Best Matthew Jarvis Podcasts (2025)

1
Beyond Willpower: Designing Effective Forcing Mechanisms for Success - Matthew Jarvis 51:11

9d ago51:11

51:11

What does it look like to engineer a business that serves your life—and not the other way around? Matthew Jarvis, founder of Jarvis Financial and co-founder of The Perfect RIA, built a thriving financial advisory firm designed for freedom. In this episode, Matthew opens up about building a “lifestyle practice,” navigating the emotional landmines of…

1
Annuities Made Simple: Saving Time and Serving Clients Better [Episdoe 306] 29:34

2d ago29:34

29:34

In this episode, Matthew Jarvis hosts Brian Smith and Will Wade from Foundational Income Associates to discuss the complexities and importance of annuities in financial advising. They explore the different groups of advisors regarding their approach to annuities, introduce a five-step process for selecting and managing annuities, and emphasize the …

1
Shut up and listen! with Matt Halloran 30:24

2d ago30:24

30:24

It's easy to think that we are all expert communicators...but is it true? This week, Steven is joined by Matt Halloran, author, podcast host, keynote speaker, and an all-around incredible resource when it comes to the way advisors communicate, to share insight and personal experiences when it comes to how a person goes about communicating more effe…

1
Regret Proof Your Business Part 1 - David Shavzin & Maria Forbes 34:28

2d ago34:28

34:28

What if selling your business could be the proudest moment of your career, not your biggest regret? In this episode, Jerome Myers talks with David Shavzin, founder of The Value Track and co-founder of the Exit Planning Exchange Atlanta. With decades of experience in exit planning and M&A, David shares why so many entrepreneurs feel disappointed aft…

1
Relationship Currency: Converting Cash Flow Conversations into Client Loyalty 7:29

5d ago7:29

7:29

In this week's Follow Up Friday, Amber Kuhn highlights what makes you invaluable to your clients and why you might be underestimating your own worth. On Monday, Matt and Micah kicked off the week by sharing real-world client experiences that showcase advisor value in action. Their first piece of wisdom? Start keeping a "value journal" of moments wh…

1
Indiana Jones and the Great Circle and Other Games (Ft. Nick Mason) 1:33:35

5d ago1:33:35

1:33:35

This week on Thumb Cramps, it’s April, and everyone’s favourite video game journalists are joined by The Weekly Planet’s very own Nick Mason to look at Indiana Jones and the Great Circle for the PS5, Stygian: Outer Gods for the PC and Return to Monkey Island for the Nintendo Switch. Plus the return of a fan favourite character and a pitch for all v…

1
WHS presents: James Balsamo with Bite School 2 1:02:02

5d ago1:02:02

1:02:02

This week, we are happy to welcome back a long-time friend of the show, James Balsamo, to talk about all things Bite School 2 and Acidbath Productions. This episode is sponsored by Deadly Grounds Coffee, head over to https://deadlygroundscoffee.com/ and grab a bag We are proud to be part of The Dorkening Podcast Networkhttps://www.thedorkeningpodca…

1
Your team is a cheat code for success: What are you doing about it? With Amy Kizer 28:35

9d ago28:35

28:35

This week Steven is joined by Amy Kizer from TalentLink Solutions to talk recruiting, hiring, delegating, and so much more related to having a team. Amy focuses exclusively on the financial services industry, so she brings a wealth of knowledge and experience that will resonate with financial advisors nationwide. Amy thoughtfully shares actionable …

1
Value Beyond The Meeting [Episode 305] 25:48

9d ago25:48

25:48

In this episode, Matt and Micah discuss the art of delivering massive value to clients that extends far beyond the conference room door. They argue that cash flow isn't just a financial metric—it's the lifeblood of effective retirement planning. The duo shares practical wisdom on systematically tracking value delivery, mastering the delicate dance …

1
The Value-Add Ladder and Exit Strategies of the Ultra-Successful 8:06

12d ago8:06

8:06

In this week's Follow Up Friday, Amber Kuhn recaps a discussion on ranking value adds and practice valuation. On Monday, Matt and Micah delivered a masterclass on value-add services that'll have you rethinking your client relationships faster than you can say "fiduciary responsibility." They dove into the art of creating one-page documents that sho…

