Michael, welcome to the BiggerPockets Money podcast. 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. On the podcasting end, I kind of nerd out on all of our industry stuff and podcasts in our industry. If you wanted to do a plan for a client, you … Michael is the Head of Planning Strategy at Buckingham Wealth Partners, Co-Founder o . Five Best Michael Kitces Podcasts For 2020. 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… A no-holds barred conversation for Real Financial Advisors with industry nerd Michael Kitces and client communication expert Carl Richards. 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. 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. 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. Share: Facebook; Twitter; Google+ ; LinkedIn; Email; In the first section of the show, we shoot our questions about retirement planning Michael’s way, … 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 … Get a glimpse of what it's like behind the scenes building a successful adviso… Michael, I became a financial adviser in May 2020, immediately after Covid began gathering pace. Resources Mentioned: Websites: Nine Best Michael Kitces Podcasts For 2020. Michael, welcome to the White Coat Investor podcast. Accidentally or by design I have been getting caught up by listening to the episodes, randomly rather than in order. Let's start with a few … Michael Kitces: Thank you Jim. 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. Micheal Kitces: Favorite blog, podcast or book of all time. I consider you a mentor and I’m eternally grateful for … 2020-08-20T05:30:32. X dollars come into the household, X dollars go out, whatever is left over is saved. 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. Re: podcast & building resiliency Michael & Carl: First thing, I just discovered the “Kitces & Carl” podcast last week and have enjoyed every episode so far. Listen online, no signup necessary. Nine Best Kitces Podcasts For 2020. 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. Today Dan joins the show to discuss how he uses … Get a glimpse of what it's like behind the scenes building a successful advisory business, and how … We were … Listen online, no signup necessary. Latest was Michael Kitces on Retirement Research and the Business of Financial Advice (EP.112). Listen online, no signup necessary. 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 … Publisher of The Kitces Report and the blog Nerd's Eye View at http://www.kitces.com 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. A no-holds barred conversation for Real Financial Advisors with industry nerd Michael Kitces and client communication expert Carl Richards. Marina is the founder of Swiss American Wealth Advisors, an independent RIA with offices in Philadelphia and Switzerland … We actually started recording them at the beginning of the year. You ask every question that I would ask if I was actually speaking to your interviewees myself. Listen to Financial Advisor Success episodes free, on demand. 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 of the internet’s most-respected retirement researchers and financial planners, Michael Kitces, joins me for an episode of the Financial Independence Podcast! 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. After joining us for episode 61 nearly two years ago, today she is back for a … 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. 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 … We discuss the past, present, and future of financial advise, financial technology, and investing. My guest for today’s podcast is Marina Hernandez. How many podcasts? 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. 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. Listen to Financial Advisor Success episodes free, on demand. Listen to Financial Advisor Success episodes free, on demand. If you are a financial advisor or use one, this conversation is full of great history and … Yet in practice, what they actually do, Because of the topic flow, I’ve gone backwards a … 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. Get a glimpse of what it's like behind the … My guest this week is Michael Kitces, who is one of our industries go-to experts on all things financial advise and financial planning. Michael Kitces is Head of Planning Strategy at Buckingham Wealth Partners, a turnkey wealth management services provider supporting thousands of independent financial advisors. Latest was Helping Older Clients Stuck In Cash On The Sidelines: Kitces Carl Ep 41. One of the biggest challenges comprehensive financial planners face today is that “everyone” says they do financial planning. On today’s podcast, I talk to Michael Kitces — a financial planner, entrepreneur, and all-around smart guy — about this million-dollar decision. The Rational Reminder Podcast Episode 112: Michael Kitces on Retirement Research and the Business of Financial Advice Starting Out. Your podcasts have kept me calm, confident and constructive with my time and efforts. It’s about two-and-a-half years in and then the Kitces & Carl podcast we just launched. 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 … We literally launched it a few weeks ago. I sort of have a two way tie, Barry Ritholtz's Masters in Business and Patrick O'Shaughnessy's Invest Like the Best. Kitces and Carl Podcast . Home Community Books Shop Disclaimer Podcast Home Community Books Shop Disclaimer Podcast … Welcome back to the 205th episode of Financial Advisor Success Podcast! August 20, 2020. [00:57:29] Michael Kitces: So, two going now. On this week's podcast, special guest Michael Kitces on sequence of return risk, a good world-allocation fund, and new retirement legislation. WCI: Yeah, I'm looking forward to it. Big fan of their podcasts and what they're doing on both … Successful adviso… Nine Best Kitces podcasts for 2020 do financial Planning into the household, x dollars come into household. I would ask if I was actually speaking to your interviewees myself Partners, Co-Founder o May 2020 immediately. Financial technology, and future of financial Advice ( EP.112 ) actually,... 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