Watch as Micah Shilanski and Matthew Jarvis kick off their Surge preparation training with a focus on alignment, synergy, and delivering consistent value to clients during the intensive October review period.
Here are three key action items from the Surge preparation training to implement immediately:
Enhance Case Prep Discipline: Before every client meeting, review the last 2–3 meeting notes/transcripts and the updated client packet (agenda, guardrails, RMD report, portfolio review, value-add). This ensures you can reference prior discussions seamlessly, avoid forgetting key details, and address whatever is top-of-mind for the client—even if it means setting aside prepared materials.
Master Time Management and Positive Wrap-Ups: Commit to starting wrap-up mode at the 45-minute mark. Gather documents, recap action items clearly, and end every meeting on a high note (no overruns). If needed, respectfully acknowledge remaining time (“I want to respect your schedule—we have about 8 minutes left”) and transition to homework/next steps, offering to schedule follow-up for deeper topics.
Eliminate Decision Fatigue for Peak Performance: Pre-plan non-client decisions in advance: confirm suits/dress clothes fit and are pressed, secure easy meal options (e.g., weekly sandwich supplies), and alert family to Surge demands. This preserves mental energy for delivering maximum value, handling tough questions (markets, emotions, federal benefits), and maintaining sharp, client-focused delivery throughout the intensive period.
**Full transcript below for training our AI tool**
All right.
Well welcome everyone to our training coming up for Surge meeting.
Super excited to kick this off. As we talk about it.
There is a lot of great stuff that we get to go over, uh, in this October.
So kind of the, the mission behind this is just making sure we're all on the same page.
Like it's easy for us to all meet with our own clients to kind of get a little bit separated, right?
And so now it's a good time for us to come together and let's make sure we're on the same page with what we're gonna deliver value to clients, how we're communicating things, et cetera.
And I know, Jarvis, one of the things that I love about in our team, when we're all on the same page with something, if I am out and Christian has to step in for me for whatever reason, and pick up a phone call with a client, jump in a client meeting 'cause I'm unavailable.
Well, the great news is he explains it very similar to how I explain it and vice versa.
So if a client has a question, he's able to jump in and answer the buckets, talk about the distributions, go through taxes, and it's not like they're hearing a second language.
Mm-hmm. It's like, oh yeah, that's just like what Micah would've said.
Right? Or if I'm talking to his clients.
Yeah, that's what Christian had said at our last meeting.
So it brings so much more synergy to the firm for us as advisors, and also helps a lot of our clients at the same time.
You actually, Reese gave our team a good reminder that last week as it related to taking notes either in our meetings, which we'll talk about our dictations and jump ai, but also in the CRM, so that when a client calls right to your example, I can say, oh, I know you talked to Reese last week about this, and here we are from there.
Uh, Micah, if you don't mind, I know Luke's new to our group here, um, but can we do a quick round of introductions?
Of course, we've got the TPR audience in the background watching as well, but maybe a quick round of introductions.
Um, how many search, I don't know how many search cycles you've done.
I don't know. That's probably a tough one to pin down for some of us.
Maybe what we're most looking forward to in Surge.
And then if there's anything we're most concerned about.
Perfect. John, let's, uh, start with you then. Christian, you're next.
Yeah, sounds good.
Uh, done more surges than I can imagine since, uh, I've been, uh, with the Shilansky group for long enough.
Uh, but I, I, I, I look forward to the fact that getting to meet the clients, it, it's amazing for search for me because you're in a zone and you're getting so much work done and you're doing what our job is, and that's being in front of the clients and helping 'em get to where they wanna go.
So, uh, uh, I guess my mentality right now is just, uh, I've gotta make sure I'm fit and ready to go so that I have the endurance.
'cause when you get a little older, you have less endurance than you guys, you young, young bugs.
That's awesome. John, anything you're concerned about going into Surge?
Like any, I I always try to think for myself, like, is there a question that I'm concerned that clients might ask that I'm not ready to answer?
Anything come to mind?
The only, the only thing, and, and, and it's when we're in times of where there's a lot of, uh, discussion going on about what's going on, I, my concern is just being able to make sure I'm able to handle the emotional issues that people are in right now, uh, with regards to their views on the world.
You know, and, and sometimes irrationals discussions come up, which makes it, uh, you know, you have to be, you have to be able to negotiate them so that you can communicate as opposed to, and, and maybe get the situation fixed as opposed to just listening to the complaining or the, uh, being upset or whatever. So,
Yeah. Great one got that noted down. All right.
