Best Michael Kitces Podcasts (2025)

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Encore Episode:The Godfather: Michael Kitces 43:18

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2d 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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The Easy Way to Build and Maintain Meaningful Relationships with Nick Gray 58:45

5d 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

6d 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

6d 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

10d 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

11d 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

13d 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

14d 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

17d 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

19d 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

20d 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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Discipline Equals… Money? [Episode 335] 27:07

21d 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

24d 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

24d 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

25d 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

26d 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

27d 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

28d 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

1M 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

1M 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

1M 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

1M 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

1M 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

1M 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

1M 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

1M 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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Revolutionizing Financial Advisory with AI With Liam Hanlon [Episode 332] 28:44

1M ago28:44

28:44

In this episode of the Perfect RA Podcast, Matthew Jarvis and guest Liam Hanlon from Jump AI discuss the evolving landscape of technology adoption in financial advisory. They explore the benefits of note-taking technology, the psychological barriers advisors face, and the insights derived from analyzing advisor-client interactions. The conversation…

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Encore Episode: So Is This What You Do In YOUR Practice? 27:31

1M ago27:31

27:31

Matt and Micah kick off the conversation by discussing a recent conference experience, which turned out to be a masterclass in learning from others. They're exploring the significance of asking the right questions to truly understand the industry, and the importance of transparency, not just in sharing successes but also in discussing mistakes. Dra…

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The Importance of Risk Management in Financial Planning With Justin Smith 30:47

2M ago30:47

30:47

In this episode of the Perfect RIA podcast, Matthew Jarvis and Justin Smith discuss the evolving landscape of life insurance and the importance of having open conversations about risk management with clients. They emphasize the need for financial advisors to engage in discussions about life insurance, estate planning, and the significance of proact…

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How to Focus on What Matters and Let Go of the Rest with Ryan Holiday 58:43

2M 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

2M 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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Demolishing Comfort Zones: A Path to Growth With Art Turock [Episode 331] 34:39

2M ago34:39

34:39

In this episode of the TPR podcast, host Matthew Jarvis interviews Art Turock, author of 'Demolish Your Comfort Zones.' They discuss the importance of breaking free from comfort zones to achieve personal and professional growth. Art shares his experiences and insights on how to overcome self-doubt, the significance of commitment, and the role of co…

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Encore Episode: Client Relationships And Connections With Guest David Gow 24:39

2M ago24:39

24:39

In this episode, David Gow, a financial planner from Scotland, joins Matthew Jarvis to share his client meeting process. Matt and David discuss the similarities in financial planning processes across different countries and the importance of building trust with clients. David shares his experience of self-reflection and how it led to a deeper under…

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

2M 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

2M 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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Michael Kitces Explains How Financial Advisors Can Create Gravity to Attract Clients vs Fighting Time and Scale Constraints 36:15

2M 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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The Shift from Cash Flow to Wealth with John Poole 30:21

2M ago30:21

30:21

In this episode of the TPR podcast, Matthew Jarvis and John Poole discuss the concept of financial advisors operating as 'coin operators' rather than business owners. They explore the importance of transitioning from a cash flow mindset to one focused on wealth creation, emphasizing the need for objective financial analysis and understanding the tr…

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

2M 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

2M 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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Navigating the Future of Financial Planning With Seth Streeter [Episode 330] 25:44

2M ago25:44

25:44

In this episode of the TPR podcast, Matthew Jarvis interviews Seth Streeter from Mission Wealth, discussing the evolution of financial planning and the importance of holistic approaches. They explore how advisors can deepen client relationships through understanding life transitions, the significance of inspired living, and the role of scale in pro…

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Encore Episode: Bringing A New Advisor Into Your Firm With Matthew Daugherty 23:28

2M ago23:28

23:28

If you haven't taken steps to add an advisor to your team, it may seem like a daunting task to take on. On today's What Works Wednesday, Matthew Jarvis is joined by Cleveland advisor Matthew Daugherty from The Balanced Wealth Group to discuss how he has helped and mentored advisors within his own firm. He'll share his experience and recommendations…

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

2M 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…