Best Michael Kitces Podcasts (2025)

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Michael Kitces Explains How Financial Advisors Can Create Gravity to Attract Clients vs Fighting Time and Scale Constraints 36:15

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22d ago36:15

36:15

Unlocking The Secrets to Scaling Your Financial Advisory Business - Michael Kitces on XYPN Live In this episode of the Modern Financial Advisor Podcast, host Mike Langford sits down with Michael Kitces during the XYPN Live conference in Austin, Texas. They discuss the importance of knowing your target market, focusing on strategic planning, and the…

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

1h 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

2h 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

3d 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

3h 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

10d 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

11d 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

7d 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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Family Travel on Points: Tips, Tricks and Tactics with Nick Reyes 1:25:55

18d 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

19d 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

25d 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

26d 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

24d 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

27d 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…

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Open Enrollment, Diversifying Investments, Buying Gold and More Listener Q&A 1:09:37

1M ago1:09:37

1:09:37

#250: Chris dives into listener questions, covering open enrollment, investing, buying gold, life and auto insurance, RSUs, practical ways to leverage AI tools and more. Link to Full Show Notes: https://chrishutchins.com/open-enrollment-AMA-2025 Partner Deals Fabric: Affordable term life insurance for you and your family Superhuman: Free month of t…

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Ep 459: Working More Collaboratively With Clients' CPAs For Better Tax Planning (And Cross-Referral) Outcomes with Steven Jarvis 1:30:00

1M ago1:30:00

1:30:00

Tax planning strategies can fall flat if financial advisors and CPAs aren't working together. Miscommunication, timing issues, and a lack of context can create friction—or worse, lead to missed opportunities or costly mistakes. Steven Jarvis is the CEO of Retirement Tax Services, a tax education and preparation firm that partners with financial adv…

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The Do’s, Don’ts, and Disasters of Financial Conferences with Dr. Craig Lemoine 29:15

1M ago29:15

29:15

Have you ever been to a wealth management conference that felt more like a marathon than a meeting? Brodrick Lothringer and Dr. Craig Lemoine sat down to talk about what really makes a great industry event, from the sessions that actually teach you something new to the networking that doesn’t end in regret. They swap stories from the road (includin…

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Earn More Points in Multiplayer Mode with Kai 50:10

1M ago50:10

50:10

#249: 3x your points and miles with a multiplayer strategy. We break down how to earn, manage, and maximize rewards with a partner, family, or friends. Plus learn how to handle the logistics, emotions, and systems that make it all work. Kai is the founder and host of The Daily Churn Podcast, where he shares his churning journey. In 2024, Kai and hi…

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Ep 458: Overcoming Perfectionism Burnout While Still Serving Clients Well With A Standard Of "Calm Excellence" with Lisa Brown 1:30:00

1M ago1:30:00

1:30:00

Given the high stakes involved (and the desire to provide high-quality service) when working with clients, it can be tempting for financial advisors to lean into perfectionist tendencies. However, doing so can sometimes lead to overwork and potentially burnout, particularly as a firm grows over time. Lisa Brown is the President of Greenwood Gearhar…

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Building the Back Office of the Future: AI Agents and Operations Tech for Financial Advisors 57:48

1M ago57:48

57:48

In this episode of the Modern Financial Advisor Podcast, host Mike Langford is joined by David Knoch, CEO of Docupace, to discuss the evolving landscape of financial advisory operations. David shares his insights on the industry's archaic practices, the importance of operational efficiency, and the role of AI in future-proofing financial services. …

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What Jobs Have You Given Money (That Shape How You Give Advice)?: Kitces & Carl Ep 174 30:29

1M ago30:29

30:29

In the 174th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss what they'd say if they could talk directly to money—and what money might say back. For full show notes, see kitces.com and thesocietyofadvice.com.

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How to Stop Over-Optimizing and Focus on What Matters with Tim Ferriss 1:33:48

2M ago1:33:48

1:33:48

#248: Learn to escape the trap of over-optimizing and design a more meaningful life. We explore setting boundaries, resetting priorities, and turning failure into fuel for success. We also dive into Tim’s creative process behind his new card game and the surprising value of play. Tim Ferriss is an entrepreneur, bestselling author, and host of The T…

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Taking Care of Business with Shannon Spotswood 33:34

1M ago33:34

33:34

Shannon Spotswood has a story that doesn’t fit in a straight line—and that’s exactly what makes it good. From hedge funds and IPOs to launching a kids’ clothing brand out of her garage, and now leading RFG Advisory, she’s been building things her whole career. In this conversation, Shannon talks about the pivots that changed her path, the culture s…

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Ep 457: Making Financial Planning Less Scary For New Clients By Focusing First On What Brings Them Joy with Larry Sprung 1:30:00

2M ago1:30:00

1:30:00

While many financial advisors begin with dollars and data, today's guest believes the path to long-term client relationships starts with one powerful question: What brings you joy? By focusing on leading with purpose and values, he has grown a $200M firm and attracted clients who align with his philosophy. Larry Sprung is the founder of Mitlin Fina…

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Why RIAs That Take Workflow Management Seriously Are Growing 33% Faster Than Their Peers 1:05:29

1M ago1:05:29

1:05:29

How I Built and Sold My FinTech Startup: Louis Retief of Hubly on The Modern Financial Advisor Podcast In this episode of the Modern Financial Advisor Podcast, host Mike Langford sits down with Louis Retief, co-founder of Hubly, for an in-depth conversation about his entrepreneurial journey in the wealth tech industry. Louis shares his experience o…

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Deep Dive on Bank of America Credit Cards (Up to 5.25% Cash Back) 1:02:24

