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The Perfect RIA
A Investing podcast by Matthew Jarvis & Micah Shilanski
4.8 • 360 ratings
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Dodging IRA Disasters and Fostering Team Synergy
Published: July 26, 2024Employees: Following Up or Nagging? Is There a Difference?
Published: July 25, 2024Intentional Tax Planning and Avoiding Costly Mistakes with Guest Steven Jarvis, CPA [Episode 266]
Published: July 22, 2024Understanding Annuities and the Characteristics of Successful Leaders
Published: July 19, 2024How to Achieve Success in 2 Steps
Published: July 18, 2024The Annuity Conversation with Guest Tracy Lownsberry [Episode 265]
Published: July 15, 2024Structured Success Through Proven Processes and Decision-Making From Boardroom to Living Room
Published: July 12, 2024Decision Fatigue
Published: July 11, 2024You Are Only Cheating Yourself [Episode 264]
Published: July 8, 2024Why Authenticity Matters and Family Financial Dynamics
Published: July 5, 2024