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Kitces and Carl - Real Talk for Real Financial Advisors

Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

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A no-holds barred conversation for Real Financial Advisors with industry nerd Michael Kitces and client communication expert Carl Richards. One draws with a Sharpie, the other nerds out with spreadsheets, and both provide you with unique perspectives so that you can more effectively communicate with and serve your clients, run a more fulfilling practice, and maintain a healthier lifestyle.
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Join Reese Harper, CFP® and Carl Richards, CFP® each week as they discuss how to master the emotional (art) and functional (science) jobs of financial planning. You'll learn how monitoring ongoing financial vitals, diagnosing issues, and prescribing creative solutions leads to increased client trust, meaningful conversations, and practice growth.
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Hosted by Sarah Delahanty, Executive Decisions is a podcast for business leaders. One thing we all know is that successful executives are in a constant state of learning. Our guests share how their professional and personal roles have evolved over the years, what challenges they have overcome on their path to success, and how they manage the increasing financial complexity of life and work. Sarah Delahanty works for SYM Financial Advisors. All opinions expressed by Sarah or any podcast guest ...
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What does it profit a man to gain the whole world and lose his soul? This podcast provides spiritual insights about creating a Christian Retirement Plan. In each episode, he answers questions Christians have about how to build wealth and live a financial life according to the Word of God. The host, A.B. Ridgeway, MBA, CPWA®️ is a Certified Private Wealth Advisor professional and owner of A.B. Ridgeway Wealth Management.
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The show is called Money Talk. It covers just about everything that affects wealth and financial well-being. Hosted by Dianne Duva, CFP & Neil Krisel, CFA. Dianne Duva, is a Certified Financial Planner and founding Partner of Arlington Financial Advisors, a leading wealth management firm in Santa Barbara. She is a graduate of George Washington University, a Katherine Harvey Fellow and a board member of numerous not for profits. Neil Kreisel, CFA is from New York where he worked in finance fo ...
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The Diamond Podcast for Financial Advisors

Mindy Diamond Financial Advisor Recruiter and Consultant

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Launched in 2017 as Mindy Diamond on Independence, the show has taken on a broader perspective beyond the independent space to include topics, insights, and candid conversations around financial advisor transitions, growth, and an ever-changing industry landscape. Each episode is designed to offer objective guidance and actionable advice with some of the industry’s brightest movers and shakers.
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As a physician mom or dad, you put everything into your practice and your kids and you want to make sure you’ll have enough for retirement some day. But work and family soak up most of your time and energy, so the last thing you want to do is sit down and dig through the ever-changing world of investment options and tax laws to find out what you’re missing and figure out what to do with your extra money. Join hosts W. Ben Utley and Nate Reineke, two Certified Financial Planner™ professionals ...
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Practical Wisdom from ACP Financial Advisors

Alliance of Comprehensive Planners (ACP)

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In Practical Wisdom from ACP Financial Advisors, host Ken Robinson, CFP®, talks with Certified ACP advisors as they share their stories of how they became successful, fee-only, comprehensive financial advisors. Through these conversations, Practical Wisdom reveals the strategies, tips, and tools these advisors employed to get where they are today. Practical Wisdom also explores the common denominator among all of these advisors—the ACP methodology.
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Learn what really moves the needle in your business from advisor success stories and industry experts. From the latest marketing tactics working today, to advice for better serving your clients and guidance on running your practice more efficiently, AdvisorRadio gives you the insights you need to take your financial advisory business to the next level.
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Are you saving enough for major goals like retirement or your children’s higher education? Does your investment strategy align with your financial objectives? Do you have a plan for distributing your wealth to your heirs and favorite causes?Plan for Life with Canby Financial Advisors is a podcast designed to answer these and other questions to help you anticipate and manage financial challenges and opportunities at every stage of your life. In each episode, host Howard Caplan and a member of ...
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The Elite Advisor Blueprint® is a podcast dedicated to sharing the "blueprint for success" in the independent financial advising world. Based on Brad's decade of experience consulting the top advisors in the US, that could mean doubling your revenue, doubling your vacation, or BOTH! Continuing the successful formula of idea sharing that led Advisors Excel to be the #1 player in its industry, Brad distills the best advice from top thought leaders and applies it to the world of independent fin ...
