Best Michael Kitces Podcasts (2025)

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Smarter Strategies for Retirement, Wealth Building, and Taxes with Michael Kitces 59:30

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6d ago59:30

59:30

#243: Discover smarter strategies to grow your wealth and create financial flexibility. We dive into when it makes sense to invest beyond retirement accounts, how to access savings early through Roth conversions and 72(t) distributions, ways to reduce taxes with HSAs, tax-advantaged accounts, and charity, and so much more. Michael Kitces is the Hea…

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What to Do When Growth Becomes the Problem with Michael Kitces 30:46

21d ago30:46

30:46

In this episode of The Fintape, Brodrick and Eric talk with Michael Kitces about a surprising challenge—the moment when growth becomes the problem. Kitces explains why what most firms call a “talent gap” is really a “training gap,” and how many advisors hit a crossroads where they must decide between staying client-focused or stepping into full-on …

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Ep 453: Improving Efficiency By Turning Client Meetings Into Working Sessions So There Is Less Follow-Up To Manage with Becky Walsh 1:29:59

1h ago1:29:59

1:29:59

Delivering financial planning efficiently doesn’t have to mean compromising on depth or personalization. This episode explores how a “working session” model can streamline the client experience, reduce prep and follow-up time, and still create space for thoughtful, relationship-driven planning. Becky Walsh is the founder of Oak Maple Finance, an RI…

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Authenticity Over Algorithms: Mark Newfield on Building a Practice That Lasts 26:59

6d ago26:59

26:59

In this episode, Brodrick talks with Mark Newfield, CFP(R) RICP(R), of Journey Strategic Wealth about why authenticity is the ultimate business development strategy. Mark’s story defies the odds: from auto mechanic, to Accenture consultant, to launching an advisory career at 45, he proves resilience and kindness can outpace even the flashiest marke…

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Ep 452: From $200M To $1.4B In 5 Years By Spending 15% Of Revenue On Marketing (That Still Works) with Gabriel Shahin 1:30:00

7d ago1:30:00

1:30:00

Scaling an advisory firm quickly requires more than just marketing - it demands intentional infrastructure, rapid lead conversion systems, and a team built for volume. This episode explores how investing heavily in digital marketing, building internal efficiencies, and empowering advisors can drive explosive growth without sacrificing client servic…

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Why Advisors Have Turned From Hunters to Farmers with Jim Gold 18:01

11d ago18:01

18:01

Brodrick and Eric sat down with Jim Gold, co-founder of Steward Partners, to talk about the one thing every advisor knows they should deal with… but most kick down the road anyway: succession. Advisors used to be hunters, now they’re farmers. Great for relationships, not so great when it’s time to hand over the keys. Jim lays out what really happen…

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When Advising Clients Loses Its Spark: Burned Out, Or Bored-Out?: Kitces & Carl Ep 171 30:18

11d ago30:18

30:18

In the 171st episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss advisor burnout—and the hidden culprit that could be fueling it. For full show notes, see kitces.com and thesocietyofadvice.com.

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Deep Dive on Capital One Credit Cards and Miles (+ Why I Love Them) 1:04:26

13d ago1:04:26

1:04:26

#242: Chris dives into the Capital One credit card lineup, breaking down earning structures for miles and cash back, exciting benefits, and redemption strategies. He also covers the best 2-card combo, transfer partners, important application rules, and more. Link to Full Show Notes: https://chrishutchins.com/capital-one-credit-cards-miles-guide Par…

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Ep 451: Evolving Your Leadership Style And Hiring Process As The Firm Grows From 1 To 20 Team Members with Maggie Kulyk 1:29:16

14d ago1:29:16

1:29:16

Running a successful advisory firm takes more than great client service - it also means learning how to lead a team and build infrastructure to support growth. This episode explores how developing leadership skills, hiring intentionally, and leaning into personal values can lay the foundation for a thriving, mission-driven business. Maggie Kulyk is…

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Earn More Points with New Cards, Bonuses, and Challenges in 2025 56:42

20d ago56:42

56:42

#241: We cover new credit cards, increased welcome bonuses, and major changes to existing cards and their benefits. Plus, learn how to rack up thousands of points through airline and hotel challenges and giveaways. Link to Full Show Notes: https://chrishutchins.com/new-cards-increased-offers-points-challenges Partner Deals Copilot Money: Free 2 mon…

