Best Kitces Podcasts (2024)

1
Taking Over Clients From An Advisor With A Different Personality And Communication Style: Kitces & Carl Ep 143 36:08

1h ago36:08

36:08

In our 143rd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards explore how next-gen advisors can navigate transitioning clients accustomed to a quantitative approach to financial planning. For full show notes, see kitces.com and thesocietyofadvice.com.

1901
Michael Kitces: Is the Economy Worse Than We Think? 1:43:07

15d ago1:43:07

1:43:07

We chat with renowned financial advisor Michael Kitces at the Morningstar Investor Conference in Chicago. Kitces answers a big question: Is the economy worse than we think? He explains that a few big companies like Nvidia, Meta, and Alphabet are holding up the S&P 500. But this doesn’t mean the economy is bad. It's common for a small group of compa…

1
Ep 397: Powering Growth To $1.2B Of AUM With An Intentional Focus On (Local) Acquisitions Of Retiring Advisors With Jaime Benedetti 1:32:07

3h ago1:32:07

1:32:07

Jaime Benedetti is the Managing Principal of Benedetti, Gucer, and Associates and BEAM Wealth Advisors, hybrid advisory firms based out of Georgia and Louisiana that oversee a total of $1.2-billion in assets under management for approximately 900 households. Jaime's firm has uniquely expanded to over $1 billion in AUM over the last 20 years, largel…

1
Q&A: The Unintended Consequences of Early Retirement 1:16:54

1h ago1:16:54

1:16:54

#529: Anonymous, 60, recently lost her job and is worried about retirement. She owns a paid-off triplex, living in one unit and renting the others for $30,000 a year. She used her 401(k) funds to buy the triplex and now has $50,000 in retirement savings and $150,000 in cash. She expects only $2,400 a month from Social Security at age 67. After losi…

1
The Stock Market is in Panic Mode and the Unemployment Rate Jumped – But Everything’s Fine 31:49

30m ago31:49

31:49

#528: The Federal Reserve recently decided to hold interest rates steady, leading to significant shifts in the stock market. The Dow dropped over 850 points, and the NASDAQ entered correction territory, falling more than 10% from its peak. But what do these numbers mean for you? We break down the latest jobs report, which shows a rise in unemployme…

1
Q&A: Can They Be Financially Independent in Five Years … By Breaking the Rules? 1:00:55

23m ago1:00:55

1:00:55

#527: Luke and his wife are breaking some personal finance rules in the name of financial independence. Are they right to take this approach or is there a better way? Christina is worried. She’s retired with a paid-off condo in Florida. But rising fees, insurance rates, and a major HOA assessment are killing her cash flow. Is it time to become a re…

1
Ep 396: Leveraging Business Coaches To Delve Deep Into A Divorce Specialization That Brings A Steady Flow Of Ideal-Fit Clients With Michelle Klisanich 1:28:17

1h ago1:28:17

1:28:17

Michelle Klisanich is a Wealth Advisor for Financially Wise Divorce, a hybrid advisory firm based out of Minnesota that oversees $87-million in assets under management for 91 households. Michelle stands out by effectively applying insights gained from multiple business coaches throughout her career, enabling her to precisely target and market to he…

1
The Real Reasons People Make Bad Investment Decisions, with Finance Professor Meir Statman 1:05:40

6d ago1:05:40

1:05:40

#526: Recorded LIVE on stage at the Morningstar Conference in Chicago! We chat with behavioral finance professor Meir Statman. He breaks down the differences between standard finance and behavioral finance, making it clear that understanding human behavior is an essential part of investing. Statman starts by explaining that standard finance assumes…

1
Ep 395: The Rise Of Bank Financing To Fund Independent Advisor Acquisitions And Succession Plans With Dustin Mangone 1:38:54

1h ago1:38:54

1:38:54

Dustin Mangone is the Director of Investment Advisor Services of PPL Loan, a firm based out of Texas that facilitates conventional bank loans to financial advisors. Dustin's firm uniquely enables financial advisors to access bank lending—a traditionally difficult source of debt capital in the advisory industry—for financing various transactions, in…

