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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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Hosted by GOLF’s Jonathan Wall and Ryan Barath alongside True Spec’s Kris McCormack and Golf Laboratories’ Gene Parente, Fully Equipped aims to share gear knowledge from two unique expert perspectives. It is your go to podcast for first hand gear news from the tour, detailed information on all equipment releases, and in depth interviews featuring PGA and LPGA players, Gearhead Celebrities, and the key influencers in the industry.
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Manufacturing is challenging, but if you are connected to a community of leaders, you can elevate your skills, solve your problems and grow your business! MakingChips was launched in 2014 to equip and inspire the metalworking nation. Hundreds of episodes and a million downloads later, it’s an industry-leading source of information, inspiration, and entertainment for manufacturing leaders of all types. It’s hosted by Jason Zenger and Nick Goellner, two multi-generational manufacturing leaders ...
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The Ethically Immoral Podcast is a weekly program that features long-form conversations with Poets, Spoken Word Artists, Authors, and other Creatives. Our conversations focus on the creativity behind the Creative we feature. Through our in-depth interviews and live and previously recorded spoken word performances, our goal is to showcase the creative versatility of our guests and allow our listeners the opportunity to get to know the Creative on a more personal level.
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Join host Alkarim Devani as he discusses Canada's housing needs with development experts, politicians and passionate community members. As cities continue to hit their housing capacity, Alkarim is on a mission to help others deliver middle housing and gentle density at scale in our established neighbourhoods across Canada. He wants to connect more people to the simple pleasure of living in walkable neighbourhoods full of vibrant local businesses and existing infrastructure. Alkarim is the co ...
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show series
 
Work-life balance. It’s a phrase that’s often thrown around. Many of us struggle feeling like we’ll never achieve some sort of balance. Work usually fills a greater space than we think it should. But what if that’s okay? Everyone’s heard the adage, “Find something you love and you’ll never work a day in your life.” What if you love your work? What …
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On this week's episode of Fully Equipped, GOLF's Jonathan Wall and Ryan Barath are joined by Gene Parente of Golf Laboratories and True Spec Golf's Kris McCormack to talk initial learnings from testing Titleist GT metals, what recent tour trends are telling us and Uncle Gene's flirtation with death. -- Thanks to our official sponsor Golf Pride and …
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Paul Battistella is a developer in Calgary that has transformed how development happens within established neighbourhoods. Coming from a family of developers, Paul has unique insight into Calgary’s history with infill and middle housing, along with a wealth of experience to inform what we can expect to see next. Want to learn more about middle hous…
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This week Steven is joined by Brody Rosenfeld, a CFP who leads a team of professionals supporting financial advisors as they serve their clients. Steven has worked directly with Brody and knows first hand the value partnerships can provide. Brody and Steven have a great conversation about the pros and cons of outsourcing and how even if you never o…
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There are over 1 billion users on LinkedIn worldwide, 200 million of which are in the United States. Manufacturing is one of the largest industry segments represented on LinkedIn. Interestingly, LinkedIn is rewarding people who create content and share it on their platform. Why? It’s simple—they need more content. It’s time for manufacturing and fa…
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In this week's episode Steven is joined by a financial advisor and Enrolled Agent, Josh Rosh. Josh joins the show to share his experience with delivering massive value AND growing his financial planning practice by facilitating seminars on, you guessed it, taxes. Bucking the trend to get deep into the complexities Josh shares how he has been able f…
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What’s keeping you up at night? What are you excited about? It’s important to reflect on the good, the bad, and the ugly. Why? First and foremost, to learn from our mistakes. But secondly, to embrace gratitude. Even despite challenges and setbacks, there’s always room for gratefulness and thankfulness. So in this episode of MakingSparks, Casey and …
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On this week's episode of Fully Equipped, GOLF's Jonathan Wall and Ryan Barath discuss Callaway's new Opus wedge line Tour debut, RB's golf trip to Prince Edward Island and the insane driving stats Scottie Scheffler has been producing. -- Thanks to our official sponsor Golf Pride and their new Reverse Taper putter grip. It’s the most crucial split-…