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Many investors are obsessed with Net Worth and want to know if they are on track for their age. In this episode, we review the Federal Reserves Survey of Consumer Finances which breaks down the National Average of Net Worth by age group. We also discuss how to calculate your net worth, the difference between median and mean calculations, the import…
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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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How do you monitor and communicate the progress your clients are making? In this episode you’ll learn how Physicians Thrive leverages the Elements platform to fill critical gaps in financial monitoring and planning, ensuring ongoing improvement in their clients' financial health.על ידי Elements
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This week, we have a special episode featuring Jon Kuttin and Matt Halloran on the Top Advisor Marketing Podcast by ProudMouth! Advisors, what are some proven tactics and strategies that advisors can employ to accelerate growth and achieve their goals? In this episode, Matt Halloran is joined by Jon Kuttin – CEO of Kuttin Consulting Group, The post…
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If something seems too good to be true, it probably is (not?) When physicians hear that they could save tens of thousands of dollars in taxes by utilizing a Defined Benefit Plan for retirement saving, it sounds like a pipe dream. Before you write this retirement savings tool off, think of it like this: If something seems too good to be true, it pro…
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In today's episode of Executive Decisions, host Sarah Delahanty sits down with Dr. Drew Flamm, President of Grace College & Seminary, to explore the formative experiences that shaped his leadership path and the value of embracing a spectrum of opportunities. Dr. Flamm shares personal stories of early financial discipline, the impact of mentorship o…
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Scammers NEVER give up. Every day there are new scams going around the internet. In this episode, we discuss how to identify scammers, 3 qualities that will make you vulnerable to a scammer, and 3 ways to protect yourself and your family. It is said that women are more vulnerable to scammers. So if you have an elderly parent or you are approaching …
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💵Sign up for a Christian Finance Consultation and create your Financial Plan Today! https://calendly.com/abridgewaywm/consultation This is NOT a prosperity gospel. Jesus makes it very clear about which riches we should be rushing to acquire in Matthew 6:19-21 during his famous Sermon on the Mount. In this lecture, I debunk a verse that has plagued …
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If you have never heard me speak in public. This is a lecture I give about my past, how I started in Finances, and how you can take control of your life and your finances by reconnecting yourself with God. 💵Sign up for a Christian Finance Consultation and create your Financial Plan Today! https://calendly.com/abridgewaywm/consultation Next Steps 📞 …
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💵Sign up for a Christian Finance Consultation and create your Financial Plan Today! https://calendly.com/abridgewaywm/consultation A caller called into the Dave Ramsey Show and said that a close friend lost $600,000 of her life's savings investing. He used fake statements and ordered checks to wipe her clean. His strategy? Day Trading. He told her …
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💵Sign up for a Christian Finance Consultation and create your Financial Plan Today! https://calendly.com/abridgewaywm/consultation Tipping culture is getting out of control. More and more taxes are appearing on the bill of your favorite restaurants. They are not even giving you a chance to tip. First it was automatic gratuity for large parties, and…
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💵Sign up for a Christian Finance Consultation and create your Financial Plan Today! https://calendly.com/abridgewaywm/consultation There is an attack on Christians. Is it so hard to believe that there are people who are Christian who love their country too? There is an attack on Christians and this MSNBC pundit tries to "educate" us on Christian Na…
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💵Sign up for a Christian Finance Consultation and create your Financial Plan Today! https://calendly.com/abridgewaywm/consultation Candace Owens seems to be under attack as she is labeled a Christian Nationalist. This term has been floating around as an extremist term to label those who have Christian values and unafraid to express them. It seems t…
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If you should withdraw or not is a personal question. That is why we react to these different individuals. So listen in as there is another caller with a unique situation. 0:00 - Introduction 0:10 - Should I take out Social Security Now or Wait? 1:55 - When will you break even for your Social Security Benefits? 2:55 - Dave Breaks Down the Social Se…
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With Louis Diamond and Jason Diamond Overview In the Advisor Transition Report’s companion podcast episode, Louis and Jason Diamond explore the key takeaways and their anticipated influence on activity during 2024 and beyond. Listen in… > Download a transcript of this episode… NOTE: The views and opinions expressed by the guests on this podcast are…
