A(z) Kitces csatorna legjobb podcastjai (2024)

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Re-Educating Clients (Scalably) After They ‘Read Something On The Internet’: Kitces & Carl Ep 146 29:40

5d ago29:40

29:40

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.

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121: A Playbook To Master The Human Side of Advice with Michael Kitces 1:54:40

6d ago1:54:40

1:54:40

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 the path to…

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WCI #380: Michael Kitces on the State of Financial Planning 1:19:39

26d ago1:19:39

1:19:39

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 hi…

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MtoM #187: Pediatrician Pays Off $330,000 in Student Loans in 7 Years and Finance 101: The Basics of Asset Protection 23:04

20h ago23:04

23:04

Today we are talking with a pediatrician who paid off $330,000 in 7 years. He talked about being mentally prepared for this to take a very long time. He refinanced his loans in 2019 and was making payments and trying to throw extra cash at them when he could. But when he sold his first house and moved to a new home he made enough on that sale that …

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WCI #383: The Politics of Student Debt Forgiveness 52:49

5d ago52:49

52:49

Today Dr. Dahle opens by talking about the state of governmental student loan repayment programs and whether or not they are likely to be around for long. We then get into answering a variety of your questions including if a physician loan is a good idea, how to evaluate real estate deals, when it is a good idea to pay off your mortgage, if nursing…

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Ep 401: One-On-One Advice Through Financial Wellness Programs To (Profitably) Expand The Reach Of Financial Planning with Zack Hubbard 1:30:01

7d ago1:30:01

1:30:01

Zack Hubbard is the Director of Financial Planning and Participant Engagement of Greenspring Advisors, an RIA based out of Maryland that manages $2 billion of private wealth assets under management for 1,300 client households and advises on an additional $5 billion in retirement plan assets. Zack and his firm have developed a financial wellness off…

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MtoM #186: Emergency Docs Get Back to Broke and Finance 101: Paying Off Your Mortgage 24:15

8d ago24:15

24:15

This two emergency doc family is back to broke! They are focused on getting their finances right early and while she is the finance nerd they are both on the same page. She is still a fellow and he is one year out of training. They talk to us about why they have chosen to live in California. The biggest reason is that all of their family is there a…

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WCI #382: The Behavior Gap with Carl Richards 1:01:49

12d ago1:01:49

1:01:49

Today we are talking with Carl Richards. Carl is a Certified Financial Planner, author, podcaster and educator. He is one of the most influential voices in the financial planning world. The title of his book is The Behavior Gap. In this discussion we get into what the behavior gap is, how big it is, why it is so persistent and what we as investors …

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Ep 400: Sizing Up Versus Scaling Up To Build An Enduring Advisory Business with Mark Tibergien 1:30:00

14d ago1:30:00

1:30:00

Mark Tibergien is the former CEO of Pershing Advisor Solutions, a former Principal with Moss Adams Consulting, and a longtime practice management consultant and thought leader in the financial advisory industry. Over his 50-year career in financial services, Mark has witnessed the evolution of the financial advice industry and has actively defined …

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MtoM #185: Communications Pro Hits Quarter Million Dollars and Finance 101: Don't Time the Market 23:32

15d ago23:32

23:32

Today we have a communications pro on the podcast who is only a few out of college and has already reached a net worth of a quarter million dollars. He attributes his success to his dad who taught him from a young age the power of compounding interest. In addition to traditional means of growing wealth he has had success dabbling in things like cry…

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120: The Three Cornerstones of a Happy And Fulfilling Retirement 1:38:03

18d ago1:38:03

1:38:03

Michael Finke’s research shows that the trifecta of a happy and fulfilling retirement incorporates: Money Health Social Connection Most financial advisors know the money part. But how can you incorporate the other health and social connection parts into a financial plan to help your clients live a happy and fulfilling retirement? Fortunately, Micha…

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Explaining The Full Value Of (Life) Planning By Unlocking The Emotional Job To Be Done: Kitces & Carl Ep 145 32:12

19d ago32:12

32:12

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.…

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WCI #381: Retirement Accounts and Asset Protection 45:59

19d ago45:59

45:59

Today we answer questions about the Mega Backdoor Roth IRA, answer a few questions about 401(k)s, and discuss if it is worth not rolling an old 401(k) into your new one to provide some added asset protection. We talk about cash vs. bonds and how to evaluate your investment mix. Those questions and more on todays episode! Today’s episode is brought …

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Ep 399: Maintaining Company Culture More Virtually (When Scaling Past $3B AUM With 10 Office Locations) with Kelli Kiemle 1:26:31

21d ago1:26:31

1:26:31

Kelli Kiemle is the Managing Director of Growth and Client Experience of Halbert Hargrove, an RIA based out of California that oversees $3.1 billion in assets under management for 75 households. Kelli uniquely spearheads initiatives at Halbert Hargrove to uphold the firm’s four core values and foster a strong corporate culture, a critical task as t…

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MtoM #184: Orthopedist Hits $3 Million and Finance 101: You Don't Have to Invest in Everything 22:46

22d ago22:46

22:46

This Orthopedist has grown his wealth to $3 million only 3 years out of training. He tackled his student loans quickly and started saving and investing aggressively. As we talk about regularly, a big income is super helpful but it doesn't get you anywhere if you aren't financially literate. He and his wife got on the same page early and put their h…

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Ep 398: Building A $2.5B AUM Advisory Enterprise Under The Umbrella Of A National CPA Firm With Eric Wulff 1:30:00