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In this week’s episode we’re talking with Ryan Doherty, owner of Pen Lake Ventures Inc, a boutique real estate firm specializing in owning and developing urban properties. He joins Al to talk about his transition from single family home development to middle housing. Ryan shares his perspective on investing in middle housing projects and how to ret…
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Summary: Steven is once again joined by the incredible Jamie Shilanski to talk about how to level up your team when it comes to tax planning (and really any topic). Jamie shares why she has 4 people on your team currently working towards their Enrolled Agents designations, most surprising might be the fact that not all of them are financial advisor…
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Gamification. Gamification is a highly successful strategy in the world of marketing. It’s used all the time to enhance engagement in children’s education. How can we apply gamification concepts to manufacturing education? Mike Payne, Paul Van Metre, Gabe Kooyers, and Chris Townsend joined me in this discussion and nailed down some incredible ways …
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On this week's episode of Fully Equipped, GOLF's Jonathan Wall and True Spec Golf's Kris McCormack sit down for an exclusive, in-studio, interview featuring Aretera Co-Founder Alex Dee. Known for his work on Fujikura's Ventus line, he explains what it's been like starting a shaft brand from scratch and their vision for impacting the golf equipment …
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Greg Morrow is the Executive Director and Faculty Director at the UC Berkeley College of Environmental Design. In this episode, Greg joins Al to talk about the middle housing process in California and what Canada can learn from it. They talk about the cost of housing, how middle housing affects transit and what is realistically needed to create dev…
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This week Steven is joined by the Head of Tax at Betterment, Eric Bronnenkant, who is both a CPA and CFP. Betterment is a tech-forward investment platform setting themselves apart for going above and beyond when it comes to tax reporting. Eric shares how they have been able to incorporate feedback from clients and tax professionals to make tax time…
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How do we train the next generation of manufacturing leaders so employers are ready to hire them immediately? Do students still need to learn manual machinery? Or do employers only want skilled CNC machinists? These are just a few questions we dissect in this conversation with special guest and long-term educator Gabe Kooyers. Because if we’re not …
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Following the largest public hearing in Calgary’s history, City Council made a future-altering decision to empower Calgarians and provide the opportunity to develop middle housing. Just a few months earlier, Edmonton City Council was met with little opposition when they made a similar change, despite even more aggressive policy. So, what was the di…
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On this week's episode of Fully Equipped, GOLF's Jonathan Wall and Ryan Barath are joined by Gene Parente of Golf Laboratories and True Spec Golf's Kris McCormack to talk some major gear changes taking place at Pinehurst, $250 golf balls being put to the test and the story behind Payne Stewart's special putter. -- Thanks to our official sponsor Gol…
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This week Al is talking with Tye Reidie, Principal at Canada ICI (aka, Al’s “finance guru”). In this episode, Al and Tye talk about Canada ICI’s work, how to find financing for middle housing projects, managing debt for a project, the Canadian rental market, interest rates and what it actually takes to participate in middle housing. Want to learn m…
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This week's episode is a great discussion between Steven and Gary Russell, a founding partner of Helium Advisors, about what it really takes to build strong relationships between CFPs and CPAs. Gary shares his first-hand experience with having tax team members in-house, buying accounting firms, and the importance of really building a team, not simp…
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Did you know that only about 6% of welders are women? Women bring a much-needed perspective and expertise to the table. So how do we get more women in welding? NIX has actively been trying to recruit, hire, and retain more women. In this episode of MakingSparks, we sit down with Tori Guzman and Aubree Beyer to hear what they think we can do—or cont…
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On this week's episode of Fully Equipped, GOLF's Jonathan Wall and Ryan Barath are joined by Gene Parente of Golf Laboratories and True Spec Golf's Kris McCormack to break down Titleist's GT Tour launch and what surprised them the most about it. The episode then concludes with Part Two of the Fully Equipped Hotline contest. -- Thanks to our officia…
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Jared Chamberlain is the Team Lead at Chamberlain Group, a Calgary-based real estate group that services Calgary and the surrounding area. Jared joins Al to talk about Calgary’s citywide rezoning, the city’s fast expansion, what is happening with interest rates and when people considering buying property should take the plunge. Show notes: 00:30 – …
