Podcast Episodes

What Works Wednesday - Education Planning With Guest Fred Amrein

College planning is a lifetime decision, from saving to loan repayment, and what about planning for graduate school? On today's What Works Wednesday, Matt is joined by Fred Amrein from Pay For Ed to…

Published on 2 years, 8 months ago

What To Do When You're Out Of The Office [Episode 198]

Episode 198

Surge is a high-intensity time for you - tons of client meetings, early mornings, and the constant need to be 'on.' But what about after surge? On today's episode, Matt and Micah talk about how once…

Published on 2 years, 9 months ago

Follow Up Friday - 10X Your Practice By Going Old School

Do you assume that if someone is successful and things look easy for them or do you realize they've been putting the reps in? Do you consider yourself a proactive advisor who educates your clients an…

Published on 2 years, 9 months ago

Worlds To Conquer - What Is BackStage Pass?

Would you rather learn from someone who is a so-called expert or someone who truly knows what they're talking about and is willing to be transparent about what does and doesn't work? On today's Worl…

Published on 2 years, 9 months ago

What Works Wednesday - Bringing Peace Of Mind To Your Prospects And Clients With Guest Paul Moffat

Do you feel that you must be on par with The Wall Street Journal in order to educate your clients? On this week's What Works Wednesday, Matt is joined by Paul Moffat, President of Arista Wealth Mana…

Published on 2 years, 9 months ago

10X Your Practice By Going Old School [Episode 197]

Episode 197

Do you assume that for someone successful that things just come easy to them, or do you realize that they're likely putting in the reps? On today's episode, Matt and Micah talk about how it's easy t…

Published on 2 years, 9 months ago

Follow Up Friday - Moving The Needle

Everyone gets distracted sometimes, but are you noticing when you're playing office versus doing the work that will help propel you further? Do you realize that on some level, you're likely already …

Published on 2 years, 9 months ago

Worlds to Conquer - Stop Being A Slacker

Lifestyle doesn't mean being lazy. Do you have your goals, and you want growth, but you continue to be stuck in the same spot? First, you must understand that having goals and taking action toward a…

Published on 2 years, 9 months ago

What Works Wednesday - Tax Planning With Guest Steven Jarvis, CPA

Are you questioning what you should or shouldn't do related to tax planning with your clients? On this week's What Works Wednesday, Micah is joined by Steven Jarvis, head CPA for Retirement Tax Serv…

Published on 2 years, 9 months ago

Moving The Needle [Episode 196]

Episode 196

How are you starting your day? Are you checking your email, commenting on others' social media posts, and ultimately being reactive, or are you planning your days weeks in advance and being proactiv…

Published on 2 years, 9 months ago