Retirement Tax Services Podcast

This week, Steven is joined by Steve Blackwell from Invito Energy Partners to explore the complexities, opportunities, and strategic considerations of investing in oil and gas. From understanding investment structures to navigating tax incentives, this episode gives advisors practical insights for guiding clients through these unique opportunities. https://zurl.co/9C2yl

Ted Jenkin, founder of JPTD Partners and expert in business sales and valuation, shares practical strategies for maximizing firm value. He highlights the importance of net new assets, clean financials, and intentional operations. Conversation covers staff efficiency, legal and tax prep for exits, and how AI and consistent business development fuel scalable growth.

Matthew Green, a dual American-British international tax practitioner who helps expats with foreign reporting and PFIC issues. He discusses U.S. citizenship-based taxation and why specialists matter. Learn when to hire cross-border advisors, risks of PFICs and foreign funds, and how country-specific rules can create planning opportunities.

Debbie Taylor, Chief Tax Strategist at Carson Wealth and noted tax-planning speaker, breaks down Roth conversion thinking. They challenge common rules of thumb, explain when high-bracket conversions and low-bracket moves make sense, and stress detailed modeling over one-size-fits-all advice. Practical planning, inheritance impacts, and when to pay conversion taxes are all discussed in upbeat, no-nonsense conversation.

RaQuell Hopkins, a capacity expert and licensed counselor who helps high-performing professionals expand mental resilience. She explains why self-compassion matters and how to replace self-criticism with kinder habits. They discuss avoiding a victim identity, treating emotions as data, and practical mindfulness steps to intentionally grow beyond comfort.

Liam Heffernan, an M&A team member who handles valuations and integrations. Michael, an M&A leader advising RIAs on transactions and growth. They discuss why tax planning helps firms grow, how true organic revenue differs from market-driven asset flows, and the repeatable prospecting and valuation factors that drive real expansion.

Eric Negron, founder of Advisor ScaleCon who helps advisors scale with practical frameworks. He discusses growth mindset, treating rejection as fuel, and the daily disciplines that drive scaling. Tax and estate planning as client-winning differentiators are highlighted. He also covers community tactics like local forums and realtor partnerships to find clients.

Kyle Willis, VP of Growth at BELAY, explains how executive assistant services reclaim leaders' time. They discuss delegating reporting, email and calendar work. Clear expectations, vetting for sensitive tasks, and the ROI math of hiring support are explored. Practical tips for prioritizing high-value advisor work and starting to delegate in 2026 are highlighted.

Eric Brotman, founder and former CEO of BFG Financial Advisors who now consults on planning, M&A, and advisor growth. He and Steven explore how where you live affects tax bills and business exit timing. They share real relocation stories, weigh total tax burden versus quality of life, and discuss trust situs, temporary moves, and balancing tax saves with family and healthcare considerations.

Derrick Kinney, former advisor turned coach who helps advisors craft conversations to attract high-net-worth clients. They explore how AI can free time but not replace hard human work. Conversation focuses on using saved hours to deepen client connections, specializing to command higher fees, and practical exercises for sharper messaging and scripts.