Best Steven Jarvis Podcasts (2024)

1
Intentional Tax Planning and Avoiding Costly Mistakes with Guest Steven Jarvis, CPA [Episode 266] 28:35

1h ago28:35

28:35

In this episode, Matthew Jarvis teams up with Steven Jarvis, CPA, from Retirement Tax Services, to unveil the hidden pitfalls of IRA management that could cost your clients dearly. Discover how to navigate IRA rollovers without wiping out your client's retirement dreams. Learn why treating your client's IRA like a personal piggy bank is a recipe fo…

1
Game-Changing Dental Insights: A Chat with Jarvis Analytics' CEO | Steven Maroulis | 512

1d ago

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‍ How is data driving the dental industry now more than ever? In this episode, we dive deep with Steven Maroulis, the visionary CEO of Jarvis Analytics, to explore the transformative power of data analytics in the dental industry. Steven takes us on a fascinating journey from his beginnings in a marketing agency to spearheading a company that's res…

1
Employees: Following Up or Nagging? Is There a Difference? 36:57

1h ago36:57

36:57

In this episode, Jamie Shilanski shares the weapon that top-performing financial advisors use to skyrocket their productivity: strategic delegation. Discover why hiring the right support staff is crucial for advisors looking to focus on high-value tasks and grow their business exponentially. Communication takes center stage as Jamie emphasizes the …

1
Servant Leadership: How to Build Strong Bonds and Efficiency in Dentistry | Dr. Bobby Grossi | 513

12h ago

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How can a servant approach to leadership transform a dental practice? In this episode, Michael sits down with Dr. Bobby Grossi to explore his unique approach to patient care that goes beyond dental health to embrace overall wellness. Dr. Grossi shares his journey from dental school to owning a successful practice known for its holistic care and eff…

1
Pam Barnes part 2 Navy veteran and entrepreneur 1:07:25

7h ago1:07:25

1:07:25

Send us a Text Message. In this episode of TSP, we welcome back Pamela Barnes! Previously a cook in the US Navy, Pam has since transitioned into a successful entrepreneur, running her own business, Marketing Navii. Since her last appearance on our show, Pam and her family have embarked on a new adventure, moving to Alabama. Join us as we catch up w…

1
Confronting Trauma: A Conversation with Dan Jarvis 1:32:09

17h ago1:32:09

1:32:09

Send us a Text Message. In this powerful episode of TSP The Scuttlebutt Podcast, hosts Richard and Andrew sit down with Dan Jarvis, a US Army veteran with multiple combat deployments and a retired police officer. Dan shares his deeply personal journey through the traumas of war and the challenges of being a first responder. He opens up about his ex…

1
Financial Steps To Take Before Divorce, #211 13:41

2h ago13:41

13:41

We’ve all heard the statistics that almost half of all marriages end in divorce. And divorce comes at a large cost. That’s why you should come up with a plan for life after divorce. Look at your net worth, put together a budget, and make projections for your future. Let’s get you prepared as you can be. To do that, I’m launching a three-part series…

1
Feel Passion for Dentistry Again: 12-Months to Success with This Mindset Shift | Don Barden | MME

13h ago

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Are you feeling burned out or stuck in your profession? In this Monday Morning Episode, we're sitting down with Don Barden, an esteemed economist with over 25 years of experience on Wall Street who now dedicates his expertise to the dental industry. With a Ph.D. and deep understanding of financial markets, Don shares his unique perspective on the m…

1
Episode 400: Eugene Jarvis 50:00

1h ago50:00

50:00

The co-founder and President of Raw Thrills shares his stories of getting into gaming, his time with Steve Ritchie, Atari, Williams, and now Raw Thrills and their development of Pulp Fiction pinball. His innovations in programming and game designing for pinball and video games for nearly 50 years are legendary. Here is just some of his incredible s…

1
Understanding Annuities and the Characteristics of Successful Leaders 6:45

1h ago6:45

6:45

In this Follow-up Friday episode, host Amber recaps key takeaways from this week’s episodes. Monday, Matthew Jarvis was joined by Tracy Lownsberry from Annuity Giants, who stressed the importance of mastering annuity fundamentals. Tracy encourages advisors to prioritize client needs over commissions and thoroughly analyze scenarios, demonstrating h…

1
How to Achieve Success in 2 Steps 40:02

7h ago40:02

40:02

In this episode, Jamie Shilanski reveals two crucial traits of successful financial advisors: optimism and grit. She debunks the myth that success comes from innate talent, instead emphasizing the power of a winning mindset. Jamie explains that true optimism in leadership goes beyond positivity and involves strategic goal-setting and actionable pla…

