Best Incometaxes Podcasts (2025)

1
Leading with Purpose 37:14

23d ago37:14

37:14

What does it mean to liberate greatness—and how can reflection, coaching and self-awareness help you get there? Whitney Reagan, senior wealth advisor, and Teresa Carey, executive leadership coach and author of The Way to Wisdom: A Leader's Weekly Guide, talk about how to tap into your strengths, find your genius zone and lead with purpose.…

1
The Real Value of a Wealth Advisor 30:48

2M ago30:48

30:48

Investment and tax strategies matter, but true wealth management goes beyond the spreadsheet. Cohosts Daniel Sharkey, senior wealth advisor, and Whitney Reagan, senior wealth advisor, talk about how today’s advisors do more than crunch numbers—they guide clients through life’s financial decisions, with their goals always leading the way.…

1
Networking to Build Connections That Matter 21:27

3M ago21:27

21:27

Networking isn’t just for job fairs and LinkedIn—it’s a part of everyday life. Whitney Reagan, senior wealth advisor, and Gaylyn McGregor, senior wealth consultant, unpack how to build meaningful, lasting relationships. Whether you're looking to grow a network of colleagues, make new friends or simply feel more comfortable in social settings, this …

1
Financial Foresight: Why Learning Before You Decide Matters 18:33

4M ago18:33

18:33

In this episode of Your Life Simplified, host Michael MacKelvie, senior wealth advisor, talks with Kurt Schindler, senior wealth advisor, about the benefits of working with an advisor to learn financial principles that can help you navigate your financial situation as it evolves. They discuss how proactive learning leads to more informed, confident…

1
Estate Planning for Blended Families 26:30

4M ago26:30

26:30

In this episode of Your Life Simplified, host Whitney Reagan, senior wealth advisor, and Christina Lynn, director, wealth strategist, dive into the different approaches to blended family finances. They discuss how to navigate conversations around combining finances or keeping things separate, managing child expenses and setting up a long-term plan …

1
Teach Your Child to be Financially Independent 22:12

5M ago22:12

22:12

Most parents’ goal for their children is to be financially independent once they leave the nest. So, how do they get there? Whitney Reagan, senior wealth advisor, and Christina Lynn, Ph.D., director, wealth strategist, share strategies and tips for helping your child learn how to be financially savvy and independent as they approach adulthood.…

1
Raising Financially Savvy Children 18:26

5M ago18:26

18:26

Want to raise children who are not just financially literate but are financially savvy? Whitney Reagan, senior wealth advisor, and Christina Lynn, Ph.D., director, wealth strategist, share their advice for teaching your kids about money. They’ll cover the impact of the parent's relationship with money and when to start having these conversations.We…

1
Navigating and Controlling the Sale of Your Business 23:16

6M ago23:16

23:16

In this episode of Your Life Simplified, Daniel Sharkey, senior wealth advisor, and Tom Tilley, managing director, mergers & acquisitions, discuss the aspects of navigating the sale of your business and exercising as much control as possible. Tune in for valuable insights on preparing your business to go to market, navigating exit strategies as wel…

1
Estate Planning on Your Level 21:04

7M ago21:04

21:04

On this episode of Your Life Simplified, Daniel Sharkey, senior wealth advisor, is joined by Jessica Nelson, senior wealth consultant, to discuss estate planning strategies for different net-worth levels. Estate planning impacts everyone, whether you have $1 million or $100+ million net worth. They cover different strategies, what you may need to i…

1
Portfolio Income Buffer 18:31

7M ago18:31

18:31

In this episode, Daniel Sharkey, senior wealth advisor, sits down with Breanna Seech, senior wealth advisor, to explore the strategy of portfolio income buffers. Together, they discuss how these buffers can safeguard against market volatility, enhance cash flow flexibility and support long-term financial goals. Whether you're navigating uncertain m…