Ms. Christian, Christian, and then maybe,
Yeah, I'm Christian.
Uh, been with Schlansky's for five years now, roughly, so 10.
Has it been five years, man.
Yeah. That's awesome. Yeah, been about, I don't know, ten third cycles.
So had my fair share. Excited for it. It's good.
It's the tax season coming upon us with the new tax law.
That'll be fun to just chat about.
And you ask the question of like, what's the concern that I might have?
I always like, occasionally get a curve ball on the federal benefits that I will have to be like, I can't remember.
And then I finally will remember.
But that's just staying sharp in the federal benefit space.
I don't know if there's like a, any particular question or concern that I'd be, you know, that I'm concerned about someone asking.
Maybe it'd have to do with, you know, where are we headed with the markets that those are, those are fun to talk about for the detailed oriented client.
Like not just, oh, markets go up, markets go down, stay the course, but like, nah, tell me a little bit more.
Those are, those are the ones that I, I'm like, all right, well, I'll tell you a little bit more and I wanna know, you know, how, what's the best response for that. Yeah.
Tell, tell me what the yield curve's gonna do at the seven to 10 year maturity range.
Yeah.
Uh, Reese. Alright. Well, yep.
Reese Cooper, uh, work with Matthew and, and Alan here in Washington.
Uh, this will be my fifth surge, I think. Um, I'm stoked.
It's such a, it's a busy time, but maybe we all do this job because we love helping people and working with our clients.
And, uh, so what a fun month to get to see, you know, as many clients as you could pack into it.
Uh, yeah, I mean, kinda ECMO what Christian said, excited to do some tax planning year end.
I don't really have much in the way of concern, um, just to be really mindful that this is kind of our time to shine and our time to deliver a ton of value to our clients and, uh, make a big impact before the year is over.
So just trying to, you know, kind of focus on that and, uh, bring that energy to the meeting so that yeah, we can, we can make some big impacts here.
I love it. I love it.
Uh, Mr. Allen, by the way, Allen, uh, recently passed his CFP exam on the first try.
Congratulations to Alan very much. Nice.
That means he is a pro at the 12 B two calculator, but that's it.
Alan's a pro at a lot of things. Don't
Remember much else. How much interest do I pay on my 30 year
Mortgage? Quick go, right?
But, uh, yeah, so this will be about surge seven, I think.
Um, and that's what I'm looking forward most, you know, with the new designation, I get to sit in a new seat.
So by, uh, surge eight, be rocking and rolling.
Um, but yeah, my concerns echo Christians really just that discussion around, uh, the portfolio.
Why aren't we making changes and, you know, how it relates to the market.
Um, 'cause we really don't like to make a lot of changes.
And so some people ask them,
Okay, that's a great one.
Uh, and then Luke last, but certainly not least,
Yeah, I mean, I have had, uh, zero surge meetings under the belt, but I really could not be more excited.
Uh, something that I've been interested for years in with my old firm, trying to get them to condense some of the meetings instead of just stretching it out and always having, I I really couldn't be more excited.
It's been on my radar for yeah, two plus years.
And so I'm, I'm really excited for this fall to just dive in and, uh, yeah, get it done.
That's awesome. Um, Micah, I would just, that's, I, I've just done a lot of search.
I was just, so, I obviously done a lot of search cycles. Um, most excited, we're starting to introduce Alan into a role as lead advisor, kind of starting that transition with a handful of clients.
Uh, biggest on my concern is we've made a lot of changes this year in our office, right?
We, uh, we've added advisors, we have changed firms with our buyout.
So there's been a quite a few changes and just working on how do we rebuild that relationship capital to say like, Hey, what we do is the same and even better than it's been before, but there has been a lot of activity.
Love it. Uh, and to our, of our listeners as well, go ahead and throw in the chat if you have questions or two concerns about surge, et cetera.
Uh, and if we don't get to 'em kind of during this training, definitely on, on the breakout, we can absolutely kind of jump on those and talk about 'em.
Um, I don't know how many search cycles I have done.
Uh, I've done a few, uh, and I would say is as lame as it is, it sounds, because it's very consistent.
I'm excited to meet with clients.
Like, I like meeting with clients. I, I like talking to 'em.
