Podcast appearances and mentions of Michael Kitces

In our 164th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to strike the right balance between technical accuracy and clear, client-friendly communication. For full show notes, see kitces.com and thesocietyofadvice.com.

In our 163rd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to handle when clients not only ignore advice but actively push back against it. For full show notes, see kitces.com and thesocietyofadvice.com.

Podcast: Kitces and Carl - Real Talk for Real Financial Advisors (LS 48 · TOP 1% what is this?)Episode: Reducing The Fears Of Prospective Clients By Communicating Clear Expectations Before The First Meeting: Kitces & Carl Ep 157Pub date: 2025-02-06Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationIn 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.The podcast and artwork embedded on this page are from Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

In our 162nd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how a virtual assistant can support management responsibilities—and how to identify what tasks are worth delegating in the first place. For full show notes, see kitces.com and thesocietyofadvice.com.

The industry thought leader shares insights on the factors that impact efficiency and growth, citing research from his latest Productivity study, and weighs in on launching a firm, building a team, the role of technology and AI, and much more.

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.

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.

Money Life goes to the beach for the rest of this week, with Chuck conducting interviews at FutureProof Citywide, a festival for financial advisers held on Miami Beach. His first conversation at the event was with veteran CNBC personality Ron Insana, now the head of wealth at QuantumStreet AI, who says investors are right to be concerned about current levels of valuation and also geo-political policy uncertainty, but who doesn't see market issues extending to a level of a crash or crisis. The show also features Stephen Tuckwood, chief investment officer at Modern Wealth Management, leading financial adviser Michael Kitces, the head of planning strategy at Focus Wealth Partners, and Jeff Garden, chief investment officer at Lido Advisors, who makes a notable case against investing internationally — particularly in Europe — as a way to diversify a portfolio now.

XY Planning Network (XYPN) founders Michael Kitces and Alan Moore saw a need to do financial planning differently. They developed XYPN to make financial planning more accessible by creating a turnkey advice and planning platform that currently supports and empowers more than 2,000 independent financial advisors to serve whomever they want, however they want. Arlene Moss, lead executive business coach at XYPN, coaches financial planners through the challenges that come with establishing and growing their practices. On this episode, we get into how XYPN coaches bring the key component of human connection to helping advisors power their practices.

In this week's episode of Retire in Texas, Darryl Lyons, CEO and Co-Founder of PAX Financial Group, dives into the real value that financial advisors bring to the table - beyond just investment returns. Drawing insights from the latest Vanguard, Morningstar, and Michael Kitces studies, Darryl unpacks how advisors help clients navigate investment strategies, manage emotions, and create long-term financial sustainability. Key highlights of the episode include: • How financial advisors add measurable value beyond their fees, as confirmed by industry research. • The importance of collaboration between advisors and clients to maximize returns and long-term financial stability. • The dangers of chasing investment trends and why a slow, steady approach often wins the race. • Why strategic rebalancing and tax-efficient investing can lead to better financial outcomes. • How a well-structured portfolio - including core investments and satellite strategies - can balance risk and opportunity. A strong advisor-client relationship isn't just about numbers, it's about making informed, disciplined financial choices that align with your future goals. Whether it's avoiding costly mistakes, reducing tax burdens, or ensuring a lasting legacy, the right financial strategy can make all the difference. For more insights and to connect with a PAX Financial Group advisor, visit www.PAXFinancialGroup.com. If you found this episode valuable, share it with someone who could benefit! Resources: Putting a value on your value: Quantifying Vanguard Advisor's Alpha dont-miss-best-days.pdf

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.

