Best Kitces Podcasts (2026)

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Helping Clients With AI Bubble Fears To Stay The Course: Kitces & Carl Ep 181 42:28

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5d ago42:28

42:28

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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Episode #86: Exploring Cybersecurity Risks & Readiness for Independent GI Practices | Fred Rosenberg | Chi Kapoor | KITC 32:47

27d ago32:47

32:47

Dr. Fred Rosenberg interviews Chi Kapoor, founder and managing partner of KITC, a cybersecurity firm that works with healthcare organizations to protect sensitive data, maintain regulatory compliance, and strengthen resilience against digital threats.As cyberattacks against healthcare organizations continue to rise, private practice gastroenterolog…

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Goals, Tools, and Mindset Shifts for a Better 2026 with Kevin Rose 1:09:45

5h ago1:09:45

1:09:45

#261: Chris and Kevin reflect on 2025’s biggest wins and lessons, then dive into how they're planning 2026. They share their goals, the tools they're using, and why they're designing a year that’s easier, not just more optimized. Kevin Rose is the host of Diggnation and a partner at True Ventures, an early-stage venture capital firm that has invest…

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Ep 472: Going Deep Into Multigenerational Planning To Better Serve HNW Clients (Not Just Retain Their Assets) with Carli Smith 1:27:29

1d ago1:27:29

1:27:29

Multigenerational planning isn't just about retaining assets after a wealth transfer. When done well, it becomes a powerful way to elevate service, improve family communication, and drive meaningful growth today. Carli Smith, founder of Signal Wealth Advisors, has built her practice in part by engaging entire family units—not just individual client…

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Top 10 Takeaways from 2025 37:24

7d ago37:24

37:24

#260: Chris distills the most powerful lessons from over 50 episodes in 2025 into 10 actionable takeaways that changed how he thinks about money, time, health, relationships, purpose, and more. Link to Full Show Notes: https://chrishutchins.com/top-takeaways-2025-optimize-money-travel-life Partner Deals Gusto: Free 3-month trial of the #1 payroll s…

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Episode #87: New CRNA-Provided Anesthesia Policy Threatens Access to Care | Lisa Mathew | Dru Riddle 26:10

2h ago26:10

26:10

Dr. Lisa Mathew interviews Dru Riddle, Professor of Professional Practice and Director of Clinical Education in the School of Nurse Anesthesia at Texas Christian University and a past president of the American Association of Nurse Anesthesiology, about the role certified registered nurse anesthetists (CRNAs) play in providing anesthesia for GI care…

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Ep 471: Growing To $475M In 7 Years While Making Yourself Dispensable Enough To Take A Personal Sabbatical with Dennis Morton 1:30:02

8d ago1:30:02

1:30:02

Building a firm that can thrive without its founders being constantly "on" requires far more than revenue growth. It takes intentional infrastructure, deep team trust, and long-term thinking. This episode explores how designing a business that doesn't depend on any single individual can create both freedom for the founders and stability for clients…

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Choosing the Problems Worth Struggling For with Mark Manson 59:44

14d ago59:44

59:44

#259: Learn how to pick the challenges in life that actually matter. We break down how to stop optimizing for the wrong things, why values trump goals in decision-making, practical strategies for building real friendships, and more. Mark Manson is the bestselling author of The Subtle Art of Not Giving a F*ck (20M+ copies sold). He hosts the Solved …

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Ep 470: Growing To $500M AUM With An Evergreen HNW Client Service Calendar For Evergreen Fees with Debra Taylor 1:30:00

15d ago1:30:00

1:30:00

Clients often don't fully realize the depth of value their advisory team provides—unless that value is clearly articulated and demonstrated throughout the year. This episode explores how a thoughtfully designed client service calendar can both strengthen client retention and increase new client conversions by making financial planning and tax strat…

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Aligning Your Capital With What's Important To You By Focusing On Where You PAY Attention: Kitces & Carl Ep 180 33:48

12d ago33:48

33:48

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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Ep 469: Specializing In (Sound) Income Sources For Retirees To Differentiate A $4B Advisor Enterprise with David Scranton 1:30:05

22d ago1:30:05

1:30:05

Income-focused investing may seem old-school in a world dominated by total-return portfolios and model ETF allocations—but for some retirees, predictable cash flow is the key to peace of mind. This episode explores how a differentiated investment philosophy, rooted in individual income-producing securities, can become a powerful engine for both cli…

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My Top 5 Mistakes with Points & Miles 54:54

28d ago54:54

54:54

#258: The 5 biggest mistakes Chris has made in his points & miles journey. He dives into the hidden cost of status, the math behind point values, the power of opportunity cost, and why hoarding points quietly destroys value. Link to Full Show Notes: https://chrishutchins.com/top-5-points-and-miles-mistakes Partner Deals Superhuman: Free month of th…