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Hear stories of investors who decided to take their Social Security early at age 62. You will be surprised on the diversity of outcomes that occur when making the same exact decision. Key Moments: 0:00 - Introduction 0:20 - Retirees shares EMOTIONAL stories of Social Security Withdrawals 1:54 - Why Retirees Take Social Security Early and Why They W…
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Tired of paying $32 for late charges? Well, you might be in luck. Because President Biden just announced that they are capping the late charges on credit cards. They estimate that it will save Americans $10 billion in fees. But is this good for the American people in debt? Maybe. But what about the people who are not? Will this cause the credit car…
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A caller had a question about Social Security. Her husband wants to go back to work, and she is thinking about retiring. What should she do? Should she take it early? Should she wait? In this episode, I give my reaction and some things I would consider when figuring out when someone should take Social Security. Schedule a Consultation: https://www.…
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The path to financial security is never linear—unforeseen circumstances make every person’s journey different. That’s why so many people want to know “Am I doing OK?” as they confront life’s financial twists and turns. On this Elementality, Reese and Carl explain why consumers are looking for someone who can assess and then monitor their financial …
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Are you paying into Social Security for nothing? What could you do if you invested that money instead of giving it to Social Security. In this video U.S. Senator Tommy Tuberville doesn't hold back on the government spending problem. If you are preparing for retirement, you need to hear this. Key Moments: 0:00 - Can Retiree's live off of 2,000/month…
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Weight Watchers stock plummets 20% as billionaire decides that drugs instead of hard work is the answer. History just repeats itself, I guess, because Oprah Winfrey is promoting yet another weight loss program. After 50 years of promoting Atkins, WeightWatchers, and bringing on countless health experts. She is turning to drugs. Even as a billionair…
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You don't have to depend on wealthy parents to become a millionaire. In this video, I react to 3 tips that Ramit Sethi, who is the host of Netflix's "How To Get Rich" and New York Times bestselling author of "I Will Teach You To Be Rich" shares on this video. Are you doing these 3 things? Are you are on track to becoming a millionaire? Check out th…
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In a viral clip, Chad "OchoCinco" Johnson explains why he saved nearly 83% of his salary from the NFL. As a multi-millionaire, he speaks to the insecurities and our need for validation that causes us to spend money unnecessarily. This clip was so viral the Dave Ramsey show picked it up and in this episode we both give our takes on what it means to …
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A deceased father did not leave a will. This was his second marriage and his surviving wife has left the state, leaving the home unattended and not paying the mortgage. His daughter wants to move in and has been paying the mortgage but she can't keep up with two households. To her surprise, she has NO rights to the home because it is community prop…
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There may be some massive layoffs for companies coming. What will you do if it happens to you? Late December 2023, Newsweek reported that over the 900 companies they surveyed 4 out of 10 of those companies were considering layoffs due to the anticipation of recessions and others stated they were reducing the workforce in favor of AI or artificial i…
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With Brett Bernstein, CEO and Co-Founder of XML Financial Group Overview Brett Bernstein realized that he could not achieve his vision and goals within the wirehouse world. So he set out to build his own practice. When he outgrew that, he built a firm. Now, he’s building an enterprise. Listen in… > Download a transcript of this episode… NOTE: The v…
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When a young couple gets together one of the first things they start to do is to combine their resources. OK! We're finally married, let's get a house together, let's get a bank account together, let's do this thing we call life... together! But one vital question we don't ask is, Are you currently saving for retirement and if so how are you doing …
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Traditional methods to deliver financial advice take a lot of time. Reese Harper and Carl Richards share insights on the limitations of traditional advice delivery and introduce a novel method that transcends time constraints, offering more accessible and efficient financial advice. Learn how to adapt and thrive in the evolving landscape of financi…
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Typically when two people meet they go on a few dates and they start to ask some important questions like: Where are you from? How how did you grow up? What are some things you like to do? And what are your plans for the future? But many times we don't ask important questions like How much debt do you have do you have, and do you have any plans to …
