Podcasts about kitces

Will your taxes go up? Stay the same? Go down, even? Jeffrey Levine is Chief Planning Officer at Focus Partners, Professor of Practice in Taxation at the American College of Financial Services, and the Lead Financial Planning Nerd at Kitces.com. In other words, he's one of the savviest tax minds in the country. Jeff returns to the show today on Your Money, Your Wealth® podcast number 524 with Joe Anderson, CFP® and Big Al Clopine, CPA, with his thoughts on what will happen to taxes under the new administration, saving for retirement in a Roth IRA vs. a traditional IRA, managing inherited retirement accounts, and the future viability of Social Security. Plus, what should you do with required minimum distributions when you don't need the money to live on? How do you calculate the maximum amount you should convert from your retirement account to a tax-free Roth account, and how much should you convert - or not - to keep RMDs under control? Finally, how can minor beneficiaries avoid probate? Free financial resources & episode transcript: https://bit.ly/ymyw-524 LIMITED TIME SPECIAL OFFER: DOWNLOAD The DIY Retirement Guide by Friday April 11, 2025! WATCH Take Control of Your Retirement Plan on YMYW TV ASK Joe & Big Al for your Retirement Spitball Analysis SCHEDULE your Free Financial Assessment SUBSCRIBE to YMYW on YouTube DOWNLOAD more free guides READ financial blogs WATCH educational videos SUBSCRIBE to the YMYW Newsletter Timestamps: 00:00 - Intro: This Week on the YMYW Podcast 01:05 - Will These Historic Low Tax Rates Be Extended? Insight from Jeff Levine, CFP®, CPA/PFS, ChFC®, RICP®, CWS, AIF, BFA™, MSA 19:54 - Make These 3 Investments for a Happy Retirement and Watch Take Control of Your Retirement Plan on YMYW TV 21:06 - What to Do With Required Minimum Distributions When You Don't Need the Money to Live On? (Judi, San Diego) 24:40 - How Much NOT to Convert to Roth to Keep RMDs Under Control? (DH from SoCal) 32:26 - LIMITED TIME SPECIAL OFFER: Download the DIY Retirement Guide by Friday, April 11, 2025! 33:39 - How to Calculate How Much Roth Conversion I Should Do? (Joe, voice) 38:42 - How Can I Reduce My Required Minimum Distributions? (Joel, CA) 40:18 - How Can Minor Beneficiaries Avoid Probate? (Esther, San Francisco) 46:04 - YMYW Podcast Outro

In our 161st episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how they navigate others' opinions on their projects—and the strategies they use to invite feedback in the first place. For full show notes, see kitces.com and thesocietyofadvice.com.

Michael F. Schein ghostwrites books that make business leaders, executives, and entrepreneurs famous in their fields. He is the founder of the marketing and consulting company MicroFame Media, and some of his clients have included Lockton, eBay, Magento, the University of Pennsylvania, the United Methodist Publishing House, LinkedIn, and Citrix, to name a few. His writing has appeared in Fortune, Forbes, Inc., Kitces, Business Insider, Psychology Today, and the Huffington Post, and he is a speaker for international audiences, spanning from the northeastern United States to the southeastern coast of China. His book, "The Hype Handbook: 12 Indispensable Success Secrets From the World's Greatest Propagandists, Self-Promoters, Cult Leaders, Mischief Makers, and Boundary Breakers," published by McGraw Hill, is available wherever books are sold.In today's episode of Smashing the Plateau, you will learn how to harness the power of strategic marketing and ghostwriting to become a recognized thought leader.Michael and I discuss:Michael's journey from copywriting to marketing consultancy [02:18]The concept of becoming a "micro celebrity" [06:10]The importance of having a book to establish expertise [07:00]Overcoming the fallacy of scale in business [08:12]The impact of community on professional success [16:34]How to balance intuition and external advice [18:00]Michael's insights on thinking like a scientist to find your niche [21:35]Learn more about Michael at https://microfamemedia.com and https://michaelfschein.com.Contact Michael directly at:- Email: mfs@microfamemedia.com- Phone: (917) 273-9885Thank you to our sponsor:The Smashing the Plateau CommunityGet exclusive access and strategic insights – subscribe now and take the first step towards mastering success!

In our 160th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what advisors can do to keep clients from panicking—and making poor financial decisions—during market volatility. For full show notes, see kitces.com and thesocietyofadvice.com.