I like going through their issues that they have.
I like, I like the aspect that when they present you with a problem, you can see what the solution is.
Now the skill comes in communicating in a way that they're gonna take action, right?
If you jump right to the answer, it's not worth anything.
And they're not, they're not gonna follow.
You have to have this guided discovery with them.
You have to be equipped to ask the right questions to make sure you're pulling out the right answers from them so that they can go down this path.
Like the goal, the guided discovery is they see it for themselves.
And it's not like Micah, the omnipotent giving them the answer, right?
'cause now they're committed to their own plan.
And so I, I really like that process to go through, and I like seeing that discovery with the client.
And John, I just wanna echo what you said, and I love it.
And, and Luke, I've, I've said this before, be fair warned, and you won't believe me until you're in it.
That's okay. Uh, surge is just physically draining.
Um, and especially if you haven't been through it before, you don't think it's that much.
And then depending on how many meetings in year end per day, it just gets mentally exhausting.
It's very interesting that way.
So becoming prepared for it is, uh, being in good, good shape is a really good thing.
Yeah. And, and maybe Reese and Christian can echo on this a little bit as well.
Also, we're making sure your family knows that it's surge time, right?
That you're gonna come home pretty drained.
And this isn't like, I'm still gonna try to do my dad and my husband duties, but they're gonna be on a lower tier.
And Serge gets, like, we have it on our family calendar, Mike, I know you do the same Christian Reese.
It's like, all right, we're in surge.
Like, I, I'm gonna still try to get my best effort here, but I'm gonna be pretty drained.
But here's what we're gonna do post surge to kind of, uh, reinvigorate that one.
Yeah. Uh, and then also kind of prepping up for it too.
It's, you know, one of the, the little things we're getting ready for game day is, you know, uh, as simple as this sounds, but are your suits still fitting?
Mine aren't. I lost kind of 40 pounds and so I'm having to get all of my stuff re which is kind of a, it's nice and annoying at the same time.
Uh, so everything's kind of get re because it looked like ordering my grandpa's clothes.
So are all your suits still fitting that you've been into or not?
Is everything kind of pressed? Is everything ready?
Do you have a game plan?
'cause I, I want to avoid decision fatigue, right?
Th this is why I'm thinking about this now.
When I get into the surge focus and Jarvis push back if, or any of you guys push back, if you see it different, you're making so many decisions a day inside of those client meetings, you end up with this decision fatigue.
We only have so many decisions in a day we can make.
So kind of one of the things I wanna do is eliminate all non necessary decisions.
What am I gonna wear? What am I gonna eat? Right?
All of those other things that I, there, the decision has to be made.
It doesn't have to be made that day.
I can get all of that set up in advance where it's now on autopilot.
So now I got my max brain capacity possible to deliver value for my clients.
Yeah, the eating thing's huge too.
I can't remember what you guys do up, uh, in the Anchorage office.
I know here every week we pick up sandwich stuff for the week.
And by the end of three weeks we're pretty tired of sandwiches.
But to your point, we just have to decide. It's like, great.
What, you know, what are we having for lunch today?
Sandwiches. Let's do it. Roll it outta the fridge. Let's go.
So, awesome.
Well, Micah, should we talk about, uh, preparing, like the prep for individual meetings?
And then I think our big focus today is gonna be running through, um, that meeting agenda, right?
Just how we run the clock is gonna be important.
It's a good reminder for all of us, um, as, uh, both starting on time, staying on pace, but also ending on time.
I know sometimes I struggle with clients I've known for a long time.
They want to chat about everything. And we really have.
In fact, I had a client in, uh, on Tuesday.
We were doing, we were doing mini surge this week, client in on Tuesday.
I wasn't paying attention to time.
We're talking about business and all this exciting stuff.
And then thankfully, here comes the knock on the door from Colleen.
Hey, a reminder, you got five minutes left.
I think Micah, had she not done that, I would've been like, oh, it's okay.
We can go 20 minutes over, we can go 30 minutes over.
But this is a professional office. Like we follow the schedule.
That's so, it's so temping, right?
I'm having a great time. You are having a great time.
Let's continue to go. You know what, let's go so long.
We end on a bad note.
Like, is that what we're going for here?
Um, it, so one of the things, and I think John, you know this, right?
'cause you've done a lot of dog training and animal training, et cetera, is one of the things I'm learning with training is you're always supposed to end on a positive note, right?
