Best Kitces Podcasts (2024)

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Should Internal Succession Plans Provide A G2 Discount For Lack Of Affordability?: Kitces & Carl Ep 136 35:28

11h ago35:28

35:28

In our 136th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what to consider for succession plans as more advisors approach the age of retirement. For full show notes, see kitces.com and thesocietyofadvice.com.

1
Michael Kitces: Investing in Stocks vs. Skills [GREATEST HITS WEEK] 1:06:41

1d ago1:06:41

1:06:41

Stocks or skills? How should you invest? Should you pour money into unlocking your income potential? Or should you pour money into the market? Forget the motivational posters -- unlimited potential is real. But unlocking it takes investment. The question is: Do you invest in yourself or the market? Stocks, bonds, real estate offer clear returns. Bu…

1
Michael Kitces on Advisor Wellbeing: How Autonomy is Trumping Income When it Comes to Advisor Happiness 54:13

21d ago54:13

54:13

With Michael Kitces, Industry Thought Leader and Chief Financial Planning Nerd Overview Listen in for an insightful and revealing look into advisors’ minds and what really makes them happy, based on data from the latest Kitces survey. Learn the motivations and drivers that lead not only to success but to a better quality of life. Listen in… > Downl…

1
The State of Retirement Planning with Michael Kitces 51:41

20d ago51:41

51:41

Michael Kitces is one of the innovators in the retirement planning and financial services space. His blog and ecosystem of resources help retirees and financial advisors gain the base knowledge needed to rock retirement. On this episode of Retirement Answer Man, Michael joins me to discuss the state of retirement planning, how it has changed, and h…

1
A $1B+ Wells Fargo Breakaway Team Gets Re-Energized in a New Model 1:02:16

19m ago1:02:16

1:02:16

With Angie Ostendarp & Jordan Raniszeski, Senior Managing Partners, Carnegie Private Wealth Overview In building a $1B business at Wells, Angie Ostendarp and Jordan Raniszeski realized they had outgrown the model, which limited their ability to serve their clients and continue their growth trajectory. They share why supported independence was the r…

1
LIVE FROM BROOKLYN: Episode 500 with ChooseFI’s Brad Barrett 54:08

2h ago54:08

54:08

Enjoy Part 1 of our two-part Episode 500 special, recorded live at a comedy club in Brooklyn. Brad Barrett, host of the ChooseFI podcast, joins us on stage to talk about what financial independence ideas and practices have changed … and what ideas and practices have remained consistent, universal and time-tested throughout the years. For more infor…

1
Can I Do a Reverse Dollar-Cost Averaging for Withdrawals in Retirement? 38:16

1h ago38:16

38:16

Does a withdrawal strategy in retirement have to be complicated or can you simply do a reverse of dollar cost averaging? In this episode, we’ll take a look at how reverse dollar-cost averaging would work by using an example and discover who it works for. Click play to learn if this withdrawal strategy would work for you. OUTLINE OF THIS EPISODE OF …

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186: REPLAY Design Your Perfect Schedule To Get It All Done in Less Time 48:32

5h ago48:32

48:32

The number one question I got from advisors for YEARS and still get today is, "Libby, HOW DID YOU GET IT ALL DONE IN 25-HRS a week? I’m over here drowning and I’m putting in double that!" I feel that on so many levels because that was me early on. And the number one question I got from corporate folks is, "If you could share just ONE thing with adv…

1
Ep 382: Helping Clients Stay The Course With A More Total Relationship Approach To Their Near-Term Cash Flow Needs with Tyson Ray 1:33:21

1d ago1:33:21

1:33:21

Tyson Ray is the CEO of FORM Wealth Advisors, a hybrid advisory firm based out of Wisconsin that oversees approximately $900 million in assets under management for just over 800 client households. Tyson's unique "Total Relationship" planning approach emphasizes assessing clients' immediate lump sum spending needs, such as new car purchases or vacat…

1
Vicki Robin: Financial Independence After 70 [GREATEST HITS WEEK] 44:29

1h ago44:29

44:29

We delve into the world of Financial Independence (FI) with a pioneer -- Vicki Robin, the co-author of Your Money or Your Life. In the 1970s, Vicki Robin and Joe Dominguez, from vastly different backgrounds, came together over a shared vision: FI as a life philosophy, not just a savings strategy. Their book, "Your Money or Your Life," which sold mo…

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185: Ideas to Implement - Free Download Client Intel Process 10:17

