Best Steven Jarvis Podcasts (2024)

1
How Top-Tier Tax Planning Can Differentiate Your Firm with Steven Jarvis, CPA 29:32

7h ago29:32

29:32

In this episode of The Finance Marketing Podcast, Hillary sits down with Steven Jarvis, CEO and Head CPA of Retirement Tax Services, to discuss how financial advisors can leverage tax planning to elevate their marketing efforts and better serve their clients. Steven also shares his unique approach to marketing through consistent content creation ac…

1
The Power of Storytelling and Emotionality in Finance Marketing with Financial Therapist Khara Croswaite Brindle 35:48

9h ago35:48

35:48

In this episode of The Finance Marketing Podcast, Hillary sits down with Khara Croswaite Brindle, a licensed mental health professional and financial therapist who specializes in helping other therapists navigate the complexities of financial stress, leadership trauma, and more. Khara shares her unique insights on how storytelling and emotional con…

1
S02E01: Training camp preview with Keegan Jarvis 1:20:32

5h ago1:20:32

1:20:32

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

1
Inherited IRAs - what you need to know Ep.73 19:51

2h ago19:51

19:51

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…

1
How Financial Advisor Mark Hansen Built a Brand That Starts Conversations (Part 2) 25:10

14d ago25:10

25:10

In this episode of The Finance Marketing Podcast, we continue our conversation with Mark Hansen, founder of Second Comma and host of the podcast, The Quiet Part. If you missed Part 1, be sure to check it out for the full backstory on Mark’s brand and how he built a strong foundation for his financial planning firm. In Part 2, Mark shares how he too…

1
The real math on owning real estate Ep.72 16:37

12d ago16:37

16:37

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…

1
How Financial Advisor Mark Hansen Built a Brand That Starts Conversations (Part 1) 35:15

24d ago35:15

35:15

In this episode of The Finance Marketing Podcast, Hillary sits down with Mark Hansen, Financial Advisor at Second Comma and host of The Quiet Part podcast. Mark shares his journey from leaving the corporate world to creating a financial planning firm that prioritizes simplicity, family time, and intentional branding. Mark delves into the inspiratio…

1
The Art of Getting Quoted in Media Publications with Forbes Writer Robert Farrington 29:40

1M ago29:40

29:40

In this episode of The Finance Marketing Podcast, Hillary sits down with Robert Farrington, Founder of The College Investor, Millennial money expert, and contributing writer to Forbes. As a finance writer who often sources quotes from subject matter experts, Robert shares his expertise on how financial advisors and experts can effectively get more …

1
Understanding the Role of Earned Wage Access in Financial Services with DailyPay’s Jack Rubin 30:59

1M ago30:59

30:59

In this episode of The Finance Marketing Podcast, Hillary sits down with Jack Rubin, Senior Vice President of Consumer Financial Solutions at DailyPay. In this conversation, Jack dives into the world of early wage access and how DailyPay’s solutions are helping employees achieve greater financial wellness. He shares the benefits of earned wage acce…

1
My CPA has no idea...what do I do next? Ep. 71 18:55

1M ago18:55

18:55

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…

1
Making the Journey from General Advisor to Expert Thought Leader with Jack Wang 44:19

2M ago44:19

44:19

In this episode of The Finance Marketing Podcast, Hillary sits down with Jack Wang, a College Financial Aid Advisor at Innovative Advisory Group. Jack specializes in helping families navigate the complexities of college financial aid and student loan management. With a rich background that includes speaking engagements for the MA Society of Enrolle…

1
Ep 31: The final RFA signings are done. What's next? 1:16:37

1M ago1:16:37

1:16:37

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

1
Bridging the Gap Between Financial Planning and Financial Counseling with Sasha Grabenstetter 32:55

2M ago32:55

32:55

In this episode of The Finance Marketing Podcast, Hillary sits down with Sasha Grabenstetter, Senior Financial Planning Education Consultant at eMoney Advisor. Sasha discusses the value of integrating Accredited Financial Counselors (AFCs) into financial planning practices. She shares insights on how partnering with AFCs can help CFPs address the e…