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Ep 450: Adding $80M To Your Practice In 7 Years By Providing Financial Education Through Local Seminars with Ryan Morrissey 1:29:59

21d ago1:29:59

1:29:59

High-net-worth retirees are hungry for clear, actionable retirement education - but often don’t know where to find it. This episode explores how hosting local educational seminars can create a consistent pipeline of engaged prospects and drive meaningful business growth for financial advisors. Ryan Morrissey is the founder of Morrissey Wealth Manag…

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Helping Clients Navigate AI Career Challenges By Building Financial Planning Resiliency: Kitces & Carl Ep 170 33:03

25d ago33:03

33:03

In the 170th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how financial advisors can help clients navigate career uncertainty caused by AI disruption by focusing on actionable items, offering flexibility vs long-term growth, and being more proactive in planning strategies. For full show notes, see…

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Top Airline & Hotel Transfer Partners to Maximize Your Points with Greg the Frequent Miler 1:27:29

27d ago1:27:29

1:27:29

#240: Transferring points is one of the best ways to maximize your points, so today we share the top airline and hotel transfer partners. We also cover strategies to get the most out of your points, including how to leverage transfer bonuses, identify sweet spots, avoid common mistakes, and more. Greg Davis-Kean is the founder of Frequent Miler, a …

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Cowboy Ethics in Modern Wealth Management with JC Abusaid 22:38

28d ago22:38

22:38

In this episode of The Fintape, Brodrick sits down with JC Abusaid, CEO and President of Halbert Hargrove, to unpack how a $3.5 billion wealth management firm has built a century-long legacy on trust, transparency, and client-first values. He shares his journey from Bogota, Colombia, to almost giving up on the American dream, to leading a firm wher…

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Ep 449: Growing To $2B AUM Organically By Setting High Client Service Standards with Michelle Perry Higgins 1:29:59

27d ago1:29:59

1:29:59

Financial planning clients expect responsive, detail-oriented service—and the firms that deliver consistently are the ones that keep them for decades. Michelle Perry Higgins has seen that firsthand, and she joins us today to share how setting and maintaining high client service standards, alongside thoughtful listening and planning, can drive both …

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Mini Retirements: How to Take a Break Sooner That Could Also Boost Your Career and Income with Jillian Johnsrud 1:00:36

1M ago1:00:36

1:00:36

#239: Why wait until you're 65? It's feasible for almost anyone to take a mini retirement and when done right, it can also fast-track your career and income. Learn how to plan one, negotiate time off, manage costs, avoid pitfalls, and make it work if you’re self-employed. Plus, we share tips for handling health insurance and other logistics during …

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Run Into the Fire: Embracing AI and Data in Wealth Management with Jud Mackrill 23:32

1M ago23:32

23:32

In this episode of The Fintape, Brodrick and Eric sit down with Jud Mackrill, co-founder and CEO of Milemarker, to explore how wealth management firms can harness their data to scale smarter, serve better, and outpace the competition. With over two decades in the industry—including leadership roles at Orion and Carson—Jud shares how Milemarker help…

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Ep 448: Attracting More Ultra-HNW Clients By Taking The Time To Due Diligence More Alternative Investments with Monish Verma 1:29:59

1M ago1:29:59

1:29:59

High-net-worth individuals often already have a financial advisor, but many aren’t receiving the in-depth investment education or portfolio customization they truly need. That's where Monish Verma comes in. He joins the show today to share his strategy for converting HNW prospects into clients, as well as how a tailored approach to alternative inve…

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How to Help Keep Clients for Life: Dr. Jordan Hutchison on Niche, Clients, and Tech 28:12

1M ago28:12

28:12

In this episode of The Fintape, Brodrick talks with Dr. Jordan Hutchison, Vice President of Technology and Operations at RFG Advisory, about how advisors can grow faster by focusing on a niche, building stronger client relationships, and using technology the right way. Jordan shares why serving a specific group helps advisors stand out and grow fas…

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Is There A Future Of Financial Planning In The AI Era?: Kitces & Carl Ep 169 42:27

1M ago42:27

42:27

In the 169th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards explore how AI is set to transform the roles advisors play and the unique value they provide in client relationships. For full show notes, see kitces.com and thesocietyofadvice.com.