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This concept is the cornerstone of a Retirement plan and can either make it or break it. If you are in debt, it can feel like quicksand that is slowly taking you down. If it is with your investments, it feels like a gift that keeps on giving. In this episode, we go over the principle of Simple and Compound interest, the compound effect of our evil …
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Many times when we think about unity we think about congregating amongst other believers. We surround ourselves with Bible study, Vacation Bible School, mission trips, and of course Sunday service. But is this self-segregation to dwell JUST amongst Christians and turn our backs on society? Is it healthy? Is it what our Christian community needs? Or…
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A pastor who is accused of stealing $3MM from his congregation in a cryptocurrency scheme and says he got help from the Lord. This news is coming from the Associated Press as it is being reported that Colorado’s securities commissioner filed civil fraud charges against Eli Regalado and his wife Kaitlyn Regalado, saying the Denver couple targeted th…
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It is no secret that Americans are in trouble with consumer debt reaching over $1 trillion. But what is at the root of the spending habits? In this episode, I'll be able to help you overcome some of these spending habits so you can have more money and become a better steward of God's wealth. Some topics we cover are: -Spending on Convenience and no…
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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.
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With Mindy Diamond and Louis Diamond Overview A breakdown of the steps advisors can take to prepare for change and enhance business processes, equally effective for those at the curiosity stage or even deep into due diligence, and whether you ultimately make a move or not. Listen in… > Download a transcript of this episode… NOTE: The views and opin…
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As Christians, we have two sets of priorities: Financial and Personal. The financial priorities are savings for retirement, creating a financial plan, and investing. The personal priorities are taking care of your family, stewarding God's wealth, and enjoying the life God has blessed you with. In this episode, we go into detail about how to set the…
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Happy (somewhat belated) Valentine’s Day physician moms and dads. Did you remember to make a date or buy your sweetie flowers? If you failed it’s not too late, you can still buy them a vacation home! But should you? Whether they are dreaming of a house in the mountains or a condo on the beach, your colleagues often cite three reasons to tie the kno…
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Everyone wants financial freedom in Retirement. But how do you achieve financial freedom? In today's episode, we go over the key points of establishing an Emergency Fund and how you can set realistic savings goals that can prepare you for life's biggest emergencies. Bible reference: 1 Peter 3:15 - But in your hearts honor Christ the Lord as holy, a…
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Simon Sinek is famous for his quote “Starting with the Why?” This one line shook the industry as everyone started to quote it as if it were a new phenomenon. I appreciate him sending this message to the masses but this is a concept that Christians have known for thousands of years. Our why brothers and sisters is to make it to the Hereafter. The wa…
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Many Christian investors have a good income. And every year, their job gives them a raise but for some reason, they are still living paycheck to paycheck. In this episode, brothers and sisters, we are going to help you determine your expenses and how to track them, so you can 1. See where your money actually goes and I’m sure it is different than w…
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When we are creating a retirement plan, we have to be very realistic with the numbers that we input. Because these numbers are correlated in many ways. Your income is going to determine how much you can spend, it is going to determine how much money you can be loaned for things like houses and cars, and it is going to determine how likely it is tha…
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If you are thinking about retiring there are a few things you need to know such as, your income sources in retirement. How are you going to pay for things with no income? How much do you need to live the life you want? And how long can you live off of this money? In this episode we talk about Social Security benefits and the ages you need to know, …
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On this week's episode of Quantum Growth for Financial Advisors, we welcome Mike Futterman! Mike and Jon discuss the importance of advisors narrowing down their client base to a manageable number and providing exceptional service beyond just financial aspects in today's competitive marketplace. The conversation revolved around the impact of chemica…
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With Summit Partners’ Bob Thornton, Executive in Residence, and Melanie Whelan, Managing Director Overview There was a time when First Republic Private Wealth Management was a top landing spot for corner office wirehouse teams. Then, the bottom fell out with the regional banking crisis. The former unit president, Bob Thornton, joins the show to dis…
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