The Perfect RIA
Hosted by Matt Jarvis and Micah Shilanski and Matthew Jarvis and Matthew and Micah · Matthew Jarvis, CFP® & Micah Shilanski, CFP®
4.8from 467 ratings
- 942
- Episodes
- 328
- Transcribed
- 467
- Ratings
- Daily
- Cadence
- 2018
- First episode
- 27K
- YouTube views
About The Perfect RIA
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.
- Publisher
- Matthew Jarvis, CFP® & Micah Shilanski, CFP®
- Category
- business · news
- Language
- en
- Explicit
- No
- First episode
- 13 Mar 2018
- Latest episode
- 17 Sept 2026
Latest episodes
328 of 942 episodes have a transcript.
17 Sept 2026TRANSCRIPT
Understanding Life Expectancy and Longevity With Brian Smith
10 Sept 2026TRANSCRIPT
The Importance of Professional Guidance in Selling Practices With Ted Jenkin
7 Sept 2026TRANSCRIPT
The Truth About Tax Loss Harvesting [Episode 365]
Inside a recent episode
Understanding Life Expectancy and Longevity With Brian Smith
Published 17 Sept 2026 · Transcript excerpt
[…] Life expectancy for married couple. Do you know this one, Brian? So it's 85 for men, it's 87 for women. What is it as a couple? Just on average. Do you know the answer to this one? I think it's more like, it's like 87, 87 and 90, I think, but I'm not sure. I think it depends on how old you are at the time that you asked the question. It does depend. Yeah. Yeah. So a couple age 65 is their combined life expectancy, so 50% probability that at least one of them will still be alive is 92. Now, what's interesting about that is that changes the gear for people. Like the difference between 87 and 92, that's only five years out of nearly a hundred year lifespan. […]
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See plansWho has been a guest on The Perfect RIA
Names identified in recent episode analyses. Showing up to five guests.
- Brian Smith
- Ted Jenkin
- Tracy Lownsberry
- Michael Belluomini
- Liam Heffernan
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
- YouTube views
- 27,374
- Score snapshot 15 Sept 2025
- Apple Podcasts (US)
- 4.8 / 5
- 467 ratings
Podcast Authority Score: 94 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
- Quality
- 100
- Social presence
- 100
- YouTube
- 76
- Engagement
- 96
Pitching The Perfect RIA
- Guest appearances
- Books guests
Based on episode analysis; this does not confirm that the show is currently accepting pitches.
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Questions about The Perfect RIA
Who hosts The Perfect RIA?
Matt Jarvis and Micah Shilanski and Matthew Jarvis and Matthew and Micah host the show. Published by Matthew Jarvis, CFP® & Micah Shilanski, CFP®.
How often do new episodes come out?
The show publishes daily, based on its RSS feed.
Does The Perfect RIA take guests?
Yes. Guests have been identified in episode analyses.
Where can I read transcripts?
328 of 942 episodes have a transcript on Pod Engine. Full transcripts are available with a Pod Engine plan.
Host of The Perfect RIA?
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