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The Retirement Tax Podcast

Steven Jarvis and Benjamin Brandt

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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.
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Join Caleb Brown, CFP and Co-founder of New Planner Recruiting to learn how to enter the profession and find your right fit. Whether you’re a CFP program student or transitioning from another career, this podcast is designed to help new Planners gain a solid understanding of the profession, the career options available, and how to accelerate their success in the long term. Tune in weekly for new episodes! Find more tools and resources for Planners and get the free Financial Planner Career Ro ...
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Welcome to the Success Story Podcast, hosted by entrepreneur, business executive, author, educator & speaker, Scott D. Clary (@scottdclary). On this podcast, you'll find interviews, Q&A, keynote presentations & conversations on sales, marketing, business, startups and entrepreneurship. Scott will discuss some of the lessons he's learned over his own career, as well as have candid interviews with execs, celebrities, notable figures and politicians. All who have achieved success through both w ...
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Dive into the minds of the world’s greatest athletes, leaders, thinkers, and doers with Dr. Michael Gervais—a high performance psychologist and world-renowned expert on the relationship between high performance and the mind. Dr. Gervais’s client roster includes Super Bowl winning NFL teams, Fortune 50 CEOs, Olympic medalists, internationally acclaimed artists, and more. On Finding Mastery, Dr. Gervais sits down with the best at what they do, like David Goggins, Brene Brown, Toto Wolff, socce ...
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Are you a business owner, entrepreneur, or executive who's navigated a successful exit and now finds yourself wondering, “What’s next?” Hosted by Jerome Myers, Your NEXT is the ultimate podcast for those seeking not only financial success but deeper post-exit fulfillment, legacy-building, and a purpose-driven life after stepping away from their business. Each episode unpacks the emotional and psychological journey of life after a business exit, addressing the Founder’s Exit Paradox—the often ...
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➡️ Start Here: https://newsletter.scottdclary.com ➡️ Like The Podcast? Subscribe Here: https://youtube.com/c/scottdclary In this "Lessons" episode, we examine how entrepreneurs mistake distractions for opportunities. Every coffee meeting, partnership, and side project isn't just time lost—it's compounding value destroyed. We'll look at why directio…
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What does it take to build one of the most respected teams in the NFL — and lead it with heart, grit, and humility? This episode is a special one. Recorded right in the heart of Seahawks territory in Seattle, I got to sit down with my friend, John Schneider, General Manager of the Seattle Seahawks. John has spent over a decade helping to build one …
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➡️ Join 321,000 people who read my free weekly newsletter: https://newsletter.scottdclary.com ➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory Jim Kwik is a world-renowned brain coach, memory expert, and bestselling author of Limitless, known for transforming the way people learn, think, and perform. As the founder of K…
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➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory In this "Lessons" episode, Luke Lintz, Business Recovery Expert, opens up about the raw, often hidden cost of entrepreneurship—chronic stress, unresolved trauma, and the pressure of owing $300,000 to family while building a first venture. He reveals how suppressing emotio…
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➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory In this "Lessons" episode, Adrian Brambila, Financial Freedom Expert, reveals how adopting a “rich” mindset—rooted in abundance, ownership, and internal control—turned his side hustle into a seven-figure empire. He breaks down the difference between broke, poor, and rich …
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What if selling your business could be the proudest moment of your career, not your biggest regret? In this episode, Jerome Myers talks with David Shavzin, founder of The Value Track and co-founder of the Exit Planning Exchange Atlanta. With decades of experience in exit planning and M&A, David shares why so many entrepreneurs feel disappointed aft…
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➡️ Join 321,000 people who read my free weekly newsletter: https://newsletter.scottdclary.com ➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory Robert Croak, the visionary entrepreneur behind the global phenomenon Silly Bandz, turned a simple idea into a cultural sensation that captured the hearts of millions. As the cre…
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➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory In this “Lessons” episode, Carl Daikeler, CEO of Beachbody (now BODi), reveals how building a fitness empire taught him the truth about consumer psychology—shifting from vanity-driven routines to a longevity mindset that celebrates every workout as progress. Learn why “he…
