Featured creatorBaltimore, USA
Michael Kitces
Certified Financial Planner and Retirement Expert
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.
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Recent appearances
Ep 506: Building A 'Killer' Scorecard To Track Key Weekly Metrics On The Path To $275M AUM with Jenna BiancavillaFinancial Advisor SuccessSep 8, 20261:30:33HostEp 505: Using A "Pillow Test" To Make The Hard Business Decisions On The Way To $3.5B AUM with Andrew RosenFinancial Advisor SuccessSep 1, 20261:30:32HostEp 504: Taking Your Growth To The Next Level By Building An Authentic Personal Brand with Sheri FittsFinancial Advisor SuccessAug 25, 20261:29:19HostEp 503: Organically Growing To $800M AUM In Less Than A Decade By Investing In Educational Marketing with David BrooksFinancial Advisor SuccessAug 18, 20261:30:40HostEp 502: Managing $240M As A 3-Person Team Through A Structured Meeting Approach with Wendy CiehanskiFinancial Advisor SuccessAug 11, 20261:29:48HostEp 501: Navigating Succession Planning That Doesn't Turn Out As Expected (Even When You're Doing Everything Right) with Rick KahlerFinancial Advisor SuccessAug 4, 20261:29:45HostEp 500: Amplifying Business Growth By Constantly Honing Your Time Towards Its Highest-And-Best Use with Michael KitcesFinancial Advisor SuccessJul 28, 20261:40:23HostEp 499: 4Xing To $200M AUM In 4 Years While Staying Lean By Leveraging AI, Technology, And Outsourcing All You Can Let Go Of with Ryan TownsleyFinancial Advisor SuccessJul 21, 20261:30:07HostEp 498: Hiring A COO And Creating Partnership Paths Early To Drive Enterprise Value On The Path To $3B AUM with Christine DeMaoFinancial Advisor SuccessJul 14, 20261:29:56HostEp 497: Growing From Solo To Siloed Partnership To A $3.3B Enterprise Ensemble (Without Taking Outside Capital) with Shane MorrowFinancial Advisor SuccessJul 7, 20261:29:57HostEp 496: Lessons Learned From Building A $60B Advisory Enterprise with Shannon EuseyFinancial Advisor SuccessJun 30, 20261:29:57HostEp 495: Scaling To $3.5M Of (Flat-Fee) Revenue by Leaning into A Unique Retirement Income Approach with Bradley ClarkFinancial Advisor SuccessJun 23, 20261:39:56HostEp 494: Training Next-Gen Advisors In Business Development By Getting Really Clear About Who They Serve And How They Help with Kristin HaradFinancial Advisor SuccessJun 16, 20261:29:20HostEp 493: Growing To $350M AUM By Putting Client Cash Flow At The Center Of The Planning Process with David MozeikaFinancial Advisor SuccessJun 9, 20261:29:40HostEp 492: Getting Your (Virtual) Team's Best Work Through Steward Leadership On The Growth Path To $500M with Mary ChapmanFinancial Advisor SuccessJun 2, 20261:30:21HostEp 491: Earning Premium Planning Fees By Demonstrating Hard-Dollar Tax Savings For Business Owner Clients with Patrick LonerganFinancial Advisor SuccessMay 26, 20261:30:00HostEp 490: Attracting And Retaining HNW Clients By Being More Available For Their Multigenerational Family Needs with Liz MillerFinancial Advisor SuccessMay 19, 20261:30:00HostEp 489: Winning More Clients By Talking Less And Reducing Friction For Prospects with Sara GrilloFinancial Advisor SuccessMay 12, 20261:30:00HostEp 488: Bringing Hiring In-House To Support Rapid Growth After Doubling AUM To $600M In One Year with Joe Schmitz Jr.Financial Advisor SuccessMay 5, 20261:30:00HostEp 487: Building The Team And Tech To Serve Thousands Of (Advice-Only) Clients Efficiently with Lori AtwoodFinancial Advisor SuccessApr 28, 20261:30:13Host