by Steven Jarvis and Benjamin Brandt
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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Publishing Since
9/15/2021
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December 15, 2024
<p>This throwback takes us to the most listened-to episode of the year! In this episode, resident "Least Boring CPA" Steven Jarvis takes listeners through the first part of 1040, providing insights and information to help you understand your tax return. Steven dived into both technical details and key reminders on what’s most relevant, along with important yearly changes to watch out for. This episode is as "hands-on" as it gets—so grab your own tax return and follow along as Steven breaks it down</p> <p><a class="content_editor_url zs-compose--postinput-highlight" title= "https://retirementtaxpodcast.com/podcast/encore-episode-understanding-your-tax-return-part-1/" href= "https://retirementtaxpodcast.com/podcast/encore-episode-understanding-your-tax-return-part-1/" target="_blank" rel="noopener">https://zurl.co/oq0X3</a>.</p>
December 1, 2024
Ben and Steven discuss the importance of mindset and perspective in retirement planning, highlighting how the words we use can make or break our ability to adapt to change.
November 15, 2024
<p dir="ltr">In this episode, Ben peppers Steven with questions about a recent IRS audit he participated in. Steven shares the ins and outs of going through an IRS audit, best practices for the actual process, and why it's so important to take the "straight face" approach to taxes whether you ever get audited or not. Listen in as Ben asks questions you've probably always had, and Steven takes some of the mystery out of what an IRS audit can be like. No, they aren't fun, but they don't have to be scary.</p> <p><a class="content_editor_url zs-compose--postinput-highlight" title= "https://retirementtaxpodcast.com/podcast/i-got-audited-sort-of/" href= "https://retirementtaxpodcast.com/podcast/i-got-audited-sort-of/" target="_blank" rel="noopener">https://zurl.co/kpvu</a></p>
Benjamin Brandt CFP®, RICP®
Andy Panko
Devin Carroll, CFP® & John Ross, JD
Jim Saulnier, CFP® & Chris Stein, CFP®
Taylor Schulte, CFP®
Jason Parker
Roger Whitney, CFP®, CIMA®, RMA, CPWA®
Steve Chen
James Conole, CFP®
Wade Pfau & Alex Murguia
The Great Retirement Debate with Ed Slott & Jeffrey Levine
Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors
Peter Lazaroff
Casey Weade
Ari Taublieb, CFP®, MBA
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