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The Perfect RIA

Matthew Jarvis & Micah Shilanski, Finance Rockstars
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InvestingPodcastsBusinessNewsBusiness NewsENunited-statesSeveral times per week
4.8 / 5414 ratings
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.
Top 10.3% by pitch volume (Rank #5140 of 50,000)Data updated Feb 10, 2026

Key Facts

Publishes
Several times per week
Episodes
890
Founded
N/A
Category
Investing
Number of listeners
Private
Hidden on public pages

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Public snapshot
Audience: 8K–20K / month
Canonical: https://podpitch.com/podcasts/the-perfect-ria
Cadence: Active weekly
Reply rate: Under 2%

Latest Episodes

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The Longevity Factor in Retirement With Brian Smith

Thu Feb 05 2026

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In this episode, Micah Shilanski and Brian Smith discuss the challenges of income planning for retirement, emphasizing the importance of understanding life expectancy versus longevity, the impact of Monte Carlo analysis, and the role of fixed income products like annuities. They explore how to balance risk and income, the significance of effective communication with clients, and the potential downsides of annuities. The conversation also touches on cap rates and their implications, as well as leveraging annuities for long-term care planning. The episode concludes with actionable insights for financial advisors. The Longevity Factor in Retirement With Brian Smith Resources in today's episode: - Micah Shilanski: Website | LinkedIn - Brian Smith: Website | LinkedIn - Learn More about our Coaching Programs

More

In this episode, Micah Shilanski and Brian Smith discuss the challenges of income planning for retirement, emphasizing the importance of understanding life expectancy versus longevity, the impact of Monte Carlo analysis, and the role of fixed income products like annuities. They explore how to balance risk and income, the significance of effective communication with clients, and the potential downsides of annuities. The conversation also touches on cap rates and their implications, as well as leveraging annuities for long-term care planning. The episode concludes with actionable insights for financial advisors. The Longevity Factor in Retirement With Brian Smith Resources in today's episode: - Micah Shilanski: Website | LinkedIn - Brian Smith: Website | LinkedIn - Learn More about our Coaching Programs

Key Metrics

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Pitches sent
46
From PodPitch users
Rank
#5140
Top 10.3% by pitch volume (Rank #5140 of 50,000)
Average rating
4.8
From 414 ratings
Reviews
106
Written reviews (when available)
Publish cadence
Several times per week
Active weekly
Episode count
890
Data updated
Feb 10, 2026
Social followers
744

Public Snapshot

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InvestingPodcastsBusinessNewsBusiness News
Country
United States
Language
English
Language (ISO)
Release cadence
Several times per week
Latest episode date
Thu Feb 05 2026

Audience & Outreach (Public)

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Audience range
8K–20K / month
Public band
Reply rate band
Under 2%
Public band
Response time band
1–2 weeks
Public band
Replies received
6–20
Public band

Public ranges are rounded for privacy. Unlock the full report for exact values.

Presence & Signals

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Social followers
744
Contact available
Yes
Masked on public pages
Sponsors detected
Yes
Guest format
Yes

Social links

No public profiles listed.

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Audience & Growth
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Monthly listeners49,360
Reply rate18.2%
Avg response4.1 days
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Contact preview
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Sponsor signals
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Sponsor mentionsLikely
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Reviews

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4.8 / 5414 ratings
Ratings414
Written reviews106

We summarize public review counts here; full review text aggregation is not shown on PodPitch yet.

Frequently Asked Questions About The Perfect RIA

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What is The Perfect RIA about?

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.

How often does The Perfect RIA publish new episodes?

Several times per week

How many listeners does The Perfect RIA get?

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How can I pitch The Perfect RIA?

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Which podcasts are similar to The Perfect RIA?

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