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➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory In this “Lessons” episode, Dan Cohen, exit-strategy expert, reveals how a gut-driven launch turned an unheard-of nasal strip into a multi-million-dollar acquisition. Learn why trusting your “felt sense” of the market can outpace conventional research, how targeted press o…
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Daniel Whitt is a senior advisor at Pandowealth, and he joins the show today to share his unique journey from working in the non-profit sector to successfully transitioning into the financial planning profession. If you're interested in making a career change into financial planning, growing within a firm, or learning how to succeed as a new planne…
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➡️ Start Here: https://newsletter.scottdclary.com ➡️ Like The Podcast? Subscribe Here: https://youtube.com/c/scottdclary In this "Lessons" episode, we examine how the people you surround yourself with directly impact your success. Energy-draining relationships aren't just annoying – they're actively limiting your potential. We'll look at why bounda…
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➡️ Join 321,000 people who read my free weekly newsletter: https://newsletter.scottdclary.com ➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory David Eagleman is a neuroscientist, author, and science communicator known for his work on brain plasticity, time perception, and consciousness. He is an adjunct professor at Sta…
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What if our skin—our most visible organ—is actually one of the best gateways to longevity and vibrant health? This week’s guest is Dr. Carolina Reis Oliveira—a brilliant scientist, a bio-chemist with a focus in stem cells and tissue engineer who’s redefining what it means to age well. As co-founder and CEO of OneSkin, Carolina’s using cutting-edge …
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➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory In this “Lessons” episode, Nona Jones, resilience expert, teaches you how to transform rejection into growth using her four-step OPEN framework: first Observe the automatic “talk track” thoughts and feelings that surface after a setback; then Pause to create the space—thr…
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➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory In this “Lessons” episode, Jaspreet Singh, financial educator, uncovers the hidden systems that keep wage earners poor while investors prosper—revealing how the TRD framework (Time, Return, Dollars) drives lasting wealth, why automating a 75/15/10 split for spending, inve…
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What does it take to create a workplace where people thrive—where leadership is human-centered, purpose-driven, built for the future, and knows how to get results? Today, as part of our Modern Leadership series I’m excited to sit down with Ellyn Shook, the former Chief Leadership & Human Resources Officer at Accenture, to explore the evolving lands…
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What does it look like to engineer a business that serves your life—and not the other way around? Matthew Jarvis, founder of Jarvis Financial and co-founder of The Perfect RIA, built a thriving financial advisory firm designed for freedom. In this episode, Matthew opens up about building a “lifestyle practice,” navigating the emotional landmines of…
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➡️ Join 321,000 people who read my free weekly newsletter: https://newsletter.scottdclary.com ➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory Dr. Kyle Landry is the President and Co-Founder of Delavie Sciences, a skincare company dedicated to developing innovative, science-backed products. He earned his Master's and Ph…
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➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory In this "Lessons" episode, Rebecca Minkoff shares the realities of building and leading as a female founder in today’s workplace. She highlights the financial and emotional challenges of running a small business, advocating for candid conversations, realistic expectations…
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➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory In this "Lessons" episode, Rebecca Minkoff shares the realities of building and leading as a female founder in today’s workplace. She highlights the financial and emotional challenges of running a small business, advocating for candid conversations, realistic expectations…
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➡️ Start Here: https://newsletter.scottdclary.com ➡️ Like The Podcast? Subscribe Here: https://youtube.com/c/scottdclary In this "Lessons" episode, we explore why self-improvement fails while self-understanding transforms. We'll see how genuine growth doesn't come from optimization tactics—it emerges when you understand the operating system running…
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Mike Zarrelli is a financial advisor at FSA Wealth Partners based out of Rockville, MD. He joins the show today to share why he got into financial planning—even though he was initially encouraged to pursue accounting instead. If you're interested in learning how to grow your career in financial planning, leverage transferable skills from previous j…
