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Steven Jarvis
The Retirement Tax PodcastEpisodes
Steven Jarvis
The Retirement Tax Podcast
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Episodes of The Retirement Tax Podcast
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This week's episode is a special one in that Steven is not being joined by a CPA or CFP. Steven's guest this week, Ashley Quamme, is actually a Fractional Financial Behavior Officer (don't worry, they talk about what that is) and specializes in
Benjamin Brandt is back on the join this week and rejoins Steven Jarvis to talk tax topics that are relevant in April. Whether you've already filed your return or still need to get it across the finish line the guys have some great information
In this episode resident "Least Boring CPA" Steven Jarvis wraps up his walkthrough of a 1040 providing insight and information to make sure you understand your tax return. Steven covers both technical details as well as reminders on what might
In this episode resident "Least Boring CPA" Steven Jarvis continues taking you through the first part of a 1040 providing insight and information to make sure you understand your tax return. Steven covers both technical details as well as remin
In this episode resident "Least Boring CPA" Steven Jarvis takes you through the first part of a 1040 providing insight and information to make sure you understand your tax return. Steven covers both technical details as well as reminders on wha
In this episode your favorite "least boring" tax podcast hosts are back to sort out the truth on the internet. Sharing some recent tax articles they read, Steven and Ben dive into a specific example of when the internet gets it wrong and some g
In this episode your Least Boring Tax Podcast hosts cover a variety of tax topics including unusual ways to use the IRS's 60-day rollover rules on IRAs. As always Ben and Steven pull from real experiences serving real clients to share ways you
Ben and Steven are kicking off 2024 by helping you wrap up 2023 and look to the future. Just because the calendar flipped over doesn't mean we can forget about 2023 quite yet. Make sure you are keeping track of important deadlines and on the lo
Going back to the most popular episode of the year of The Least Boring Tax Podcast as Steven and Ben discussed all things Medicare and everyone's least favorite tax relative: IRMAA. You hear the acronym all the time but our dynamic duo took a f
In this episode Ben and Steven have a less technical discussion and instead focus on the importance of mindset and perspective when it comes to planning. The words we use can make all the difference on the success of a plan and our ability to r
03In this episode Ben and Steven discuss some real life examples of how things can go wrong with the IRS. This isn't meant to be doom and gloom, they share how you can be proactive and avoid getting into trouble, and best practices for what you
Thanks in part to an article that kept being sent to Steven, he and Ben share their thoughts on what the true value of Roth accounts can be and how to sift through the "noise" on the internet (that Steven refers to as garbage at one point in th
In this episode Ben and Steven give a preview of the upcoming live webinar on October 25th centered around planning for the inevitable passing of the first spouse. It may not be a fun topic to think about but there are a lot of important planni
In this episode Ben and Steven compare their approaches to the speed limit (they recently took a road trip with their families) and how that is different from how they look at filing their taxes. They are serious when they say "pay every dollar
In this episode Steven and Ben are back to share the latest from the IRS on where they are seeing fraud and scams happen. Hopefully none of these apply to you but it's always good to know what to be on the look out for so you can be one step ah
This episode was prompted by a Financial Advisor's question who follows along with Ben and Steven (there are always new things to learn, even for professionals!). Join the discussion as our hosts talk through the details you need to know and t
In this episode, Steven and Ben discuss themes that come up online around "tax planning" and share their thoughts on how you should be looking at them. They give specific examples of strategies that are worth looking into and ones that are mor
Join Ben and Steven as they discuss everyone least favorite tax relative: IRMAA. You hear the acronym all the time but our dynamic duo takes a few minutes to dive into how IRMAA really works and the important things to keep in mind when IRMAA
Of course we all work to do everything right the first time, but life happens! When it comes to taxes, having something go wrong can feel daunting if not down right scary. In this episode Steven and Ben talk about some of the common mistakes t
For the first time the Least Boring Tax podcast welcomes a guest to the show. Jason Parker is the host of the Sound Retirement Radio podcast and like Ben and Steven, is on a mission to help as many people as possible with retirement. Jason has
In this episode Ben and Steven discuss the difference between "reportable income" and "taxable income", particularly as it relates to taxpayers doing contract and consulting work (a.k.a "side gigs"). Of course, reporting all of your income is
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 wil
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 s
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 a
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
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