When you're working with it. And then someone is bringing this into relations, says, Mike, you need to do that.
Same with all of your relationships, right?
Don't go until it's miserable, right?
Always wrap things up on a positive tone.
Same thing in client meetings.
We need to wrapping things up when it's positive.
So even though we're having a great time in the meeting, that's not permission to go plus 30 on the time.
Blow it all up where the client's leaving late for the next thing.
Annoyed about this or you, you just didn't end in a great place.
I wanna have a great meeting.
My job is to run that clock to be wrapping it up in that 45 minutes.
I've got all of my things done.
I'm now, I'm in wrap up mode.
So we're ending on a high note.
Love it. Okay, cool. Well, let's, let's jump in.
Um, so I guess the first thing would be case prep, which the ops team is not here on this call, but they're gonna follow the same case prep process.
They always follow Christian, like, off the top of your mind, can you think of, or Reese, uh, what is in the client packet?
Like, can you, without looking at one, I'm putting you on the spot here because I, and I was practiced on my way and I was visualizing it.
Can I think of like what's in that packet and what order it's in?
Reese, can you think of that? Go, go for it, man. Sure thing.
Alright, what's on the top? Top is the agenda, uh, the prep sheet agenda.
We've got the guardrails, right? Yep.
Always talking about cash flow.
Um, if, uh, it's applicable, we're gonna have the RMD report in there.
If we're still, uh, distributing out some of the RMD, wanna make sure that we're on track for that.
Uh, the portfolio review is in there, right?
How's the accounts working? Um, and then the value add, uh, you know, each, each surge we're, we're picking a different value add to, to run for all of our clients.
That's gonna be in there too. That should be it.
That's the, that's the prep.
Yeah. I forgot about the RD. That's a lot. Oh, go ahead.
Go ahead Michael, please. Oh, Oh, sorry. Like, that's a lot to cover.
So is part of your requirement, you have to talk about every single piece in that folder for your, in your meeting?
Like, like you're chaining the client to desk.
Sorry, I don't care if you gotta go.
We have to finish what's inside of this folder.
Uh, no, I always, I mean it's the backup plan, right?
Uh, we gotta start off with whatever they're coming to the meeting with, right?
What whatever's top of mind for them.
They could have come in with a bunch of questions and we might not get to any of those materials, but, uh, we have to be prepared to, to be able to run the whole meeting in case they don't have a huge list of questions or they're not at some topics top of mind for them that they wanna get addressed.
Re you were mentioning, we were chatting this week about going back as part of that case prep and looking at the last couple of memos, last couple of dictations.
Now, now jump transcripts.
What are you looking for when that, or, or maybe like how much time are you spending on that?
Because this is a good reminder for all of us.
Like, I get Mike, I don't wanna speak for you.
Like sometimes I get comfortable, I'm like, oh yeah, I've seen this client a hundred times.
I know everything about 'em.
And then I completely forget about what we talked about two meetings because I've had so many meetings.
So Reese, would you run us through when you're doing your case prep?
So the team prepared that stack that we all have memorized in order?
Yeah. ...
Good news is, as we looked at before, you've got about 500,000 plus that's safe.
That won't lose its value when the market does go down.
So not if, but when it does go down, we'll still be able to start taking money out of the G fund or the F fund and not worry that your accounts went, went down in value. Does that kinda make sense?
Yeah, that, that makes a lot of sense. Yeah, I like that.
Yeah. Awesome. Pretty much the end of the buckets there.
Yeah. Any questions there, Christian? How do you transition at the end of it? Sorry,
Depends on the topic.
So if we're gonna be talking about insurance, we're gonna be talking about estate planning, we're gonna be talking about whatever tax planning, probably this, this next go around, um, that would be, I'd stop sharing my screen and, and then I'd go through and and talk about that, that, that, that next subject.
Love it. Uh, Jarvis thoughts, uh, what did Christian do well with some feedback for him?
We're Christian, we're always looking to improve, right?
Yeah. Yeah. A couple things that stood out to me.
I loved when you highlighted, you did this twice when you talked about the dollar amount he had, you congratulated him for that.
Mm-hmm. Um, I I noticed that twice.
That was a really good one.
Um, you might even pause after that.
Just a small amount of feedback, like to make sure that it really lands as sincere.