1
Game Over: A Musical RPG? and Other Games (Ft. Grace Jarvis) 1:05:01

13d ago1:05:01

1:05:01

This week on Thumb Cramps, it’s April, and to celebrate the Thumb Cramps boys are joined by first time guest and video game farm expert Grace Jarvis to look at Game Over: a Musical RPG? for the PC, Hollow Knight for the Nintendo Switch and Stardew Valley for the Nintendo Switch. Plus cursed milk knowledge and the tricks to being good at comedy, all…

1
418: Forget the Grind: The Secret to Sustainable Success GUEST: Joe Byerly - Writer, Podcaster & Creator of “From the Green Notebook” 42:31

13d ago42:31

42:31

Today’s guest is Joe Byerly. He’s a rising voice in leadership and the founder of: “From the Green Notebook” — a podcast and blog that’s been inspiring leaders inside and outside the military for over a decade. Joe spent 20+ years in the U.S. Army, earning prestigious honors like: the Legion of Merit, multiple Bronze Stars, a Purple Heart and the G…

1
Selling High: Why Your Practice May Be Worth Double What You Think with Guest Scott DiGiammarino 32:16

13d ago32:16

32:16

In this episode, Matthew Jarvis and Scott DiGiammarino from JPTD discuss the financial advisory practice marketplace where valuations have skyrocketed to unprecedented heights—often doubling previous appraisals. They dive into the minds of today's buyers, revealing that the landscape is dominated by private equity firms operating as either integrat…

1
Ranking Value Adds: Easy Wins and Game Changers [Episode 304] 26:00

16d ago26:00

26:00

In this episode of The Perfect RIA podcast, Matt and Micah dive into the world of value adds – those extra touches that keep clients from heading for the exit. The duo serves up a practical ranking system, categorizing value adds from simple to complex - where it might require a few extra cups of coffee. They reveal how these reports can transform …

1
Be selfish! Make sure you have your own tax plan! with Ted Jenkin 25:58

16d ago25:58

25:58

In this episode, Steven is rejoined by Ted Jenkin of JPTD Partners to talk all things tax planning related to enterprise value and business sales. Ted shares from his own experience of growing and selling a firm himself, along with the numerous times he's helped other people do the same thing. Taxes are a top expense and concern for most everyone, …

1
Paychecks to Purpose: The 8 Exits of a Founder - Jerome Myers 1:00:43

16d ago1:00:43

1:00:43

Most people think money is the biggest barrier to leaving their job—but they’re wrong. In this powerful mastermind session, Jerome Myers joins real estate investors and corporate pros to reveal the real cost of walking away: emotional, mental, and operational. Drawing from his leap from corporate at the peak of success, Jerome shares hard-earned le…

1
Navigating Compliance and Cash Flow: The S-Corp Edition 4:58

19d ago4:58

4:58

In this week's Follow Up Friday, Amber Kuhn recaps a discussion between Matt and Catharine Tindall to unravel the complexities of S-corporation structures for financial advisors. Catherine challenged advisors to move beyond the simple question of "Should I become an S-corp?" and instead dive deeper into the strategic considerations. Matt and Cather…

1
Max Payne and Other Games (Ft. Steph Panecasio and Zac Naoum) 1:45:33

20d ago1:45:33

1:45:33

This week on Thumb Cramps, it’s April, and to celebrate such a games filled month they’re joined by Steph Panecasio and Zac Naoum to look at Max Payne for the PS2 for the PS4 for the PS5, Echo Point Nova for the PC, Cube for the PC, Scooby Doo Monster Sandwich for the web browser and Helldivers 2 for the PS5. This is the episode Big Microphone didn…

1
WHS: Horror News and poop shootin 1:14:34

19d ago1:14:34

1:14:34

No super special guest this week, just a bunch O guys talking horror news and shooting the poop

