EP 71: Accountant or Advisor?
Fri Feb 06 2026
In our latest episode of Roadmap to Retirement, we dive into the interplay between accountants and financial advisors with Jordan Stealey, EA at Redwood Tax and Accounting.
We discuss the importance of collaboration in financial planning and tax preparation, especially around tax season. Topics include the misperceptions surrounding Qualified Charitable Distributions (QCDs), the nuances of handling RMDs, and strategies for business owners to save effectively for retirement.
Jordan also shares insights on recent changes in tax law, including the senior enhanced deduction and new rules around social security and tax deduction on car loans.
We touch on the practicalities of budgeting and how financial behavior plays a critical role in retirement planning. The episode is packed with invaluable advice to help you streamline your financial future by leveraging the unique strengths of both your accountant and financial advisor.
Come back next week for another episode!
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In our latest episode of Roadmap to Retirement, we dive into the interplay between accountants and financial advisors with Jordan Stealey, EA at Redwood Tax and Accounting. We discuss the importance of collaboration in financial planning and tax preparation, especially around tax season. Topics include the misperceptions surrounding Qualified Charitable Distributions (QCDs), the nuances of handling RMDs, and strategies for business owners to save effectively for retirement. Jordan also shares insights on recent changes in tax law, including the senior enhanced deduction and new rules around social security and tax deduction on car loans. We touch on the practicalities of budgeting and how financial behavior plays a critical role in retirement planning. The episode is packed with invaluable advice to help you streamline your financial future by leveraging the unique strengths of both your accountant and financial advisor. Come back next week for another episode!