1
Direct Indexing 27:30

8M ago27:30

27:30

Join hosts Whitney Reagan, senior wealth advisor, and Daniel Sharkey, senior wealth advisor, as they discuss direct indexing. This episode unpacks how direct indexing works, its potential tax advantages and its ability to align investments with individual values and goals. Whitney and Daniel share practical strategies to help implement this portfol…

1
Behind the Scenes With a Chief Investment Strategist 33:19

8M ago33:19

33:19

On this episode of Your Life Simplified, Whitney Reagan, senior wealth advisor, is joined by Jeff Krumpelman, chief investment strategist. He shares his journey to becoming a chief investment strategist, what he does outside of work and his life advice.By Mariner

1
Encore episode: Understanding Your Tax Return: Part 1 19:16

9M ago19:16

19:16

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 impo…

1
Mitigating Concentration Risk 14:52

9M ago14:52

14:52

In this episode, Michael MacKelvie, wealth advisor, breaks down the potential dangers of an overly concentrated investment portfolio and shares actionable strategies to help you achieve the right balance between growth and protection. He’ll share valuable insights into the risks of putting too much weight on a single investment or sector, how diver…

1
Throwback: The worst two words when planning for the future Ep.78 16:26

9M ago16:26

16:26

This week’s throwback takes us to one of our most popular episodes from last year, originally released on December 1st, 2023! In this episode, Ben and Steven had a less technical discussion and instead focused on the importance of mindset and perspective when it comes to planning. The words we use can make all the difference on the success of a pla…

1
What to Expect After the Presidential Election 26:57

9M ago26:57

26:57

Is it possible for tips and social security not to be taxed? In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II discuss the presidential election results and dive into central bank news and how the market is reacting to the incoming Trump administration. #taxstrategy #financialadvi…

1
I got audited! (sort of) EP.77 17:29

10M ago17:29

17:29

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 proba…

1
Fixed Income Explained 23:16

10M ago23:16

23:16

On this episode of Your Life Simplified, Daniel Sharkey, senior wealth advisor, is joined by Sandy Pourcillie, head of fixed income. They unpack common misconceptions of fixed income and bonds, strategies and how you may want to think about them as part of your portfolio.By Mariner

1
Look out! Here comes the election Ep.76 19:47

10M ago19:47

19:47

In this episode Ben and Steven talk about the weather (it was only a quick tangent, we promise), the upcoming election and the kind of tax planning that will get a professional sued. As always they are focused on helping people consistently do the little things over time that add up to a big difference and help listeners tune out the noise and conf…

1
Scary Financial Mistakes to Avoid 20:47

10M ago20:47

20:47

Do these financial mistakes have you spooked? They don't have to. Whitney Reagan, wealth advisor, and Daniel Sharkey, senior wealth advisor, share four scenarios that often scare people and strategies to overcome that fear. From investing to required minimum distributions, we simplify these common scary financial situations. They also share three t…

1
What to Expect with the Presidential Election 22:01

10M ago22:01

22:01

If you’re wondering what to expect with the presidential election, listen in for some tips on potential changes you might wish to make in your portfolio depending upon the election outcome. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II discuss the presidential election and som…

1
2025 Estate Tax Exemption 17:05

11M ago17:05

17:05

Scott Luhnau, vice president of multi-generational wealth planning, joins Dan Sharkey, senior wealth advisor, on this episode of Your Life Simplified to share what you need to know before the 2025 estate tax exemption. Scott shares a few strategies to prepare for this extate tax exposure.By Mariner

1
Tax Planning vs Tax Advice 27:28

11M ago27:28

27:28

What is the difference between tax planning vs tax advice? In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II discuss planning versus advice and the potential strategies used to lower your lifetime tax bill. #taxstrategy #financialadvice #wealthmanagement Find it Fast: What You Nee…

1
The One Episode On Politics (Sort of) Ep.75 19:15

11M ago19:15

19:15

With only a few weeks until the election, Ben and Steven share their thoughts on how you should change your tax planning based on who wins. Spoiler Alert: regardless of the outcome of the election, you are most likely going to keep doing the same foundational things. Tax laws change; it's normal. The people who do their best to minimize their lifet…

