THE PERFECT RIA

Listen to the Show that
is Disrupting The Financial Services Industry

Reading Time with Jarvis – So Good They Can’t Ignore You by Cal Newport

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The “Perfect” Way to Rollover a 401(k) [Episode 109]

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Tips from the Trenches – Buckets

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The Right Size Financial Plan [Episode 108]

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Reading Time with Jarvis – Solve for Happy by Mo Gawdat

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Tips from the Trenches – Delivering Massive Value

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Reading Time with Jarvis – Multiplication by Subtraction by Shannon Waller

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How Long Does It Take You to Create a Tax Plan? [Episode 107]

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Tips from the Trenches – Clients’ Kids’ Accounts

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