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The Retirement Tax Podcast

Steven Jarvis and Benjamin Brandt

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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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