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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New York Rangers: Under Review
Statboy Steven together with Jeff and Jack Filippi discuss the latest on the New York Rangers
New York Rangers podcast with Jeff, Jack and Steven.
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In this episode Ben and Steven talk about the weather (it was only a quick tangent, we promise), the upcoming election and the kind of tax planning that will get a professional sued. As always they are focused on helping people consistently do the little things over time that add up to a big difference and help listeners tune out the noise and conf…
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S02E06: Rangers lose 2 of their last 3. What does it mean?
1:19:11
1:19:11
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The New York Rangers lose to the Panthers and Capitals. Is this a blip on the radar or are there larger concerns? Can Mika Zibanejad turn it around? And what will Laviolette do with Jones and Mancini moving forward?All this and more on this episode.By Statboy Steven together with Jeff and Jack Filippi discuss the latest on the New York Rangers
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S02E05: A hot start and contributions from all 4 lines so far
1:04:33
1:04:33
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We recap the 3 games the Rangers played on their road-trip, that saw them outscore their opponents 18-5.By Statboy Steven together with Jeff and Jack Filippi discuss the latest on the New York Rangers
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S02E04: Rangers go 2-0-1 to start the season, scoring 15 goals
1:16:32
1:16:32
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The Rangers start their season with 5 out of 6 points and scoring from all 4 lines. Mancini looks great, but Zibanejad is off to a slow start. What does it all mean? We go over it.By Statboy Steven together with Jeff and Jack Filippi discuss the latest on the New York Rangers
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The One Episode On Politics (Sort of) Ep.75
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With only a few weeks until the election, Ben and Steven share their thoughts on how you should change your tax planning based on who wins. Spoiler Alert: regardless of the outcome of the election, you are most likely going to keep doing the same foundational things. Tax laws change; it's normal. The people who do their best to minimize their lifet…
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S02E03: The start of the reg season is here!
1:12:28
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Pre-season is done. And it looks like Mancini and Edström have made the team. What can we expect from our rookies? And how does the top-6 perform with the influx of talent after the Reilly Smith trade? All that and more, on this episode!By Statboy Steven together with Jeff and Jack Filippi discuss the latest on the New York Rangers
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91 days left of 2024; what's on your tax to-do list? Ep.74
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20:42
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Ben and Steven are back and in this episode they are helping you get ready for the end of the year. With 91 days until 2025 there are still actions you can take but it pays to get started and avoid the end of the year crunch. In addition to sharing tax planning strategies you should be thinking about Steven shares some of the most common "bumps" he…
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S02E02: Pre-season evaluation after game 3
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We discuss the first 3 pre-season games the Rangers played so far. Evaluating the rise of Mancini, and the odds for Othmann and Edström who seem to be the closest to crack the team among our prospects.By Statboy Steven together with Jeff and Jack Filippi discuss the latest on the New York Rangers
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S02E01: Training camp preview with Keegan Jarvis
1:20:32
1:20:32
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We are back for a new season and we start it with Keegan Jarvis of the Calder Times to go over rookie camp and which prospects to focus on in training camp!By Statboy Steven together with Jeff and Jack Filippi discuss the latest on the New York Rangers
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Inherited IRAs - what you need to know Ep.73
19:51
19:51
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The dynamic duo are back together to discuss the IRS's latest "change" to tax rules. This isn't a new topic but the IRS has recently "finalized" the rules originally proposed years ago around inherited IRAs. Ben and Steven provide insight for how to think about inherited IRAs, the the 10 year rule, the value of long term planning and the requiremen…
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The real math on owning real estate Ep.72
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16:37
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In this episode Ben is generous enough to share a personal tax experience to help all our listeners better understand a confusing topic: real estate. Listen in as Ben and Steven talk through the details of Ben's real estate journey including the taxes along with other pieces people don't always think about when they are trying to decide if an inves…
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My CPA has no idea...what do I do next? Ep. 71
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In this episode Ben and Steven share stories about everyone's favorite Office couple "Jim and Pam" and some of the tax situations they can find themselves in. More specifically they talk about what you can do when you have a CPA who is unwilling or unable to help you. They both share examples of how this situation can come about and what you can do…
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Ep 31: The final RFA signings are done. What's next?