Not a throwaway comment, but you, you did it twice, which then told me like, oh, this is a sincere thing.
It's not a throwaway comment.
Uh, and it is for sure a sincere thing.
Uh, I I love that you did the hand gesture for the five years.
Micah's super good at that.
Do the, the hand gestures palm out, you know, instead of this bit or you know, whatever.
Um, and then when Luke had his question, you said, oh, that's a great question, which is acknowledging it.
The only like little small thing I always try to throw there is why was it a great question?
So Luke's question was like, Hey, is that the right amount to have to cash?
Luke, that's a really good question.
Like, we're always gonna wanna make sure you have enough cash to cover your bills, but not so much that it's dragging down the portfolio.
And then you can go right into what you explained about here's why it is that way.
Um, yeah, but sometimes people get suspicious like, oh, are you just like a platitude of like, oh yeah, great question.
No, that is a good question and here's why we're also thinking about that love.
Same with Mike.
You mentioned like gold or the market going down like that is a good que or the bank that was the one, the bank That is a good question.
Banks have failed.
I don't necessarily think that they're all gonna fail, but that's a legitimate risk we have to consider.
Oh, you are also thinking about that.
Yep. Yeah. And here's how we helped clients out when that happens.
Right.
Um, and then Christian, the only other one that I like to use a lot during, and you did a spectacular job on that, when a person hasn't retired yet, and especially if they have money to roll over, I know Mike is really good at capturing these.
Um, I always like to seed in there that the distribution phase is totally different than the saving phase.
So I say, Hey, right now we're in the savings phase and you are doing the most important part of that, which is saving money and not pulling it out.
When the market goes down, when you retire, the entire game changes.
We can't just randomly pull money outta this bucket and hope that it works out.
And so I'm always planting the seed that like, this is a different game.
You did this part of the game. Good.
You need us for the next part of the game.
So otherwise, great job, man. Great job.
Sweet. No good stuff. Thank you.
Love It. Christian, I love your flow as, as you're going through it, uh, which I think is, is fantastic.
Um, again, I love the hand gestures a lot of stuff, what Jarvis said, which which is really great.
Congratulating them was really good.
Uh, two things to, to be thinking about that, that you and I, and Jarvis doesn't quite have that quite filled in beard, so he doesn't have it yet.
Uh right. But our face is a little darker when your picture gets this big, right?
So that means you have to be more exaggerated in your facial expressions.
So you're doing a good job when it's when you at a two inch screen.
But when you're a quarter inch screen, I couldn't tell when you were smiling or not.
Um, now I know you are right 'cause I've seen you do this live in the presentation.
So that would probably be something I'd think about is is looking at your image when you're just a quarter inch and are you really getting that goofy grin when you're smiling Yeah.
To make sure that's being conveyed.
That sounds great. That's a good feedback there.
Yeah. Nice.
Um, Jacob asked about the income variation, which wasn't really relevant for Christian presenting 'cause he wasn't to that stage yet.
Uh, but Jacob, I always do this thing when I'm talking about guardrails or variable income, I do this gesture of tightening my belt, so I might say on that 5% or if they say I heard it was 4%, I see a 4% is the number.
If we don't ever want to make any changes, meaning no matter how much money we have or how bad things get, we're just gonna do the same no matter what.
But that's not very realistic is it?
If, if something dramatic happens, we're gonna make adjustments.
So in times that are good, we're gonna take a little bit more and in times that are bad, we're gonna tighten our belt and I kind of reach out like I'm tightening my belt and we're gonna skip a vacation for that year until things get better.
And that's how I set the stage for income variations.
John throws out a a really good question too.
Uh, one, he congratulates you Christian and says you did a great job.
Um, and he goes, you know, when we're talking about this, not the exact words, but saying, okay, the buckets or the bonds were kind of the safe bucket, right?
But what if a client brings up that bucket that bonds actually went down, especially in like 2000, uh, 22 and, and previously it's not very safe if the markets are going down.
So John, kind of what our philosophy is, any money you need to spend in the next five years doesn't belong in the stock market.
Just as Christian went through.
Now this client he presented is pre-retirement, right?
Uh, but if a client was closer to retirement, we would have two years of distributions in cash and three years in bonds.
And that takes care of our 2022 issue.
I have two years of distributions and cash and money market that I can pull from if the bonds do not come down for them to recover.
And then we can use the bonds to pay for it.