1
Q&A: Don’t Waste Your Inheritance! Here’s How 1:05:56

26m ago1:05:56

1:05:56

#524: Mark and his partner will soon inherit an IRA worth over a quarter million dollars. With today’s elevated interest rates, would throwing it all at a primary residence be the smartest play? An anonymous caller and his girlfriend are musicians who dream of building a home with a monetizable recording studio. How do they untangle personal wants …

1
The Power of Deep Work, with Google’s Productivity Expert Laura Mae Martin 50:27

19h ago50:27

50:27

#523: How much is an hour of your time worth? Google's Executive Productivity Advisor , Laura Mae Martin, joins us to answer that question. Learn more about your ad choices. Visit podcastchoices.com/adchoicesBy Paula Pant | Cumulus Podcast Network

1
Ep 394: Launching An Administrative Family Office Practice To Deliver Your Best Support To (HNW) Clients with Christi Van Rite 1:30:01

23d ago1:30:01

1:30:01

Christi Van Rite is the Founder of White River Consultants, a firm that provides administrative family office services to 17 ultra-high-net-worth households. Christi, whose firm is on track to generate nearly $1.5M in revenue this year, offers her insights into the complexities of managing extensive personal finances. You'll learn about the four pr…

1
Q&A: Help! I’m STUCK On A Financial Tracking Hamster Wheel 1:07:33

1d ago1:07:33

1:07:33

#522: Emily Anne is worried about her obsessive tracking behavior. She’s in great financial shape but struggles to shake the constant compulsion to check her accounts. What should she do? An anonymous caller and his partner plan to use geo-arbitrage to retire early before reaching their financial independence number. Can they have their cake and ea…

1
Carl's 13 Magical Questions Of Conversational Goodness With (New) Clients: Kitces & Carl Ep 142 45:43

6d ago45:43

45:43

In our 142nd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss impactful questions to ask clients in order to create deeper conversations and deeper connections. For full show notes, see kitces.com and thesocietyofadvice.com.

1
Behind-the-Scenes with Paula and Joe 40:15

3d ago40:15

40:15

If you're a longtime listener, you'll enjoy this candid, behind-the-scenes conversation about entrepreneurship and growth between Paula Pant and former financial advisor and Stacking Benjamins host Joe Saul-Sehy. For more information, visit the show notes at https://affordanything.com/episode521 Learn more about your ad choices. Visit podcastchoice…

1
Ep 393: Taking The Risk Of A Multi-Million-Dollar Succession Loan To Make The Business What You Want It To Be with Alex Lewis 1:30:00

8d ago1:30:00

1:30:00

Alex Lewis is the owner of Blackbridge Financial, a hybrid advisory firm based out of South Carolina that oversees approximately $330 million in assets under management for 415 households. At just 29 years old, Alex boldly acquired his firm through a multi-million-dollar loan, stepping in as the successor to the founder. Over the past four years, h…

1
How The Supreme Court's Chevron Ruling Could Impact Retirement 44:06

8d ago44:06

44:06

#520: Happy 248th birthday, USA! In this 5th of July First Friday economic update, we cover five topics: the economic impact of elections in the UK; the S&P 500 topping 5500; the effect of the Supreme Court’s Chevron ruling on Social Security and retirement planning; the latest jobs report; and California’s new law allowing accessory dwelling units…

1
Jim Kwik: Secrets to a Smarter Brain 1:24:35

11d ago1:24:35

1:24:35

#519: We sit down with Jim Kwik, a brain coach and expert in memory improvement, speed reading, and optimal learning. As a child, Jim suffered a brain injury that made learning difficult. He was labeled "the boy with the broken brain," which deeply affected his confidence and performance in school. Today, he’s an expert in memory, focus, learning, …

1
Ep 392: Crafting Your Specialization When There Is No Standard Playbook To Learn It with Kristopher Heck 1:30:01

11d ago1:30:01

1:30:01

Kristopher Heck is a Founding Partner of Tanager Wealth Management, an RIA based out of London that oversees approximately $1.1 billion in assets under management for 630 households. Kristopher's firm stands out by scaling to over a billion dollars in AUM, specializing in serving clients with financial and personal ties to both the United States an…

