Best Michael Kitces Podcasts (2025)

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Deep Dive on Bank of America Credit Cards (Up to 5.25% Cash Back) 1:02:54

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5d ago1:02:54

1:02:54

#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

6d 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

11d 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

12d 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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Integrity, AI & The Future of Advice with Suzanne Siracuse 35:22

13d 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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Ep 455: Adding Hard-Dollar Value For HNW Executives By Guiding Them In Negotiating For More (Equity) Compensation with Emily Shacklett 1:29:59

13d 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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The Blah Blah Blah Problem of Wealth Management with Jim Dickson 15:00

19d 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

19d 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

20d 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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Scaling Financial Planning Client Affluence vs. Technology Efficiencies: Kitces & Carl Ep 172 32:06

25d 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

26d 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

26d 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 C2P Enterprises, explains why thought leadership, authentic storytelling, and education matter more than flashy sales tactics. Matt also shares his personal story of living with chronic pain…

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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

27d 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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Smarter Strategies for Retirement, Wealth Building, and Taxes with Michael Kitces 59:45

1M 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…

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

1M 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

1M 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

1M 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

1M 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) 1:03:56

1M 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…

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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

1M 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

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…

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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 …

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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

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…

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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…

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

2M 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

2M 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

2M 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

2M 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

2M 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

2M 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

2M 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

2M 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

2M 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

2M 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

3M 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

3M 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

3M 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

3M 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

3M 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…