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What does it take to stay emotionally grounded in an industry built on ego? This week, we sit down with Judd Apatow—the legendary director, producer, and comedy mastermind behind some of the most influential films and TV shows of the past three decades. From "Freaks and Geeks" to "The 40-Year-Old Virgin," Judd has not only created cultural touchsto…
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➡️ Join 321,000 people who read my free weekly newsletter: https://newsletter.scottdclary.com ➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory Keion Henderson is a renowned American pastor, author, motivational speaker, and entrepreneur, best known as the Founder and Senior Pastor of The Lighthouse Church in Houston, Te…
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➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory In this "Lessons" episode, Scott Harrison, Founder of charity: water, shares his remarkable transformation from a life driven by addictive pursuits to a mission dedicated to global water access. He reveals how leaving behind self-serving habits and embracing a profound sp…
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➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory In this "Lessons" episode, Shane Neman, a strategic investor, breaks down the decision-making framework that leads to profitable investments. He shares how successful investing is less about the size of your capital and more about disciplined, emotion-free decision-making…
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What does it take to lead at the highest levels—while staying true to who you are? Today’s guest is Rhonda Morris, the former VP and Chief Human Resources Officer of Chevron. Rhonda is a powerhouse—sharp, competitive, and deeply committed to helping others perform at their best. How do I know that? Because we’re friends. Her journey started back in…
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Most people think money is the biggest barrier to leaving their job—but they’re wrong. In this powerful mastermind session, Jerome Myers joins real estate investors and corporate pros to reveal the real cost of walking away: emotional, mental, and operational. Drawing from his leap from corporate at the peak of success, Jerome shares hard-earned le…
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➡️ Join 321,000 people who read my free weekly newsletter: https://newsletter.scottdclary.com ➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory Michael S. Liebowitz is a veteran entrepreneur and executive with over 25 years of experience across insurance, finance, and real estate. He is President and CEO of Douglas Ellim…
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Mallory Kretman is a partner and wealth manager for Laurel Wealth Planning, where Felix Kopycinski serves as an associate wealth manager, and they both join the show today to share their respective career journeys. If you're interested in learning how to grow into leadership roles, navigate the early stages of your career, or better understand the …
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➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory In this "Lessons" episode, Darren Lee, Product Marketing Strategist, breaks down how to build and scale product-based startups without wasting resources. He reveals that the secret to standing out in a crowded market lies in embracing authenticity over flashy, imitative t…
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➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory In this "Lessons" episode, Lara Acosta, Social Selling Authority, shares her innovative approach to building a high-value LinkedIn strategy that transforms digital interactions into powerful professional opportunities. Learn how creative storytelling, strategic pattern in…
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➡️ Join 321,000 people who read my free weekly newsletter: https://newsletter.scottdclary.com ➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory Danny Morel is a transformational coach, entrepreneur, and speaker who helps individuals unlock personal and spiritual growth. After building a highly successful real estate brok…
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➡️ Start Here: https://newsletter.scottdclary.com ➡️ Like The Podcast? Subscribe Here: https://youtube.com/c/scottdclary In this "Lessons" episode, we explore why reality is far more malleable than most people realize. We'll see how the world doesn't just randomly reconfigure itself—it bends in response to those who apply relentless energy and unwa…
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How do you stay ahead in an industry that never stops evolving? Today, we are diving into the mind of one of the most prolific, boundary-pushing, and curious creators of our time—Diplo. Perhaps you know him for his music career—with Grammy award winning hits and game-changing collaborations, or for headlining some of the biggest festivals in the wo…
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➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory In this "Lessons" episode, Brett Berish, a renowned Spirits Industry Disruptor, reveals how unconventional marketing strategies have built multiple billion-dollar alcohol brands across the globe. He delves into the power of authentic storytelling and the importance of sta…