1
The S-Corp Advantage: What You Need to Know with Guest Catherine Tindall [Episode 303] 25:58

23d ago25:58

25:58

In this episode of The Perfect RIA, Matthew Jarvis and Catherine Tindall, CPA ,explore the intricate world of tax strategies specifically tailored for financial advisors. Their conversation cuts through the complexity of S-Corp structures and tax planning, offering practical wisdom for professionals looking to optimize their financial approach. Cat…

1
There's more to taxes than just numbers with Jerome Myers 30:03

23d ago30:03

30:03

Jerome Myers, founder of Exit to Excellence, joins Steven this week to talk about all the "other" things that a business owner should think about when it comes time to sell (yes, they talk about taxes, too). Tax planning is important for so many things in life, but as Steven is fond of saying, "There is more to live than taxes". Jerome spends his t…

1
Letting Go on Purpose: A Founder’s Guide to Exiting Right with Julie Cole 43:51

23d ago43:51

43:51

What happens when your business becomes your identity, and you sell it? Julie Cole, co-founder of Mabel’s Labels, went from lawyering to label-making, raising six kids while helping build a household name from her sister’s basement. She opens up about the unexpected acquisition, how her team navigated co-founder dynamics, and the emotional complexi…

1
The Art of Firing Clients 5:49

26d ago5:49

5:49

In this week's Follow Up Friday, Amber Kuhn recaps a discussion between Matt and Micah about one of the most challenging aspects of running a financial advisory practice: knowing when—and how—to fire clients. The episode dove into practical strategies for managing client expectations, beginning with establishing clear communication policies. When c…

1
Monster Hunter Wilds and Other Games (Ft. Matthew Jackson from Toot Games) 1:47:12

27d ago1:47:12

1:47:12

This week on Thumb Cramps, it’s April, the month where they play games, and to celebrate they’re joined by Toot Games and Trope RPG’s Matthew Jackson to look at Monster Hunter Wilds for the PS5, A Highland Song for the PC and Doom Eternal Ancient Gods Pt. 1 DLC for the Steam Deck. Plus the return of the haunting Bagpuss theme and a review of the ne…

1
The Nintendo Switch 2 Direct and No Other Games 45:42

27d ago45:42

45:42

It’s a bonus episode of Thumb Cramps where your video game boyfriends, Joel and Jackson, go through everything announced at a VERY wild Nintendo Switch 2 direct. Video games are crazy. Thumb Cramps+ has launched! Ad-free podcasts and a bonus monthly episode of Speedrunning Television; a brand new podcast that innovates how to watch television as ga…

1
Do annuities suck or do you suck at annuities? with Brian Smith 29:15

30d ago29:15

29:15

This week, Steven is joined by Brian Smith from Foundational Income Associates to dive into the (unnecessarily) divisive topic of annuities. Brian and the team at Foundational Income Associates are so committed to helping as many advisors as possible on the topic of annuities that they have partnered with us on our annual Summit to make sure adviso…

1
Why Or When To Fire A Client [Episode 302] 27:35

30d ago27:35

27:35

In this episode of the Perfect RIA Podcast, Matt and Micah tackle the delicate dance of knowing when—and how—to part ways with clients. They challenge the very notion that advisors can simply "fire" clients, arguing instead that you must first earn that right through consistent value delivery. They explore the fascinating psychology behind client-a…

1
Think Long-Term: The Key to Winning at Taxes - Steven Jarvis 39:36

1M ago39:36

39:36

How do high-earning professionals maximize their financial opportunities while avoiding common tax pitfalls? In this insightful conversation, Jerome Myers sits down with Steven Jarvis, a tax strategist dedicated to helping business owners and professionals confidently navigate tax planning. Steven shares actionable strategies to optimize tax saving…

1
The Advisor's Time Trap: Escaping the DIY Bookkeeping Cycle 6:10

1M ago6:10

6:10

In this week's Follow Up Friday, Amber Kuhn highlights the impact of delegating your bookkeeping. On Monday, Matt and Duff Tucker from BELAY kicked off with a reality check every advisor needs—your books might be messier than you think, and that could mean big trouble. However, delegation isn’t just to stay compliant but to also save time, money, a…

