Best Steven Jarvis Podcasts (2023)

S

Sound Retirement Radio

1
402 Don't Get Killed On Taxes With Steven Jarvis, CPA, MBA 37:32

1h ago37:32

37:32

Most people tell me they don’t mind paying their fair share in taxes but they don’t want to pay more than their fair share. If you are interested in strategies to reduce your taxes in retirement I think you are going to love this episode. In today's podcast episode I interviewed Steven Jarvis who is the co author of the book “Don’t get killed on ta…

O

Oprah's Super Soul

1
Super Soul Special: Oprah and Tracee Ellis Ross: Your Life in Focus 43:38

25m ago43:38

43:38

Original Air Date: February 19th, 2020 As a part of WW Presents “Oprah’s 2020 Vision: Your Life in Focus,” Golden Globe winner, Emmy-nominated actress and style icon Tracee Ellis Ross sits down with Oprah for their first one-on-one interview. In front of a live audience in Dallas, Texas, Tracee shares her thoughts on growing older, explains what sh…

T

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
118: Turning Variable Compensation into Consistent Income with Mike Witkowski 1:02:50

5h ago1:02:50

1:02:50

You don’t often hear me speak directly to new advisors...but, that’s about to change! I’ve got a guest who is going to speak straight to those advisors in their first couple of years that are adjusting to variable compensation, trying to figure out how to run the financial side of a business, and growing their practice. My guest Mike Witkowski has …

R

Retirement Tax Services Podcast

1
Taxes and Investing with Nitrogen CEO Aaron Klein 30:37

2h ago30:37

30:37

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 the potential traps of unexpect…

T

The Retirement Tax Podcast

1
Special Invitation! 1:37

1h ago1:37

1:37

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 san…

O

Oprah's Super Soul

1
Super Soul Special: Understanding “A Return to Love” 29:02

7m ago29:02

29:02

Original Air Date: November 11th, 2020 Spiritual leader, activist and author Marianne Williamson discusses her New York Times best-selling book A Return to Love. She explains her concepts of love and inner peace, and what she considers a real miracle: perspective change. Marianne also answers questions from the audience. Want more podcasts from OWN…

T

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
117: Client Intel Process, Taking of Fridays, and Group Coaching - MAILBAG EPISODE! 39:54

7d ago39:54

39:54

Time to open the mailbag! Libby is taking a break from the traditional format to answer some commonly asked questions from listeners. Today we're digging into: What's up the group coaching program and do you have a launch date? How do I create a process to capture personal preferences and unique intel on clients and what I do with it? What's the be…

T

The Libreria Podcast

1
Poverty, by America – Matthew Desmond, at Libreria 40:07

2h ago40:07

40:07

In this episode Libreria welcomes Pulitzer Prize winner, MacArthur Fellow and esteemed sociologist, Matthew Desmond. Matthew is the author of Poverty, by America, and Evicted: Poverty and Profit in the American City. Libreria wishes to thank Allen Lane publishers of the Penguin Random House group for the opportunity to host a live discussion with M…

S

Sound Retirement Radio

1
401 To Insure Or Not To Insure? Decoding The Need For Long Term Care Insurance 59:54

1h ago59:54

59:54

One of the major things that can derail a good retirement plan is experiencing a healthcare event that doesn't kill you but requires you to need care for an extended time. The healthcare events that could cause you to need long-term care range from frailty and aging, recovering from an accident, having a stroke, getting cancer, getting Parkinson's …

T

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
116: Ideas to Implement: Tips to Get the Most Out of Your Wholesaler Relationship with Guest Dan Sullivan 5:45

8d ago5:45

5:45

Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: Tips to Get the Most Out of Your Wholesaler Relationship with Guest Dan Sullivan --------------- LINKS FROM THIS EPISODE: Get on the Systems to …

R

Retirement Tax Services Podcast

1
Throwback: Backdoor Roth and Cream in the Coffee With Matthew Jarvis 25:52

2h ago25:52

25:52

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. However, this episode’s topic is a combination…

T

The Retirement Tax Podcast

1
To DIY or not to DIY your taxes, ep. 41 20:13

1h ago20:13

20:13

There is something very satisfying about being able to do something yourself (like taxes) that many people have done by a professional, but is it always a good idea? Steven and Ben discuss the benefits of being a DIYer on taxes and when they see it go really well. Our hosts also discuss signs to be on the look out for that it might time to get some…

O

Oprah's Super Soul

1
Bonus Episode - Super Soul Special: Shefali Tsabary: The Awakened Family 31:43

8m ago31:43

31:43

Original Airdate: March 18, 2019 In her second Super Soul Conversation, New York Times best-selling author Dr. Shefali Tsabary discusses the revolution of conscious parenting, creating an awakened family and raising confident children. Dr. Shefali shares teachings from her book "The Awakened Family." She provides daily tools for parents on how to m…

