Jun 27, 2022
Social Security, how it works with taxes, and how to deliver value in that area are all things Devin Carroll knows all about. A financial advisor and the host of a YouTube channel with an emphasis on Social Security, Devin joins the show today to share key value items and important parts of Social Security where you can...
Jun 20, 2022
For many advisors, there’s a lot more work to be done around tax planning than we can commit to time-wise. So, we're doing things a little different for today’s episode, and you’re in for a treat because Dr. Travis Parry joins Steven on the show to discuss what it looks like to achieve balance—and how to do it!...
Jun 13, 2022
Despite what many financial advisors and tax planners are made to believe, it is completely possible to live a balanced life, work fewer hours, and still take home the same amount of pay. So, how can you do this? Our guest today, Libby Greiwe, has created this lifestyle for herself and has built a business helping other...
Jun 6, 2022
For many taxpayers, there is no reason to actively think about how their taxes get paid. They get paid a certain amount per week or month, their taxes are taken off of their paychecks, and then they file their tax returns at the end of the year. However, when you transition into retirement and are no longer in your W2...