show episodes
 
The Retirement Tax Podcast is your place to learn how to sand the rough edges off your 6 or 7 figure income tax bill the IRS expects you to pay over the course of your retirement. Hosts Benjamin Brandt, CFPⓇ , and Steven Jarvis, CPA bring you tax topics you can take action on. Leveraging their combined decades of experience in the financial planning and accounting worlds they share their insights and answer your questions.
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Libreria, a bookshop by Second Home, is an independent bookshop in Shoreditch, London. We help you discover new books and ideas to encourage interdisciplinary thinking. In the shop, we curate our books to maximise serendipity – our shelves are arranged according to broad themes like 'Wanderlust', ‘Enchantment for Disenchanted’ and ‘The City’, so you’re constantly encountering titles you might not have come across otherwise. In this podcast, Libreria does the same for your ears – interviewing ...
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With over 1 million downloads, Sound Retirement Radio is a leading podcast in the retirement and retirement planning categories. Our topics cover a broad range, including investing strategies, tax planning, and Roth conversions. We provide both fundamental and advanced ideas to help you create a Sound Retirement Plan. Our commitment is to offer you concepts, ideas, and strategies that can help you achieve clarity, confidence, and freedom as you prepare for and transition into retirement. Jas ...
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Awaken, discover and connect to the deeper meaning of the world around you with Oprah's Super Soul. Hear Oprah’s personal selection of her interviews with thought-leaders, best-selling authors, spiritual luminaries, as well as health and wellness experts. All designed to light you up, guide you through life’s big questions and help bring you one step closer to your best self.
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Ever wish you knew an Advisor who built a 7-figure practice--while only working 3 days a week--that was willing to share her systems, processes, and business hacks with you? Meet the Efficient Advisor Podcast host Libby Greiwe. Her specialty? Breaking down the functions of a financial planning practice into actionable step-by-step processes designed to get you results and get you out of overwhelm. Expert interviews, done-for-you templates, and easy to implement solutions… all tied together b ...
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show series
 
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…
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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…
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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 …
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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…
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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…
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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…
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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…
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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…
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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 …
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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 …
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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…
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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…
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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…
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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…
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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…
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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 …
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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…
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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…
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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 …
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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…
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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…
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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…
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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…
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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…
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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 …
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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…
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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…
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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 …
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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…
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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 …
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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…
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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).…
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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…
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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…
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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…
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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…
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