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1:16:37
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Chris Drury locked up Ryan Lindgren and Braden Schneider for 1 and 2 years respectively. With that, the final RFAs have received their extensions. But what can we expect in the coming weeks before training camp starts? We discuss it for you!By Statboy Steven together with Jeff and Jack Filippi discuss the latest on the New York Rangers
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Whatcha gonna do when they come for you? Ep.70
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Steven and Ben are back sharing their insight on real world tax situations they have personally helped clients deal with. First, they discuss the unfortunate (but all too common) scenario when two professionals are providing you with different opinions. Ben shares his first-hand experience dealing with this as one of those two professionals and wha…
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In this episode Ben and Steven share insight on Health Savings Accounts (HSAs) specifically prompted by listener questions. In addition to covering the basics of what everyone should know about contributing to, investing in and using an HSA, the guys also cover some more unique situations that come up with HSAs. In particular they give you the run …
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Ep 30: An off-season with mixed feelings. What happened? And what's next?
1:12:45
1:12:45
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The New York Rangers had a hectic week where expectations were high. But how did Chris Drury do? And has he done enough to overcome last season's hurdle?By Statboy Steven together with Jeff and Jack Filippi discuss the latest on the New York Rangers
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Once again (this is their third year!) Ben and Steven are giving you the highlights of the IRS Dirty Dozen, an annual list of frauds, schemes and scams to be on the look out for. This episode is not meant to scare, just make you aware. Steven and Ben share insight on what's out there and what you can do to help protect yourself from bad actors and …
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Ep 29: Off-season is off to a bang with Goodrow claimed off waivers
1:53:09
1:53:09
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Chris Drury cuts ties with Goodrow by placing him on waivers, with San Jose claiming him. What does this mean? What can we expect in the coming weeks?And we answer some questions from our listeners at the end!By Statboy Steven together with Jeff and Jack Filippi discuss the latest on the New York Rangers
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Ep 28: Off-season preview. What can we expect?
1:57:04
1:57:04
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We preview the off-season with the buy-out window opening soon, and how Drury might reshape the team. This one got a bit feisty!By Statboy Steven together with Jeff and Jack Filippi discuss the latest on the New York Rangers
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Summary: In this episode Steven and Ben are back together and answering questions sent in by great listeners like you. Covering a variety of topics Ben and Steven take the time to give specific answers to these situations along with broader insight that will benefit everyone listening in. Stay tuned to the end as Steven and Ben talk about tax filin…
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Ep 27: The Rangers season comes to an end. A final recap for 2023-24
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1:11:07
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The New York Rangers lose to the Florida Panthers in 6 games and finish a record-setting season falling just short of reaching the final.By Statboy Steven together with Jeff and Jack Filippi discuss the latest on the New York Rangers
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It's on my return, but what does it mean? Ep.66
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Continuing the theme of sharing lessons learned from recent client conversations, Steven and Ben share common things they see on tax returns that are just as commonly areas for confusion and questions. The tax code can feel like a mystery but with a little help it can be less intimidating. The guys share some of the things they regularly see, like …
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Ep 26: Rangers lose back-to-back games and are facing elimination for the first time
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1:02:58
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The New York Rangers lose games 4 and 5 and are now facing an uphill battle as they fly to Florida for a crucial game 6 as they face elimination for the first time this season.By Statboy Steven together with Jeff and Jack Filippi discuss the latest on the New York Rangers
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Ep 25: WENNBERG!!! WENNBERG!!! WENNBERG!!! ALEX WENNBERG!! Rangers take a 2-1 lead in the ECF
1:03:22
1:03:22
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The New York Rangers take game 3 in Florida and now lead the series 2-1! Big goals from Alexis Lafrenière and Barclay Goodrow took the team to overtime where deadline acquisition Alex Wennberg was the hero for the Blueshirts.By Statboy Steven together with Jeff and Jack Filippi discuss the latest on the New York Rangers
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Ep 24: Rangers and Panthers split games 1 and 2 in New York. On to Florida for game 3!