Show Notes:Post on X from Jason Goepfert on 3.17 - https://x.com/jasongoepfert/status/1901733953238634786? Post on X from Ryan Detrick on 3.13 - https://x.com/ryandetrick/status/1900188476055715893? Article from Denise Appleby with Morningstar with commentary from Kitces.com titled “How to Fix Misleading Reporting on Clients' 1099-R” - How To Fix 'Misleading' Reporting On Clients' Form 1099-R

In our 159th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what to do when your original fees no longer make financial sense—but you promised to honor them for some clients. For full show notes, see kitces.com and thesocietyofadvice.com.

In our 158th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the reasoning behind not allowing clients—even excited ones—to sign up the day of their first meeting. For full show notes, see kitces.com and thesocietyofadvice.com.

In our 157th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss tactics for reducing the worry that can arise for people when meeting with a financial advisor for the first time. For full show notes, see kitces.com and thesocietyofadvice.com.

In our 156th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how they're using ChatGPT in their own work and share their thoughts on the future of AI in financial advising. For full show notes, see kitces.com and thesocietyofadvice.com.

In our 155th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss a common pitfall among advisors, and what you should consider to make sure you're actually adding value—not just wasting time. For full show notes, see kitces.com and thesocietyofadvice.com.

Show Notes:Blog post from Adam Turnquist on 1/2/25 titled “Santa Claus Rally in Jeopardy - https://www.lpl.com/research/blog/santa-claus-rally-in-jeopardy.html?Tweet from Ryan Detrick on 12/31/24 - https://x.com/ryandetrick/status/1874127859624861918?s=12&t=Godkt5FzuqWcmpmvo2G5Jg Article from ThinkAdvisor by David Blanchett titled “How Retirement Age & Social Security Claiming Age are Related” with commentary from Kitces.com on 12.16.24 - https://www.thinkadvisor.com/2024/12/16/how-retirement-age-and-social-security-claiming-age-are-related/

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In our 154th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss technology and AI's role in the future of financial advice. For full show notes, see kitces.com and thesocietyofadvice.com.

In this episode we welcome the legendary Bill Bengen! He is the creator of the infamous 4% rule that is referenced in any quality conversation about retirement and withdrawal rates. There's been spirited debates and lengthy discussions about Bengen's research but there is no one better than the man himself to weigh in on what he thinks about it 30 years later. We talk about the evolution of Bengen's research, his thoughts on market timing vs. managing risk, and he gives us a preview of his upcoming book geared toward consumers.  

With the 2024 presidential election now behind us, what does that mean for the future of tax policies, tax rates, and their impact on your lifelong savings?  In this episode, we discuss:   A brief history of tax policy changes Impact of the Tax Cuts and Jobs Act (TCJA) Potential results of the set TCJA 2026 expiration State and local taxes (SALT) cap changes Today's article is from Kitces.com titled, 2024 Election: Evaluating The Impact Of A (Likely) Republican Trifecta On The TCJA Sunset And Tax Planning. Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade, breaks down the article and provides thoughtful insights and advice on how it applies to your unique financial situation. Our Market Outlook Webinar is live! Visit https://bit.ly/4bmHkUb to register. Show Notes: RetireWithPurpose.com/473 Rate & Review the Podcast: RetireWithPurpose.com/review

In our 153rd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what to do when legacy clients start to hurt profitability down the line. For full show notes, see kitces.com and thesocietyofadvice.com.

Hard to believe that 2024 is almost over but before we close it out, we have some end-of-year financial tips with special guest Eric Simonson, CFP and CEO of Abundo Wealth (an advice-only financial planning firm). Eric shares insights on maximizing different types of contributions, FSAs, charitable donations, and other tax strategies. There are a few things you'll want to check off your financial to-do list before December 31st; some have a true deadline, and others are smart things you should review every year.   Eric also clues us in on a unique service the firm offers- 'travel hacking'. They love teaching skills such as budgeting for trips, finding cost-effective travel options, and maximizing travel rewards programs for their clients.   

In our 152nd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss surprising data from recent research on the different ways advisors charge fees. For full show notes, see kitces.com and thesocietyofadvice.com.

In our 151st episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what often stands in the way of delegating tasks—and what you can do to avoid common sticking points. For full show notes, see kitces.com and thesocietyofadvice.com.