1
Wario World and Other Games (Ft. Dylan and Levi Cooper from Raccoon City) 1:25:51

1M ago1:25:51

1:25:51

This week on Thumb Cramps, It’s the final week of Warch and to celebrate they’re joined by the first ever twins to guest on the podcast Dylan and Levi Cooper from the band Raccoon City to look at Wario World for the Nintendo GameCube, Cairn (DEMO) for the PC, Monster Hunter: Wilds for the PS5 and Facebook Marketplace for real life. Make sure you st…

1
Becoming the Uber of tax planning with Libby Greiwe 34:05

1M ago34:05

34:05

Steven is once again joined by Libby Greiwe to talk all things process and client experience. Libby shares her first-hand experiences with building an incredibly successful and efficient practice that emphasized creating remarkable client experiences, even on topics like tax planning. Steven and Libby discuss the importance of continually leveling …

1
Bookkeeping Breakthrough: Why Financial Advisors Who Delegate Win Big With Duff Tucker [Episode 301] 29:41

1M ago29:41

29:41

In this episode of The Perfect RIA podcast, Matthew Jarvis sits down with Duff Tucker from BELAY to tackle a topic that makes many financial advisors squirm: bookkeeping delegation. They dive into why clean books aren't just about avoiding audit headaches but are fundamental to running a thriving practice. The conversation reveals the psychological…

1
Mind Over Money: Managing the Emotional Rollercoaster of Exiting - Jerome Myers 48:06

1M ago48:06

48:06

Selling a business is often seen as the ultimate victory, but what happens when the excitement fades and uncertainty sets in? In this episode, Jerome Myers, America's leading exit authority, uncovers founders' emotional and psychological challenges after selling their businesses. Many assume financial freedom will bring fulfillment, only to feel lo…

1
Culture, Clients, and Complementary Skills 5:22

1M ago5:22

5:22

In this week's Follow Up Friday, Amber Kuhn highlights succession planning and the lessons learned from a successful merger. On Monday, Matt sat down with Jenny Martella from Modera, who shared her remarkable journey of growing her advisory firm from $19 million to $250 million before joining a larger organization. Jenny reflected on the key lesson…

1
WarioWare, Inc.: Mega Party Game$! and Other Games (Ft. Adam Carnevale) 1:34:40

1M ago1:34:40

1:34:40

This week on Thumb Cramps, It’s Warch and they’re joined by the Mario to their Wario, Adam Carnevale, to look at WarioWare, Inc.: Mega Party Game$! for the Nintendo GameCube, The Children of Clay for the PC and The Sum for Fallout Tactics for the PC. Plus, a new rating system, a new Thumb Cramps Holy Grail and most importantly Bagpuss. Thumb Cramps…

1
WHS presents: Caleb Harris and Ben Getz with Gothic Slayers 59:20

1M ago59:20

59:20

We are happy to welcome director Caleb Harris and writer/actor Ben Getz to talk about Gothic Slayers! Two putt-putt employees and best friends must face off against a demonic cult that has not only kidnapped their friend but also threatens to destroy their hometown.How fun does that sound? VERY THATS HOW! So head over to Amazon and give it a rent w…

1
417: Finding Your Joy In the Journey! 48:00

1M ago48:00

48:00

In this powerful episode of DREAM THINK DO, Mitch Matthews welcomes back the incredible Amberly Lago! Amberly is a true powerhouse of resilience, inspiration, and grit. She’s been featured on the Today Show, the Hallmark Channel, and in magazines like Shape, Fit Pregnancy, and Health & Disability Magazine—all because of her amazing journey of overc…

1
You're Not Just Exiting a Company—You're Exiting an Identity - Jerome Myers 7:39

1M ago7:39

7:39

What if selling your business didn’t bring the fulfillment you expected? While most discussions around business exits focus on valuation, deal structures, and financial freedom, few address the emotional toll that follows. In this episode, Jerome Myers, America's leading exit authority, unpacks the silent costs of selling a business—the identity cr…

1
The 'Bus Ready' Advisor: Building Firms That Outlast You With Guest Jenny Martella [Episode 300] 28:02

1M ago28:02

28:02

In this episode of the Perfect RIA Podcast, Matthew Jarvis sits down with financial powerhouse Jenny Martella, whose journey from managing $19 million to $250 million before joining Modera is nothing short of inspirational. Jenny shares wisdom that goes beyond numbers, revealing how meaningful connections shaped her success story. She unpacks the s…