Most soloists I know want to make a living on their own terms, but many are also driven by a bigger vision of making a difference, infusing both passion and purpose into their work. Have you ever wondered if you and your business could start a revolution? I sat down with Rochelle Moulton, a brand strategist, author, podcaster, and advocate for soloist consultants doing work that truly matters to discuss what it really means to have a mission-driven business. Unlike the political or violent imagery often associated with the term, we discussed revolution in the context of business and life. A revolution, as Rochelle defines it, is about driving change with a purpose. Whether you aim to support queer-owned businesses, protect undeveloped land, or empower the neurodivergent community, your business can be a vehicle for transformative impact.Practical Steps to Start Your Own RevolutionIdentify Your Mission: Reflect on what passionately bothers you about the status quo in your area of expertise and what change you want to lead. Experiment & Iterate: Don't jump in without a plan. Start with small, manageable steps. Evaluate what works and build on that. This allows you to maintain momentum without feeling overwhelmed or losing your drive.Align With Allies: Build a network of like-minded individuals who support your mission. This can involve collaborations with other businesses, partnerships with influencers in your field, or joining relevant communities.Monetize Wisely: Ensure your revolutionary idea can sustain you financially. Balance your passion with market viability. Think about how to price your services, the channels to reach your audience, and how to scale sustainably.Stay True to Yourself: Authenticity is key. Match your revolution to your genius zone. Play to your strengths, whether it's writing, speaking, or connecting deeply one-on-one.Fun Fact:Rochelle introduced the concept of a “situational extrovert”, describing people who are usually introverted but light up and slay the room when discussing their passions and expertise. This describes many mission-driven business owners, Is it you, too?Mentioned in this episode: Michael Kitces financial advisor Want more Rochelle in your life?Website - The Soloist Life Podcast - The Authority Code Book Did you love this episode? If this episode really spoke to your mission-driven heart, won't you let me know? Here's the link that makes it super easy to leave a review and helps spread the word to other neurodivergent entrepreneurs who want to make a difference in the world. © 2025 ADHD-ish Podcast. Intro music by Ishan Dincer / Melody Loops / Outro music by Vladimir / Bobi Music / All rights reserved.

Most soloists I know want to make a living on their own terms, but many are also driven by a bigger vision of making a difference, infusing both passion and purpose into their work. Have you ever wondered if you and your business could start a revolution? I sat down with Rochelle Moulton, a brand strategist, author, podcaster, and advocate for soloist consultants doing work that truly matters to discuss what it really means to have a mission-driven business. Unlike the political or violent imagery often associated with the term, we discussed revolution in the context of business and life. A revolution, as Rochelle defines it, is about driving change with a purpose. Whether you aim to support queer-owned businesses, protect undeveloped land, or empower the neurodivergent community, your business can be a vehicle for transformative impact.Practical Steps to Start Your Own RevolutionIdentify Your Mission: Reflect on what passionately bothers you about the status quo in your area of expertise and what change you want to lead. Experiment & Iterate: Don't jump in without a plan. Start with small, manageable steps. Evaluate what works and build on that. This allows you to maintain momentum without feeling overwhelmed or losing your drive.Align With Allies: Build a network of like-minded individuals who support your mission. This can involve collaborations with other businesses, partnerships with influencers in your field, or joining relevant communities.Monetize Wisely: Ensure your revolutionary idea can sustain you financially. Balance your passion with market viability. Think about how to price your services, the channels to reach your audience, and how to scale sustainably.Stay True to Yourself: Authenticity is key. Match your revolution to your genius zone. Play to your strengths, whether it's writing, speaking, or connecting deeply one-on-one.Fun Fact:Rochelle introduced the concept of a “situational extrovert”, describing people who are usually introverted but light up and slay the room when discussing their passions and expertise. This describes many mission-driven business owners, Is it you, too?Mentioned in this episode: Michael Kitces financial advisor Want more Rochelle in your life?Website - The Soloist Life Podcast - The Authority Code Book Did you love this episode? If this episode really spoke to your mission-driven heart, won't you let me know? Here's the link that makes it super easy to leave a review and helps spread the word to other neurodivergent entrepreneurs who want to make a difference in the world. © 2025 ADHD-ish Podcast. Intro music by Ishan Dincer / Melody Loops / Outro music by Vladimir / Bobi Music / All rights reserved.

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.

