Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
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Вміст надано Prajin and Steven Jarvis. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Prajin and Steven Jarvis або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
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<div class="span index">1</div> <span><a class="" data-remote="true" data-type="html" href="/series/how-to-be-a-better-human">How to Be a Better Human</a></span>
Join How to Be a Better Human as we take a look within and beyond ourselves. How to Be a Better Human isn’t your average self improvement podcast. Each week join comedian Chris Duffy in conversation with guests and past speakers as they uncover sharp insights and give clear takeaways on how YOU can be a better human. From your work to your home and your head to your heart, How to Be a Better Human looks in unexpected places for new ways to improve and show up for one another. Inspired by the popular series of the same name on TED’s Ideas blog, How to Be a Better Human will help you become a better person from the comfort of your own headphones. Follow Chris on Instagram at @chrisiduffy Hosted on Acast. See acast.com/privacy for more information.
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Вміст надано Prajin and Steven Jarvis. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Prajin and Steven Jarvis або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
Retirement Tax Services Podcast, Financial Professional’s Edition is a show hosted by Steven Jarvis, CPA. Steven aims to bridge the gap between tax professionals, financial advisors and their mutual clients in their quest for reducing tax expenses in retirement.
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114 епізодів
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Вміст надано Prajin and Steven Jarvis. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Prajin and Steven Jarvis або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
Retirement Tax Services Podcast, Financial Professional’s Edition is a show hosted by Steven Jarvis, CPA. Steven aims to bridge the gap between tax professionals, financial advisors and their mutual clients in their quest for reducing tax expenses in retirement.
…
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114 епізодів
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Retirement Tax Services Podcast
Steven is once again joined by Brian Smith, representing our partners at Foundational Income Associates. In this episode, Steven and Brian cover some of the basics on annuities because in spite of some of the headlines on social media, just in the last few years, the amount of money going into these products is at the trillion mark. Brian shares key definitions and meaningful ways to break down complex topics, while Steven highlights how these products will show up on a client's tax return at various stages of the annuity life cycle. Whether you actively recommend annuities or simply have clients who come to you with them already in place, this episode will deliver valuable information you can put in action. https://zurl.co/Qc2tM…
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Retirement Tax Services Podcast
In this episode, Steven is joined by Russell Kroeger, Founder and CEO of Trayecto. As a financial advisor and tax professional, Russell has seen firsthand the complexities, pitfalls, and planning opportunities that arise for employees receiving equity-based compensation. Steven and Russell both share examples of what can go wrong (aka clients getting killed on taxes) and what to be on the lookout for so listeners can create better outcomes for their clients. Russell also shares resources available to advisors, including what he has built at Trayecto, specific to planning around equity compensation. https://zurl.co/rFMTY…
In this episode, Steven is joined by the CEO of Altruist, Jason Wenk, to talk about a reporting issue that happened at multiple custodians this last tax filing season. Jason openly shares what happened, how it happened, how Altruist responded, and shares a little insight along the way of what it's like to build a tech-forward custodian platform. This episode is a must listen as Jason gives an incredible example of how to be a leader in spite of challenges and shares some of the exciting things that Altruist has in store in the future. Be sure and listen to the full episode and be ready to take notes as Jason shares clear action steps any leader can take when faced with challenges. https://zurl.co/5iyi5…
This week, Steven is joined by George Stefanou to talk tax planning and book writing. George is part of a growing group of advisors who have written books around financial planning to build credibility and to bolster their marketing. George shares the process he went through to become a published author and the reason tax planning features so heavily in that book, even though he is not a CPA or Enrolled Agent. Check out George's LinkedIn profile and his background so you can finally let go of any notion that compliance has to be a limiting factor. https://zurl.co/BmsPS…
In this episode, Steven tackles a common question from Financial Advisors when tax planning comes up: "How do I find the time to get the work done?" Joining Steven for this discussion is Lloyd Ross, an entrepreneur and author of "Become Time Rich". Steven and Lloyd discuss the realities of their being limited time, but that some people are simply able to get more done in that time. Lloyd shares from his experience and his upcoming book to give listeners a framework for how to take action and take back their time. https://zurl.co/7OWtt…
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Retirement Tax Services Podcast
In this episode, Steven is joined by Mando Sallavanti, a Financial Advisor with MassMutual who focuses on taxes in a way that would make many independent advisors jealous. Mando shares how he so quickly learned enough about taxes for himself that he could start helping his clients pay less in taxes, too. He also reflects on the process he personally went through to find a quality CPA for himself and why he was willing to pay triple what he had previously paid to make sure he had great help on taxes. Mando gets nearly 75% of his new clients directly from his LinkedIn content and was generous enough to share his approach to content creation and why he has been so successful. https://zurl.co/pjAid…