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58:16
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The New York Rangers tie the series at 1 with an overtime win at Madison Square Garden thanks to a goal by Barclay Goodrow. Matt Rempe's impact is felt as the 6'8" forward plays over 10 minutes in a cricual game 2.By Statboy Steven together with Jeff and Jack Filippi discuss the latest on the New York Rangers
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Ep 23: Chris Kreider with a career-defining game to win the series! Florida is up next!
1:18:54
1:18:54
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The New York Rangers win game 6 on the road in Raleigh, and clinch the series! Chris Kreider puts up a performance for the ages as his 3rd period natural hattrick singlehandedly turned a 2-goal deficit into a lead.By Statboy Steven together with Jeff and Jack Filippi discuss the latest on the New York Rangers
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Ep 22: Rangers play their worst game of the season so far, and lose 4-1
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42:12
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The New York Rangers lose game 5 to bring the series to within one game after going up 3-0. Can they close it out in game 6 tonight? We break it down for you.By Statboy Steven together with Jeff and Jack Filippi discuss the latest on the New York Rangers
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I haven't filed my taxes...now what? Ep.65
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18:33
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In this episode our dynamic duo is back for more tax fun as Ben wrapped up his spring surge and Steven is passed the tax filing deadline. Fresh off of so many client meetings they both have stories to share and questions to answer. This episode's discussion focuses on what to do if you (or someone you know or are responsible for) haven't filed your…
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Ep 21: Rangers lose game 4 and will return to MSG to clinch
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52:55
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The New York Rangers lose their first game in a month, and their first of the 2024 post-season. What can the Rangers take away from this game? And how will they recover? We break it all down before they now go back home to try and clinch in game 5.By Statboy Steven together with Jeff and Jack Filippi discuss the latest on the New York Rangers
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Ep 20: Rangers win and make it 7 straight in the play-offs!
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The New York Rangers take game 3 on the road against the Carolina Hurricanes. How did they do it? And what is shot quantity vs shot quality? we break it down for you in this episode.By Statboy Steven together with Jeff and Jack Filippi discuss the latest on the New York Rangers
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Ep 19: Rangers take game 2, and are still undefeated in the play-offs
1:09:48
1:09:48
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The New York Rangers overcome a 2-1 and 3-2 deficit to take game 2 in double overtime thanks to a Vincent Trocheck goal. We break down the game and look ahead at what to expect now that the team travels Raleigh for game 3.By Statboy Steven together with Jeff and Jack Filippi discuss the latest on the New York Rangers
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The New York Rangers take game 1 of round 2 against the Carolina Hurricanes with a 4-3 win at Madison Square Garden.By Statboy Steven together with Jeff and Jack Filippi discuss the latest on the New York Rangers
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Ep 17: Second round preview and analysis
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1:11:46
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A preview of the second round in the play-offs where we look at what the Hurricanes' strengths are, and how do the All Blacks, the New Zealand rugby team, impact the Rangers locker roomBy Statboy Steven together with Jeff and Jack Filippi discuss the latest on the New York Rangers
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What the heck is "tax resolution"? with Kristine Stevenson Ep. 64
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In a special episode this week Steven is joined by a tax professional who doesn't do any tax preparation. Kristine Stevenson is an Enrolled Agent who previously worked for the IRS and now specializes in tax resolution work. Steven and Kristine talk about what tax resolution work includes and when it might be something a taxpayer needs to pursue. Th…
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Ep 16: Rangers sweep the Capitals! What is next for the Blueshirts?
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51:19
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The New York Rangers sweep a 7-game series for the 4th time in their history. Now the watch is on to see who they face next. And how will the line-up decisions turn out if Filip Chytil is ready to go?By Statboy Steven together with Jeff and Jack Filippi discuss the latest on the New York Rangers
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Ep 15: Rangers take a 3-0 lead in the series against the Capitals!
