{"type":"podcast","title":"Retirement Tax Matters","lead":"As of Oct 5, 2026, Retirement Tax Matters, hosted by Garrett Crawford and Adam Reed of Providence Wealth Management, is listed on AdvisorIQ with a host verified against the SEC's IAPD records; its episodes have not been read yet.","as_of":"2026-10-05","facts":{"hosts":"Garrett Crawford and Adam Reed","firm":"Providence Wealth Management","audience":"investors","topic":"Tax planning","summary":"Two advisors focus on tax planning for retirees with roughly $2 million to $8 million. Episodes cover multi-year Roth conversions, required minimum distributions, inherited IRAs, health savings accounts and employer stock in a 401(k).","host_verification":"registered investment adviser representative, verified against IAPD on 2026-10-05","episodes_last_90_days":null,"latest_episodes":[],"links":{"apple_podcasts":"https://podcasts.apple.com/us/podcast/retirement-tax-matters-advanced-tax-planning-for-high/id1835691271","spotify":null,"rss":"https://feeds.transistor.fm/retirement-tax-matters-advanced-tax-planning-for-high-net-worth-retirees","website":"https://www.retirementtaxmatters.com/"}},"sources":[{"url":"https://feeds.transistor.fm/retirement-tax-matters-advanced-tax-planning-for-high-net-worth-retirees","label":"The show's RSS feed","checked":"2026-10-05"},{"url":"https://adviserinfo.sec.gov/","label":"SEC Investment Adviser Public Disclosure (IAPD)","checked":"2026-10-05"}],"related":[{"title":"All advisor-hosted podcasts","url":"https://advisoriq.com/podcasts/"},{"title":"Tax planning on AdvisorIQ","url":"https://advisoriq.com/topics/tax-planning/"},{"title":"Love, your Money","url":"https://advisoriq.com/podcasts/love-your-money/"},{"title":"The Optometry Money Podcast","url":"https://advisoriq.com/podcasts/the-optometry-money-podcast/"},{"title":"Your Money, Your Wealth","url":"https://advisoriq.com/podcasts/your-money-your-wealth/"}],"notes":["Inclusion is editorial and never paid. AdvisorIQ does not accept money, sponsorship or anything else of value to list a show.","Every listed show has at least one host who currently holds an investment adviser registration, checked against the SEC's Investment Adviser Public Disclosure (IAPD) records on the date shown.","AdvisorIQ does not endorse the views expressed on these shows, and listing one is not a recommendation of its hosts or their firms.","Episodes link to each show's own pages. AdvisorIQ does not host or copy audio; episode titles are the show's own."],"url":"https://advisoriq.com/podcasts/retirement-tax-matters/","citation":"AdvisorIQ, as of 2026-10-05. https://advisoriq.com/podcasts/retirement-tax-matters/","license":"https://advisoriq.com/license/","publisher":"AdvisorIQ, independent education for financial advisors","disclaimer":"Summaries of rules set by designation bodies and regulators, which have the final word."}