August 20, 2020. Michael, welcome to the White Coat Investor podcast. The Rational Reminder Podcast Episode 112: Michael Kitces on Retirement Research and the Business of Financial Advice Starting Out. Home Community Books Shop Disclaimer Podcast Home Community Books Shop Disclaimer Podcast … Micheal Kitces: Favorite blog, podcast or book of all time. We were thrilled to hear a Riskalyze client and power user, Nina O’Neal of Archer Investment Management, make an appearance on Michael Kitces’ Financial Advisor Success podcast. Publisher of The Kitces Report and the blog Nerd's Eye View at http://www.kitces.com Share: Facebook; Twitter; Google+ ; LinkedIn; Email; In the first section of the show, we shoot our questions about retirement planning Michael’s way, … If you are a financial advisor or use one, this conversation is full of great history and … Michael, welcome to the BiggerPockets Money podcast. On today’s podcast, I talk to Michael Kitces — a financial planner, entrepreneur, and all-around smart guy — about this million-dollar decision. Your podcasts have kept me calm, confident and constructive with my time and efforts. My guest for today’s podcast is Marina Hernandez. It’s about two-and-a-half years in and then the Kitces & Carl podcast we just launched. After joining us for episode 61 nearly two years ago, today she is back for a … Michael Kitces is the co-founder of the fee only CFP directory called the XY Planning Network and the brains behind the Nerd’s Eye View blog. WCI: Yeah, I'm looking forward to it. Mary Beth Storjohann is the Chief Marketing Officer for Abacus Wealth Partners, an independent RIA that oversees nearly $2.6 billion in assets under management for almost 1,700 clients. Nine Best Kitces Podcasts For 2020. If you wanted to do a plan for a client, you … Marina is the founder of Swiss American Wealth Advisors, an independent RIA with offices in Philadelphia and Switzerland … 2020-08-20T05:30:32. Looking forward to being here and chatting today about financial advisor world and the industry and all of our strange intersections between what we do and what your community does. Big fan of their podcasts and what they're doing on both … I consider you a mentor and I’m eternally grateful for … Michael Kitces is one of the world’s leading experts in financial services but is also a trusted authority in retirement planning research, and today he joins us for a brilliant conversation that covers both topics. One of the biggest challenges comprehensive financial planners face today is that “everyone” says they do financial planning. Resources Mentioned: Websites: We literally launched it a few weeks ago. Michael is the Head of Planning Strategy at Buckingham Wealth Partners, Co-Founder o . Michael E. Kitces the Head of Planning Strategy at Buckingham Wealth Partners and a co-founder of the XY Planning Network, AdvicePay, and New Planner Recruiting, the former Practitioner Editor of the Journal of Financial Planning, the host of the Financial Advisor Success podcast, and the publisher of the popular financial … Let's start with a few … A no-holds barred conversation for Real Financial Advisors with industry nerd Michael Kitces and client communication expert Carl Richards. Michael Kitces – So the purest essence of the cash flow approach was I’m going to start with the client’s household income, now in the typically still working years if we’re still working with accumulators. We discuss the past, present, and future of financial advise, financial technology, and investing. ‎A no-holds barred conversation for Real Financial Advisors with industry nerd Michael Kitces and client communication expert Carl Richards. Because of the topic flow, I’ve gone backwards a … Listen online, no signup necessary. Latest was Helping Older Clients Stuck In Cash On The Sidelines: Kitces Carl Ep 41. In our 48th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss why goals-based financial planning puts the proverbial cart before the horse, the importance of exploring the possibilities first, strategies to dig deeper with clients to create frameworks from which realistic and meaningful … Get a glimpse of what it's like behind the … We were … Yet in practice, what they actually do, Listen to Financial Advisor Success episodes free, on demand. The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. We actually started recording them at the beginning of the year. Michael Kitces: Thank you Jim. Welcome back to the 205th episode of Financial Advisor Success Podcast! Today Dan joins the show to discuss how he uses … Michael, I became a financial adviser in May 2020, immediately after Covid began gathering pace. Disclaimer: The podcast and artwork embedded on this page are from Michael Kitces, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc. PODCAST SEARCH ENGINE You can use our website to search 1,635,614 podcasts and 82,865,817 episodes by people, places, or topics. Accidentally or by design I have been getting caught up by listening to the episodes, randomly rather than in order. Latest was Ep 204: Being Able To Just Focus On Clients By Choosing To Be An Employee Advisor At A Growing Firm with Blair DuQuesnay. ‎The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Financial Advisors Success has been going for a while. Re: podcast & building resiliency Michael & Carl: First thing, I just discovered the “Kitces & Carl” podcast last week and have enjoyed every episode so far. On this week's podcast, special guest Michael Kitces on sequence of return risk, a good world-allocation fund, and new retirement legislation. Kitces and Carl Podcast . Get a glimpse of what it's like behind the scenes building a successful advisory business, and how … On the podcasting end, I kind of nerd out on all of our industry stuff and podcasts in our industry. Michael Kitces is Head of Planning Strategy at Buckingham Wealth Partners, a turnkey wealth management services provider supporting thousands of independent financial advisors. Five Best Michael Kitces Podcasts For 2020. Latest was Michael Kitces on Retirement Research and the Business of Financial Advice (EP.112). 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 … 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… Listen to Financial Advisor Success episodes free, on demand. One of the internet’s most-respected retirement researchers and financial planners, Michael Kitces, joins me for an episode of the Financial Independence Podcast! [00:57:29] Michael Kitces: So, two going now. Listen online, no signup necessary. In addition to her insights about what it takes to run a successful advisory firm over the long term, Nina dove into best practices with Riskalyze … My guest this week is Michael Kitces, who is one of our industries go-to experts on all things financial advise and financial planning. Dan Allison is the founder of Feedback Marketing Group, a marketing and sales consulting firm that helps financial advisors to increase their growth by teaching methods to generate referrals from existing clients. Listen to Financial Advisor Success episodes free, on demand. I’m super excited to have you today because we are going to talk about some things that are very, very pertinent to our listeners. You may remember that my Safe Withdrawal Rate post drew heavily from the incredible research Kitces has done on the topic so it was great to talk to him directly to dive … How many podcasts? X dollars come into the household, X dollars go out, whatever is left over is saved. 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