Helping Retired Clients To Actually Start Spending (And Enjoying) Their Money: Kitces & Carl Ep 178
Kitces and Carl - Real Talk for Real Financial Advisors
Release Date: 11/27/2025
Aligning Your Capital With What's Important To You By Focusing On Where You PAY Attention: Kitces & Carl Ep 180
Kitces and Carl - Real Talk for Real Financial Advisors
In the 180th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss the four sources of capital—and how the way you use them reveals your true priorities versus your stated ones. For full show notes, see and .
info_outline
Holding Back From Hiring Associate Advisors Out Of Fear They're Just Going To Move On: Kitces & Carl Ep 179
Kitces and Carl - Real Talk for Real Financial Advisors
In the 179th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss the common angst advisors feel about the idea of their associate advisors eventually leaving to build teams of their own. For full show notes, see and .
info_outline
Helping Retired Clients To Actually Start Spending (And Enjoying) Their Money: Kitces & Carl Ep 178
Kitces and Carl - Real Talk for Real Financial Advisors
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 and .
info_outline
Ways To Say 'No' To Avoid Making Yourself Too Busy: Kitces & Carl Ep 177
Kitces and Carl - Real Talk for Real Financial Advisors
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 and .
info_outline
Ways To Say 'Yes' Sustainably To Prospects In Need Who Don't Fit Your Minimums: Kitces & Carl Ep 176
Kitces and Carl - Real Talk for Real Financial Advisors
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 and .
info_outline
Visual Sketches As Conversation Starters To Help Clients Make Better Financial Decisions: Kitces & Carl Ep 175
Kitces and Carl - Real Talk for Real Financial Advisors
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 and .
info_outline
What Jobs Have You Given Money (That Shape How You Give Advice)?: Kitces & Carl Ep 174
Kitces and Carl - Real Talk for Real Financial Advisors
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 and .
info_outline
When Prospects Say No Because They're Not Ready To Break Up With Their Current Advisor: Kitces & Carl Ep 173
Kitces and Carl - Real Talk for Real Financial Advisors
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 and .
info_outline
Scaling Financial Planning Client Affluence vs. Technology Efficiencies: Kitces & Carl Ep 172
Kitces and Carl - Real Talk for Real Financial Advisors
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 and .
info_outline
When Advising Clients Loses Its Spark: Burned Out, Or Bored-Out?: Kitces & Carl Ep 171
Kitces and Carl - Real Talk for Real Financial Advisors
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 and .
info_outlineIn 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.