Your Tax Guides
Welcome to The Retirement Tax Podcast, where hosts Steven Jarvis, CPA, and Benjamin Brandt, CFP, work together to bridge the gap between tax professionals, financial advisors, and their mutual clients to help reduce most people’s largest expense in retirement: taxes. Each week, they will dive into conversations around taxes, focusing on what you can truly control (instead of what you cannot) and how to set yourself up financially for your future.
Listen in as Benjamin explains how to approach your Roth conversions and the importance of being intentional with your spending and saving. You will learn where to start on a multi-year tax planning strategy, what questions to ask a CPA to see if they’re a good fit for you, and when you may want to…
There are a lot of things to think about as the year comes to a close—things that could make your taxes easier or more complicated. In today’s episode, Ben and Steven share their insight on how to get ready for the year-end when it comes to tax planning. You will hear about shadow taxes and…
Tax Tips You Can’t Afford To Miss Out On
How come no one ever told me about this?
Our hosts, Steven Jarvis, CPA and Benjamin Brandt, CFP, hear these questions a lot from their clients.
Tax tips and strategies focused on giving pre-retirees and retirees actionable advice is what we specialize in. But we can’t spread the word by ourselves.
If you know people who would benefit from just one of our strategies, share our site now and let them know about it.