1
Whatcha gonna do when they come for you? Ep.70 19:16

2M ago19:16

19:16

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…

1
How Sonja Ecklund Built a Highly Engaged Email List for Her Financial Coaching Business 33:08

2M ago33:08

33:08

In this episode of The Finance Marketing Podcast, Hillary sits down with Sonja Ecklund, Owner of Sonja Ecklund Coaching and Consulting. Sonja is a board-certified health and wellness coach, a financial social work coach, and a learning and development consultant with over 12 years of experience. During their conversation, Sonja shares her journey o…

1
Building a Stand-Out Brand Based on Core Philosophies and Client Stories with Ryan Canfield 35:04

2M ago35:04

35:04

In this episode of The Finance Marketing Podcast, Hillary sits down with Ryan Canfield, Founder and President of Victus Wealth Management, to explore how personal philosophies and client stories can work together to shape a powerful brand identity. Ryan shares his journey from aspiring Wall Street professional to a dedicated financial advisor, driv…

1
Triple Tax Advantage Ep.69 19:02

2M ago19:02

19:02

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 …

1
How Behavioral Financial Planning Results in Deeper Client Relationships with Ashley Quamme 33:31

2M ago33:31

33:31

In this episode of The Finance Marketing Podcast, Hillary sits down with Ashley Quamme, a Fractional Financial Behavior Officer, to discuss the evolving role of financial advisors in incorporating financial psychology and behavior into their practices — both deepening client relationships and differentiating themselves from competitors who do not o…

1
Ep 30: An off-season with mixed feelings. What happened? And what's next? 1:12:45

3M ago1:12:45

1:12:45

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

1
Building a Successful Financial Coaching Business From the Ground Up with Lacey Langford 45:54

3M ago45:54

45:54

In this episode of The Finance Marketing Podcast, Hillary sits down with Lacey Langford, Founder of MILMO and MilMoneyCon. Lacey is a financial coach specializing in helping the military community with their finances. During this conversation, Lacey shares her journey from being a military spouse with the need for a transient career to establishing…

1
IRS Dirty Dozen Ep.68 18:50

3M ago18:50

18:50

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 …

1
Writing Impactful Thought Leadership Books with Book Ghostwriter and Strategist Allegra Cook 32:10

3M ago32:10

32:10

In this episode of The Finance Marketing Podcast, Hillary chats with Allegra Cook, a book ghostwriter and strategist who helps entrepreneurs, consultants, and coaches write impactful thought leadership books. Allegra emphasizes the importance of storytelling and audience building in creating a successful book that stands out from the crowd. Tune in…

1
Ep 29: Off-season is off to a bang with Goodrow claimed off waivers 1:53:09

3M ago1:53:09

1:53:09

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

1
Mastering the Power of Video Marketing for Financial Advisors with Niki Clark 33:15

3M ago33:15

33:15

In this episode of The Finance Marketing Podcast, we dive deep into video marketing with the brilliant Niki Clark, a seasoned finance marketer and marketing strategist. Niki helps financial advisors build brand awareness and thought leadership through effective and engaging marketing strategies. Niki and Hillary chat about the benefits of video mar…

1
Ep 28: Off-season preview. What can we expect? 1:57:04

3M ago1:57:04

1:57:04

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

1
Your questions answered Ep.67 20:20

3M ago20:20

20:20

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…

1
How Nitty Gritty Niching Results in Engaged Online Communities with Michael Collison 40:10

3M ago40:10

40:10

In this episode of The Finance Marketing Podcast, host Hillary sits down with Michael Collison, a financial coach specializing in the FIRE (Financial Independence, Retire Early) movement. Michael shares his journey from a 40-year career in software development to becoming a financial coach, and how his personal experiences with budgeting and invest…

1
Ep 27: The Rangers season comes to an end. A final recap for 2023-24 1:11:07

4M ago1:11:07

1:11:07

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

1
Building Influence and Connections Through Podcasting with Podcast Expert Matt Halloran 30:57

4M ago30:57

30:57

In this episode of The Finance Marketing Podcast, host Hillary sits down with Matt Halloran, co-founder of ProudMouth and a renowned expert in financial advisor marketing. Matt shares his wealth of knowledge on the transformative power of podcasting for financial professionals. He delves into the unique intimacy of podcasting as a marketing tool, t…