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18 Tactics for Booking Travel with Points & Miles 54:44

1M ago54:44

54:44

#238: Chris shares 18 tactics he’s used to get the best deals booking flights and hotels with points. Learn how to leverage flexibility, navigate transfer partners, use the right tools, identify “sweet spots,” avoid high fees, position flights, and so much more. Link to Full Show Notes: https://chrishutchins.com/18-tactics-for-booking-award-travel …

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Ep 447: Getting A Healthy Flow Of New Clients From Centers Of Influence By Addressing The Referral Risk They Fear The Most with Dan Allison 1:30:00

1M ago1:30:00

1:30:00

Financial advisors frequently seek out relationships with Centers Of Influence (COIs) such as accountants and attorneys, but sometimes find that it's hard to get referrals from these professionals. Advisor marketing expert Dan Allison believes this is because COIs fear putting their own reputations on the line and joins the show today to explore ho…

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How to Design a Rich Life at Any Income with Ramit Sethi 1:00:59

2M ago1:00:59

1:00:59

#237: Start living your rich life today regardless of your income. Learn how to spend without guilt, track the four key financial numbers that matter most, harness the power of decisiveness, and avoid the common traps that hold people back as their income grows. Ramit Sethi is a personal finance expert and the NYT bestselling author of I Will Teach…

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Ep 446: Getting Known In Your Local (Facebook Group) Community To Quickly Add $30M In The First Two Years with Misty Lynch 1:30:00

2M ago1:30:00

1:30:00

After growing her AUM by $30 million in just two years, Misty Lynch has become a go-to financial planning expert for small business owners and families within her community. This is thanks in part to her reputation inside local Facebook groups frequented by her ideal target client, where she rarely promotes herself but is frequently recommended. Mi…

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Do You Really Have To Go Deep With Every New Client In The First Meeting?: Kitces & Carl Ep 168 36:20

2M ago36:20

36:20

In our 168th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss whether it’s more effective to dive deep in the first client meeting or to focus on the immediate issue and reserve the more emotional conversations for future sessions. For full show notes, see kitces.com and thesocietyofadvice.com.…

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Deep Dive on Amex Credit Cards and Membership Rewards Points 1:45:22

2M ago1:45:22

1:45:22

#236: Chris reviews and ranks the full American Express lineup of 30+ cards. He also breaks down Membership Rewards, transfer partners, approval rules, card-linked offers, unique perks, and more. Link to Full Show Notes: https://chrishutchins.com/amex-cards-membership-rewards-points Partner Deals Kick: 50% off your first year of self-driving bookke…

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Ep 445: Leveraging Educational YouTube Videos To Drive Hundreds Of New Clients Per Year with James Conole 1:29:59

2M ago1:29:59

1:29:59

James Conole's firm has experienced explosive growth over the past few years (expecting to double its revenue to more than $10 million in 2025) thanks in part to his YouTube channel, which educates and builds trust with ideal prospects before they ever book a meeting. James is the founder of Root Financial, an RIA based in Encinitas, California, th…

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Chris’ Money Allocation Framework: 10 Steps to Build Your Wealth 53:33

2M ago53:33

53:33

#235: Chris shares his personal 10-step money allocation framework to help prioritize savings, investments, and financial flexibility. He also dives into advanced strategies for tax optimization, liquidity, and real-world application through listener questions. Link to Full Show Notes: https://chrishutchins.com/10-step-money-allocation-framework Pa…

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Ep 444: Driving More Client Referrals In The First 100 Days By Crafting An Exceptional Onboarding Experience with Libby Greiwe 1:30:00

2M ago1:30:00

1:30:00

When Libby Greiwe realized that most client onboarding processes felt either clunky or cold, she decided to transform her own. What she has developed—based on her years as both a financial advisor and coach—is a system designed to create a seamless, personalized client experience that not only demonstrates professionalism, but also inspires client …

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Bonus Ep: Earn Points on Mortgage, 4x 100k+ Card Bonuses, New 4% Card, Devaluations and More 23:59