1
Rachel Rodgers: The Million Dollar Mindset 1:02:49

19d ago1:02:49

1:02:49

#518: If you want to learn about building wealth through entrepreneurship, you’ll enjoy this episode. When Rachel Rodgers graduated from law school, she didn’t take the conventional path to working at a big law firm. Instead, she opened her own practice, specializing in intellectual property law. Many of her clients were entrepreneurs and small bus…

1
Creating The Space To Have More Meaningful Money Conversations With Clients: Kitces & Carl Ep 141 38:39

16d ago38:39

38:39

In our 141st episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the powerful questions to ask clients in order to create impactful conversations about money. For full show notes, see kitces.com and thesocietyofadvice.com.

1
Should I Raid My Retirement Plan to Buy Real Estate? 1:13:08

18d ago1:13:08

1:13:08

#517: Kimiko is dismayed that the asset allocation books she’s read led her down a path to an underperforming portfolio heavy in ex-US stock investments. Where should she go from here? Julie and her husband dream of owning a vacation rental in the Denver area even though the math doesn’t add up. It seems like everyone around can make it work though…

1
Ep 391: Improving Efficiency (In A Solo Practice) By Eliminating What Clients Don’t Really Care About Anyway with Christopher Jones 1:28:54

1M ago1:28:54

1:28:54

Christopher Jones is the Founder of Sparrow Wealth Management, an RIA based out of Orlando that oversees approximately $110 million in assets under management for 69 households. Chris has distinguished himself by building a highly efficient solo practice that operates under 25 hours per week, enabling him to spend more time with his family. He achi…

1
Dr. Brian Klaas: The Secret to Financial Resilience 1:05:27

22d ago1:05:27

1:05:27

#516: Have you ever wondered how small, seemingly insignificant actions can have massive impacts on your financial life? In today's episode, we talk to Dr. Brian Klaas, a Professor at University College London and an affiliate researcher at the University of Oxford. He explains how our decisions can lead to unintended and unanticipated consequences…

1
Q&A: Sell Your Home or Stay Put? 56:44

25d ago56:44

56:44

Jessica and her husband are juggling two home sales and one home purchase within the next two to four years. How do they execute wisely while navigating a tight real estate market? Zerai works two jobs that both offer a pension and retirement plan. Can he take advantage of everything at his disposal or must he make some tough choices? Emily and her…

1
Ep 390: Helping Prospects Find Their Way To You Online With (Local) SEO with Brent Carnduff 1:36:58

1M ago1:36:58

1:36:58

Brent Carnduff is the Founder of Advisor Rankings, a marketing firm based out of Idaho that specializes in search engine optimization for financial advisors. Brent's firm uniquely assists advisors by enhancing their organic SEO through targeted content creation, designed to attract prospects with specific planning needs, and also boosts advisors' l…

1
Why the Latest Economic Report is a Rorschach Test 35:24

1M ago35:24

35:24

#514: The S&P 500 hit a record high — and the GameStop guy is back, and he now owns 9 million shares of GME, making him the 4th largest shareholder. Interest rates from remain the same, and are expected to hold steady until September. Inflation remains unchanged from last month. Last month we saw a massive explosion of new jobs, at 272,000 — nearly…

1
Are You Worrying About Scale Before You Even Have A Scale Problem?: Kitces & Carl Ep 140 28:45

2M ago28:45

28:45

In our 140th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what's likely behind the common problem of advisors prematurely worrying about scale. For full show notes, see kitces.com and thesocietyofadvice.com.