1
Why the SECURE 2.0 Act Matters More Than Ever 15:46

11M ago15:46

15:46

On this episode of Your Life Simplified, host Daniel Sharkey, senior wealth advisor, is joined by Scott Luhnau, vice president of multi-generational wealth planning, to discuss the SECURE 2.0 Act. They’ll cover what has changed in government legislation, how it impacts 401(k), Roth IRA and other retirement accounts, and why it matters more than eve…

1
91 days left of 2024; what's on your tax to-do list? Ep.74 20:42

11M ago20:42

20:42

Ben and Steven are back and in this episode they are helping you get ready for the end of the year. With 91 days until 2025 there are still actions you can take but it pays to get started and avoid the end of the year crunch. In addition to sharing tax planning strategies you should be thinking about Steven shares some of the most common "bumps" he…

1
Set Your Family Up for a Successful Family Meeting 16:11

12M ago16:11

16:11

On this episode of Your Life Simplified, hosts Whitney Reagan, wealth advisor, and Daniel Sharkey, senior wealth advisor, continue their discussion on making financial meetings with your family successful. They’ll share tips for making family meetings successful, including getting everyone’s buy-in, making it a singular event, being intentional in …

1
Inherited IRAs - what you need to know Ep.73 19:51

12M ago19:51

19:51

The dynamic duo are back together to discuss the IRS's latest "change" to tax rules. This isn't a new topic but the IRS has recently "finalized" the rules originally proposed years ago around inherited IRAs. Ben and Steven provide insight for how to think about inherited IRAs, the the 10 year rule, the value of long term planning and the requiremen…

1
The Value of a Family Meeting 18:57

1y ago18:57

18:57

Family meetings may sound daunting and challenging but they don't have to be. Hosts Whitney Reagan, wealth advisor, and Daniel Sharkey, senior wealth advisor, discuss making these financial meetings with your broader family productive. They'll cover what is a family meeting, why you should have them regularly and what topics are important to includ…

1
The real math on owning real estate Ep.72 16:37

1y ago16:37

16:37

In this episode Ben is generous enough to share a personal tax experience to help all our listeners better understand a confusing topic: real estate. Listen in as Ben and Steven talk through the details of Ben's real estate journey including the taxes along with other pieces people don't always think about when they are trying to decide if an inves…

1
Tax Efficient Asset Allocation Strategies 28:22

1y ago28:22

28:22

You may feel confident with your asset allocation strategies, but how do you know if you’ve optimized them for tax efficiency? In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II discuss asset allocation location buckets and which bucket for which account. They also cover recent Cen…

1
SECURE Act 2.0 Changes on Retirement Savings 29:58

1y ago29:58

29:58

If you’re looking to maximize your retirement savings, the SECURE Act 2.0 made some significant changes. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II cover the effects of the SECURE Act 2.0 on retirement savings including business owners, retirees, and employer-sponsored plan…

1
My CPA has no idea...what do I do next? Ep. 71 18:55

1y ago18:55

18:55

In this episode Ben and Steven share stories about everyone's favorite Office couple "Jim and Pam" and some of the tax situations they can find themselves in. More specifically they talk about what you can do when you have a CPA who is unwilling or unable to help you. They both share examples of how this situation can come about and what you can do…

1
Never Pay Full Price for College 26:20

1y ago26:20

26:20

College is expensive, so you should never pay full price. Hosts Michael MacKelvie, wealth advisor, and Daniel Sharkey, senior wealth advisor, discuss ways to reduce college costs. They’ll cover more well-known strategies, like 529 plans, and some lesser-known tactics.By Mariner

1
Whatcha gonna do when they come for you? Ep.70 19:16

1y ago19:16

19:16

Steven and Ben are back sharing their insight on real world tax situations they have personally helped clients deal with. First, they discuss the unfortunate (but all too common) scenario when two professionals are providing you with different opinions. Ben shares his first-hand experience dealing with this as one of those two professionals and wha…

