Michael Kitces

Certified Financial Planner and Retirement Expert

Baltimore, USA

About Michael

Michael Kitces is a certified financial planner, retirement expert, and founder of Kitces.com. He is a leading voice in the financial planning industry, known for his expertise in retirement planning, wealth building, and tax optimization. Kitces has written extensively on these topics and has been featured in various media outlets, including The New York Times, Forbes, and Kiplinger.

Associated Podcasts

Financial Advisor Success

Host

Federal Employee Financial Planning Podcast

Guest

Wenbin Fang's Podcast Playlist

Host

Connect

Recent Appearances

Ep 481: Leveraging Technology To Rapidly Scale Growth Delivering Financial Planning To Next Generation Clients with Adam Dell

Financial Advisor Success•Mar 17, 2026•1:29:59•host

Ep 480: Growing To $660M Of AUM By Leveraging SEO (And Now AEO) To Build A Durable Pipeline Of Good-Fit Prospects with Helen Stephens

Financial Advisor Success•Mar 10, 2026•1:27:02•host

Michael Kitces

About Michael

Associated Podcasts

Financial Advisor Success

Federal Employee Financial Planning Podcast

Wenbin Fang's Podcast Playlist

Connect

Recent Appearances

Ep 481: Leveraging Technology To Rapidly Scale Growth Delivering Financial Planning To Next Generation Clients with Adam Dell

Ep 480: Growing To $660M Of AUM By Leveraging SEO (And Now AEO) To Build A Durable Pipeline Of Good-Fit Prospects with Helen Stephens

Key Topics

Ep 479: Maintaining Good Work/Life Balance While Adding Advisors And 4Xing The Firm To $315M with Andy Panko

Ep 478: Fixing Advisory Firm Marketing Funnels So The Phone Actually Rings With Prospects with Kendra Wright

Ep 477: Finding Real Uses For AI Tools Not Just To Gain Efficiency But Create More (Customized) Value For Clients with Christopher Haigh

Ep 476: Making The Decision To Add A Partner (After Leaving A Partnership Yourself) While Approaching $500M AUM with Kathy Longo

Ep 475: Adding Deeper Tax Planning Capabilities (And Generating More Google Reviews In The Process) To Grow To $600M Of AUM with Erik Brenner

Ep 474: Gaining The Skills, Experience, And Team Needed To Serve UHNW Clients Effectively with Blair duQuesnay

Ep 473: Defending Against AI By Focusing On The Uniquely Human Aspects Of (Fiduciary) Life Planning with George Kinder

Ep 472: Going Deep Into Multigenerational Planning To Better Serve HNW Clients (Not Just Retain Their Assets) with Carli Smith

Ep 471: Growing To $475M In 7 Years While Making Yourself Dispensable Enough To Take A Personal Sabbatical with Dennis Morton

Ep 470: Growing To $500M AUM With An Evergreen HNW Client Service Calendar For Evergreen Fees with Debra Taylor

Ep 469: Specializing In (Sound) Income Sources For Retirees To Differentiate A $4B Advisor Enterprise with David Scranton

Ep 468: Navigating Accelerated Succession When Cancer Forces An Early Retirement with KayDee Cole

Ep 467: Crafting Effective Conversations To Build Business Development Rapport With Prospects with Derek Kinney

Ep 466: Doubling AUM From Under $300M To Over $600M In 3.5 Years By Making Investments To Systematize For Scale with Morgan Nichols

Ep 465: Making The Sell-Or-Keep Decision When You Hit A $260M AUM Wall with Todd Pisarczyk

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

Ep 463: Generating 10-15 Referrals Per Week By Coaching Clients To Make More Effective Introductions with David Stevens

Ep 462: Making The Tough Decision To Change Firms To Find The Path To Equity Ownership You're Seeking with Maggie Rapplean