Today's guest, Michael Kitces, recently released an 108-page study called, “How Financial Planners Actually Market Their Services.”  Michael and his team have done all the hard work for you to prove, beyond a shadow of a doubt, how to actually get clients from your marketing.  I don't say this lightly, but this might be the best podcast episode ever for financial advisor marketing.  Not only will you realize what's working (and more importantly, what's not working), but you'll leave this episode with a plan to dominate 2025 and beyond.  Listen now for an absolute gold mine of financial advisor marketing backed up and proven by hard data.  Show highlights include: This 108-page financial space marketing report will show you with crystal clear certainty how to actually get clients from your marketing (0:33)  Why financial advisors are sometimes spending up to $10,000 per client (and how to get this cost lower while landing more clients) (5:11)  The insidious “anti-scale” trap most advisory firms find themselves in that slowly bankrupts their firm (6:19)  How building a faster, sales-based approach to business development gets you up and running but also plants the seeds of destruction in your firm (and the two-track approach to use instead) (13:20)  The success rates of the most successful marketing strategies for financial advisors backed by hard data (14:58)  The sneaky “Transfer of Trust” secret that fast tracks your sales pipeline and can result in several new clients each month (27:17)  Who wins in a battle of generating more clients: Podcasts or video marketing? (31:13)  3 things every piece of your marketing must do or it will fall on deaf ears (34:13) Why you only need 50 great clients to run a wildly successful advisory firm that rivals even corporate behemoths like Merrill or Morgan (47:05)  The single most important marketing lesson every advisor needs to hear based on hundreds of hours of hard data and research (50:14)  Since you listen to this podcast, I want to give you a gift:  If you subscribe to the Inner Circle Newsletter, I'll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free. 

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.

Curious about how financial planning is evolving for Ukrainians worldwide? Lyubomyr Ostapiv, founder of Wealth Gardens and co-founder of iPlan.ua, has been a key figure in bringing fee-only financial planning to Ukrainians. Inspired by American financial experts like Michael Kitces, he shares how the opening of the U.S. stock market to Ukrainian investors in 2017 created new opportunities and reflects on his own move to the U.S.Lyubomyr also discusses the differences between financial markets in the U.S. and Ukraine and how content marketing and education have helped him build a trusted advisory firm. His YouTube channel, Immigrants Financial Freedom, provides financial guidance for first-generation immigrants in both English and Ukrainian. This conversation explores the future of financial planning and the potential for international diversification.Connect with Lyubomyr on LinkedIn, and follow along with his journey!Social:https://www.linkedin.com/in/lyubomyr/x: @lostapivYoutube Channel: https://www.youtube.com/channel/UCnaOpmbSYjQMiROFZ6Fdvdg

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.

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 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.

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.

What's the real trajectory of an RIA? How early should you start hiring, and is a niche worth it?  Co-Founders Alan Moore and Michael Kitces hit the stage at XYPN LIVE 2024 to discuss insights from the seventh-annual Benchmarking Study on episode 400 of XYPN Radio. Each year, the study gathers information from XYPN member participants to get an accurate picture of how advisors are doing in their firms. You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/400

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.

Michael Kitces needs no introduction. One of the foremost voices in the industry, he's a financial planner in his role at Buckingham Wealth, and also a commentator, speaker, blogger, podcaster and educator. From Kitces.com, to his Nerds' Eye View blog and Advisor Success podcast, Michael leads the conversations that change the industry. XYPN, the integrated support system for independent financial advisors, is Michael's response to the problem of bringing younger advisors into the industry, and it's now celebrating ten years of helping advisors build the practice they want. We get into the bifurcation Michael sees in the industry, the role of AI, and more in this episode recorded at Future Proof. 

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.

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.

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: Complete a Time Study to Boost Productivity Now---------LINKS FROM THIS EPISODE:Grab your time study template here! Episode with Michael Kitces on Time Tracking and Model WeekEpisode on 8 Productivity Hacks to Work More EfficientlyJoin the Group Coaching Waitlist HereDownload the Family Tree Template HereEnroll in The Perfect RIA Masterclass HereConnect with Libby on LinkedIn Here!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode's webpage for show notes, transcripts, downloads and more!

On the podcast this week, we dive into the powerful tool of time studies and how they can help advisors optimize their most valuable resource: time.Ever feel like you've been busy all day but have little to show for it? Yep. Me too.Conducting a time study can help you identify where your time is going, eliminate inefficiencies, and create more balance. Join us as we explore the benefits of a time study and learn actionable steps you can take to streamline your workday and increase your productivity.But, there is a right way and a wrong way to do a time study.In This Episode, We Cover:How a time study helps identify time-wasting tasks and increase efficiency in your business.The best way to actually track your time. How to actually analyze time study results and do something about it.Practical tips on delegating tasks, setting boundaries, and maximizing your energy levels throughout the day.Tools, resources, and strategies to help you conduct a time study and optimize your schedule.Tune in to learn how to take back control of your time and make the most of every day!---------LINKS FROM THIS EPISODE:Grab your time study template here!  Episode with Michael Kitces on Time Tracking and Model WeekEpisode on 8 Productivity Hacks to Work More EfficientlyThe Feminine Advantage: An Empowering Series for Women ConsultantsSix must-listen episodes that tackle key challenges for women entrepreneurs.Listen on: Apple Podcasts SpotifyJoin the Group Coaching Waitlist HereDownload the Family Tree Template HereEnroll in The Perfect RIA Masterclass HereConnect with Libby on LinkedIn Here!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode's webpage for show notes, transcripts, downloads and more!