1
4 Ways To Get More Money Into Tax-Free Roth Accounts, #210 18:22

7h ago18:22

18:22

Why would you want to make a Roth contribution? If you believe tax rates will be higher in the future, it could benefit you. How? The contributions grow tax-deferred. When you withdraw the money, it’s tax-free. A tax-free income can be very beneficial in retirement. In 2024, you can contribute $7,000 to a Roth IRA. If you’re over 50, you can contri…

1
The Annuity Conversation with Guest Tracy Lownsberry [Episode 265] 26:35

3h ago26:35

26:35

Matthew Jarvis is joined by guest Tracy Lownsberry, from Up North Retirement and Annuity Giants to explore the critical role of annuities in wealth management. Tracy emphasizes the need for financial advisors to deeply understand annuity products, including their guarantees, contractual obligations, and performance-driven elements. Throughout the d…

1
Triple Tax Advantage Ep.69 19:02

1h 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
Instagram Ads for Every Budget: Tips to Build Your Dental Brand Ambassadors | Dr. Anissa Holmes | MME

19h ago

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Could Instagram ads be the key to effectively marketing your practice? In this conversation, Dr. Anissa Holmes uncovers the secrets to leveraging Instagram ads to attract new patients and build a thriving practice. With her expert guidance, you'll learn how creating strategic video content, such as showcasing your practice’s unique features and sha…

1
Structured Success Through Proven Processes and Decision-Making From Boardroom to Living Room 7:07

11d ago7:07

7:07

In this Friday recap, Amber explores the crucial difference between efficiency and effectiveness for financial advisors. She highlights Matt and Micah's discussion on leveraging proven processes and replicating successful strategies, emphasizing the importance of attention to detail and strict adherence to deadlines. Amber stresses how these practi…

1
Decision Fatigue 28:13

6d ago28:13

28:13

Jamie Shilanski shares her secrets for maintaining a thriving marriage while excelling in a demanding career. She reveals how effective communication strategies can transform both the personal and professional lives of financial advisors. Jamie and her spouse employ humor and playful games to diffuse tension and strengthen their bond, offering list…

1
Should I Use My Face for Branding? Personal, Professional, and the Future of Dentistry | Melissa Turner | 511

7d ago

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‍ Could personal branding and virtual care be the x-factor for your practice? In this episode, I'm sitting down with Melissa Turner, an industry powerhouse affectionately known as the @thetoothgirl on Instagram. Melissa unveils her fascinating journey from dental hygiene to co-founding pivotal industry events like the Denobi Awards and the National…

1
How To Earn More In Your Health Savings Account, #209 16:57

4d ago16:57

16:57

One of my favorite ways to save for retirement is through a Health Savings Account (HSA). Too many people overlook a health savings account as a great way to save for retirement and healthcare costs. So how do you get the most bang for your buck out of your HSA? I share some simple strategies that very few people employ in this episode. Disclaimer:…

1
Dennis Busch: Air Force Academy Graduate & Vietnam War Pilot 1:25:44

15d ago1:25:44

1:25:44

Send us a Text Message. Welcome to another riveting episode of TSP The Scuttlebutt Podcast! In this episode, we are honored to have Dennis Busch join us. Dennis is a distinguished graduate of the Air Force Academy who chose the adventurous path of becoming a pilot. He shares his extraordinary journey, from his time at the academy to flying multiple…

1
You Are Only Cheating Yourself [Episode 264] 30:18

5d ago30:18

30:18

Matt and Micah are exploring the pivotal role of robust processes in enhancing the effectiveness of financial advisors. They challenge the conventional wisdom that efficiency alone leads to success, advocating instead for a more nuanced approach. The duo delves into the dangers of skipping critical steps, the impact of emotional attachment on decis…

1
Why Take a Break Before Starting Your Practice? | Dr. Lara Saleh | MME

6d ago

—

Could subbing in multiple offices before starting your own be the key to clarity? In this episode, we're bringing on Dr. Lara Saleh, a seasoned dentist, to reveal some game-changing advice for aspiring practitioners. Lara shares her journey from working in various offices to finally opening her own practice, highlighting the invaluable lessons she …

1
Why Authenticity Matters and Family Financial Dynamics 6:44

8d ago6:44

6:44

In this recap episode, Amber first highlights the Matt and Kevin’s Thompson’s discussion on Monday. Matt and Kevin talked about the importance of providing massive value that goes beyond just investment returns. They stressed authenticity, being true to oneself, and promoting your unique value proposition instead of getting lost in the noise of gen…

1
When You Earn More Than Your Spouse - Navigating Income Disparity 37:44

9d ago37:44

37:44

Jamie Shilanski takes a dive into the intricate dynamics of income disparity within households. With a keen eye on the challenges faced by financial advisors, she explores the delicate balance between financial management, decision-making, and individual autonomy. Jamie sheds light on the profound impact differing incomes can have on relationships,…