6d ago10:17

10:17

Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: *Free Download* Client Intel Process ---------------------- LINKS FROM THIS EPISODE Grab the Client Intel Process PDF Here Learn more about one-…

1
How Badly Do You Want It? A Process to Help Assess Whether Change is “Worth It” — A Special Industry Update 35:00

7d ago35:00

35:00

With Mindy Diamond & Louis Diamond Overview In looking for “better ways” to foster growth and solve for other long-term goals, advisors need to weigh the value of pain vs. gain when it comes to a transition. In this special episode, Mindy and Louis Diamond share a process for answering the seminal question: Is change really worth it? Listen in… > D…

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A.J. Jacobs: Habits, Health, and Human Connection [GREATEST HITS WEEK] 34:33

15h ago34:33

34:33

Esquire Magazine editor-at-large and bestselling author A.J. Jacobs joins the show to discuss his experimental approach to life. Jacobs, whose TED Talks have been viewed more than 3 million times, shares best practices around motivation, habits, confidence, boosting happiness, and optimizing creativity. In this episode: -- Discover the benefits tha…

1
How Much Money Do I Really Need to Retire? 38:20

7d ago38:20

38:20

We would all love to have that magic number–the exact amount we need to retire. However, since there are so many unknowns it is impossible to attain an exact number. This is why the big question of retirement is a complex one. In this episode, I’ll walk a listener through the process of how she can learn how much she really needs to retire. Make su…

1
Ep 381: Helping Clients Go Beyond The Plan To Actually Implement As A Fractional Financial Behavior Officer with Ashley Quamme 1:30:00

3d ago1:30:00

1:30:00

Ashley Quamme is the Founder of Beyond The Plan, a consulting firm based out of Georgia that offers a Fractional Financial Behavioral Officer service, including consulting and training to advisory firms for new or existing clients. What sets Ashley apart is her expertise in psychology and couples therapy, which enables her to assist clients in mana…

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184: Free Download Client Intel Process 38:32

8d ago38:32

38:32

It feels good to be known----like when your hubby surprises you with your favorite flowers, when your mom sends her homemade cookies that always hit the spot, or when your friend shows up with a hot cup of joe from your go-to coffee shop. It makes you feel known…and special! 🥰 As advisors, it’s important to take note of even the littlest details yo…

1
JL Collins: How to Beat Wall Street with a Boring Portfolio [GREATEST HITS WEEK] 29:31

3d ago29:31

29:31

JL Collins, the author of "The Simple Path to Wealth," achieved financial independence in 1989 with a surprisingly simple strategy: saving half his income and investing in index funds. In this episode, JL breaks down his ultra-simple investing approach. He argues that keeping things uncomplicated leads to better results in the long run. "The less y…

1
Jean Chatzky: The 50% Off Fallacy & Other Ways You're Sabotaging Your Savings [GREATEST HITS WEEK] 29:52

4d ago29:52

29:52

Today’s guest is Jean Chatzky, financial editor for the TODAY Show, host of the HerMoney podcast and a frequent guest on TV shows like Oprah, Regis & Kelly, and The View. We discuss six money rules to guide your spending, including: #1: The more time you spend looking, the less happy you’ll be with what you find. #2: Your retirement trumps their tu…

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Q&A: We Save $5,000 Per Month. Where Should We Invest It? 1:04:04

6d ago1:04:04

1:04:04

At 2:13, we hear from Eugene. Eugene and his wife are retiring with a $10 million net worth and a guaranteed income that exceeds their annual budget. Do they still need things like life insurance and a financial advisor? The next question, at 30:24, comes from an anonymous caller. Her HOA costs have doubled since she bought her condo. She’s wonderi…

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Leaving the 4-Decade Legacy Behind: Why this $1.5B Merrill Family Business Opted for Independence 1:02:34

14d ago1:02:34

1:02:34

With Brent Chappell & Brad Chappell Managing Partners & Founders, Chappell Wealth Management Overview Brent and Brad Chappell share unique perspectives as next gens of a business conceived by their father decades ago at Merrill. They offer insightful thoughts about family dynamics and succession, the value of mentors and education, what it takes to…

1
Harvard Business Professor Explains Investing in NFTs 1:05:57

14d ago1:05:57

1:05:57

Financial literacy includes understanding NFTs, DeFi, and cryptocurrency. But it's hard to separate education from hype. Harvard Business School's Scott Duke Kominers, a professor in Harvard's Entrepreneurial Management Unit, and a Faculty Affiliate of the Harvard Department of Economics and the Harvard Center of Mathematical Sciences and Applicati…