In our 150th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how the scarcity mentality many new advisors experience when just starting out can negatively affect their career down the road—and how to avoid this common trap. For full show notes, see kitces.com and thesocietyofadvice.com.

Christine Benz, Morningstar's director of personal finance and retirement planning, interviews financial experts about different aspects of retirement in ‘How to Retire,' the companion podcast to her book of the same name. In this episode, Christine talks with financial planning expert Jeff Levine about the importance of tax planning in retirement.Why Tax Planning is Key When Withdrawing from Your Retirement PortfolioWill Your Taxes Decrease in Retirement?Key Tax Strategies for Retirees Before They Have to Take RMDsDo Rules of Thumb for Retirement Spending Make Sense?How to Lower Your RMD Tax BillsHow Qualified Charitable Distributions Can Help Lower Your Tax BillKey Takeaways Hi, I'm Christine Benz from Morningstar and welcome to the How to Retire podcast. It's a companion to my book, which is also called How to Retire. Each episode will provide a bite-sized lesson about how to do some aspect of your retirement well.Today's episode will focus on the tricky topic of tax planning during retirement. To tackle this topic, I reached out to Jeff Levine, who is Lead Financial Planning Nerd at Kitces.com, and also serves as Chief Planning Officer at Buckingham Wealth Partners. Jeff is exceptionally good at explaining complex tax matters, so I knew that he would do a great job of delving into this topic.More from Jeff LevineBioKitces.comBuckingham Wealth PartnersJeff Levine on The Long View: Smart Tax Moves for 2023 and Beyond Read more from Christine Benz.How to Retire: Tips for Entering RetirementThe Big Retirement MythCan You Control Required Minimum Distributions?8 Little-Known Facts About RMDsAn Investing Road Map for Retirees Read about topics from this episode. 4 RMD Mistakes to AvoidHow Retirees Can Avoid the ‘Tax Torpedo' Watch more from How to Retire.How to Retire: Transition from Saving to SpendingHow to Retire: Consider a Retirement Bucket Portfolio StrategyHow to Retire: Know What ‘Enough' Means in RetirementHow to Retire: Understand the Role of Working LongerHow to Retire: Stay Flexible with Your Retirement Spending Read what our team is writing:Christine Benz Follow Christine Benz on social media.X: https://x.com/christine_benzLinkedIn: https://www.linkedin.com/in/christine-benz-b83b523

In our 149th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss why having friends in the trenches with you as you launch your own firm might be more valuable than having a business partner. For full show notes, see kitces.com and thesocietyofadvice.com.

Crystal Lee Butler- Crystal Marketing Solutions. Host Michael Connaughton is joined by Crystal Lee Butler of Crystal Marketing Solutions. Crystal is founder of Crystal Marketing Solutions, LLC also known as CMS. CMS specializes in offering comprehensive marketing strategy and services for independent financial advisors. Crystal and CMS have been featured in Kitces.com, Investor's Business Daily, and The Financial Planning Association to name a few for their work and thought leadership on advisor marketing. Crystal has over two decades of entrepreneurial and marketing experience. She founded CMS in 2011 and ever since has been seamlessly integrating digital and traditional marketing methods, empowering advisors to strengthen client and referral relationships while feeing up valuable time for strategic growth initiatives. They discuss: -Traditional and Digital Marketing Strategies -SEO -Client Events -Social Media and Branding Ideas More on CMS: https://crystalmarketingsolutions.com/ Contact Crystal: https://www.linkedin.com/in/crystallbutler/ crystal@crystalmarketingsolutions.com

In our 148th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the mindset shift that can help when you're scared to take the next step toward your goals. For full show notes, see kitces.com and thesocietyofadvice.com.

