{"podcast":{"title":"The Perfect RIA","slug":"the-perfect-ria-537160","podcast_index_feed_id":537160,"rss_url":"https://theperfectpractice.libsyn.com/rss","website_url":"https://theperfectria.com/podcast","image_url":"https://static.libsyn.com/p/assets/6/e/a/9/6ea9d7d393006edfbafc7308ab683e82/TPR_New_Artwork-min.png","author":"Matthew Jarvis & Micah Shilanski","episode_count":917,"summary":"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.","last_synced_at":"2026-07-06T14:20:19.511356+00:00","page_url":"https://stenobird.com/podcast/the-perfect-ria-537160"},"episode":{"title":"The Importance of Lifetime Income in Retirement Planning With William Wade","slug":"the-importance-of-lifetime-income-in-retirement-planning-with-william-wade","published_at":"2026-04-16T07:00:00+00:00","page_url":"https://stenobird.com/podcast/the-perfect-ria-537160/the-importance-of-lifetime-income-in-retirement-planning-with-william-wade","show_page_url":"https://stenobird.com/podcast/the-perfect-ria-537160","url":"https://theperfectpractice.libsyn.com/the-importance-of-lifetime-income-in-retirement-planning-with-william-wade","audio_url":"https://traffic.libsyn.com/secure/theperfectpractice/TPR_thur_04.16.26_Export_.mp3?dest-id=674705","summary":"In this episode of the TPR Podcast, hosts Matthew Jarvis and William Wade discuss three critical client scenarios that financial advisors frequently encounter. They explore the implications of clients holding large cash reserves, the anxiety surrounding market volatility, and the need for clients to feel empowered to spend their money. Through real-life examples and case studies, they emphasize the importance of strategic financial planning, the role of annuities in providing lifetime income, and the necessity of addressing clients' concerns transparently. The conversation highlights how advisors can guide clients in making informed decisions that align with their long-term financial goals. The Importance of Lifetime Income in Retirement Planning With William Wade Resources in today's episode: - Matt Jarvis: Website | LinkedIn - William Wade: Website | LinkedIn - FIA evaluations of existing annuity contracts - Learn More about our Coaching Programs","meta_description":"In this episode of the TPR Podcast, hosts Matthew Jarvis and William Wade discuss three critical client scenarios that financial advisors frequently encou…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1937,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-perfect-ria-537160/episodes/the-importance-of-lifetime-income-in-retirement-planning-with-william-wade/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-perfect-ria-537160/the-importance-of-lifetime-income-in-retirement-planning-with-william-wade.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}