1
Ask Better Retirement Questions 51:25

13d ago51:25

51:25

Have you been wondering what retirement is like for real retirees out in the wild? With the success of our Retirement Plan Live series, we decided to try mini-case studies to learn more about what retirees like you are doing to rock retirement. In this episode, you’ll hear some feedback from Sarah who asked a question on the show about a year and a…

1
Ep 380: Expanding Capacity For $500M Of Organic AUM Growth In Just 4 Years By Increasing The Density Of Team Talent with Andrew Leonard 1:45:10

9d ago1:45:10

1:45:10

Andrew Leonard is the Managing Partner of Geometric Wealth Advisors, an RIA based out of Washington, D.C. that oversees approximately $750 million in assets under management (AUM) for 200 clients. Andrew's firm stands out for tripling its AUM in four years, achieving this growth by mirroring the management consulting approach of their clientele—foc…

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Tribute to Dr. Daniel Kahneman, Who Won a Nobel in Economics Even Though He Never Took an Econ Class 36:49

18d ago36:49

36:49

Princeton Professor Daniel Kahneman never took an economics class. But he won the 2002 Nobel Prize in economics, thanks to his advancements in understanding the psychology of money. In today’s episode, we pay homage to the late Dr. Kahneman, who passed away on March 27 at age 90. We also discuss the jobs report, inflation data, the booming stock ma…

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Do Experienced Financial Planners Have a Professional Obligation To Create Job Opportunities For The Next Generation?: Kitces & Carl Ep 135 30:35

14d ago30:35

30:35

In our 135th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss whether or not professional advisors should be expected to create career opportunities for up-and-coming advisors. For full show notes, see kitces.com and thesocietyofadvice.com.

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183: Ideas to Implement - RESULTS: How this advisor deepened his relationship and impacted clients w/ guest John Scherer 8:22

16d ago8:22

8:22

Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: RESULTS: How this advisor deepened his relationship and impacted clients w/ guest John Scherer ---------------------- LINKS FROM THIS EPISODE Co…

1
The Pay Cut Price of Freedom 1:05:23

16d ago1:05:23

1:05:23

How much of a pay cut would you take for a lighter workload? Today we hear from Paul, 35, who’s grappling with that question. Paul’s boss offered him the chance to cut his hours and salary by 25 percent. He’d love to work fewer hours. He has a decent net worth, plenty of savings, and no debt. Should he grab the opportunity? Or stick with his long-t…

1
Ep 379: Creating A Client Deliverable That Focuses On Behavior Over Returns With Custom Intelligrations with Hans Blake 1:29:36

17d ago1:29:36

1:29:36

Hans Blake is the founder of Intelligent Investing, an RIA based out of South Carolina that oversees $50 million in assets under management for 40 households. What’s unique about Hans is how he developed Intelligrations, a financial dashboard software that simplifies clients' financial data into a single-page, comprehensive visual overview of their…

1
182: RESULTS: How this advisor deepened his relationship and impacted clients w/ guest John Scherer 32:22

23d ago32:22

32:22

Every financial advisor is looking for a value-add that will make their service unforgettable—something that has a large impact, yet is fairly easy to execute. In today’s podcast episode, host Libby Greiwe is chatting with guest John Scherer about a super neat value-add experience he offered to his clients—the Legacy Letter. 💌 The goal of this virt…

1
Dr. Cal Newport: Achieve More by Doing Less 1:19:33

21d ago1:19:33

1:19:33

#495: Marie Curie won the Nobel Prize in Physics in 1903 and the Nobel Prize in Chemistry in 1911. She's famous for her work in radioactivity. Lin-Manual Miranda is a songwriter, producer and director who won the Pulitzer Prize in Drama in 2016, as well as several Tony awards. What do they have in common? They lived a century apart. They innovated …

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181: Ideas to Implement - Even More Good Ideas You Can Implement Today 11:29

24d ago11:29

11:29

Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: Even More Good Ideas You Can Implement Today --------------------------------------- LINKS FROM THIS EPISODE Learn More About the Retirement Tax…

1
Advisor Success Formula: Closing the Gap Between HNW Client Expectations and Advisor Services 51:08

28d ago51:08

51:08

With John Bowen, CEO and Founder, CEG Worldwide, LLC Overview In a more competitive and commoditized world, it’s critical to leverage any advantage available to be more intentional and thoughtful in managing and growing your business. This episode takes a deep dive into John Bowen’s latest report to identify action items that can help advisors get …