Christine Benz, Morningstar's director of personal finance and retirement planning, interviews financial experts about different aspects of retirement in ‘How to Retire,' the companion podcast to her book of the same name. In this episode, Christine sits down with senior nerd at Kitces.com and assistant professor of finance Derek Tharp. They talk through how adjusting your spending throughout your retirement can enable you to spend more in the long run.  How Actual Retiree Spending Deviates from Conventional Retirement ResearchWhy Early Retirees Can Spend More Than the 4% GuidelineHow to Adjust Your Retirement Spending Over TimeHow to Get Comfortable With Variability in RetirementHow to Transition from Saving to SpendingHow to Account for Long-Term Care in Your Retirement Spending PlanKey TakeawaysHi, I'm Christine Benz from Morningstar and welcome to the How to Retire podcast. It's a companion to my book, which is also called How to Retire. Each episode will provide a bite-sized lesson about how to do some aspect of retirement well. Today's episode will focus on how to make sure that the amount that you're spending from your portfolio is reasonable. To tackle this topic, I sat down with Derek Tharp, who is a Senior Research Nerd at Kitces.com and an Assistant Professor of Finance at the University of Southern Maine. I've loved Derek's work on how adjusting your spending in retirement can actually enable you to spend more over your lifetime. I feel like it's so practical and helpful, especially for people with tight financial plans heading into retirement.More from Derek TharpBioKitces.comPeer Reviewed ResearchDerek Tharp on The Long View: An Alternative Approach to Calculating In-Retirement Withdrawals Read more from Christine Benz.How to Retire: Tips for Entering RetirementShould Your Retirement Withdrawals Mirror RMDs?3 Tricky Decisions for Every Retirement Plan7 Steps to Estimating Your In-Retirement Cash Flow NeedsHow to Pay Yourself in RetirementHow Likely Are You to Need Long-Term Care? Read about topics from this episode.The Psychology of Retirement Income: From Saving to SpendingThe 4% Retirement Rule Is Just a Starting Point Watch more from How to Retire.How to Retire: Understand the Role of Working Longer Read what our team is writing:Christine Benz Follow Christine Benz on social media.X: https://x.com/christine_benzLinkedIn: https://www.linkedin.com/in/christine-benz-b83b523

In our 147th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what advisors can do to prepare for the next market downturn. For full show notes, see kitces.com and thesocietyofadvice.com.

In our 146th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to handle when clients try to educate themselves about finance online—but come away with misinformation. For full show notes, see kitces.com and thesocietyofadvice.com.

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.

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.

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.

Show Notes:X post by Kitces – link to an article on his site 7/24/2024 https://www.kitces.com/blog/secure-act-2-0-irs-regulations-rmd-required-minimum-distributions-10-year-rule-eligible-designated-beneficiary-see-through-conduit-trust/?Tweet from Michael Kantro, Chief Investment Strategist at Piper Sandler on 7/23https://x.com/MichaelKantro/status/1815906361315566021Tweet from Markets & Mayhem on 7/23https://x.com/Mayhem4Markets/status/1815912732845052319

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 companies to drive the market. Since it's hard to predict which companies will do well, he stresses the need for diversification. Kitces tells us to focus on long-term growth instead of trying to time the market. He shares a famous quote from economist John Maynard Keynes: "Markets can remain irrational longer than you can remain solvent." This means it's better to invest broadly and wait for the market to grow over time. Kitces also says that career development is important. He believes boosting your income through career advancements can have a bigger impact on your financial health than trying to get the highest returns on your investments. He says, "Spending more time focusing on my career and getting a raise... will actually be more meaningful than trying to improve the returns on my own money." We discuss the importance of index investing and proper asset allocation. Kitces advises owning a diversified portfolio that includes international and small-cap funds. Even if these funds aren't performing well in the short term, diversification helps spread risk and capture growth from different sectors and markets. Kitces talks about the cyclical nature of markets. Some people worry that the market will go down just because it's been up for a long time. He explains that markets don't "die of old age." Many factors influence market cycles, and it's hard to predict when a downturn will happen. This reinforces the idea that staying invested and diversified is usually the best strategy. Finally, we talk about inflation and interest rates. Kitces explains that it's hard to predict when inflation will return to the Fed's target rate of 2 percent. This means that interest rates might stay high for a while. It's important to keep a long-term perspective and not make drastic changes based on short-term market movements. This episode offers practical advice on investment strategies, the importance of diversification, and why focusing on your career can be more beneficial than trying to outsmart the market. Kitces' insights help anyone who wants to reach financial freedom. Timestamps [Note: Time codes will vary on individual listening devices based on advertising run times.] 1:23 - Becoming a famous financial advisor. 2:08 - Role of a small number of companies in holding up the S&P 500. 5:11 - NVIDIA's role in AI and cryptocurrency. 7:38 - Importance of diversification. 11:27 - Irrationality and efficiency of markets. 16:26 - Role of international and small-cap funds in diversification. 18:10 - Impact of regulatory frameworks on AI development. 32:11 - Demographic advantages of emerging markets. 40:01 - Cyclical nature of markets and investor fears. 51:30 - Inflation and wage growth. For more information, visit the show notes at https://affordanything.com/episode525 Learn more about your ad choices. Visit podcastchoices.com/adchoices

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.