1
Preparing for Retirement: Withdrawal Rates 30:08

1y ago30:08

30:08

If you’ll be retiring soon, you may wonder how you’ll pay for it. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II chat about ways to plan your withdrawal rates in retirement so your money lasts as long as possible. They also discuss interest rates, the Chinese regional bank cris…

1
Triple Tax Advantage Ep.69 19:02

1y 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
What are Structured Products? 24:48

1y ago24:48

24:48

If you’re wondering if structured products can help smooth out the effects of market volatility on your investment portfolio, you’re not alone. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II discuss why investment banks use them, how the average investor can take advantage of t…

1
Building Wealth as a Young Professional 25:09

1y ago25:09

25:09

Young Professionals: Now that you're past the basics of financial planning, what should you be thinking about as you continue building your wealth? Host Michael MacKelvie, wealth advisor, is joined by Jinger Pajestka, senior wealth advisor, to discuss goal setting, employer benefits, real estate investing, estate planning and insurance, all to help…

1
IRS Dirty Dozen Ep.68 18:50

1y 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
Don’t Pay the Sticker Price for College 34:57

1y ago34:57

34:57

If you’re shocked by the price of college, wait until you find out which schools might offer little-known discounts. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II discuss ways to lower the price of college, strategies to pay for it, and student loans. As mentioned by Kevin in …

1
Your questions answered Ep.67 20:20

1y 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
In 2024, Should You Rent or Buy Your Home? 23:50

1y ago23:50

23:50

Should I rent or buy my home? On this episode, we'll dive into several studies and look at your return on investment, time, taxes, cost of home renovations and more. Host Michael MacKelvie, wealth advisor, shares historical data, where we're at today and what you should consider as you weigh the pros and cons of homeownership.…

1
Property and Casualty Insurance Shopping Guide 27:04

1+ y ago27:04

27:04

You’ve probably noticed that your homeowners, auto, and umbrella insurance costs are on the rise. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II offer an insurance shopping guide with strategies for shopping around and lowering your property and casualty insurance costs. P & C …

1
It's on my return, but what does it mean? Ep.66 19:36

1+ y ago19:36

19:36

Continuing the theme of sharing lessons learned from recent client conversations, Steven and Ben share common things they see on tax returns that are just as commonly areas for confusion and questions. The tax code can feel like a mystery but with a little help it can be less intimidating. The guys share some of the things they regularly see, like …

1
Election Year and the Markets 31:43

1+ y ago31:43

31:43

What should investors be doing during an election year? In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II host Global Wealth Advisors’ Chief Investment Officer Keith Sprauer. They discuss how election years affect the market and how politics plays into the mix. They also jump into…

1
Year-Round Tax Planning 20:25

1+ y ago20:25

20:25

Tax season may be over, but that doesn't mean we're done tax planning. Jennifer Kohlbacher, director of wealth strategy, joins Michael MacKelvie, wealth advisor, to share the importance of year-round tax planning and what you should be thinking about.By Mariner

1
I haven't filed my taxes...now what? Ep.65 18:33

1+ y ago18:33

18:33

In this episode our dynamic duo is back for more tax fun as Ben wrapped up his spring surge and Steven is passed the tax filing deadline. Fresh off of so many client meetings they both have stories to share and questions to answer. This episode's discussion focuses on what to do if you (or someone you know or are responsible for) haven't filed your…

1
Interest Rate Update 15:21

1+ y ago15:21

15:21

If you’ve wondering whether there will be an interest rate cut this year, you’re not alone. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II give another rousing round of Central Bank Roundup and discuss whether investors can expect a rate cut or increase along with what some oth…

1
Cash Balance Plans Explained 15:40

1+ y ago15:40

15:40

Cash balance plans are often understood but can be a win-win for tax savings and retirement planning. On this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, is joined by Daniel Sharkey, senior wealth advisor. They dive into what they are, how they're run and who they may be right for.…

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Incometaxes Podcasts

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