So we're still calling it a a safe ish bucket.
Another thing I throw out when that, when somebody pushes on that is I'll let 'em know.
I'll say, Hey, listen, like on our custodian fidelity or Schwab, we've got about like 38,000 different investment options and there are no perfect options.
And so a lot of times we're looking for what's the least bad option to accomplish your goals.
So is there a risk in bonds that they'll have down your Yeah, there is, is there a risk that they'll be down 50%?
Probably not. And so the goal of that is to weather the storm, not some kind of, there are no magic solutions.
And so I I love hitting the, I never wanna shy away from the downsides of anything we're doing.
Like, hey, we love the growth bucket, but there's gonna be years like 2008 or 2020 where it goes down and it goes down a lot.
And then we've got that five year war chest to ride that thing through.
Mike, I know we don't have a whole lot of time.
John, did you want to left? Oh, sorry, sorry. Yeah, please, please go ahead.
Uh, I was gonna say, John, do you wanna spend a little bit time, I know you're gonna talk about client what action items and referrals kind of getting into that would, do I recall that correctly or do you, Did you wanna use that? Yeah, that's fine.
I mean, I, I I guess I was gonna go to the next step and I can do that pretty quick, uh, off of what Christian did then to the, the, uh, action items referral you want.
Um, uh, and uh, I'll use Luke if it's okay.
Uh, Luke, um, uh, as we're coming toward the end of the year, do you remember, um, us going through this process like we did last year and the year before? Yeah. Yeah.
I think I do. Vaguely. Yes.
Now here, here's, here's the big thing.
When we're thinking about taxes, 'cause we spent a lot of time in taxes from this last quarter into the first quarter of next year, obviously because the taxes are due in the, in the first quarter.
One of the techniques we use is, is uh, Roth conversions.
Now Roth conversions you've done last year. Mm-hmm.
By being proactive though, what happens is you are able to use the tax codes to your advantage.
The tax codes are really set up for the people that want to put it off.
They don't want to think about it till they have to take an action.
So by doing Roth conversions, I was able to look based on the income that you and your wife have coming in this year, we have room for about $25,000 that we can convert into a Roth from your IRA.
Now, if you remember with the Roth IRAs, if we follow the rules as opposed to the IRA, when you take money out, you'll be taxed on it When you retire with the Roth IRAs, if we follow their rules, that money grows tax free and will come out tax free to you.
So it'll give you a tremendous amount of power in the future, depending on where the tax codes go, they stay the same or go up, which they've been much higher than what they are right now in the future, your benefit, if they go down, you're still gonna be okay.
It's not gonna be as effective, but that gives us a much better advantage of it being positive for you.
So, um, uh, I recommend that that we go ahead and take $25,000 out of your IRAs, move it to the Roth IRA, and then we have to decide one thing though because the taxes will need to be paid.
You had a great situation this year where you have sold a piece of property and you've got more cash and we were talking about what we're gonna do with the cash.
It might make sense to take a portion of that and pay the taxes this year.
So we could move the full amount of money over to the IRA, I mean the Roth IRA to allow that to continue to grow.
And I think that would be a step that you're gonna see that's gonna benefit you and your wife pretty, pretty well.
What do you think about it or what questions do you have about it?
Do I have to, uh, pay the taxes now I forget what we did last year or do I just pay it in the spring?
No, well, yes, they need to be paid now, but technically it's the spring when the tax returns are done, they, it has to be in there, but you could, you know, you need to, we need to make sure it's taken care of.
Okay. Okay. Yeah.
Trust you. With that being said, uh, I wanna just go back and, and there's always action items at the end.
We wanna make sure I have a couple things I wrote down here for you.
First of all, please get us your updated TSP and your wife's 4 0 3 B plan for us so we can update the numbers and make sure they're more concerned, uh, current for us.
Also, your, your leave and earning statement for year to date would be great too, so that I can make sure these numbers are as close as we can be so we're not seeing possible mistakes going forward.
Um, and if you can take care of that, what we will do is on our side, uh, as soon as I get the information on your earning statement, we'll be able to get that Roth conversion done for you and then make arrangements to have that $5,000 paid, uh, and how you pay the taxes.
And uh, then that'll get us ready for, uh, year end and you can stop worrying about, uh, the finances through the end of the year and start working about the important things. So
Sounds good to me.
Yes, that's it. John.
