Best Kitces Podcasts (2025)

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

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8d 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 gastroenterolo…

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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

13d 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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Encore Episode:The Godfather: Michael Kitces 43:18

19d ago43:18

43:18

Running a successful, value-adding practice consists of a lot of moving pieces. It takes hard work, focus, and accountability. Matthew's guest today is someone who has been contributing to this industry in a massive way for a long time now and is someone many in the financial realm look up to for advice. Michael Kitces is the Head of Planning Strat…

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Ep 469: Specializing In (Sound) Income Sources For Retirees To Differentiate A $4B Advisor Enterprise with David Scranton 1:30:00

1d ago1:30:00

1:30:00

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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Transforming Financial Planning Practices with Sten Morgan [Episode 340] 32:26

2d ago32:26

32:26

In this conversation, the speakers delve into the evolution of financial advisory practices, discussing the importance of effective communication, the role of technology, and the necessity of continuous learning. They explore the challenges and opportunities in charging for financial planning services, emphasizing the need for efficiency and value …

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Encore Episode: Tips from the Trenches - Taxes 4:24

5d ago4:24

4:24

In this episode, Micah shares strategies for quickly estimating a client's tax liability during a meeting without relying on complex software. He advises keeping a current tax reference guide on your desk to instantly verify brackets and standard deductions. By calculating total fixed income plus required withdrawals, advisors can easily identify a…

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My Top 5 Mistakes with Points & Miles 54:54

7d 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

8d 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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Tax Planning at Scale [Episode 339] 32:11

9d ago32:11

32:11

In this episode, Matt and Micah discuss the complexities of tax planning, particularly in scaling processes and ensuring efficient team dynamics. They explore the importance of reviewing tax returns, the roles of team members in this process, and the necessity of looking beyond software for effective tax planning. The conversation also delves into …

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Encore Episode: You Didn't Hire Idiots 1:11:24

12d ago1:11:24

1:11:24

Have you ever experienced an outcome from your team that didn't exactly match up to your expectations or the feeling that you're on your own episode of 'Nailed It', but for Financial Advisors? On today's episode, Jamie explains why training your team doesn't end after the first few months. She'll walk through how structured and consistent trainings…

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Creative Deal Structuring for Advisors With Scott DiGiammarino 31:07

13d ago31:07

31:07

In this episode of the TPR Podcast, Matthew Jarvis and Scott DiGiammarino delve into the complexities of liquidity events, focusing on the decision-making process between internal and external sales. They explore the emotional dynamics of succession planning, the importance of structuring deals creatively, and the significance of having a trained s…

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Dr. Daniel Crosby - Write Your Story 16:11

13d ago16:11

16:11

Tune in to hear: What does Swiss-born British author Alain de Botton have to say about Macbeth’s cynical soliloquy on the brevity and meaningless of life? Why does he state that despair and hope are two sides of the same coin? How does storytelling make a truth durable in our minds by linking an idea to an ego? Why is our internal dialogue one of t…

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

14d 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

15d 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 Power of Experimentation in Financial Planning With Art Turock [Episode 338] 30:35

16d ago30:35

30:35

In this episode of the TPR Podcast, Matthew Jarvis and Art Turock delve into the concept of latent needs, exploring how identifying these needs can lead to significant breakthroughs in business and personal growth. They discuss the importance of experimentation, the mindset required to break through perceived impossibilities, and the shift from hol…

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

21d 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

22d 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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Navigating Tax Planning: Insights from the Jarvis Brothers [Episode 337] 28:36

23d ago28:36

28:36

In this episode of the Perfect RIA Podcast, hosts Matthew Jarvis and Steven Jarvis discuss the importance of actionable tax planning strategies for financial advisors. They explore the dynamics of their family relationship, the significance of basic tax planning, and how to build collaborative relationships with CPAs. The conversation also covers t…

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Encore Episode: What Are We Paying Employees? 38:13

26d ago38:13

38:13

In this episode, Jamie Shilanski pulls back the curtain on hiring in financial advisory firms. Diving headfirst into the talent pool, Jamie reveals why cookie-cutter recruiting doesn't cut it anymore. She challenges listeners to flip the script on traditional hiring methods, advocating for out-of-the-box strategies that can unearth hidden gems in u…

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

27d 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

29d 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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Culture and Communication With Jacqueline Benjamin Hatherley [Episode 336] 33:59

1M ago33:59

33:59

In this conversation, Matthew Jarvis and Jackie Benjamin Hatherley discuss the importance of culture, communication, and management in small businesses, particularly in the R.I.A. sector. They explore how giving employees space, conducting effective one-on-one meetings, and understanding communication styles can enhance productivity and team dynami…

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Encore Episode: You May Be The Problem 40:27

1M ago40:27

40:27

In this episode, Jamie highlights the paramount importance of practice regardless of one's role, underlining its role in personal growth and leadership. She discusses her family's commitment to teaching foundational values and leadership skills to the younger generation and emphasizes the significance of guiding young adults and fostering positive …

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

1M 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

1M 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

1M 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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Discipline Equals… Money? [Episode 335] 27:07

1M ago27:07

27:07

In this episode, Micah Shilanski and Matthew Jarvis discuss the critical role of discipline in achieving success, particularly for financial advisors. They explore how discipline leads to freedom and the importance of building a psychology of winning through small successes. The conversation emphasizes the necessity of practice, creating daily vict…

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

1M 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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Encore Episode: Team Building For Financial Advisors With Guest Christine Timms 21:13

1M ago21:13

21:13

Understanding your highest and best use so you can focus on the things you most enjoy are key to helping your growth. On today's episode, Matt is joined by former Financial Advisor Christine Timms, who is a consultant and creator of handbooks and templates to help other Financial Advisors better serve their clients. Christine shares how she grew an…

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

1M 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

1M 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

1M 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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Hiring an Executive Assistant With Karen Stewart [Episode 334] 32:52

1M ago32:52

32:52

This conversation delves into the essential aspects of hiring and working with an executive assistant (EA). It covers the characteristics to look for in an EA, the rigorous hiring process, effective onboarding strategies, and the importance of communication and feedback. The discussion emphasizes the need for accountability and structured task mana…

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Encore Episode: Measure What Really Matters? 29:05

2M ago29:05

29:05

Matt and Micah are peeling back the layers to reveal what truly counts when it comes to gauging advisor effectiveness. They expose the delusion of conventional metrics like AUM, office hours, and household numbers and reveal the real deal: the true number you need to measure. They share that it's easy to get caught up in so many other numbers that …

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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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Unlocking the Secrets of Practice Valuation With Scott DiGiammarino [Episode 333] 27:15

2M ago27:15

27:15

In this episode of the TPR podcast, Matthew Jarvis and Scott DiGiammarino discuss the intricacies of practice valuation and the M&A landscape for financial advisors. They explore current market trends, the importance of a structured process in practice sales, and the emotional aspects of selling a practice. The conversation emphasizes the significa…

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Encore Episode: Leveraging Technology With Guest Ben Goss 28:29

2M ago28:29

28:29

As humans, we aren't necessarily hard-wired to think about saving and investing in our future, which is why Financial Advisors play such a critical role. In today's episode, Matt is joined by Ben Goss, the CEO and Founder of Dynamic Planner in the UK. Ben shares how he began his business with the goal of where he felt he could make the biggest impa…

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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

2M 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

2M 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

2M 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 …