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➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory In this "Lessons" episode, Seth Godin, Marketing Legend, breaks down how to create work that matters in a world full of noise by revealing an elegant strategy built on the core principles of time, games, empathy, and systems. Learn why focusing on these essential componen…
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The best leaders aren’t just great decision-makers—they build cultures. So what does it actually take to create a thriving, high-performance culture? Today’s guest, Matt Breitfelder, is one of the most influential leadership architects in modern business. As Partner and Head of Human Capital at Apollo — one of the world’s leading asset management c…
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What happens when your business becomes your identity, and you sell it? Julie Cole, co-founder of Mabel’s Labels, went from lawyering to label-making, raising six kids while helping build a household name from her sister’s basement. She opens up about the unexpected acquisition, how her team navigated co-founder dynamics, and the emotional complexi…
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➡️ Join 321,000 people who read my free weekly newsletter: https://newsletter.scottdclary.com ➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory Chris Dreyer is the CEO and Founder of Rankings.io, an award-winning SEO agency specializing in helping elite personal injury law firms dominate Google's search results. Under hi…
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➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory In this “Lessons” episode, Colin C. Campbell, serial entrepreneur and author of Start. Scale. Exit. Repeat., shares the powerful principles behind building and exiting multiple 8-figure companies. Learn how two simple frameworks—Start, Scale, Exit, Repeat and Story, Peopl…
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➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory In this "Lessons" episode, Micha Kaufman, founder and CEO of Fiverr, reveals how the gig economy is redefining the structure of modern enterprises and leadership. Learn why continuous reinvention is the only path to long-term relevance, how embracing failure as a feature—…
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What if you could gain real-world experience, learn from top industry experts, and watch a financial plan come together in real time? Today’s guest, Hannah Moore, is here to share a unique opportunity that can help you do just that. The creator of The Amplified Planning Externship, Hannah joins the show to discuss why she started it, how it works, …
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➡️ Start Here: https://newsletter.scottdclary.com ➡️ Like The Podcast? Subscribe Here: https://youtube.com/c/scottdclary In this "Lessons" episode, we explore why excellence isn't about perfecting existing systems—it's about dismantling them entirely. We'll see how truly exceptional performers aren't just working harder within established framework…
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➡️ Join 321,000 people who read my free weekly newsletter: https://newsletter.scottdclary.com ➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory Dr. Steven Gundry is a globally recognized cardiologist, pioneering medical researcher, and multiple New York Times best-selling author with over 40 years of clinical experience.…
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➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory In this "Lessons" episode, Chase Jarvis, creative entrepreneur, reveals how success leaves clues and action is the antidote to endless information consumption. Learn how to deconstruct, emulate, analyze, and repeat the habits of high performers, and understand why directi…
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➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory In this "Lessons" episode, Brian L. Strom, medical ethics expert and healthcare leader, explores the root causes behind declining public trust in Western medicine. Learn why the corporatization of healthcare erodes doctor-patient relationships, how time constraints and pr…
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What does it take to go from nothing to something—and then scale it into meaningful impact? I want to introduce you to someone you may not be familiar with, unless you’re in the innovation space -- JoAnn Garbin. JoAnn has led innovation teams at some of the world’s most influential companies—including Microsoft, and she is one of those rare minds w…
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➡️ Join 321,000 people who read my free weekly newsletter: https://newsletter.scottdclary.com ➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory Michael Sartain is a performance coach, entrepreneur, and former military officer known for his expertise in networking, social dynamics, and high-performance coaching. With a ba…
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How do high-earning professionals maximize their financial opportunities while avoiding common tax pitfalls? In this insightful conversation, Jerome Myers sits down with Steven Jarvis, a tax strategist dedicated to helping business owners and professionals confidently navigate tax planning. Steven shares actionable strategies to optimize tax saving…
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