<p>Today Matt and Micah are addressing a topic they receive lots of questions about: income buckets. In light of the current bear market, the guys will share how best to communicate with your clients about their "war chests" throughout the good times and even now, during the current crisis. You can find show notes and more information by clicking here: <a href= "https://bit.ly/2UUeNAb">https://bit.ly/2UUeNAb</a> </p>

Today Matt and Micah are addressing a topic they receive lots of questions about: income buckets. In light of the current bear market, the guys will share how best to communicate with your clients about their "war chests" throughout the good times and even now, during the current crisis. You can find show notes and more information by clicking here: https://bit.ly/2UUeNAb

<p>Today Matt and Micah are addressing a topic they receive lots of questions about: income buckets. In light of the current bear market, the guys will share how best to communicate with your clients about their "war chests" throughout the good times and even now, during the current crisis. You can find show notes and more information by clicking here: <a href="https://bit.ly/2UUeNAb" rel="noopener noreferrer">https://bit.ly/2UUeNAb</a> </p>

Coronavirus, and Bear Markets, and Stimulus Oh My [Episode 73]

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.

Business

News

Investing

Business News

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.

Share Coronavirus, and Bear Markets, and Stimulus Oh My [Episode 73]

Sign up to save your podcasts

Coronavirus, and Bear Markets, and Stimulus Oh My [Episode 73]

Coronavirus, and Bear Markets, and Stimulus Oh My [Episode 73]

More shows like The Perfect RIA

Behind The Advisor

Your Money, Your Wealth

Notes on the Week Ahead

Capital Ideas Podcast

Stay Wealthy Retirement Podcast

Animal Spirits Podcast

The Compound and Friends

The Long View

Kitces and Carl - Real Talk for Real Financial Advisors

Barron's Advisor

Ask The Compound

Retirement Tax Services Podcast

The Efficient Advisor: Tactical Business Advice for Financial Planners

Facts vs Feelings with Ryan Detrick & Sonu Varghese

The Great Retirement Debate with Ed Slott & Jeffrey Levine