1
Navigating International Tax Waters with Renato Baccaro 26:07

1M ago26:07

26:07

This week, Steven dives into international waters with special guest Renato Baccaro. Renato has spent years dedicated to creating a tool to help people navigate the rules and regulations of tax jurisdictions the world over. While it's not a simple question and one that might feel best left to the experts, where are you going to find those experts? …

1
Financial Undressing: What Your Practice Valuation is Really Wearing 8:25

2M ago8:25

8:25

In this week's Follow Up Friday, Amber Kuhn highlights advisor mindsets and M&A strategies in the financial advisory world. Monday's episode featured Matt and Micah reflecting on insights from their recent mastermind event, where "financial undressing" revealed a fundamental truth: no two practices are alike. They challenged advisors to abandon the…

1
Wario's Woods and Other Games (Ft. Chloe Appleby) 1:41:56

2M ago1:41:56

1:41:56

This week on Thumb Cramps, It’s Warch and to celebrate they’re joined by Chloe Appleby to take a look at Wario’s Woods for the Super Nintendo, Super Mario World for the Super Nintendo and the Pokemon Trading Card Game for Real Life. Plus loads of information about the new, exciting video games experience ALT: Games AND an unrelated potential scam. …

1
WHS presents: HAUNT SEASON with Jake Jarvi, Janet Jurado and Stephen Kristof 1:22:50

2M ago1:22:50

1:22:50

We are happy to welcome writer and director Jake Jarvi and actors Janet Jurado and Stephen Kristof to discuss HAUNT SEASON! A masked maniac targets cast members at a suburban Halloween haunt attraction, turning their staged injuries into gruesome real-life horrors. As the terror escalates, the lines between performance and reality blur.Sounds fun r…

1
Exit Strategy Excellence: Building a Practice Worth Buying With Guest Ted Jenkin 29:25

2M ago29:25

29:25

In this episode of the Perfect RIA Podcast, Matthew Jarvis is joined by Ted Jenkin to discuss the high-stakes world of mergers and acquisitions in the financial advisory industry. They expose the gap between self-proclaimed M&A "experts" and those with genuine deal-making prowess. They highlight how proper negotiation tactics can transform a medioc…

1
The Five Scars of Success: How Struggle Fuels High Achievers - Jerome Myers 12:11

2M ago12:11

12:11

Success often comes at a cost. In this episode, Jerome Myers explores the Five Scars of Success—key life experiences that shape high-achieving entrepreneurs: conditional love, suicidal ideation, financial ruin, near-death experiences, and early loss of a loved one. While these experiences fuel ambition, they can also make business exits emotionally…

1
You’re Not Taylor Swift [Episode 299] 22:42

2M ago22:42

22:42

In this episode of the Perfect RIA Podcast, hosts Micah Shilanski and Matthew Jarvis discuss humility and why even advisors with the fanciest letterheads need it. The duo dives into the ecosystem of advisory practices (spoiler alert: not all are created equal) and unpacks the sometimes brutal realities of mergers and acquisitions. Whether your prac…

1
You can't provide value if no one is listening with Ryan Fitzgerald 30:34

2M ago30:34

30:34

This week, Steven is joined by Belay's Head of Marketing (and a client of a Financial Advisor), Ryan Fitzgerald. Ryan's background and expertise is in marketing, but as the client of a financial advisor, he also is uniquely positioned to share how marketing effected who he ultimately chose as his advisor and what that means in the relationship. Ste…

1
The Broken Dealer's Guide to Independence (And When to Stay Put) 5:33

2M ago5:33

5:33

Summary: In this week's Follow Up Friday, Amber Kuhn highlights one advisor’s journey going independent. On Monday, Matthew Jarvis welcomed Carmine Corino, CEO of Cornerstone Planning Group and author of the Amazon bestseller "Broken Dealer." Their conversation dove deep into the complexities of transitioning from traditional broker-dealer channels…

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Matthew Jarvis Podcasts

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