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.

When you want to learn something about financial planning and advice, the ultimate source is Michael Kitces. Most people know Michael is a spreadsheet-loving, technical wizard. What most people don't know is that he also fully believes in the human side. In this episode, Michael explains the skills and processes advisors need to know on … Read More Read More

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.

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 higher level focus on the state of the financial planning industry. Michael shares valuable insight on how to find a trust worthy advisor, why he thinks there are so many fewer women working in the financial advising industry, if therapy training should be required for financial advisors and if the good guys in the industry are winning in the court of public opinion. We know you will love those topics and so many others from todays conversation. Today's episode is brought to you by SoFi, helping medical professionals like us bank, borrow, and invest to achieve financial wellness. SoFi offers up to 4.6% APY on their savings accounts, as well as an investment platform, financial planning, and student loan refinancing…featuring an exclusive rate discount for med professionals and $100/month payments for residents. Check out all that SoFi offers at https://www.whitecoatinvestor.com/Sofi *Loans originated by SoFi Bank, N.A., NMLS 696891. Advisory services by SoFi Wealth LLC. The brokerage product is offered by SoFi Securities LLC, Member FINRA/SIPC. Investing comes with risk including risk of loss. Additional terms and conditions may apply. The White Coat Investor has been helping doctors with their money since 2011. Our free financial planning resource covers a variety of topics from doctor mortgage loans and refinancing medical school loans to physician disability insurance and malpractice insurance. Learn about loan refinancing or consolidation, explore new investment strategies, and discover loan programs specifically aimed at helping doctors. If you're a high-income professional and ready to get a "fair shake" on Wall Street, The White Coat Investor is for you! Main Website: https://www.whitecoatinvestor.com  YouTube: https://www.whitecoatinvestor.com/youtube  Student Loan Advice: https://studentloanadvice.com  Facebook: https://www.facebook.com/thewhitecoatinvestor  Twitter: https://twitter.com/WCInvestor  Instagram: https://www.instagram.com/thewhitecoatinvestor  Subreddit: https://www.reddit.com/r/whitecoatinvestor  Online Courses: https://whitecoatinvestor.teachable.com  Newsletter: https://www.whitecoatinvestor.com/free-monthly-newsletter 

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.

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.

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.

Andy chats with fellow retirement planner Angie Furubotten-LaRosee CFP®, from Avea Financial Planning. In this episode they talk about a wide array of retirement planning topics such as tax planning, distribution strategies, investing, annuities, long-term care insurance, how to help advise people who are spending more than planned, what consumers often overlook in retirement planning and much more!Links in this episode:Angie's company's website - Avea Wealth ManagementAngie's "Questions to ask...when choosing a financial planner"Michael Kitces content - here International Living Magazine - hereWomen of Influence Toastmasters Club - hereTenon Financial monthly e-newsletter - Retirement Planning InsightsFacebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Retirement Planning Education website - www.RetirementPlanningEducation.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.

Michael Kitces is one of the industry's leading experts on all things financial advice and financial planning. In this live episode recorded at Wealth Management EDGE, Michael explains the evolution of financial advice and how AI might impact the profession going forward. This episode originally aired in 2023 and was a top interview of the year. Although this is a replay, the content shared is just as relevant today and important to consider for the evolution of financial advice.   Listen now and learn: The evolution of financial advice from the 1960s to present Ways consumers benefit from financial advisors moving up the value chain  How AI might impact the financial advice profession    To see the original show notes, YouTube interview, and resources visit this page: EP 102: AI and the Evolution of Financial Advice with Michael Kitces [LIVE] Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.   TIMESTAMPS:  (3:33) The Evolution of Financial Advice  (12:33) The Lack of Barriers to Entry for Giving Financial Advice  (18:33) The Impact of AI on the Financial Advice Profession 

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 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.

