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The Retirement Tax Podcast

The Retirement Tax Podcast

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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.

Recent Episodes

  • Encore episode: Understanding Your Tax Return: Part 1

    7 months ago

  • Throwback: The worst two words when planning for the future Ep.78

    8 months ago

  • I got audited! (sort of) EP.77

    8 months ago

  • Look out! Here comes the election Ep.76

    9 months ago

  • The One Episode On Politics (Sort of) Ep.75

    9 months ago

  • 91 days left of 2024; what's on your tax to-do list? Ep.74

    10 months ago

  • Inherited IRAs - what you need to know Ep.73

    10 months ago

  • The real math on owning real estate Ep.72

    11 months ago

  • My CPA has no idea...what do I do next? Ep. 71

    11 months ago

  • Whatcha gonna do when they come for you? Ep.70

    12 months ago