Matthew Jarvis

Matthew Jarvis, a seasoned financial advisor specializing in retirement planning, joins the conversation to emphasize the power of consistency over flashy tactics. He discusses required minimum distributions (RMDs), advocating for proactive communication with clients starting around age 60. Jarvis believes translating RMDs into understandable numbers enhances client engagement. He also proposes using RMD insights for Roth conversion strategies, thus managing future tax implications. Practical tips, such as rounding RMDs and reminders, showcase a system for delivering continuous value.