Tweet from Ryan Detrick on 6.28.24 - https://x.com/RyanDetrick/status/1806751672347095443?Article by Emily Flitter at the NYT with commentary from Kitces.com titled “Why is car insurance so expensive?” - https://www.nytimes.com/2024/05/15/business/car-insurance-cost-inflation.html Blog post from Adam Turnquist at LPL on 6.27.24 - https://www.lpl.com/research/blog/sneak-peek-into-second-half-seasonality-for-stocks.html?Lot's of equity consumers could tap if/when interest rates drop…https://ritholtz.com/2024/06/weekend-reads-621/FireFlies AI Software Link: https://app.fireflies.ai/login?referralCode=Zh4pTubf3y

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.

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.

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.

In our 138th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to optimize your time by identifying what you consistently do—and would love to stop doing. For full show notes, see kitces.com and thesocietyofadvice.com.

In the episode 193 of IDEAS+LEADERS podcast I am speaking with Michael Schein… Michael F. Schein is the founder and president of MicroFame Media, a marketing agency that specializes in turning consultants, financial services professionals, and venture-funded start-ups into celebrities. Some of his clients have included Lockton, Kasha, University of Pennsylvania, United Methodist Publishing House, Magento, LinkedIn, and Citrix, to name a few. His writing has appeared in Fortune, Forbes, Inc., Psychology Today, Huffington Post, and Kitces, and he speaks regularly to U.S. and international audiences. His book The Hype Handbook: 12 Indispensable Success Secrets From the World's Greatest Propagandists, Self-Promoters, Cult Leaders, Mischief Makers, and Boundary Breakers, published by McGraw Hill, appears where books are sold. Thank you for joining me on this episode of IDEAS+LEADERS. If you enjoyed this episode, please share, subscribe and review so that more people can enjoy the podcast on Apple ⁠https://apple.co/3fKv9IH⁠ or Spotify ⁠https://sptfy.com/Nrtq⁠ __________ I'd love to connect with you! You can find me, Elena Paweta, the host of IDEAS+LEADERS podcast on: Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/elena.paweta/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/elena-paweta/⁠

In our 137th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to know when it's time to start saying no. For full show notes, see kitces.com and thesocietyofadvice.com.

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.

In this episode, DPL Founder and CEO David Lau talks with Michael Kitces, one of the most influential voices in the financial services industry. He passionately advocates for evolving, expanding, and institutionalizing what excellence in financial planning can be. His industry blog for financial advisors, Nerd's Eye View at Kitces.com, reaches more than 250,000 readers monthly. His podcast, Financial Advisor Success, is dedicated to advancing knowledge in financial planning. Michael is also Head of Planning Strategy at Buckingham Wealth Partners, and a Co-Founder of the XY Planning Network, AdvicePay, New Planner Recruiting, and fpPathfinder.Michael talks with David about trends and best practices in the financial advisor industry. They also discuss the challenges and opportunities around annuities, particularly in the RIA market. Michael and David emphasize the need for carriers to create products that can be used, not just sold, and support advisors' business models.Key Takeaways[02:37] - How Michael got started in financial services.[06:02] - Michael's involvement in the early years of variable annuities.[09:15] - Michael's blogging journey and the growth of his platforms.[12:39] - How Michael balances his time between his platforms and business partnerships.[18:09] - Building products that can be used, not just sold.[26:38] - The operational challenges RIAs face when dealing with annuities.[31:59] - The challenges of making operational paperwork more efficient.[34:06] - The need for scalability in the annuity industry.[38:41] - The challenges of duration for carriers.

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.

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.

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.

In our 133rd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss money, meaning, and what it's all for. For full show notes, see kitces.com and thesocietyofadvice.com.

In our 132nd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the best way for advisors to get the word out about their services. For full show notes, see kitces.com and thesocietyofadvice.com.

In our 131st episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss setting goals—and the "why" behind doing so. For full show notes, see kitces.com and thesocietyofadvice.com.

In our 130th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the advisor mindset that leads to more happiness. For full show notes, see kitces.com and thesocietyofadvice.com.

In our 129th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the results of their recent study on advisor well-being. For full show notes, see kitces.com and thesocietyofadvice.com.