1
How to Manage Your Scarcity Brain with Michael Easter 43:13

23d ago43:13

43:13

Have you ever wondered why it is so hard for you to spend your money? Even now after all these years of saving you know you have enough, but it’s hard to let go and untie those purse strings. Today, my friend and renowned author, Michael Easter joins me to discuss overcoming frugality from a different perspective. Click play to hear about the evolu…

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Ep 378: Scaling Growth At 1/4th The Cost Of M&A By Wading Through The "No's" Of SmartAsset Leads with Michael Collins 1:31:25

24d ago1:31:25

1:31:25

Michael Collins is the CEO and Founder of WinCap Financial, an RIA based out of Boston that oversees $80 million in assets under management for 70 client households. Since 2021, Michael has distinguished himself by growing his firm by over $10 million in assets under management annually, utilizing leads purchased through SmartAsset and investing $5…

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180: Even More Good Ideas You Can Implement Today 24:35

1M ago24:35

24:35

Two weeks ago we did an episode that was just a bunch of “random good ideas,” and we’re back with a Part 2! Each week Libby strives to bring you an actual ROI on listening through ideas you can implement in your business right away. In today’s podcast episode, Libby more simple yet most effective ideas that help advisors, including: A few good idea…

1
Helping Clients Who Can't Ever Get To Enough: Kitces & Carl Ep 134 26:16

30d ago26:16

26:16

In our 134th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what to do once a client achieves their financial goals—and doesn't seem to realize it. For full show notes, see kitces.com and thesocietyofadvice.com.

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179: Ideas to Implement - Michael Kitces on Time Management & Building Your Model Week 8:39

30d ago8:39

8:39

Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: Michael Kitces on Time Management & Building Your Model Week --------------------------------------- LINKS FROM THIS EPISODE Connect with Michae…

1
4 Decades and 3 Generations Later: Former Edward Jones Family Business on Their Path to Growth 51:24

1M ago51:24

51:24

With Jason Barber, CEO and Founder, and Taylor Pankratz, President and Founder —Holistic Planning Overview What motivated the founders of Holistic Planning to leave Edward Jones, a firm their family built a business at over more than four decades? They discuss their thought process, the transition, and the growth opportunities they are now experien…

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My Husband Makes Double My Income, But Saves Nothing! Should I Be Worried? 49:42

29d ago49:42

49:42

#494: Tatyana is about to pay off her house at age 39! What’s next? Her husband, who earns twice as much (and whom she met after she bought the home), has no savings. They want a boat. Should she focus there? Matthew recently ended a relationship that resulted in a real estate buyout with an 8.1 percent interest rate. With rates expected to decline…

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Overcoming Frugality in Retirement with Dan Crosby 50:14

30d ago50:14

50:14

For the past ten years, we have been exploring how to do retirement right so that you can get down to the business of living a great life. This is why this month we have had a series of special guests. Today’s guest is behavioral investment expert and author Dan Crosby. Together we explore why it is so hard to overcome your money mindset and how yo…

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Ep 377: Navigating A Major Health Event While Keeping Your Advisory Firm Going And Growing with Meredith Moore 1:32:32

1M ago1:32:32

1:32:32

Meredith Moore is the Founder and CEO of Artisan Financial Strategies, a hybrid advisory firm based out of Georgia that oversees $77 million in assets under management for 120 client households. Despite facing a daunting diagnosis of a 7cm Glioblastoma tumor in her brain in 2005—which led to years of surgeries, radiation, and chemotherapy—Meredith …

1
178: Michael Kitces on Time Management & Building Your Model Week 45:54

1M ago45:54

45:54

When the name MICHAEL KITCES is mentioned, everyone stops to listen! And this time should be no different! In today’s podcast episode, I am thrilled to have THE Michael Kitces share how he’s able to run multiple successful companies by taking charge of his most precious commodity—time! ⌚ Michael has perfected the art of time management over the yea…

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177: Ideas to Implement - Five Good Ideas You Can Implement Today 12:30

1M ago12:30

12:30

Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: Five Good Ideas You Can Implement Today ---------------------- LINKS FROM THIS EPISODE Learn More About the Retirement Tax Services Summit Here!…

1
What Advisors Should Focus on to Maximize the Value of Their Practice: An Investment Banker’s Guidance 47:11

1M ago47:11

47:11

With Dan Seivert, CEO & Managing Partner at ECHELON Partners Overview Dan Seivert of ECHELON Partners offers perspective to help advisors better understand their business’s value drivers and how to maximize each, even if you aren’t interested in going independent or selling your business. Listen in… > Download a transcript of this episode… NOTE: Th…

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