Ranked #1
Death and Taxes, how to help your clients with both with guest Anne Rhodes
Death and Taxes, how to help your clients with both with guest Anne Rhodes
Ben Franklin certainly wasn't thinking of podcasts when he uttered these famous words but on this weeks episode our res... Read more
14 Aug 2023
•
28mins
Ranked #2
Expert Digital Marketing and Taxes with Olivia Luper
Expert Digital Marketing and Taxes with Olivia Luper
In this week's episode, Steven takes a break from technical tax talks to welcome digital marketing expert Olivia Luper ... Read more
7 Aug 2023
•
29mins
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Ranked #3
Tax planning is not a 1 and done offering with Libby Griewe
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Returning to the show for this episode is former financial advisor and active rockstar advisor coach, Libby Griewe. Lib... Read more
31 Jul 2023
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Ranked #4
Taxes and investing, a deep dive with John Wilson and Joe Hohn
Taxes and investing, a deep dive with John Wilson and Joe Hohn
In this week's episode, Steven gets the chance to really nerd out as he is joined by two guests from Dimensional Fund A... Read more
24 Jul 2023
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Taxes and Podcasts, breaking down complex topics with Benjamin Brandt
Taxes and Podcasts, breaking down complex topics with Benjamin Brandt
Before episode 1 of the RTS podcast was ever recorded Steven was learning from the best in the business to make sure he... Read more
17 Jul 2023
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Ranked #6
Tax thoughts for buying a practice with Jonathan Bird
Tax thoughts for buying a practice with Jonathan Bird
In today's episode the focus is on tax implications for financial advisors themselves! Steven is joined by Jonathan Bird... Read more
10 Jul 2023
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28mins
Ranked #7
Asking the right questions on taxes with Meghaan Lurtz
Asking the right questions on taxes with Meghaan Lurtz
It turns out there are scientific reasons that so many people have misguided notions about taxes and Steven is joined t... Read more
3 Jul 2023
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35mins
Ranked #8
Getting in the weeds on real estate and taxes with Tyler Harris
Getting in the weeds on real estate and taxes with Tyler Harris
Steven is joined in this episode by a fellow CPA, Tyler Harris, who specializes in working with 8 and 9-figure entrepre... Read more
26 Jun 2023
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31mins
Ranked #9
Delivering Massive Value: The Bonus Edition - with Matthew Jarvis
Delivering Massive Value: The Bonus Edition - with Matthew Jarvis
In this episode Matthew Jarvis rejoins the RTS podcast to talk about the new Bonus Edition of his book; Delivering Mass... Read more
19 Jun 2023
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31mins
Ranked #10
Big changes coming for student loans with Fred Amrein
Big changes coming for student loans with Fred Amrein
Much like taxes, rules around student loans are complex and ever changing. Steven is joined by Fred Amrein, CEO and Fou... Read more
12 Jun 2023
•
26mins
