Steven Jarvis is “the most interesting CPA in the world!”

Steven is a CPA and the founder of Retirement Tax Services, a tax firm that aims to bridge the gap between tax professionals, financial advisors, and their clients with one goal in mind—to reduce most people’s largest expense in retirement: taxes! He’s also the author of the book Don’t Get Killed On Taxes — 20 of the Most Common Reasons You’re Sending Too Much Money To The IRS.

When he’s not helping his clients keep more of their hard-earned money in their own pockets, Steven co-hosts “The Retirement Tax Podcast,” which promises to be the “least-boring podcast about taxes.” He spends his free time going on adventures with his family, running, and applying positive peer pressure to friends who want to train for their first race or triathlon.

After 20 years as a financial services professional and completing thousands of financial plans for clients…Ben shares the secrets to building wealth, but more importantly building a fulfilling life. Brief legal disclaimer: This podcast is intended for informational purposes only. The ideas and opinions on this episode do not constitute tax, legal or investment advice.  Listeners should seek the input of their own tax, legal, and financial planning professionals before acting on any of the information provided. Any speaker on this podcast expresses ideas that are subjective to the time of the recording, and are subject to change without notice, and are not always indicative of the opinions of the underwriters of this show. This episode should not replace the diligence of a full financial plan with a financial planning professional that can take your specific situation into account.