2M ago1:02:24

1:02:24

#247: Chris dives into Bank of America’s credit card lineup and why he has 5 different BoA cards right now. He'll go over how the Preferred Rewards program can help you earn unlimited 3.3% back on everything. Finally, he also covers approval rules, credit limits, unique perks like free museum access, and more. Link to Full Show Notes: https://chris…

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Ep 456: Expanding From $75M Solo To $260M Multi-Advisor Team By Creating A Company Blueprint Of How Clients Will Be Served with Hilary Hendershott 1:29:59

2M ago1:29:59

1:29:59

Scaling a solo advisory firm into a thriving team-based business takes more than strong systems—it takes a shared sense of purpose and values that guide every decision. This episode explores how one advisor used a living "Blueprint" to align her team, empower her staff, and create a consistent, values-driven client experience. Hilary Hendershott is…

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When Prospects Say No Because They're Not Ready To Break Up With Their Current Advisor: Kitces & Carl Ep 173 29:00

2M ago29:00

29:00

In the 173rd episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how to handle receiving the "soft no" after meeting with a client who seems like a great fit. For full show notes, see kitces.com and thesocietyofadvice.com.

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Contrarian Takes on Money, Risk, and Retirement with Tyler Gardner 1:11:50

2M ago1:11:50

1:11:50

#246: Today we explore contrarian takes on budgeting, the 4% rule, retirement planning, and the risks of blindly investing in bonds. We also cover strategies for investing, spending, and rethinking how to use money with purpose. Tyler Gardner is a personal finance creator, educator, and former portfolio manager who’s built a following by challengin…

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Financial Advisors Who Embrace New Business Models and Adopt AI Today Will Be The Last Ones Standing 1:02:29

2M ago1:02:29

1:02:29

In this episode of the Modern Financial Advisor Podcast, host Mike Langford engages in a thought-provoking conversation with Steve Lockshin, founder of AdvicePeriod and Vanilla Technologies. Steve shares insights on the shortcomings of the traditional AUM model, the rise of AI in financial advising, and the potential of technology to revolutionize …

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Ep 455: Adding Hard-Dollar Value For HNW Executives By Guiding Them In Negotiating For More (Equity) Compensation with Emily Shacklett 1:29:59

2M ago1:29:59

1:29:59

Executive pay packages are complicated—which often leads to these individuals leaving money on the table. From equity negotiations to non-compete clauses, the right financial advisor can help clients fight for what they're worth. In this episode, we dig into how advisors can create real value for their clients during career transitions. Emily Shack…

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Integrity, AI & The Future of Advice with Suzanne Siracuse 35:22

2M ago35:22

35:22

Suzanne Siracuse has seen this industry in every shade; back when “advice” was a stock tip over lunch, through the print-to-digital chaos, and into today’s AI-everywhere landscape. She didn’t just watch it happen. She helped shape it. In this episode, Suzanne talks about the hustle of starting something from scratch, the mess and magic of media, an…

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The Blah Blah Blah Problem of Wealth Management with Jim Dickson 15:00

2M ago15:00

15:00

What separates a “lifestyle practice” from a true growth enterprise? According to Jim Dickson, founder of Elevation Point, it’s fire in the belly, not just lip service to growth. In this episode, Brodrick digs into what it really takes to scale an advisory firm: organic growth, digital marketing that actually works, and the dream-team support that …

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How Much Are Points and Miles Worth in 2025? 1:07:05

2M ago1:07:05

1:07:05

#245: Ever wonder what points are really worth? I'll break down the different types of points, how to calculate their value, and the biggest mistakes people make along the way. You’ll also learn when cash back might be the smarter choice and my personal card strategy for maximizing credit card rewards. Link to Full Show Notes: https://chrishutchins…

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Ep 454: Turning Abstract Behavioral Finance Research Into Practical Tools To Better Client Outcomes with Dr. Daniel Crosby 1:30:00

2M ago1:30:00

1:30:00

Behavioral finance is often viewed as abstract but it can be a powerful, practical tool for helping clients make better decisions and build lives that align with what matters most. This episode explores how applying behavioral insights and positive psychology can deepen client relationships and drive more meaningful planning conversations. Dr. Dani…

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How AI Will Power a New Era of Hyper Growth for Financial Advisors and Wealth Management Firms 57:16

2M ago57:16

57:16

Unlocking Scalable Growth for Financial Advisors with AI In this episode of the Modern Financial Advisor podcast, host Mike Langford is joined by Ian Karnell, who introduces his new company, VastAdvisor, and discusses how it aims to radically transform organic growth for financial advisors and wealth management enterprises. Ian delves into the powe…

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Scaling Financial Planning Client Affluence vs. Technology Efficiencies: Kitces & Carl Ep 172 32:06

2M ago32:06

32:06

In the 172nd episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss what research reveals as the key driver of productivity among financial advisors. For full show notes, see kitces.com and thesocietyofadvice.com.

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How I Saved $10,000+ on Luxury Hotels 57:56

2M ago57:56

57:56

#244: I'll explain how I saved over $10k on luxury hotels in Costa Rica and Carmel Valley using points, free nights, and elite perks. I’ll walk you through every step, from how to book with points, when to buy them on sale, how to stack hotel credits, which hotel programs give you upgrades and free breakfast, and more! Link to Full Show Notes: http…

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The Human Element in Financial Marketing: How Matt Seitz Chose Positivity Over Pain 19:27

2M ago19:27

19:27

What if marketing isn’t just about getting leads, but about truly educating and connecting with people? In this episode, Matt Seitz, Chief Marketing Officer at Prosperity Capital Advisors, explains why thought leadership, authentic storytelling, and education matter more than flashy sales tactics. Matt also shares his personal story of living with …

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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

2M 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…