Best Michael Kitces Podcasts (2024)

1
WCI #380: Michael Kitces on the State of Financial Planning 1:19:39

1h ago1:19:39

1:19:39

Today Dr. Dahle talks with Michael Kitces, creator of the popular blog Nerds Eye View. He is a CFP (along with many other designations) who has a passion for educating. His platform is huge and he knows more about financial planning and the financial planning industry than just about anyone out there. Today they tackle a range of topics with the hi…

1
WCI #382: The Behavior Gap with Carl Richards 1:01:49

1h ago1:01:49

1:01:49

Today we are talking with Carl Richards. Carl is a Certified Financial Planner, author, podcaster and educator. He is one of the most influential voices in the financial planning world. The title of his book is The Behavior Gap. In this discussion we get into what the behavior gap is, how big it is, why it is so persistent and what we as investors …

1
Ep 400: Sizing Up Versus Scaling Up To Build An Enduring Advisory Business with Mark Tibergien 1:30:00

35m ago1:30:00

1:30:00

Mark Tibergien is the former CEO of Pershing Advisor Solutions, a former Principal with Moss Adams Consulting, and a longtime practice management consultant and thought leader in the financial advisory industry. Over his 50-year career in financial services, Mark has witnessed the evolution of the financial advice industry and has actively defined …

1
MtoM #185: Communications Pro Hits Quarter Million Dollars and Finance 101: Don't Time the Market 23:32

1h ago23:32

23:32

Today we have a communications pro on the podcast who is only a few out of college and has already reached a net worth of a quarter million dollars. He attributes his success to his dad who taught him from a young age the power of compounding interest. In addition to traditional means of growing wealth he has had success dabbling in things like cry…

1
Explaining The Full Value Of (Life) Planning By Unlocking The Emotional Job To Be Done: Kitces & Carl Ep 145 32:12

20m ago32:12

32:12

In our 145th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how advisors can communicate their planning style in their marketing before investing time in client meetings that may or may not lead to long-term engagement. For full show notes, see kitces.com and thesocietyofadvice.com.…

1
WCI #381: Retirement Accounts and Asset Protection 45:59

22h ago45:59

45:59

Today we answer questions about the Mega Backdoor Roth IRA, answer a few questions about 401(k)s, and discuss if it is worth not rolling an old 401(k) into your new one to provide some added asset protection. We talk about cash vs. bonds and how to evaluate your investment mix. Those questions and more on todays episode! Today’s episode is brought …

1
Ep 399: Maintaining Company Culture More Virtually (When Scaling Past $3B AUM With 10 Office Locations) with Kelli Kiemle 1:26:31

2h ago1:26:31

1:26:31

Kelli Kiemle is the Managing Director of Growth and Client Experience of Halbert Hargrove, an RIA based out of California that oversees $3.1 billion in assets under management for 75 households. Kelli uniquely spearheads initiatives at Halbert Hargrove to uphold the firm’s four core values and foster a strong corporate culture, a critical task as t…

1
MtoM #184: Orthopedist Hits $3 Million and Finance 101: You Don't Have to Invest in Everything 22:46

30m ago22:46

22:46

This Orthopedist has grown his wealth to $3 million only 3 years out of training. He tackled his student loans quickly and started saving and investing aggressively. As we talk about regularly, a big income is super helpful but it doesn't get you anywhere if you aren't financially literate. He and his wife got on the same page early and put their h…

1
Ep 398: Building A $2.5B AUM Advisory Enterprise Under The Umbrella Of A National CPA Firm With Eric Wulff 1:30:00

8d ago1:30:00

1:30:00

Eric Wulff is the CEO of Marcum Wealth, an RIA based out of Cleveland that oversees $2.5 billion in assets under management for approximately 2,700 households. Eric has uniquely developed Marcum Wealth into a multi-billion-dollar firm under the umbrella of a national accounting firm, largely by fostering mutually beneficial relationships with inter…

1
MtoM #183: Emergency Physician Family Pays off $311,000 of Student Loans in 11 Months and Finance 101: The Best Paying Hobby Out There 27:03

10d ago27:03

27:03

This emergency doc paid off $311,000 in less than one year! He worked like crazy and picked up shifts every chance he could get. He and his family lived like residents and poured everything they could into the loans. He credits his wife and all she sacrificed to making this huge accomplishment possible. They are now excited to have him significantl…

1
The Success Trap Of Boutique Practices And Building With Intentionality: Kitces & Carl Ep 144 28:32

16d ago28:32

28:32

In our 144th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how fast growth can get in the way of working "lifestyle" hours—and what to do about it. For full show notes, see kitces.com and thesocietyofadvice.com.

