Jan 29, 2024
This week's episode is a special one in that Steven is not being joined by a CPA or CFP. Steven's guest this week, Ashley Quamme, is actually a Fractional Financial Behavior Officer (don't worry, they talk about what that is) and specializes in helping financial planning firms go beyond the numbers and understand...
Jan 22, 2024
In this episode Steven is joined by a fellow podcaster and money nerd, Brenton Harrison. Brenton is a financial advisor focused on helping first-generation high income earners as they navigate financial planning topics, including taxes! Brenton has found huge success including tax planning in his offering and spends a...
Jan 15, 2024
The tax code applies differently in a lot of different situations, including for active and retired members of the military. In this episode Steven is joined by Brandon Lovingier, a financial advisor dedicated helping people in the military navigate tax and financial planning. Listen in as Steven and Brandon go through...
Jan 8, 2024
Steven Jarvis, CPA is joined in this episode by the founder and President of Advisorist, Jeremiah Desmarais as they talk about ways Advisors can spend more time delivering value and less time drowning in tasks that could be delegated. Jeremiah brings deep experience and countless success stories of helping Advisors take...
Jan 1, 2024
In this episode Steven kicks off the year with an incredible discussion with Patrick Lonergan all about helping high earning business owners save hundreds of thousands of dollars in taxes, every year! Yes, the dollar savings are higher because the income is higher but the strategies are not proprietary, they are worth...