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In this week's episode Steven is joined by a fellow CPA who happens to also be a lawyer, Mike Payne. Mike is an incredibly forward thinking firm owner who has embraced providing comprehensive services to clients for years. And not the "comprehensive" buzzword so often used in the industry but an actual example of the word in practice. Mike's commit…
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Where is the United States with reshoring initiatives? Do we still have huge vulnerabilities in our supply chain(s) that need to be addressed? If we continue to reshore manufacturing, will companies remain competitive? Reshoring impacts supply chains. Reshoring brings more jobs and opportunities to the US. These are all valid questions that are pla…
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UPDATE: Coffee In a Cocktail Bar is now Meet in the mddl. Thank you for subscribing! Calgary recently approved citywide rezoning, one of 98 recommendations a task force put together with Ward 8 Councillor, Courtney Walcott. In this episode, Courtney talks with Al about how the 98 recommendations came to be, what level of involvement the city has wi…
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Steven is joined this week by Lisa Zeeveld, CFO of Belay Solutions to talk about how Financial Advisors can do more professionally and personally by leveraging a great assistant. Lisa and Steven share their own experiences using VAs, reservations they had, surprising successes and why there is no going back once you've started using one. Listen in …
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Can small shops begin to automate their processes? Where do they start with automation? In this episode of MakingChips, the CNC Samurai, Steve Courchane, returns to share his passion for automation. He lays out his 3M process and how it changes the way you view automation. Because if you’re not modeling, making, or measuring—you’re not MakingChips.…
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On part one of a two part Fully Equipped Hotline Special, GOLF's Jonathan Wall and Ryan Barath are joined by Gene Parente of Golf Laboratories and a very special guest to dive into listener submitted voicemails. -- Thanks to our official sponsor Golf Pride and their new Reverse Taper putter grip. It’s the most crucial split-second in golf. You can’…
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Mike Payne is a partner and the Client Services Director at Arcade Studios, an award-winning Calgary-based digital agency. He joins Al to talk about Calgary’s housing options for families, wanting to live around the hub of a city and middle housing. Show notes: 00:30 – How Mike ended up in Calgary. 01:30 – Mike’s experience with housing in Canada a…
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This week we are taking a detour from technical tax topics and talking about how to get your tax planning message out there to prospective clients. Steven is joined by Marie Swift and Jonny Swift from Impact Communications to cover a variety of topics including how client testimonials can be compliantly used and how Advisors can effectively use AI …
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Whether you’re a small business or a growing enterprise, you need to seek out new customers and build relationships with them while pushing them through your sales pipeline. The reality is that you have to make more sales to grow your business. You need a way to track and measure your progress with potential customers (and current key accounts). In…
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Virginia Tech takes advantage of the spring transfer period, filled the backup Quarterback role and adding "luxury depth" with a former top 100 overall recruit on the defensive front. The guys break down what it all means, plus add their overall thoughts on the spring on another enthralling episode of Inside The Tunnel. To learn more about listener…
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On this week's episode of Fully Equipped, GOLF's Jonathan Wall and Ryan Barath are joined by Gene Parente of Golf Laboratories and Kris McCormack of True Spec Golf to debate whether 3D printed irons are the future of design, talk Michael Block switching up his irons at Valhalla and check in on the performance of Callaway's Chrome golf ball line on …
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Richard White is the writer behind the blog, Everyday Tourist. He is always searching for new experiences and surprises as he wanders the streets, parks, plaza and alleys of Calgary and other cities. Richard worked a variety of roles over his career, including an urban development consultant. He joins Al to talk about his stance that senior Calgari…
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Alice Lam is a commercial portfolio manager, business owner and founder of several non-profit initiatives. She has lived in all four quadrants during her time in Calgary. She joins Al to talk about Calgarians’ housing needs, how middle housing affects property owners and the impact density has on small businesses. Show notes: 00:40 – Alice’s experi…