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Ep 468: Navigating Accelerated Succession When Cancer Forces An Early Retirement with KayDee Cole 1:30:00

29d ago1:30:00

1:30:00

Succession planning is rarely easy, but when life circumstances accelerate the timeline, it requires courage, clarity, and deep trust in your team. This episode explores how to manage an ownership and client transition with empathy, structure, and transparency. KayDee Cole is the founder of Clarity Wealth Development, an RIA based in Corvallis, Ore…

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Holding Back From Hiring Associate Advisors Out Of Fear They're Just Going To Move On: Kitces & Carl Ep 179 33:20

27d ago33:20

33:20

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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End of Year Checklist for Your Taxes, Points and Miles 1:13:17

1M ago1:13:17

1:13:17

#257: We break down essential tax and financial decisions to make before year-end. Learn how to maximize deductions, optimize charitable giving, manage investment gains and losses, and take advantage of retirement and home-improvement credits. We also run through all the credit card, points and miles deadlines to hit before 12/31. Link to Full Show…

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Ep 467: Crafting Effective Conversations To Build Business Development Rapport With Prospects with Derek Kinney 1:29:59

29d ago1:29:59

1:29:59

A key part of converting a contact or prospect into a client is an advisor's ability to explain what they offer and to show how they're the right person to solve their pain points. This episode explores how leading with empathy, asking the right questions, and storytelling can help financial advisors turn curiosity into client commitment. Derek Kin…

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The Easy Way to Build and Maintain Meaningful Relationships with Nick Gray 58:45

1M ago58:45

58:45

#256: We break down the simplest, most effective ways to build stronger friendships and stay connected as an adult. Plus, learn how to build a personal website, host better events, send a friends newsletter, book a cruise on a budget, and so much more. Nick Gray is an entrepreneur and author who built and sold two successful companies, Flight Displ…

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Ep 466: Doubling AUM From Under $300M To Over $600M In 3.5 Years By Making Investments To Systematize For Scale with Morgan Nichols 1:29:59

1M ago1:29:59

1:29:59

Growth rarely comes without sacrifice—and for many advisory firm owners, that means making bold investments that might pinch margins today to create momentum for tomorrow. This episode explores how strategic hiring, branding, and compensation design can help accelerate growth while building a stronger, more scalable team. Morgan Nichols is the CEO …

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Helping Retired Clients To Actually Start Spending (And Enjoying) Their Money: Kitces & Carl Ep 178 31:15

1M ago31:15

31:15

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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Ep 465: Making The Sell-Or-Keep Decision When You Hit A $260M AUM Wall with Todd Pisarczyk 1:29:43

2M ago1:29:43

1:29:43

In an environment where there is no shortage of external acquirors, many RIA founders receive regular inbound inquiries from potential suitors. While the compensation from such deals (and the ability to shrink the administrative burdens they face) might be tempting, these offers can be weighed against a desire to grow independently and perhaps pass…

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2025 Holiday Gift Guide and Top Ways to Save This Season 1:24:30

2M ago1:24:30

1:24:30

#255: Here are 100+ holiday gift ideas across tech, kitchen, home, clothing, fitness, kids, and games. I’ll also share tools and tactics to help you find deals and spend less this holiday season. For all the products, links, deals and more, check out the full 2025 Gift Guide here: https://chrishutchins.com/gifts Link to Full Show Notes: https://chr…

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Ep 464: Hiring A Director Of Talent To Shape The Development Of Next Generation Advisors (And The Lead Advisors Who Train Them) with Katie Calagui 1:30:00

2M ago1:30:00

1:30:00

Attracting and retaining top talent is one of the greatest challenges for growing advisory firms. As teams expand, success depends not just on recruiting, but on creating a culture where people feel valued, supported, and empowered to grow. This episode explores how intentional talent development and leadership coaching can help firms build thrivin…

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Episode #85: From Watchful Waiting to Targeted Treatment for Barrett’s Esophagus | Lisa Mathew | Caitlin Houghton 22:03

2M ago22:03

22:03

Dr. Lisa Mathew interviews Dr. Caitlin Houghton, a foregut surgeon at the Keck School of Medicine of USC and MemorialCare Orange Coast Medical Center. Dr. Houghton specializes in the management of GERD and Barrett’s Esophagus, focusing on identifying patients at highest risk for esophageal cancer and using advanced endoscopic techniques to personal…

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Learning How to Spend Money (While Enjoying Every Dollar Spent) 28:15

2M ago28:15

28:15

After decades of saving/investing, it's hard to immediately flip a switch and go into spending mode. Spending is a skill that you should develop on your way to FI, so that you're better at it when the time comes to really do it. Here's what worked for me over the last few years! Highlights How to reframe expenses and recalibrate how you value money…

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Ways To Say 'No' To Avoid Making Yourself Too Busy: Kitces & Carl Ep 177 38:31