T

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
115: Tips to Get the Most Out of Your Wholesaler Relationship with Guest Dan Sullivan 38:11

12d ago38:11

38:11

There are so many things vying for your time and I know your calendar is PACKED! I know if you were an outsider, like a wholesaler, trying to get on my calendar… you needed to be providing MAJOR value. In today’s episode, we’re going to dive into how to get the most out of your internal and external wholesaler relationships… and I’m not just talkin…

O

Oprah's Super Soul

1
Super Soul Special: Oprah Winfrey: Love and Connection 32:57

8m ago32:57

32:57

Original Air Date: February 17th, 2021 Everything we do, every relationship we have, succeeds or fails based on our level of true spiritual connection with others. How do we get back on track when we find ourselves disconnected from people? In this episode of “Super Soul,” Oprah sits down with acclaimed spiritual teachers—including Jill Bolte Taylo…

S

Strategy Sessions

1
Making News Make Money With Barry Adams (Polemic Digital) 1:17:32

1d ago1:17:32

1:17:32

Barry is Mr News SEO. He focuses on technical SEO and specialised services for news publishers, working with some of the biggest names in world publishing. In this episode we discuss: The difference between ‘classic’ SEO and news SEO Google’s role as judge, jury and executioner for news organisations Social traffic v search traffic in news SEO How …

R

Retirement Tax Services Podcast

1
Throwback: Tales from Tax Season-'Fun' with States 20:06

2d ago20:06

20:06

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 real-life issues and situations tha…

O

Oprah's Super Soul

1
Super Soul Special: Sister Joan Chittister: The Time is Now 44:58

7d ago44:58

44:58

Original Air Date: May 27th, 2019 Author, activist and Benedictine nun Sister Joan Chittister discusses her book, The Time Is Now: A Call to Uncommon Courage. In a powerful conversation, Sister Joan defines what it means to be a prophet in today's modern world, and challenges us to combat complacency and apathy in our own lives. She outlines the ke…

S

Sound Retirement Radio

1
400 The Shocking Truth About Early Retirement With Joe Kuhn 1:06:14

26d ago1:06:14

1:06:14

I always like to find people who are on this retirement journey and let them share their stories. Today, I'm speaking with Joe Kuhn - a 58-year-old retiree who has been sharing his experiences being retired for the past several years on his YouTube channel. He retired at 54 and had a retirement budget of 8k per month. Joe will be talking about how …

T

The Retirement Tax Podcast

1
The Tax Return Treasure Hunt, ep. 40 22:43

9d ago22:43

22:43

In this episode our dynamic duo discusses what taxpayers can do now that their tax return is filed to prepare for the future. Ben and Steven share some of the things they regularly look for on their clients tax returns to help make sure they are not getting killed on taxes. The team discusses both mistakes and errors to look out for as well as pote…

R

Retirement Tax Services Podcast

1
Throwback: Tales from Tax Season - Withholdings and Losses 23:27

9d ago23:27

23:27

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 that they are comfortable with the am…

O

Oprah's Super Soul

1
Super Soul Special: Oprah’s Next Chapter: Patti LaBelle 29:59

14d ago29:59

29:59

Original Air Date: November 3rd, 2013 Oprah and music icon Patti LaBelle meet at the famed Apollo Theater for a conversation about Patti's extraordinary 50 years in show business. Patti reflects on a lifetime of music memories and what it means to be a living legend. She also reveals how she is combatting her Type 2 diabetes and the hardest life le…

S

Sound Retirement Radio

1
399 Jason On The Free Lunch Podcast 36:27

1M ago36:27

36:27

I really enjoyed being a guest on the The Free Lunch Podcast. Greg and Collin make talking about investing and personal finance interesting. With their unique perspective on the topic, they make investing and finance approachable for all kinds of people - even those living in cold, wet climates like Calgary Canada! Their show is proof that personal…

T

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
114: Growing A Firm to 4.3 Billion AUM - Tips from the Trenches with Matt Reiner 46:48

30d ago46:48

46:48

I know as an advisor I love to hear from others who have actually done it. Not theoretical business advice or something from another industry applied to advisors. But a real life success story who did the thing. I know you’re right there with me on enjoying hearing from advisors who have been in the trenches too…and oh boy do I have a treat for you…

R

Retirement Tax Services Podcast

1
Throwback: Tales from Tax Season 25:33

17d ago25:33

25:33

Throwback time: Our favorite episode from last year: "Tales from Tax Season" As this year's tax season is past us, let's remind ourselves of the most common questions that clients are bringing up and asking about taxes – especially during tax season. I share some of the most common questions and some stand-out issues from tax season. You will gain …

