Retirement Tax Services Podcast

Throwback “Asking the right questions on taxes” - with Meghaan Lurtz


Listen Later

Throwback to last summer’s most popular episode  ““Asking the right questions on taxes” It turns out there are scientific reasons that so many people have misguided notions about taxes and Steven is joined this week by a Financial Psychologist to explore what those reasons are. Meghaan Lurtz is a writer, researcher and educator focused on the overlap of psychology and financial planning and shared her insight on how Financial Advisors can more successfully navigate conversations around complex and emotional topics, like taxes. Much to Steven's delight Meghaan confirmed some of his beliefs on WHY taxpayers feel the way they do and make some of the choices that they do, now he has science and experience backing him up. This episode is a must listen for anyone who talks to their clients about taxes.

https://zurl.co/i8Py

...more
View all episodesView all episodes
Download on the App Store

Retirement Tax Services PodcastBy Steven Jarvis

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

111 ratings


More shows like Retirement Tax Services Podcast

View all
The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

734 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,289 Listeners

Big Picture Retirement® by Devin Carroll, CFP® & John Ross, JD

Big Picture Retirement®

487 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

548 Listeners

The Perfect RIA by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

The Perfect RIA

457 Listeners

Small Business Tax Savings Podcast by Mike Jesowshek, CPA

Small Business Tax Savings Podcast

245 Listeners

The Long View by Morningstar

The Long View

847 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

229 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

766 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

104 Listeners

The Rob Berger Show by Rob Berger

The Rob Berger Show

147 Listeners

The Long Term Investor by Peter Lazaroff

The Long Term Investor

126 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

694 Listeners

Retire With Style by Wade Pfau & Alex Murguia

Retire With Style

170 Listeners

The Great Retirement Debate with Ed Slott & Jeffrey Levine by The Great Retirement Debate with Ed Slott & Jeffrey Levine

The Great Retirement Debate with Ed Slott & Jeffrey Levine

123 Listeners