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The New York Rangers take care of business in game 3 with a clinical 3-1 win over the Washington Capitals. They now have a 3-0 lead, and they get contributions all across the line-up. Zibanejad and Kreider look good 5v5, and the 4th line is once again important with a goal by Barclay Goodrow and the physicality of Matt Rempe.…
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The New York Rangers win game 2 and have had scoring contributions from 8 different players in those first 2 games, tying an NHL record!By Statboy Steven together with Jeff and Jack Filippi discuss the latest on the New York Rangers
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A recap of the 4-1 win in game 1 over the Washington CapitalsBy Statboy Steven together with Jeff and Jack Filippi discuss the latest on the New York Rangers
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Ep 12: The New York Rangers win the President's Trophy! Face Washington in Round 1!
1:12:45
1:12:45
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The New York Rangers win their 4th President's Trophy, Artemiy Panarin finishes with 120 points, and the Blueshirts now prepare for a match-up with Ovechkin's Capitals.By Statboy Steven together with Jeff and Jack Filippi discuss the latest on the New York Rangers
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Psychology and Taxes with Ashley Quamme Ep.63
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29:56
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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 helping financial planning firms go beyond the numbers and understand how their clients think, feel and d…
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Ep 11: The final stretch! 3 games to go! Panarin 7 points away from Jágr's record.
1:18:26
1:18:26
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Rangers need 3 more points to clinch the East, 5 more to clinch the President's Trophy, after a loss on the Island. How many milestones will we see for this team?By Statboy Steven together with Jeff and Jack Filippi discuss the latest on the New York Rangers
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Fight night at the Garden saw 8 players with game misconducts just 2 seconds into the game!By Statboy Steven together with Jeff and Jack Filippi discuss the latest on the New York Rangers
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It's April! What should I be doing about taxes? Ep.62
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20:01
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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 for you. They also dive into what it means to file an extension and when it makes sense to do just that (s…
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Ep 9: Rangers complete their tough stretch with a win
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1:14:08
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The Rangers completed their tough stretch with 6 wins in 8 games. Are they winning the President's Trophy? And how can the defense hold up without Gustafsson?By Statboy Steven together with Jeff and Jack Filippi discuss the latest on the New York Rangers
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Ep 8: Panarin's hot streak, Rempe's return and the clash of the season coming up!
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58:59
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Panarin is on a hot streak with a hattrick in Boston, Rempe returned to the line-up and the Rangers prepare for the clash of the season against the Florida Panthers!By Statboy Steven together with Jeff and Jack Filippi discuss the latest on the New York Rangers
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Under Review Ep7: Possible NCAA prospects signing ELCs,Matt Rempe's return and more!
1:05:01
1:05:01
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We discuss the Rangers winning 5 out of 6 in a 9-day span, the emergence of Zac Jones, and how the Rangers will handle the return of fan-favorite Matt Rempe!By Statboy Steven together with Jeff and Jack Filippi discuss the latest on the New York Rangers
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Understanding Your Tax Return: Part 3 Ep.61
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19:45
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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 be most relevant to you and changes to watch out for from year to year. This is as "hands on" as a podcast…
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Under Review Ep6: Rempemania on hold
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Rempemania is on hold with a 4-game suspension for the 6'8" forward. How does his suspension affect the team? And what will the team face in the coming days?By Statboy Steven together with Jeff and Jack Filippi discuss the latest on the New York Rangers
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Under Review Ep5: Trade deadline review - Wennberg, Ruhwedel and Roslovic
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1:10:10
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The New York Rangers acquired 4 players at the deadline this year. The crew discusses how this affects the team, and what it means for the current roster.By Statboy Steven together with Jeff and Jack Filippi discuss the latest on the New York Rangers
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Under Review Ep4: We enter the last 72 hours before the trade deadline!
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Jeff, Jack and Steven discuss the upcoming deadline with only 72 hours to go! Who will the Rangers try to acquire? What can we expect to give up?By Statboy Steven together with Jeff and Jack Filippi discuss the latest on the New York Rangers
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