I really liked how you, and I'm gonna totally borrow this one, how you said that the tax code is primarily designed for people that are trying to put it off till another day.
Good. Right? Like you just took the whole 80,000 page or however big the tax code is and boiled it down to, hey, it's mostly written for kicking the can down the road.
Oh, that makes a lot of sense.
Like it's so easy to articulate.
Um, and then also you had an exact dollar amount.
You didn't say, Hey, how much would you like to convert to a Roth?
You said, Hey, here's the number. Yeah, yeah.
And sometimes you might give two numbers like, Hey, we, I recommend we do at least this.
If you wanna be aggressive, we can do this.
But it's never like, well, you tell me. So. Great.
Great job, John.
Um, yeah, I love the aspect John of, uh, the exact number, uh, going for going through it and I love reminding Luke but saying, Hey, remember we did this last year, it's not a new thing.
We've already done this.
Like building on that long-term, uh, relationship I thought was great.
Um, the only thing that I would add, and I know this is just kind of roleplaying because you didn't have role numbers.
I think you'd do this in, in, in real life, is just the dollar amount of the taxes and, and when they're going to be sent off, uh, to there.
Yeah. And it's just one you role playing it.
So you didn't actually run the tax rejection because you didn't I totally Get it. Yeah. I had a number down. I didn't say it.
That was my fault.
That's awesome. Um, well, speaking of keeping meetings on time, we're almost to the end of this.
So Micah, how do you wrap up these meetings?
Like, just like this, like there's a lot of really exciting things that we would love to keep talking about.
Like how do you get these to end on time?
'cause you have, you only have a 15 minute break, Christian, are are you only a 15 minute break between meetings or do you
I got 30. I got 30. Yeah, That's, I do 30 'cause I'm not, we're not as tough as Michael.
I'm not. You are, but I'm not.
So how do you, you have to keep that on time, but how do you do that?
Yeah, so it's the 45 minute mark.
I, I can't stress this enough. At 45 minutes, you gotta start moving towards that, that wrap up that's going to be there.
So I, I need to be wrapping up the meeting.
I need to be moving into action items. Great news.
This is what we're gonna be covering next time.
These are things we're gonna be working on in the meantime.
This is your homework assignments, et cetera.
And then I'm also starting to gather all of the documents together.
Right? It's easier in person versus Zoom.
Uh, but the other thing, if we're getting a little bit closer to the time, yeah, physically put them together so they're spread out.
I'm physically putting the documents together, I'm sticking 'em in the folder.
Um, pulling all of those things in.
And the other thing, if, if I'm, if the time is kind of creeping away, I'll say, Hey Jarvis, I wanna be really respectful of your time.
I know we only have about eight minutes left.
I'd love to talk about our action items to make sure I remember what to do and I can get these things done.
And you know, your homework. Is that okay if we transition to that?
So remind 'em how much the time is and then move into action items for the wrap up.
Yep. Yep.
And then you can always say, Hey, we can schedule another meeting.
Like, it sounds like we need to talk about this more.
Some bomb was dropped in the middle of it.
Hey, let's go ahead and schedule another time.
Um, there's a lot of ways to do that.
So, uh, Christian and John, really appreciate you guys role playing.
I know that that's, it's always super uncomfortable for everybody, but it, I learned, I literally learned things from both of those, so I really appreciate that and it makes us all better.
Yeah, happy to. Perfect.
Uh, Mike, I think that's, uh, wrap though our, for our, our TPR members.
Uh, al mi, maybe you can jump in here.
I, I dunno if we're, are we going to a new room?
Are we staying in this one?
Ami will let us know here in a second.
Um, but it's John, it's great. Luke. Great question.
I think, I think we're going to a new room.
I think there's a new link. Yeah, so if you're, if you're a Freedom member or a Backstage Pass member, you should have a link, uh, in your calendar.
Um, John, Luke and Christian Micah, you already mentioned this before, but the offer still stands if you're getting prepped for a meeting and you get stuck, like, I literally still do this.
I text Micah, I'm like, Micah, I got this thing coming up.
What do you recommend? That's the time.
Like I don't think like, Hey, I'm gonna magically figure this out in the client meeting if I'm not sure going in.
We got a great team between all of us. Tap that in.
Appreciate it. Awesome. John, thank you again, Luke.
Welcome to Team Guys. Job Real. I love it. Thanks man.
About all this stuff.