1
Get "A" Player Employees: How to Obtain and Retain Your Best Team | Dr. Mike Neal | 510

10d ago

—

Are you struggling with high staff turnover and inefficient hiring? In this episode, I'm sitting down with Dr. Mike Neal, optometrist and founder of Build My Team, to uncover how his innovative approach to hiring can transform your practice. Dr. Neal shares the origin story of Build My Team, a company created to tackle the widespread problem of hir…

1
Is Social Security Going Broke? #208 15:05

11d ago15:05

15:05

Will your benefits be there when you need them the most? If so, should you collect your benefits as soon as possible? This is something I’m frequently asked, so much so that I decided it was time to address it. So in this episode of Retire with Ryan, I’ll cover how Social Security works, how long Social Security will remain solvent, and whether or …

1
Guy Dazin Israeli Air Force Veteran 1:43:50

23d ago1:43:50

1:43:50

Send us a Text Message. Welcome to TSP The Scuttlebutt Podcast! This week, we are honored to have Guy Dazin as our guest. Guy's journey is nothing short of fascinating—having served in the Israeli Air Force, he has since transformed into an English teacher, poet, artist, and podcaster. Join us as we dive into his diverse experiences, exploring how …

1
IRS Dirty Dozen Ep.68 18:50

12d 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
The Transparency Edge: A Ponzi Victim's Manifesto for Value-Driven Financial Advice with Guest Kevin Thompson [Episode263] 30:57

23d ago30:57

30:57

Imagine having your faith in the financial system shaken to the core by a devious Ponzi scheme. For Kevin Thompson, this devastating reality wasn't just a wake-up call – it was a defining moment that reshaped his entire approach to serving clients as a financial advisor. In this episode, Matthew Jarvis sits down with Kevin to unpack the hard-won le…

1
Patients Prefer AI in Practices? What it Sees That You May Not | Mike Buckner | MME

13d ago

—

Have you been wondering how AI could revolutionize dental practices and patient care? In this Monday Morning Episode, we chat with Mike Buckner from Pearl, an AI company dedicated to transforming the dentistry landscape with cutting-edge technology. I begin by asking for insights on integrating AI into dental practices, Mike emphasizes that, despit…

1
Creating Peace of Mind Through Delegation and Work-Life Balance - Individual Responsibility 7:32

15d ago7:32

7:32

In this recap episode, we’re revisiting the highlights from this week on delegation and the role your job plays in your life. Lisa Zeeveld from BELAY joined Matt to share invaluable wisdom on how leveraging virtual assistants and bookkeepers can create a profound sense of peace of mind, enabling advisors to focus on their core genius. Lisa highligh…

1
Episode 399: Penni Epstein and PAPA 21 31:59

23d ago31:59

31:59

An OG of pinball shares stories of meeting friends in pinball for over 30 years! Plus, we talk about Lyman Sheats, her “dad” Steve, Texture Tuesdays, and this special Major PAPA 21 event Sept. 5-8 at Enterrium, north of Chicago. Find out more at https://lfs.papa.org/ If you or someone you love in crisis needs to talk to someone, please call/text 98…

1
Your Vocation Should Pay For Your Avocations 25:30

17d ago25:30

25:30

Jamie Shilanski challenges the conventional wisdom that our jobs should be the sole source of fulfillment and happiness. Instead, she advocates for a mindset shift: Treat your vocation as a means to fund your avocations, your true passions, and your adventures in life. Too often, young financial advisors fall into the trap of expecting their career…

1
The Bloody Tooth Guy's Take on Honing Your Skillset in Oral Surgery | Dr. Jason Auerbach | 509

17d ago

—

‍ How does a oral surgeon transform into a social media sensation WHILE building a thriving multi-location practice? In this episode, we dive deep with Dr. Jason Auerbach, an oral maxillofacial surgeon who not only founded Riverside Oral Surgery but also became the popular Instagram persona "Bloody Tooth Guy." Jason unveils his entrepreneurial jour…

1
Top Tax Mistakes to Avoid with Steven Jarvis, #207 28:51

18d ago28:51

28:51

What are some of the biggest tax mistakes you should be avoiding when you file taxes? CPA Steven Jarvis has worked on thousands of tax returns. He focuses on helping people who have a long-term focus. He wants to make sure his clients only pay every dollar they owe and nothing more. It’s not about getting a big tax return. It’s about looking at the…

1
The Right Hire. Right Now: How BELAY Ensures You Get the Right Team Member with Guest Lisa Zeeveld [Episode 262] 32:38

1M ago32:38

32:38

Lisa Zeeveld from BELAY joins Matt to explore the game-changing power of delegation for financial advisors. Lisa dives deep into how skillfully delegating tasks can revolutionize your business, freeing up precious time and mental bandwidth to focus on what truly matters. Shatter the myth that delegation means dumping unpleasant chores. Instead, Lis…

