Perfect RIA. Tune in as Steven and Ben discuss everything from cash flow and income taxes to systematizing surges to...

Dec 20, 2021

This week on the Retirement Tax Services Podcast, Steven’s guest is Eric Shadowens, a CPA whose primary focus is real estate. Taxes are a big segment of his planning process, so part of their conversation goes over the importance of documentation and reminding clients to make sure that they do more than just “keep...

Dec 13, 2021

Andrew Windham of the College Planning Institute discusses his extensive college-planning knowledge. From the very rarely talked about tax scholarships to using property to pay for college, his innovative approach to college planning will definitely make you rethink college finances.

Dec 6, 2021

Steven’s guest today is Jim Young, Vice President of Wealth Management at Trilogy Financial. Jim’s been doing tax planning for years; long enough to see the paradigm...

Nov 29, 2021

Steven’s guest this week is Michael Eckstein, the founder of Resting Business Face (formerly known as Eckstein Advisory). Not many advisors focus on serving super small businesses such as freelancers, but Michael and Steven discuss the value that one can provide to this particular demographic.