Épisodes

  • Why Advisor Succession Plans Fail: Retirement Age Is Peak Advisor Happiness: Kitces & Carl Ep 182
    Jan 22 2026

    In the 182nd episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss the happiest time in an advisor's career—and how that may be fueling the industry's succession planning gap.

    For full show notes, see kitces.com and thesocietyofadvice.com.

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    36 min
  • Helping Clients With AI Bubble Fears To Stay The Course: Kitces & Carl Ep 181
    Jan 8 2026

    In the 181st episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how to thoughtfully address client fears and uncertainties about the rapidly evolving AI landscape.

    For full show notes, see kitces.com and thesocietyofadvice.com.

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    42 min
  • Aligning Your Capital With What's Important To You By Focusing On Where You PAY Attention: Kitces & Carl Ep 180
    Dec 25 2025

    In the 180th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss the four sources of capital—and how the way you use them reveals your true priorities versus your stated ones.

    For full show notes, see kitces.com and thesocietyofadvice.com.

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    34 min
  • Holding Back From Hiring Associate Advisors Out Of Fear They're Just Going To Move On: Kitces & Carl Ep 179
    Dec 11 2025

    In the 179th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss the common angst advisors feel about the idea of their associate advisors eventually leaving to build teams of their own.

    For full show notes, see kitces.com and thesocietyofadvice.com.

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    33 min
  • Helping Retired Clients To Actually Start Spending (And Enjoying) Their Money: Kitces & Carl Ep 178
    Nov 27 2025

    In the 178th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss why many retirees struggle to spend the money they spent a lifetime saving—and how advisors can help.

    For full show notes, see kitces.com and thesocietyofadvice.com.

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    31 min
  • Ways To Say 'No' To Avoid Making Yourself Too Busy: Kitces & Carl Ep 177
    Nov 13 2025

    In the 177th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss why learning to say "no" can be game-changing—and how to do it without all the guilt.

    For full show notes, see kitces.com and thesocietyofadvice.com.

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    39 min
  • Ways To Say 'Yes' Sustainably To Prospects In Need Who Don't Fit Your Minimums: Kitces & Carl Ep 176
    Oct 30 2025

    In the 176th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how to support clients who need financial guidance but can't afford traditional advisory fees.

    For full show notes, see kitces.com and thesocietyofadvice.com.

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    35 min
  • Visual Sketches As Conversation Starters To Help Clients Make Better Financial Decisions: Kitces & Carl Ep 175
    Oct 16 2025

    In the 175th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how sketches can spark more meaningful money conversations.

    For full show notes, see kitces.com and thesocietyofadvice.com.

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    47 min