1
It's on my return, but what does it mean? Ep.66 19:36

4M ago19:36

19:36

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 …

1
Ep 26: Rangers lose back-to-back games and are facing elimination for the first time 1:02:58

4M ago1:02:58

1:02:58

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

1
Aligning Your Marketing and Sales Efforts with Jackson Larimer 31:25

4M ago31:25

31:25

In this episode of The Finance Marketing Podcast, Hillary sits down with Jackson Larimer, financial coach and founder of Lemonade Stand Financial. Jackson shares his journey from working in tech sales to launching his own financial coaching business, where he helps young couples and individuals manage their money with confidence. With a focus on al…

1
Ep 25: WENNBERG!!! WENNBERG!!! WENNBERG!!! ALEX WENNBERG!! Rangers take a 2-1 lead in the ECF 1:03:22

4M ago1:03:22

1:03:22

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

1
Ep 24: Rangers and Panthers split games 1 and 2 in New York. On to Florida for game 3! 58:16

4M ago58:16

58:16

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

1
Everything You Need to Know About Advisor Testimonials Under the SEC Marketing Rule with Brian Thorp 38:07

4M ago38:07

38:07

In this episode of The Finance Marketing Podcast, Hillary is joined by Brian Thorp, founder and CEO of Wealthtender, to delve into how advisors can use testimonials and reviews under the new SEC Marketing Rule. Brian explains the impact of these changes on advisor-client relationships, the importance of altering public perceptions of financial advi…

1
Ep 23: Chris Kreider with a career-defining game to win the series! Florida is up next! 1:18:54

4M ago1:18:54

1:18:54

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

1
Expand Your Reach: The Power of Multi-Pronged Marketing Strategies with Larry Sprung 36:32

4M ago36:32

36:32

In this episode of The Finance Marketing Podcast, Hillary sits down with Larry Sprung, a devoted husband, father, entrepreneur, author, and mental health advocate. Larry is the founder and wealth advisor at Mitlin Financial, Inc®, author of Amazon Bestselling book Financial Planning Made Personal and the host of the Mitlin Money Mindset® podcast. D…

1
Ep 22: Rangers play their worst game of the season so far, and lose 4-1 42:12

4M ago42:12

42:12

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

1
I haven't filed my taxes...now what? Ep.65 18:33

4M ago18:33

18:33

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…

1
Ep 21: Rangers lose game 4 and will return to MSG to clinch 52:55

4M ago52:55

52:55

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

1
Ep 20: Rangers win and make it 7 straight in the play-offs! 1:00:11

5M ago1:00:11

1:00:11

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

1
On Discovering the Right Niche to Grow Your Firm with Brand Strategist Natalie Hales 37:39

5M ago37:39

37:39

This week on The Finance Marketing Podcast, Hillary sits down with Natalie Hales, a brand strategist specializing in advisor marketing. In this conversation, Natalie dives into the significance of finding and defining the right niche for financial advisors. She discusses how niching can dramatically enhance client acquisition and overall business p…

1
Ep 19: Rangers take game 2, and are still undefeated in the play-offs 1:09:48

5M ago1:09:48

1:09:48

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

1
Ep 18: Rangers win game 1 of round 2! 38:49

5M ago38:49

38:49

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

1
Ep 17: Second round preview and analysis 1:11:46

5M ago1:11:46

1:11:46

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

1
Marketing In Your First Year of Business with Jillian Knight 31:56

5M ago31:56

31:56

In this episode of The Finance Marketing Podcast, Hillary sits down with Financial Therapist Jillian Knight to discuss what it's been like marketing herself in her first year of business, how she's set and reached goals for herself, and where she's learning to put her energy as she brings on more and more clients. Connect with Jillian: Website: Her…

1
What the heck is "tax resolution"? with Kristine Stevenson Ep. 64 28:55

5M ago28:55

28:55

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…

1
Ep 16: Rangers sweep the Capitals! What is next for the Blueshirts? 51:19

5M ago51:19

51:19

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

1
Ep 15: Rangers take a 3-0 lead in the series against the Capitals! 1:04:09

5M ago1:04:09

1:04:09

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.…

1
Optimizing Your LinkedIn Presence with LinkedIn Expert Tiffany Sattler 38:17

5M ago38:17

38:17

In this episode of The Finance Marketing Podcast, host Hillary sits down with LinkedIn marketing expert Tiffany Sattler to talk about how to optimize your LinkedIn profile and posting strategy to reach your goals. Connect with Tiffany on LinkedIn. To make sure you never miss an episode, sign up for The Finance Marketing Podcast Newsletter and subsc…

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