2M ago38:31

38:31

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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The Cost of Always Optimizing with Chris and Amy 1:12:10

2M ago1:12:10

1:12:10

#254: Chris and Amy share a candid look at their life together as two optimizers. They discuss everything from family finances and teaching their kids about money to managing their health, work, and travel. Link to Full Show Notes: https://chrishutchins.com/ama-amy-marriage-parenting-health Partner Deals NetSuite: Free KPI checklist to upgrade your…

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Ep 463: Generating 10-15 Referrals Per Week By Coaching Clients To Make More Effective Introductions with David Stevens 1:30:00

2M ago1:30:00

1:30:00

While many advisors seek client referrals, an intentional approach can lead to a steadier flow of leads. Today's guest breaks down how coaching clients on making introductions and small communication tweaks can turn satisfied clients into proactive advocates, driving steady, qualified opportunities week after week. David Stevens is the President of…

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10 Lessons That Challenged My Thinking on Money and Life 59:23

2M ago59:23

59:23

#253: My top 10 takeaways from a retreat for high-net-worth investors, which will cover investing, managing risk, investing in your health, building meaningful relationships, parenting with purpose, and defining success in a way that goes far beyond money. Tad Fallows is the co-founder of Long Angle, a private community for investors with more than…

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Ep 462: Making The Tough Decision To Change Firms To Find The Path To Equity Ownership You're Seeking with Maggie Rapplean 1:26:55

2M ago1:26:55

1:26:55

Finding the right firm fit (and a well-defined path to partnership) can take time—and sometimes, the courage to start over. From wirehouse beginnings to RIA partnership, Maggie Rapplean's journey shows how clarity, persistence, and the right environment can open the door to both ownership and balance. Maggie is a Partner at Moneta Group, an RIA bas…

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Ways To Say 'Yes' Sustainably To Prospects In Need Who Don't Fit Your Minimums: Kitces & Carl Ep 176 34:32

2M ago34:32

34:32

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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Episode #84: Streamlining Specialty Medication Management | Louisiana Gastroenterology Associates | Squad Health 20:09

3M ago20:09

20:09

Dr. Lisa Mathew interviews Mallika Khandelwal, founder and CEO of Squad Health, and Tasha Cieslak, practice manager of Louisiana Gastroenterology Associates about how independent GI practices can streamline the management of complex prescription workflows. Squad Health is an AI-enabled healthcare technology company developing solutions to streamlin…

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Family Travel on Points: Tips, Tricks and Tactics with Nick Reyes 1:25:55

3M ago1:25:55

1:25:55

#252: Chris and Nick share strategies to make family travel affordable and stress-free with points and miles. They cover how to find multiple award seats, book business class for families, and their best tips for traveling with kids, from managing jet lag and delays to finding family-friendly hotels, must-have travel gear, and more. Nick Reyes is a…

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Ep 461: Helping Clients Live Intentionally And Generously With Charitable Giving Events (That Also Drive New Growth) with Zac Larson 1:29:59

3M ago1:29:59

1:29:59

Crafting a charitable giving strategy isn't just about tax efficiency—it's a way for clients to define the deeper purpose of their wealth. When advisors center generosity in both planning conversations and firm culture, they can strengthen relationships and attract values-driven clients. This episode explores how integrating charitable intent into …

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How to Focus on What Matters and Let Go of the Rest with Ryan Holiday 58:43

3M ago58:43

58:43

#251: Discover why Stoicism matters more than ever and how to make it part of your daily life. We share practical ways to focus on what you can control, build resilience, and cultivate the four Stoic virtues: courage, self-discipline, justice, and wisdom. Ryan Holiday is a bestselling modern philosopher and author of The Daily Stoic, The Obstacle I…

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Ep 460: Establishing The Operational Systems It Takes To Truly Serve Ultra-HNW Clients Effectively with Stephanie Hughes 1:29:59

3M ago1:29:59

1:29:59

While many financial advisory firms seek to move 'upmarket' and serve high-net-worth and ultra-high-net-worth clients, these clients typically require (and often demand) a different level of service—and can benefit from a more integrated experience across legal, tax, and financial domains. For these firms, creating efficient operational systems is …

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Visual Sketches As Conversation Starters To Help Clients Make Better Financial Decisions: Kitces & Carl Ep 175 47:21

3M ago47:21

47:21

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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Alan Moore from XYPN Live on Entrepreneurship, Escape Velocity, and the RIA Fee-For-Service Revolution 39:27

3M ago39:27

39:27

The Future of Financial Advising: Alan Moore on XYPN's Growth, Fee-For-Service Models, and More In this episode of the Modern Financial Advisor Podcast, host Mike Langford sits down with Alan Moore, CEO of XY Planning Network (XYPN) and AdvicePay, for an insightful discussion at the XYPN Live conference in Austin, Texas. They explore topics such as…