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The Perfect RIA

The Perfect RIA

By: Matthew Jarvis CFP® & Micah Shilanski CFP®
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About this listen

 Welcome to The Perfect RIA podcast, the ultimate resource for advisors who want to master time management, optimize advisor-client interactions, achieve unparalleled profitability, and maximize value in their practice. Hosted by industry experts Matthew Jarvis, CFP®, and Micah Shilanski, CFP®, this podcast is your blueprint for success. Matthew and Micah don't talk theory; they share what has worked for them in the real world. They cut through the noise to deliver practical advice that you can implement immediately so you can make the most of your time—allowing you to spend more of it outside the office. Whether you're a seasoned advisor or just starting out, The Perfect RIA podcast equips you with the tools and knowledge you need to excel. Tune in and transform your advisory practice into a powerhouse of success.2024 by The Perfect RIA. All rights reserved. Economics Personal Finance Politics & Government
Episodes
  • Transforming Financial Planning Practices with Sten Morgan [Episode 340]

    Transforming Financial Planning Practices with Sten Morgan [Episode 340]
    Dec 22 2025

    In this conversation, the speakers delve into the evolution of financial advisory practices, discussing the importance of effective communication, the role of technology, and the necessity of continuous learning. They explore the challenges and opportunities in charging for financial planning services, emphasizing the need for efficiency and value creation in client relationships. The discussion highlights the journey of financial advisors, the impact of personal experiences on their practices, and the future of the industry.

    Transforming Financial Planning Practices with Sten Morgan [Episode 340]

    Resources in today's episode:

    - Matt Jarvis: Website | LinkedIn
    - Sten Morgan: LinkedIn
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    32 mins
  • Encore Episode: Tips from the Trenches - Taxes

    Encore Episode: Tips from the Trenches - Taxes
    Dec 19 2025

    In this episode, Micah shares strategies for quickly estimating a client's tax liability during a meeting without relying on complex software. He advises keeping a current tax reference guide on your desk to instantly verify brackets and standard deductions. By calculating total fixed income plus required withdrawals, advisors can easily identify a client's current marginal tax bracket. Ishelanski emphasizes planning based on this marginal rate rather than the effective rate, arguing that new money or conversions are always taxed at the highest tier. Finally, he suggests comparing current rates to the higher rates projected for 2026 to encourage clients to perform Roth conversions now.

    Encore Episode: Tips from the Trenches - Taxes

    Resources in today's episode:

    - Micah Shilanski: Website | LinkedIn
    - Learn More about our Coaching Programs
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    4 mins
  • Tax Planning at Scale [Episode 339]

    Tax Planning at Scale [Episode 339]
    Dec 15 2025

    In this episode, Matt and Micah discuss the complexities of tax planning, particularly in scaling processes and ensuring efficient team dynamics. They explore the importance of reviewing tax returns, the roles of team members in this process, and the necessity of looking beyond software for effective tax planning. The conversation also delves into time management strategies to enhance productivity during tax reviews, emphasizing the need for focused work without distractions.

    Tax Planning at Scale [Episode 339]

    Resources in today's episode:

    - Micah Shilanski: Website | LinkedIn
    - Matt Jarvis: Website | LinkedIn
    - Learn More about our Coaching Programs
    Show More Show Less
    32 mins
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