2M ago23:59

23:59

#234: In this bonus episode, Chris discusses the new Mesa Homeowners Card, some new big welcome bonuses, card and hotel program devaluations, two new points promotions, free summer activities and more. Link to Full Show Notes: ⁠⁠https://chrishutchins.com/card-news-promos-and-more-june-2025⁠ Resources Mentioned Mesa Homeowners Card 5,000 Point Offer…

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Are Financial Advisors Less Happy When Working With HNW Clients?: Kitces & Carl Ep 167 36:32

2M ago36:32

36:32

In our 167th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the complex emotions money can stir up—and how a client’s level of wealth can shape an advisor’s happiness in their own life. For full show notes, see kitces.com and thesocietyofadvice.com.

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Money: What Each Generation Gets Right (& Wrong) with Ben Carlson 1:03:32

2M ago1:03:32

1:03:32

#233: Explore how different generations approach money and what they get right (and wrong) about saving, investing, spending, and building wealth. We dig into the psychology of money across generations and share practical lessons on homeownership, retirement, automation, points inflation, and more. Ben Carlson is the Director of Institutional Asset…

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Ep 443: Going Deep With Business Owners And Real Estate Investors To Grow $200M Of AUM In 5 Years with Griffin Kirsch 1:30:00

2M ago1:30:00

1:30:00

Griffin Kirsch built a $200 million AUM firm in just five years—while maintaining a 70% profit margin. Delivering high-touch planning to business owners and real estate investors without charging fees on those assets, Griffin's focus on providing hard-dollar value to his clients (especially around tax strategy and real estate decisions) has fueled …

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Credit Cards: What's in My Wallet for 2025 1:16:58

3M ago1:16:58

1:16:58

#232: Chris reviews his current credit card lineup for 2025. He also covers how to evaluate new/existing cards, some card changes for 2025, new cards he's excited about, the best cards for each major spending category, and apps to manage all your cards. Link to Full Show Notes: https://chrishutchins.com/whats-in-my-wallet-2025 Link to What's In My …

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Why Relationships Drive Success with Kelly Gallimore 28:11

3M ago28:11

28:11

In this episode of The Fintape, Brodrick sits down with Kelly Gallimore, ChFC®, CES®, a former bank teller turned advisory firm co-founder and now Culture Officer at Merit Financial Advisors. Kelly’s journey is anything but linear—and that’s what makes it so valuable. From stepping away to raise a family, to re-entering the workforce, to launching …

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Ep 442: Attracting $100M Per Month Of Like-Minded Clients By Being Vocal About (Divisive) Issues You’re Passionate About with David Bahnsen 1:30:00

3M ago1:30:00

1:30:00

David Bahnsen has built a reputation for speaking his mind, not only on issues related to financial markets, but also on topics many advisors shy away from, like religion and politics. Which has paid off for him in the form of attracting $100 million of new client assets to his firm per month as his content has built his credibility, deepened audie…

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Financial Planners As The Guide To Help Clients Navigating Potentially Changing Terrain: Kitces & Carl Ep 166 35:54

3M ago35:54

35:54

In our 166th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to help clients unlearn unhelpful lessons and shift from relying on luck-based decisions to making strategic, informed choices. For full show notes, see kitces.com and thesocietyofadvice.com.…

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Top 50 Ways to Upgrade Your Life, Money, and Travel from 200+ Episodes of All the Hacks 1:08:46

3M ago1:08:46

1:08:46

#231: Chris shares his top 50 hacks, learnings and lessons from the past 230 episodes. Learn actionable strategies to level up your travel, wealth, points & miles, productivity, relationships, and so much more! Link to Full Show Notes: https://chrishutchins.com/50-impactful-lessons-travel-money-life Partner Deals Copilot: Free 2 months access to my…

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Good Service Over Good Performance with Seeds Investor 35:46

3M ago35:46

35:46

In this episode of The Fintape, we get real about what it takes to grow—and why most advisory firms get stuck. Brodrick and Jamie are joined by Zach Conway and Kelsey McKenna of Seeds Investor to unpack the hard truth: clients don’t stay for performance, they stay for service. If you’re pitching portfolios like a product shelf, while claiming to de…