28d ago1:30:00

1:30:00

Eric Wulff is the CEO of Marcum Wealth, an RIA based out of Cleveland that oversees $2.5 billion in assets under management for approximately 2,700 households. Eric has uniquely developed Marcum Wealth into a multi-billion-dollar firm under the umbrella of a national accounting firm, largely by fostering mutually beneficial relationships with inter…

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MtoM #183: Emergency Physician Family Pays off $311,000 of Student Loans in 11 Months and Finance 101: The Best Paying Hobby Out There 27:03

29d ago27:03

27:03

This emergency doc paid off $311,000 in less than one year! He worked like crazy and picked up shifts every chance he could get. He and his family lived like residents and poured everything they could into the loans. He credits his wife and all she sacrificed to making this huge accomplishment possible. They are now excited to have him significantl…

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The Success Trap Of Boutique Practices And Building With Intentionality: Kitces & Carl Ep 144 28:32

1M ago28:32

28:32

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.

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119: A 3-Step Process for Crafting a Statement of Financial Purpose – Part II 1:23:14

1M ago1:23:14

1:23:14

*This is a continuation of the conversation that started in the previous episode (Episode 118). We highly recommend listening to that episode first! A statement of financial purpose serves as the mission statement for your client’s financial life. It acts as the north star for making financial decisions that are in alignment with the things that ar…

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WCI #379: Contributing to Your Non Dependent Adult Child's HSA 41:24

1M ago41:24

41:24

Today we talk more about the new Vanguard CEO and Ascensus acquiring Vanguards's individual 401(k) business. We answer a few questions about DAFs and if appreciated securities are a reasonable alternative to DAFs. We talk about donating real estate to charity and then get into detail about contributing to your non dependent adult child's HSA. Today…

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Ep 397: Powering Growth To $1.2B Of AUM With An Intentional Focus On (Local) Acquisitions Of Retiring Advisors With Jaime Benedetti 1:32:07

1M ago1:32:07

1:32:07

Jaime Benedetti is the Managing Principal of Benedetti, Gucer, and Associates and BEAM Wealth Advisors, hybrid advisory firms based out of Georgia and Louisiana that oversee a total of $1.2-billion in assets under management for approximately 900 households. Jaime's firm has uniquely expanded to over $1 billion in AUM over the last 20 years, largel…

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MtoM #182: Pharmacist Pays Off Student Loans in Two Years and Finance 101: Mega Backdoor Roth 28:29

1M ago28:29

28:29

This pharmacist tackled his student debt with extreme focus and paid off over $170,000 in only 2 years! He said he and his wife had the goal to get rid of the debt quickly and discussed it in depth before they got married. The student loan pause was a huge motivator to keep plowing as much money as possible towards the loans while they were not acc…

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WCI #378: Marketing Your Practice 44:29

1M ago44:29

44:29

Today we are talking with Marita Mccahill of PracticeGro. Marita shares her expertise around the importance of learning how to market yourself online as a doc, as well as how to market your practice. We discuss the impact of online reviews, changing jobs, and growing your practice. Whether you own your own practice or are a W2 or 1099 employee, the…

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Ep 396: Leveraging Business Coaches To Delve Deep Into A Divorce Specialization That Brings A Steady Flow Of Ideal-Fit Clients With Michelle Klisanich 1:28:17

1M ago1:28:17

1:28:17

Michelle Klisanich is a Wealth Advisor for Financially Wise Divorce, a hybrid advisory firm based out of Minnesota that oversees $87-million in assets under management for 91 households. Michelle stands out by effectively applying insights gained from multiple business coaches throughout her career, enabling her to precisely target and market to he…

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MtoM #181: Dental Specialist Pays Off Student Loans and Finance 101: The Truth About Investing 32:43

1M ago32:43

32:43

Dental Specialist has paid off just over $489,000 in student loans just two years out of training! He took the Fire Your Financial Advisor course and created a written financial plan before he finished training. The first six months out of training he focused on paying off his car, credit card debt and and a loan from family. Then he aggressively w…

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Taking Over Clients From An Advisor With A Different Personality And Communication Style: Kitces & Carl Ep 143 36:08

2M ago36:08

36:08

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.

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WCI #377: Tax Payments and Savings 49:30

2M ago49:30

49:30

Today we are answering your questions from the speak pipe. We discuss quarterly estimated payments and the safe harbor rule. We cover tax loss harvesting and not letting the tax tail wag the investment dog and if you should ever change your asset allocation for potential tax savings. We talk about travel expenses and tax implications that come with…

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Ep 395: The Rise Of Bank Financing To Fund Independent Advisor Acquisitions And Succession Plans With Dustin Mangone 1:38:54

2M ago1:38:54

1:38:54

Dustin Mangone is the Director of Investment Advisor Services of PPL Loan, a firm based out of Texas that facilitates conventional bank loans to financial advisors. Dustin's firm uniquely enables financial advisors to access bank lending—a traditionally difficult source of debt capital in the advisory industry—for financing various transactions, in…

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MtoM #180: Pathologist Reaches Multiple Milestones and Finance 101: 5 Rules for Evaluating a Rental Property Investment 26:03

2M ago26:03

26:03

Our guest today is celebrating three big milestones. She has had a unique path to financial success including an intervention from her sister while she was in residency. When she got out of residency she was $600,000 in debt. 5 years later she has received PSLF, reached a net worth of $500,000 and paid off $120,000 in student loans. Once she realiz…

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