Best Michael Kitces Podcasts (2025)

1
Michael Kitces Explains How Financial Advisors Can Create Gravity to Attract Clients vs Fighting Time and Scale Constraints 36:15

Play Pause

3h 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…

1
Visual Sketches As Conversation Starters To Help Clients Make Better Financial Decisions: Kitces & Carl Ep 175 47:21

1h 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.

1
Alan Moore from XYPN Live on Entrepreneurship, Escape Velocity, and the RIA Fee-For-Service Revolution 39:27

17h 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…

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

2d 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…

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

2d 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…

1
The Do’s, Don’ts, and Disasters of Financial Conferences with Dr. Craig Lemoine 29:15

8d 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…

1
Earn More Points in Multiplayer Mode with Kai 50:10

9d 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…

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

10d ago1:30:00

1:30:00

1
Building the Back Office of the Future: AI Agents and Operations Tech for Financial Advisors 57:48

11d 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. …

1
What Jobs Have You Given Money (That Shape How You Give Advice)?: Kitces & Carl Ep 174 30:29

14d 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.

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

16d 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…

1
Taking Care of Business with Shannon Spotswood 33:34

17d 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…

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

16d 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…

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

22d 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…

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

23d 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…

1
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

24d 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…

1
When Prospects Say No Because They're Not Ready To Break Up With Their Current Advisor: Kitces & Carl Ep 173 29:00

29d 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.

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

30d 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…

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

30d 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 …

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

1M 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…

1
Integrity, AI & The Future of Advice with Suzanne Siracuse 35:22

1M 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…

1
The Blah Blah Blah Problem of Wealth Management with Jim Dickson 15:00

1M 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 …

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

1M 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…

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

1M 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…

1
How AI Will Power a New Era of Hyper Growth for Financial Advisors and Wealth Management Firms 57:16

1M 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…

1
Scaling Financial Planning Client Affluence vs. Technology Efficiencies: Kitces & Carl Ep 172 32:06

1M 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.

1
How I Saved $10,000+ on Luxury Hotels 57:56

1M 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…

1
The Human Element in Financial Marketing: How Matt Seitz Chose Positivity Over Pain 19:27

1M 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 …

1
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

1M 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…

1
Smarter Strategies for Retirement, Wealth Building, and Taxes with Michael Kitces 59:45

2M ago59:45

59:45

#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…

1
Authenticity Over Algorithms: Mark Newfield on Building a Practice That Lasts 26:59

2M 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…

1
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

2M 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…

1
Why Advisors Have Turned From Hunters to Farmers with Jim Gold 18:01

2M 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…

1
When Advising Clients Loses Its Spark: Burned Out, Or Bored-Out?: Kitces & Carl Ep 171 30:18

2M 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.

1
Deep Dive on Capital One Credit Cards and Miles (+ Why I Love Them) 1:03:56

2M ago1:03:56

1:03:56

#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…

1
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

2M 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…

1
Earn More Points with New Cards, Bonuses, and Challenges in 2025 56:42

2M 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…

1
What to Do When Growth Becomes the Problem with Michael Kitces 30:46

2M 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 …

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

2M 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…

1
Helping Clients Navigate AI Career Challenges By Building Financial Planning Resiliency: Kitces & Carl Ep 170 33:03

2M 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…