Steven is joined by Gideon Drucker, a financial advisor who has gone all in on being at the center of his clients' financial lives, even when that means bringing in outside resources. Every advisor talks about "being the quarterback" of their client's financial life, but Gideon has taken it to another level by actively managing and building relationships with key service providers instead of taking the industry approach of making a brief introduction and hoping for the best. Gideon shares his experience with how challenging but rewarding it can be to invest the time and energy to build productive relationships and the strategic additions he's made to his team to make sure his clients ultimately win. Gideon also shares his experience with transitioning to an independent model for running his firm and how he manages to not drive his team crazy with the high volume of ideas and projects he's excited to implement. https://zurl.co/Hx4l7…
It's easy to think that we are all expert communicators...but is it true? This week, Steven is joined by Matt Halloran, author, podcast host, keynote speaker, and an all-around incredible resource when it comes to the way advisors communicate, to share insight and personal experiences when it comes to how a person goes about communicating more effectively. Steven and Matt share personal stories of their own journeys to become better communicators and pull out the tips and best practices that have helped them excel along the way. Naturally, Steven weaves in the tax piece of this conversation, which becomes all the tax knowledge in the world that counts for squat if you can't communicate it in a way that inspires action. https://zurl.co/ixltx…
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Retirement Tax Services Podcast
This week Steven is joined by Amy Kizer from TalentLink Solutions to talk recruiting, hiring, delegating, and so much more related to having a team. Amy focuses exclusively on the financial services industry, so she brings a wealth of knowledge and experience that will resonate with financial advisors nationwide. Amy thoughtfully shares actionable ideas on how you can support your team, identify your next hire, and navigate the recruiting and hiring process. Steven and Amy share personal experiences and questions you should be asking yourself to help identify what your next best step is. Listen to the end as Amy shares a great resource every listener can use the next time they are adding to their team. https://zurl.co/DdQZk…
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Retirement Tax Services Podcast
In this episode, Steven is rejoined by Ted Jenkin of JPTD Partners to talk all things tax planning related to enterprise value and business sales. Ted shares from his own experience of growing and selling a firm himself, along with the numerous times he's helped other people do the same thing. Taxes are a top expense and concern for most everyone, including you. Being proactive and understanding the choices you can make WILL make all the difference. Listen to the end as Ted offers listeners an opportunity to learn more about the value of their own practices. https://zurl.co/QhcNq…
Jerome Myers, founder of Exit to Excellence, joins Steven this week to talk about all the "other" things that a business owner should think about when it comes time to sell (yes, they talk about taxes, too). Tax planning is important for so many things in life, but as Steven is fond of saying, "There is more to live than taxes". Jerome spends his time helping business owners look past the numbers so they don't get to the other side of a major transaction only to find that money didn't magically solve all of their problems. Steven and Jerome get tactical on some aspects of running and selling a business, including tax planning, but overall, they provide a guide for advisors themselves (or as they help their clients) to navigate a business sale. https://zurl.co/auHN1…
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Retirement Tax Services Podcast
This week, Steven is joined by Brian Smith from Foundational Income Associates to dive into the (unnecessarily) divisive topic of annuities. Brian and the team at Foundational Income Associates are so committed to helping as many advisors as possible on the topic of annuities that they have partnered with us on our annual Summit to make sure advisors know what resources are out there. Whatever your opinion of annuities, they are out there, and you need to understand how to help your clients navigate existing products or understand what options might be best suited for them. Brian pulls from years of experience to share the approaches to annuities that create the best outcomes for clients, which should be the goal of every financial advisor. https://zurl.co/rBOIK…
Steven is once again joined by Libby Greiwe to talk all things process and client experience. Libby shares her first-hand experiences with building an incredibly successful and efficient practice that emphasized creating remarkable client experiences, even on topics like tax planning. Steven and Libby discuss the importance of continually leveling up and specifically talk through how an advisor should think about getting a new client through their first tax season together. This episode is filled with actionable recommendations that any listener can apply, and Libby shares the details of her upcoming book. https://zurl.co/5BE3y…
This week, Steven dives into international waters with special guest Renato Baccaro. Renato has spent years dedicated to creating a tool to help people navigate the rules and regulations of tax jurisdictions the world over. While it's not a simple question and one that might feel best left to the experts, where are you going to find those experts? More and more people see international travel, extended stays, and even relocation as a viable option and the tax laws just keep getting more complicated. Renato breaks his mission down very simply: you can get online and compare flight options and prices at the click of a button, he wants to create the tax equivalent for deciding where to live https://zurl.co/VwEuS…
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Retirement Tax Services Podcast
This week, Steven is joined by Belay's Head of Marketing (and a client of a Financial Advisor), Ryan Fitzgerald. Ryan's background and expertise is in marketing, but as the client of a financial advisor, he also is uniquely positioned to share how marketing effected who he ultimately chose as his advisor and what that means in the relationship. Steven and Ryan discuss a variety of topics, including the reality that everyone is already involved in marketing, some are just a bit more intentional about it. At the end of the day, you can be the best tax planner in the world, but you won't help a single person if they don't have a way to hear your message. https://zurl.co/KeIy3…
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Daily Deals
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