1
WCI #379: Contributing to Your Non Dependent Adult Child's HSA 41:24

5d ago41:24

41:24

Today we talk more about the new Vanguard CEO and Ascensus acquiring Vanguards's individual 401(k) business. We answer a few questions about DAFs and if appreciated securities are a reasonable alternative to DAFs. We talk about donating real estate to charity and then get into detail about contributing to your non dependent adult child's HSA. Today…

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

7d 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
MtoM #182: Pharmacist Pays Off Student Loans in Two Years and Finance 101: Mega Backdoor Roth 28:29

19d ago28:29

28:29

This pharmacist tackled his student debt with extreme focus and paid off over $170,000 in only 2 years! He said he and his wife had the goal to get rid of the debt quickly and discussed it in depth before they got married. The student loan pause was a huge motivator to keep plowing as much money as possible towards the loans while they were not acc…

1
WCI #378: Marketing Your Practice 44:29

1M ago44:29

44:29

Today we are talking with Marita Mccahill of PracticeGro. Marita shares her expertise around the importance of learning how to market yourself online as a doc, as well as how to market your practice. We discuss the impact of online reviews, changing jobs, and growing your practice. Whether you own your own practice or are a W2 or 1099 employee, the…

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

14d 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
MtoM #181: Dental Specialist Pays Off Student Loans and Finance 101: The Truth About Investing 32:43

1M ago32:43

32:43

Dental Specialist has paid off just over $489,000 in student loans just two years out of training! He took the Fire Your Financial Advisor course and created a written financial plan before he finished training. The first six months out of training he focused on paying off his car, credit card debt and and a loan from family. Then he aggressively w…

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

19d 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.

1
WCI #377: Tax Payments and Savings 49:30

29d ago49:30

49:30

Today we are answering your questions from the speak pipe. We discuss quarterly estimated payments and the safe harbor rule. We cover tax loss harvesting and not letting the tax tail wag the investment dog and if you should ever change your asset allocation for potential tax savings. We talk about travel expenses and tax implications that come with…

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

22d 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
MtoM #180: Pathologist Reaches Multiple Milestones and Finance 101: 5 Rules for Evaluating a Rental Property Investment 26:03

1M ago26:03

26:03

Our guest today is celebrating three big milestones. She has had a unique path to financial success including an intervention from her sister while she was in residency. When she got out of residency she was $600,000 in debt. 5 years later she has received PSLF, reached a net worth of $500,000 and paid off $120,000 in student loans. Once she realiz…

1
WCI #376: Trusts, Direct Indexing and High Yield Savings Accounts 48:43

1M ago48:43

48:43

We are tackling your questions again today. First we answer a few questions about trusts. We cover topics like revocable trusts and probate. We talk about direct indexing and what exactly that means and if it is worth doing. We discuss high yield savings accounts and CDs and bonds. We close out the episode with Dr. Dahle sharing how his views and v…

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

1M 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
MtoM #179: Internist Receives PSLF and Finance 101: Money and Med School 30:04

1M ago30:04

30:04

This internal medicine doc just received PSLF and had almost $300,000 of loans forgiven! He said he was very intentional about looking for a 501(c)(3) institution when choosing a job. He feels so much freedom now that his loans are gone. After the interview we will talk about money and med school for Finance 101. This podcast is sponsored by Bob Bh…

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

2M 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
WCI #375: More Than Enough with Mike Piper 54:15

1M ago54:15

54:15

Today we are talking with our friend Mike Piper. Mike is an author and blogger and one of the smartest guys in the personal finance space. The discussion today ranges widely and includes topics like what is going to happen with social security, what you should do after you have accumulated more money than you need, how to identify the right spendin…

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

2M 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…

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