Episode 41.1

Special Invitation!

May 18, 2023

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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.

There’s less than a week as we are counting down until the May 24 Webinar from the co-hosts of the Least Boring Tax podcast (aka the Retirement Tax Podcast): Benjamin Brandt, CFP and Steven Jarvis, CPA.

At this Power Session, our co-hosts will share how you can calculate your Retirement Tax bill and just as importantly, what you can do to start sanding the rough edges off of that bill.

Don’t forget your 2022 tax return so you can follow along and immediately start applying what you learn! Get ready to go through the real math on estimating your future tax bill so you can see why this is such an important topic.

Hurry up and get registered!


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