
The Retirement Tax Podcast
Steven Jarvis and Benjamin Brandt

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Top 10 The Retirement Tax Podcast Episodes
Goodpods has curated a list of the 10 best The Retirement Tax Podcast episodes, ranked by the number of listens and likes each episode have garnered from our listeners. If you are listening to The Retirement Tax Podcast for the first time, there's no better place to start than with one of these standout episodes. If you are a fan of the show, vote for your favorite The Retirement Tax Podcast episode by adding your comments to the episode page.

Encore episode: Understanding Your Tax Return: Part 1
The Retirement Tax Podcast
12/15/24 • 19 min
This throwback takes us to the most listened-to episode of the year! In this episode, resident "Least Boring CPA" Steven Jarvis takes listeners through the first part of 1040, providing insights and information to help you understand your tax return. Steven dived into both technical details and key reminders on what’s most relevant, along with important yearly changes to watch out for. This episode is as "hands-on" as it gets—so grab your own tax return and follow along as Steven breaks it down

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Special Invitation!
The Retirement Tax Podcast
05/18/23 • 1 min
There’s less than a week as we are counting down until the May 24 Webinar from the co-hosts of the Least Boring Tax podcast (aka the Retirement Tax Podcast): Benjamin Brandt, CFP and Steven Jarvis, CPA.
At this Power Session, our co-hosts will share how you can calculate your Retirement Tax bill and just as importantly, what you can do to start sanding the rough edges off of that bill.
Don’t forget your 2022 tax return so you can follow along and immediately start applying what you learn! Get ready to go through the real math on estimating your future tax bill so you can see why this is such an important topic.
Hurry up and get registered!

Your questions answered Ep.67
The Retirement Tax Podcast
06/15/24 • 20 min
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 filing statuses, 529 plans and creative ways to use them along with 1031 exchanges and rental properties. You can submit your own question at retirementtaxpodcast.com

Throwback: “Getting Real about Aunt IRMAA” Ep.55
The Retirement Tax Podcast
12/15/23 • 23 min
Going back to the most popular episode of the year of The Least Boring Tax Podcast as Steven and Ben discussed all things Medicare and everyone's least favorite tax relative: IRMAA. You hear the acronym all the time but our dynamic duo took a few minutes to dive into how IRMAA really works and the important things to keep in mind when IRMAA starts effecting you.

I got audited! (sort of) EP.77
The Retirement Tax Podcast
11/15/24 • 17 min
In this episode, Ben peppers Steven with questions about a recent IRS audit he participated in. Steven shares the ins and outs of going through an IRS audit, best practices for the actual process, and why it's so important to take the "straight face" approach to taxes whether you ever get audited or not. Listen in as Ben asks questions you've probably always had, and Steven takes some of the mystery out of what an IRS audit can be like. No, they aren't fun, but they don't have to be scary.

It's April! What should I be doing about taxes? Ep.62
The Retirement Tax Podcast
04/01/24 • 20 min
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 (spoiler, Steven regularly files an extension for his own taxes). And they cover some of the things you should be on the lookout for before you get your heart too set on amending a return. https://zurl.co/2IOs

What the heck is "tax resolution"? with Kristine Stevenson Ep. 64
The Retirement Tax Podcast
05/01/24 • 28 min
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. They also discuss what it's like working for the IRS and how their systems and communications work. This interview was originally recorded on Steven's podcast for Financial Advisors. https://zurl.co/CFTm

What Happens When The IRS Calls Me?, Ep. 22
The Retirement Tax Podcast
08/01/22 • 23 min
What do you do when you get a letter or a phone call from the IRS? Don’t panic. In this episode, Steven and Ben clarify some important things about IRS communications and responsibilities. You will walk away from this podcast knowing how to avoid scams, what to find clarity on when you get a letter, who to call for help, and more.
You can find all show notes for this episode at: https://bit.ly/3okRDR9

Taxes and Social Security, Ep. 12
The Retirement Tax Podcast
03/01/22 • 21 min
Every retiree will have to make some big decisions about Social Security. So today, Steven and Ben dive into some important information about Social Security, a benefit that has an impact on almost everybody. In this episode, you will learn about the taxability of Social Security, what kinds of important choices you can make in this area, and more.
You can find all show notes for this episode at: https://bit.ly/3sdmwd8

One of you is going to die first, Ep.51
The Retirement Tax Podcast
10/15/23 • 21 min
In this episode Ben and Steven give a preview of the upcoming live webinar on October 25th centered around planning for the inevitable passing of the first spouse. It may not be a fun topic to think about but there are a lot of important planning considerations when it comes to your life and legacy. From how your tax situation will immediately change to proactively disclaiming assets our hosts share valuable insight and an invitation to join a live session to learn even more.
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FAQ
How many episodes does The Retirement Tax Podcast have?
The Retirement Tax Podcast currently has 79 episodes available.
What topics does The Retirement Tax Podcast cover?
The podcast is about Retirement, Entrepreneurship, Investing, Podcasts and Business.
What is the most popular episode on The Retirement Tax Podcast?
The episode title 'Encore episode: Understanding Your Tax Return: Part 1' is the most popular.
What is the average episode length on The Retirement Tax Podcast?
The average episode length on The Retirement Tax Podcast is 20 minutes.
How often are episodes of The Retirement Tax Podcast released?
Episodes of The Retirement Tax Podcast are typically released every 14 days, 1 hour.
When was the first episode of The Retirement Tax Podcast?
The first episode of The Retirement Tax Podcast was released on Sep 15, 2021.
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