Backdoor Roth Strategies, Middle-Class Success, and Confirmation Bias

In this recap episode, we’re highlighting the backdoor Roth contribution strategy, the importance of correct reporting on tax returns, and the need for a proactive advisor in managing client accounts. We’ll also explore the dynamics of middle-class success and those who embrace failure as a learning tool and prioritize nodal networking. Lastly, we’re getting into the real deal behind confirmation bias and understanding System One and Two thinking to help you become a better financial advisor. Resources in today's episode: - Episode Website - Tax Talk: Strategies for Efficient Backdoor Roth Conversions With Guest Steven Jarvis, CPA  - Breaking Middle-Class Barriers - Insights on Wealth and Impact with Guest Lewis Schiff - Mind Over Money: Exploring System 1 and System 2 Thinking in Spending Habits

Om Podcasten

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.