1
Bachelorette Star Jason Tartick: The Truth About Financial Infidelity 1:02:55

1M ago1:02:55

1:02:55

Jason Tartick, a former banker and TV star from The Bachelorette, discusses finances in relationships. He describes eight crucial questions about money that every couple should discuss. When a couple is dating, but before they get serious, he says, each person should divulge their debt-to-income ratio. This is your monthly debt payments divided by …

1
Ep 389: Generating $5M In Hourly Planning Fees In The Blue Ocean Of Consumer Demand with Mark Berg 1:30:01

2M ago1:30:01

1:30:01

Mark Berg is the Founder of Timothy Financial Counsel, an RIA based out of Illinois that's on track to generate $5 million in annual revenue this year serving 800 households. Mark's firm stands out for its rapid growth, scaling from $1.8 million to $5 million in revenue within just six years while maintaining a 25% profit margin, achieved entirely …

1
Don't Let One Big Bill Blow Up Your Budget (Here's How) 1:02:20

1M ago1:02:20

1:02:20

#512: An anonymous caller who received a large inheritance feels paralyzed by all the investment philosophies he’s read about. How does he pick a winning strategy he can stick with? Josh is an expectant dad looking to buy a bigger house but doesn’t know how much everything will cost. Should he save more or invest more? Another anonymous caller worr…

1
Ep 388: Transitioning To Independent RIA With Only $7M Of AUM To Turbocharge Growth With Website Local SEO with Freeman Linde 1:29:09

1M ago1:29:09

1:29:09

Freeman Linde is the cofounder of La Crosse Financial Planning, an RIA based out of Wisconsin that oversees nearly $50 million in assets under management for 73 clients. Despite industry norms suggesting the need for tens of millions in assets to go independent, Freeman launched his own RIA with just $7M in AUM, shared with a business partner. Leve…

1
Q&A: "I'm Scared of Running Out of Money in Retirement!" 53:12

1M ago53:12

53:12

#511: Sara is five years from retirement with a paid-off house. But she’s worried that her money will run out before she turns 80. What does she need to do now to protect her future self? Lauren is a personal finance nerd who gets it. But one question perplexes her: When should she should choose an ETF over an index mutual fund? What about vice ver…

1
How to Master the Psychology of Persuasion, with Michael McQueen 53:44

1M ago53:44

53:44

#510: Maybe you’re trying to convince: – Your spouse | to embrace the FIRE movement. – Your teenage kids | to invest some of their summer job money in stocks. – Your neighbor | to sell you their house in a private, off-market deal. – Your boss | to give you more vacation time. – Your client | to pay you more. Today’s episode is about how to change …

1
When Have You Done 'Enough' For Clients (And How Do You Know)?: Kitces & Carl Ep 139 30:08

2M ago30:08

30:08

In our 139th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to know when you offer "enough" value to clients that it's no longer necessary to keep doing and learning more. For full show notes, see kitces.com and thesocietyofadvice.com.

1
Ep 387: Merging A Fast-Growth Firm Into A Much Larger One To Get The Operations Monkeys Off Your Back with Jenny Martella 1:30:55

2M ago1:30:55

1:30:55

Today we're joined by Jenny Martella, Principal and Wealth Manager at Modera Wealth Management, whose unique journey in the financial advisory world saw her and her partner achieving remarkable success in growing their firm from $19 million to $250 million in assets under management within 7 years. Jenny and her previous partner were so successful …

1
I’m Retiring at Age 34 and a Half! 44:24

2M ago44:24

44:24

#509: Rob wants to retire early, but a real estate investment led to $30,000 of credit card debt. Should he take on more debt to pay it off? An anonymous return caller took Paula’s advice and ran with it, doubling her income within a few years. Should she update her investment strategy now that she’s in a higher tax bracket? Humaira is tired of pay…

1
Stanford Researcher Dr. Mary Murphy on How to Cultivate a Growth Mindset 54:48

3M ago54:48

54:48

#508: Recently I chatted with Stanford researcher Dr. Mary Murphy, a renowned expert in the field of psychological and brain sciences. Dr. Murphy, who is a Professor at Indiana University and conducts research at Stanford University, shared insights into the concepts of fixed mindset and growth mindset. We deep dived into her extensive research on …

1
How One Ex-Inmate is Building a Better Future 1:01:02

2M ago1:01:02

1:01:02

#507: Robert was recently released from prison and wants to start his life on the right foot. What’s Joe and Paula’s advice for him? Suzy is excited to deploy her first corporate bonus but scared to invest everything in a lump sum. Should she stick with what’s worked in the past and just dollar cost-average? Meghan doesn’t understand how stock pric…

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