T

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
113: Ideas to Implement: How to Help Your Clients Not Get Killed on Taxes with Steven Jarvis 9:50

1M ago9:50

9:50

Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: How to Help Your Clients Not Get Killed on Taxes with Steven Jarvis --------------- LINKS FROM THIS EPISODE: Grab Steven's Book Don't Get Killed…

S

Strategy Sessions

1
Equality in Marketing (Brighton SEO Special) with Azeem Ahmad 52:37

20d ago52:37

52:37

The day this podcast launches - Thursday 20th April 2023 - I'm speaking at Brighton SEO alongside Fabio Embalo (Viaduct Generation) and Azeem Ahmad about equality in marketing. Azeem hosts the Azeem Digital Asks podcast, so we did a joint episode to dive into the subject for a wider audience. In this episode we discuss: A simple explanation of mark…

O

Oprah's Super Soul

1
Super Soul Special: Viola Davis 35:05

21d ago35:05

35:05

Original Air Date: April 19th, 2021 Oprah talks with Viola Davis, the most nominated Black actress in Oscar history, about her film Ma Rainey’s Black Bottom. In yet another superb performance, Davis inhabits “the mother of the blues” in an adaptation of the August Wilson play. Davis reveals what Ma's struggle says about today's America and what it …

T

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
112: How to Help Your Clients Not Get Killed on Taxes with Steven Jarvis 41:15

1M ago41:15

41:15

He’s baaack! I’ve talked about this before on the podcast… but integrating tax planning into our business changed everything. I think when we started collecting tax returns, plugging them into our software, doing analysis, looking for areas of opportunity… we really separated ourselves from other advisors. When we got really good at this– that’s wh…

S

Sound Retirement Radio

1
398 Investment Portfolio Construction with Dr. Craig Israelsen 1:13:27

1M ago1:13:27

1:13:27

In today's podcast, I interview Dr. Craig Israelsen. We talked about the banking turmoil, investment portfolio construction, asset allocation, taking a pension vs a lump sum, how much guaranteed income is needed, when to start social security, diversification across asset classes, and when active management makes sense, should you have exposure to …

R

Retirement Tax Services Podcast

1
The Advisor who refuses to pay the IRS with guest Aaron Erişkin 27:01

1M ago27:01

27:01

In this episode Steven is joined by Financial Advisor Aaron Erişkin, who has literally never paid a dime to the IRS. We are all for not "tipping the IRS", but typically we don't advocate for not paying anything at all. In Aaron's case though it makes a lot of sense as he is based on London and not subject to US Taxes. Jokes aside Steven and Aaron d…

T

The Retirement Tax Podcast

1
Tax Planning vs. Tax Preparation, ep.39 20:58

25d ago20:58

20:58

Ben and Steven discuss the important distinction between tax preparation (what happened last year) and tax planning (what can happen in the future). Most people know they have to file a tax return (tax preparation), but many taxpayers are at a loss for what they can and should be doing to reduce their lifetime tax bill in the future (tax planning).…

T

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
111: Ideas to Implement: Tips & Tricks from the Trenches - Advisor Success Story 7:40

1M ago7:40

7:40

Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: Tips & Tricks from the Trenches - Advisor Success Story ---------------------------------- LINKS FROM THIS EPISODE: Grab Derrick's book here! Ch…

S

Sound Retirement Radio

1
397 Create A Meaningful Family Legacy Beyond Money 39:04

2M ago39:04

39:04

I recently had the opportunity to speak with Heidi Thorsen, a passionate teacher of Guided Autobiography classes which she conducts via Zoom. Heidi leads classes to help people capture their life stories and turn them into meaningful memoirs that can be shared for generations to come. If you want to learn more be sure to visit tyememoirs.com Articl…

O

Oprah's Super Soul

1
Super Soul Special: Oprah’s Next Chapter: Tina Turner 33:22

28d ago33:22

33:22

Original Air Date: August 25th, 2013 Oprah heads to the South of France for an intimate conversation with rock and roll legend, Tina Turner. In the only interview following the iconic singer's private wedding ceremony in Switzerland to longtime love Erwin Bach, Oprah joins Tina during a stop on their honeymoon to talk about love, retirement and her…

T

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
110: Tips & Tricks from the Trenches - Advisor Success Story with Derrick Kinney 48:13

2M ago48:13

48:13

At the efficient advisor we talk a lot about ideal client avatars, elevated elevator pitches, and how to stand out from the competition. I love to share my experience and the experiences of advisors that I work with, but it is SO MUCH BETTER when you get a guest on who figured these things out and used them to start, build, and sell a super success…

Podcasts Worth a Listen

SPONSORED

Steven Jarvis Podcasts

Download the App!

Podcasts Worth a Listen

SPONSORED

Quick Reference Guide