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Jeffrey Cox is a realtor in Calgary who works with clients across a spectrum of ages and housing needs. He joins Al to talk about what the realities are around housing affordability in Calgary, if middle housing projects detract buyers from neighbourhoods, why “city wide rezoning” sounds more daunting than it is and why he’s excited for mddl School…
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Steven is joined this week by Eric Brotman to discuss how he has built a successful practice by looking at everyone around him, even other Advisors, as potential collaborators and not competition. Eric shares what he has learned over 30 years in the industry that he is STILL applying in the practice he runs and with the clients he serves. Listen to…
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You need to know the “numbers” in your business. Every business owner needs to know that they’re making enough to pay their employees, make and deliver their products, and grow the business. That’s just good business. Non-financial metrics are important, too. A successful business has to focus on quality, safety, customer service, on-time delivery,…
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On this week's episode of Fully Equipped, GOLF's Jonathan Wall and Ryan Barath are joined by Gene Parente of Golf Laboratories and Kris McCormack of True Spec Golf to talk the gear changes spotted at this week at Wells Fargo, Jonathan's trip inside Cobra's new Tour truck and how our listners can earn a chance to win a special edition driver. -- Tha…
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Fresh off of the spring surge and the tax filing deadline Steven Jarvis, CPA is joined once again by Micah Shilanski, CPF (r) to talk about tax planning in the real world. Micah and Steven both share recent experiences with clients and best practices on communicating the complexities of tax planning in a way that clients will remember and take acti…
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Mike Payne has spent the last 20+ years deeply entrenched in the M&A process with dozens of companies throughout Oklahoma. Early in his career, he realized he loved the world of manufacturing. He also learned that he enjoyed operating a business. He was just waiting for the right opportunity to unfold. Then it happened: Six years ago, Mike was able…
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On a special edition of Fully Equipped, GOLF's Jonathan Wall sits down with TaylorMade CEO David Abeles for an exclusive interview focused on the creation of Sun Day Red alongside Tiger Woods. -- Thanks to our official sponsor Golf Pride and their new Reverse Taper putter grip. It’s the most crucial split-second in golf. You can’t worry about if th…
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Throwback time: Your favorite episode from the last 12 months: “Taxes and investing - a deep dive”. In this episode, Steven got the chance to really nerd out as he was joined by two guests from Dimensional Fund Advisors to get into the weeds on the tax implications of investing. John Wilson and Joe Hohn (who used to be an aerospace engineer before …
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Are you the type of manufacturing leader who prefers to do everything yourself? You learn and innovate as you go, right? We’ve learned from experience: There is an art and a science to recruiting. I’ve muddled through using LinkedIn Recruiter to make some hires. And while it’s a great tool, it can only do so much. So in this episode of MakingChips,…
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On this week's episode of Fully Equipped, GOLF's Jonathan Wall and Ryan Barath are joined by Gene Parente of Golf Laboratories and Kris McCormack of True Spec Golf to reveal what they learned from breaking down the grip builds of top Tour players and talk the incredible run TaylorMade is on to kick off the 2024 season. The episode then concludes wi…
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In this episode, Steven is joined by Dr. Wade Pfau, a prolific researcher and content creator around all things retirement income related, including tax planning. Dr. Pfau has recently published the 2024 edition of his Retirement Planning Guidebook, an incredible resource for the details and planning opportunities surrounding retirement. Steven and…
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My shop has been restoring a 1959 Ford F10. When we decided to recreate a digital dash for the truck, we decided to ask the LinkedIn world for help. That’s when I met Ira Laughy with rapid3D. Rapid3D exists to solve complex measurement challenges to empower confident decision-making. We scanned the space and current dash and Ira and his team helped…
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On this week's episode of Fully Equipped, GOLF's Jonathan Wall and Ryan Barath are joined by Gene Parente of Golf Laboratories and Kris McCormack of True Spec Golf to talk the biggest gear stories coming out of the Masters and new releases spotted in Harbour Town. The guys then check in on the Hotline to answer another batch of our audience submitt…
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Summary: Steven Jarvis, is joined in this week's episode by one of his brothers (he actually has 4), Matthew Jarvis. Matthew is the co-host and co-founder of The Perfect RIA podcast, a platform through which he has coached thousands of advisors. They talk about the power of tax planning and ways to deliver massive value to clients. They both share …
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