May 29, 2023
In this episode Steven is joined by a tax-focused Financial Planner (and RTS Essentials Member), Randy Dippell, to talk about what tax planning in the real world can look like. In particular, Randy shares a recent example of how he helped a client save big on taxes by paying more on purpose. This client could have...
May 22, 2023
On this episode Steven is joined by the CEO of the company formerly known as Riskalyze. Having recently rebranded to Nitrogen Wealth, Aaron joins Steven to discuss the evolution of their platform and how taxes are now incorporated into how they help Advisors attract, serve and retain clients. Steven and Aaron discuss...
May 15, 2023
Throwback to “Backdoor Roth and Cream In The Coffee” episode, in which Steven’s guest was advisor Matthew Jarvis of The Perfect IRA. In addition to running his own practice, he’s written a new book,Delivering Massive Value: The Financial Advisor's Guide to a Highly Profitable, Hyper-Efficient Practice.
May 8, 2023
State income taxes receive little attention from the general public when compared with federal income taxes but they can make a big difference in how much you do or do not pay. How much you pay depends on where you live, work, own a home, and how much you earn per year. So, in this episode, I will be sharing some...
May 1, 2023
Clear communication around the topic of tax refunds and payments with clients is essential whether you’re the one doing the tax preparation or you’re an advisor doing tax return reviews. So, how do you gauge how much information your client is truly understanding during your meetings? And how can you be certain...