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. But what about investing in your skills, a side hustle, or education?  Financial advisor Michael Kitces joins us to crack the code on maximizing your return on investment, both personal and financial. Learn how to make smarter choices about your future and unlock your true potential. We're sharing this as part of GREATEST HITS WEEK, a 5-day series in which we're sharing 5 episodes, across 5 days, that we produced during the earliest years of the Afford Anything podcast. You may have missed it then; enjoy it now. Learn more about your ad choices. Visit podcastchoices.com/adchoices

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 sure to stick around to hear about the books I read in March. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN LISTENER QUESTIONS [1:46] How much do I really need to retire? [20:30] A comment on the FIRE movement [22:09] How to change advisors [27:28] How to get into the decumulation state of mind [32:37] Feedback on the Michael Kitces interview BOOKS I READ IN MARCH [34:00] Books I read this past month TODAY'S SMART SPRINT SEGMENT [36:22] Revisit your feasible plan of record to see how resilient it is Resources Mentioned In This Episode BOOK - Gulag Archipelago by Aleksandr Solzhenitsyn BOOK - Tai Pan James Clavell BOOK - Soul of an Octopus by Sy Montgomery The State Of Retirement Planning With Michael Kitces What is the FIRE Movement? NewRetirement.com Rock Retirement Club Roger's YouTube Channel - Roger That BOOK - Rock Retirement  by Roger Whitney Roger's Retirement Learning Center

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 how you can live your retirement to its fullest. Listen to this interview with one of the great minds in retirement planning.  OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN PRACTICAL PLANNING SEGMENT WITH MICHAEL KITCES [5:20] Trends in retirement planning [22:40] How to avoid dying with too much money  [36:51] How to choose a retirement planner [43:38] How does someone choose a retirement planning firm TODAY'S SMART SPRINT SEGMENT [49:04] Evaluate the quality of your process for making decisions in retirement Resources Mentioned In This Episode BOOK - Die with Zero by Bill Perkins BOOK - It's Not Complicated by Rick Nason Kitces.com Rock Retirement Club Roger's YouTube Channel - Roger That BOOK - Rock Retirement  by Roger Whitney Roger's Retirement Learning Center

Our guest on the podcast today is Peter Mallouk. Peter is the President and CEO of Creative Planning, an independent registered investment advisor with roughly $300 billion in combined assets under management and advisement. Peter has also written or co-written several books, including The 5 Mistakes Every Investor Makes and How to Avoid Them, The Path: Accelerating Your Journey to Financial Freedom with Tony Robbins, and his latest, Money, Simplified. Peter graduated from the University of Kansas with four majors, including degrees in business administration and economics. He went on to earn a law degree and a Master of Business Administration degree, also at the University of Kansas.BackgroundBioCreative PlanningPathway Financial EducationBooksMoney, Simplified, by Peter MalloukThe 5 Mistakes Every Investor Makes and How to Avoid Them: Getting Investing Right, by Peter MalloukThe Path: Accelerating Your Journey to Financial Freedom, by Peter Mallouk, with Tony RobbinsPodcastsDown the Middle, with Peter Mallouk and Jonathan ClementsSignal or Noise? with Charlie Bilello and Peter MalloukCreative Planning“What to Expect in the Year Ahead,” by Peter Mallouk and Jonathan Clements, creativeplanning.com, Dec. 29, 2023.“Creative Planning Closes on Acquisition of Goldman Sachs Personal Financial Management,” by Diana Britton, wealthmanagement.com, Nov. 3, 2023.“Peter Mallouk: The No. 1 Thing to Look for in Investments Now,” by Dinah Wisenberg Brin, thinkadvisor.com, Feb. 27, 2023.“Tax-Loss Harvesting: What It Is and Why It Matters,” by Taylor Harroun, creativeplanning.com, Oct. 4, 2023.“The Media Has a Fiduciary Responsibility, But It's Not to You,” by Peter Mallouk, creativeplanning.com, March 15, 2024.Other“How Financial Planners Actually Do Financial Planning (2023),” by Dan Inveen, Michael Kitces, and Meghaan Lurtz, kitces.com, 2023.