1
From Infantryman to Chaplain: Mickey Vickery's Journey of Service 1:08:42

30d ago1:08:42

1:08:42

Send us a Text Message. In this episode of The Scuttlebutt Podcast, we sit down with Mickey Vickery, a dedicated veteran who began his journey in the US Army as an Infantryman. After his enlistment, Mickey continued to serve his fellow veterans through the Veterans of Foreign Wars (VFW), where he made significant contributions as a post commander a…

1
The Perils of Groupthink: How to Hone Your Mindset in Private Practice | Jennifer Pearce | MME

20d ago

—

We all love when our peers agree with us online, but could this be hurting our mindset and creativity? In this episode, I sit down with Jennifer Pearce to explore the perils of groupthink and the profound impact of mindset on success in the dental industry. We dive deep into how maintaining a healthy, critical approach is crucial for dentists, espe…

1
Working with High Net Worth Clients and Effectiveness of Marketing Strategies For Your Practice 8:10

29d ago8:10

8:10

Amber takes you behind the scenes to recap the strategies for financial advisors to attract and retain high-net-worth clients, as well as mastering the art of marketing. First, Paul Saganey joined Matt to unveil the intricate "complexity curve" that separates elite advisors from the rest. Discover why building a team of experts is the ultimate key …

1
Marketing. What Works For Financial Advisors? 31:48

24d ago31:48

31:48

Jamie unveils the secrets to crafting a winning marketing strategy that drives real results. Forget one-size-fits-all approaches – the key to success lies in committing to a plan that aligns with your unique strengths and preferences. Jamie breaks down the most effective marketing channels for financial advisors, from mastering the art of website o…

1
Combatting High AR: A Dental CFO's Roadmap to Profitability | Priscilla White | 508

25d ago

—

‍ How can you streamline your operations while maintaining exceptional patient care? In this episode, we've brought on Priscilla White, the innovative CFO of Comfort Dental Studio in Chicago, to uncover the secrets behind their thriving office. Priscilla provides an illuminating overview of their processes and systems, emphasizing how their commitm…

1
Understanding Current Trends in ETFs with Matthew Bartolini, CFA, CAIA, #206 24:10

25d ago24:10

24:10

What are the current trends with ETFs? What’s happening in the fixed-income market? How can investors tackle current challenges? Matthew Bartolini, CFA, CAIA—the head of ETF Research at State Street Global Advisors—joins me to dissect the ETF market and how investors can handle volatility. Matthew believes the ETF market will only continue to grow …

1
The Scuttlebutt Podcast: Episode with Louis Stockley 1:48:23

1M ago1:48:23

1:48:23

Send us a Text Message. In this compelling episode of The Scuttlebutt Podcast, we chat with Louis Stockley, whose life story spans continents and personal transformations. Born in Würzburg, Germany, to two US Army soldiers, Louis followed in his parents' footsteps and joined the military himself. His service brought him back to Germany, where his j…

1
Moving Up the Complexity Curve: Serving High-Net-Worth Clients with Guest Paul Saganey [Episode 261] 28:13

1M ago28:13

28:13

Matthew Jarvis sits down with Paul Saganey, the visionary founder of Integrated Partners. They dive into the "Complexity Curve" – the unique challenges financial advisors face when serving high-net-worth clients with multifaceted financial portfolios. Saganey's profound insights shed light on the necessity for advisors to evolve and ascend the comp…

1
Only 1% Failure Rate? Why This May Not Be the Case in Dentistry | Ali Oromchian | MME

1M ago

—

Have you heard claims like "less than 1% of dental practices fail"? Today we're exploring how that may not be the case! In this episode, I'm sitting down with Ali Oromchian to debunk common myths about the failure rates of practices and uncover the essential strategies that can help you mitigate risks in this challenging field. From the critical im…

1
Your questions answered Ep.67 20:20

29d 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
Maximizing Valuations and Smart Business Planning 6:53

30d ago6:53

6:53

In this recap episode, Amber is sharing the highlights from this week. Monday, Ted Jenkin joined Matt to reveal that traditional valuation methods often underestimate the true worth of successful RIA practices. He emphasized the power of leveraging the open marketplace, where multiples can soar as high as 14 to 17 times cash flow for larger firms. …

1
How Your LLC Fails 29:02

1M ago29:02

29:02

In this episode, Jamie Shilanski is shedding light on business structuring and long-term planning strategies. She explains why selecting the right legal entity is crucial for maximizing tax benefits and prepping your exit strategy. Jamie also breaks down the risks of mixing personal and business assets, a no-no that can pierce your corporate veil. …

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