Podcast Episodes

Backdoor Roth Strategies, Middle-Class Success, and Confirmation Bias

In this recap episode, we're highlighting the backdoor Roth contribution strategy, the importance of correct reporting on tax returns, and the need for a proactive advisor in managing client accounts…

Published on 1 year, 11 months ago

Mind Over Money: Exploring System 1 and System 2 Thinking in Spending Habits

In this podcast episode, Jamie Shilanski is digging into the the power of confirmation bias and its role in becoming a better financial advisor. Using astrological signs, Jamie illustrates how confir…

Published on 1 year, 11 months ago

Breaking Middle-Class Barriers - Insights on Wealth and Impact with Guest Lewis Schiff

In this episode, Matt is joined by Lewis Schiff from Birthing of Giants. Lewis, a natural entrepreneur, questioned the disparity in outcomes among middle-class individuals. His research, culminating …

Published on 1 year, 11 months ago

Tax Talk: Strategies for Efficient Backdoor Roth Conversions With Guest Steven Jarvis, CPA [Episode240]

Episode 240

In this podcast episode, Matt is joined by Steven Jarvis from Retirement Tax Services (RTS) to discuss a commonly misunderstood tax strategy and how you can add value to your clients through tax plan…

Published on 1 year, 11 months ago

Strategies for Profitability, A Recap of Legacy Planning, and Team Building Tips

In this episode, we're recapping the critical aspects of maximizing profitability with insights on making your practice not only sustainable but truly profitable. Discover the often overlooked import…

Published on 1 year, 11 months ago

BS Business Advice About Building Teams

In this episode, Jamie discusses the intensity surrounding the work her office does nature of work and how her team has fully embraced it. She emphasizes the critical importance of having a team that…

Published on 1 year, 11 months ago

Safeguarding Your Legacy: Talking Estate Planning with Client with Guest Yohance Harrison

In this episode, Matt is joined by Yohance Harrison to discuss the profound importance of estate planning, driven by Yohance's personal experience assisting a client on her deathbed in 2020. Yohance …

Published on 1 year, 11 months ago

What Does Profitability Really Look Like? [Episode 239]

Episode 239

In this episode, Micah and Matt discuss the importance of profitability in financial advisory practices and why it's needed to ensure financial stability and the ability to weather economic downturns…

Published on 1 year, 11 months ago

Cracking the Code on Prospects, Marketing VAs, and Goal Setting for Kids

In this episode, we're recapping this week's episodes. We'll cover identifying prospects, setting yourself apart from other advisors, tracking prospect nos, using a virtual assistant for marketing, a…

Published on 1 year, 11 months ago

Empowering Futures: Goal-Setting Strategies for Young Adults

In this episode, Jamie Shilanski discusses the importance of goal setting for young people and how to help them establish and work towards their goals. Jamie provides a step-by-step process for goal …

Published on 1 year, 11 months ago