Free Daily Podcast Summary
Kitces and Carl - Real Talk for Real Financial Advisors: Daily Summaries Delivered
by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP
A no-holds barred conversation for Real Financial Advisors with industry nerd Michael Kitces and client communication expert Carl Richards. One draws with a Sharpie, the other nerds out with spreadsheets, and both provide you with unique perspectives so that you can more effectively communicate with and serve your clients, run a more fulfilling practice, and maintain a healthier lifestyle.
Latest Episodes
The most recent episodes — sign up to get AI-powered summaries of each one.
- 1 weeks ago35 min
Challenges In Engaging The 'Disengaged' Spouse Of A Client Couple: Kitces & Carl Ep 191
In the 191st episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how to navigate working with couples when one partner is checked out. For full show notes, see kitces.com and thesocietyofadvice.com.
- 3 weeks ago31 min
The Advisor Talent Shortage: Will AI Solve... Or Exacerbate It?: Kitces & Carl Ep 190
In the 190th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how artificial intelligence could reshape the industry—and why one possible outcome may not be as appealing as it seems. For full show notes, see kitces.com and thesocietyofadvice.com.
- Apr 30, 202643 min
Navigating Change Fatigue With And While Serving Clients: Kitces & Carl Ep 189
In the 189th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how to support and guide clients when things feel uncertain. For full show notes, see kitces.com and thesocietyofadvice.com.
- Apr 16, 202638 min
The Remarkable Liquidity Of Financial Advisory Firms When Planning Your Own Advisor Retirement: Kitces & Carl Ep 188
In the 188th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss what steps advisors can begin taking today to position themselves for a successful sale in the future. For full show notes, see kitces.com and thesocietyofadvice.com.
- Apr 2, 202634 min
Mitigating Risk From (Litigious) Clients When Your Advisor Team Grows Beyond You: Kitces & Carl Ep 187
In the 187th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss the safeguards firms can put in place to protect themselves from legal risk, especially as they grow. For full show notes, see kitces.com and thesocietyofadvice.com.
- Mar 19, 202634 min
Communicating The Value Of Financial Planning That Clients Don't Come For In The First Place: Kitces & Carl Ep 186
In the 186th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss effective ways to convey the real value of financial planning so it genuinely resonates with clients. For full show notes, see kitces.com and thesocietyofadvice.com.
- Mar 5, 202639 min
The Financial Planning Value Disconnect When Clients Don't Appreciate The Long-Term Benefits: Kitces & Carl Ep 185
In the 185th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss what clients truly value in their relationships with financial advisors. For full show notes, see kitces.com and thesocietyofadvice.com.
- Feb 19, 202628 min
The (Unexpected) Ways AI Is Changing Content Marketing For Financial Advisors: Kitces & Carl Ep 184
In the 184th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how artificial intelligence has made content marketing simultaneously more accessible and more challenging than ever. For full show notes, see kitces.com and thesocietyofadvice.com.
Get Kitces and Carl - Real Talk for Real Financial Advisors summaries in your inbox
Free AI-powered daily recaps. Key takeaways, quotes, and mentions — in a 5-minute read.
Get Free Summaries →Free forever for up to 3 podcasts. No credit card required.
You Might Also Like
Listeners also like.
InvestTalk
Weekday discussions on investing, financial planning, and market trends with advisers Justin Klein and Luke Guerrero.
Financial Decoder
Explores how cognitive and emotional biases affect financial decisions, with analysis and strategies to make better choices.
Retire SMART Podcast
Offers guidance on creating and maintaining a retirement income strategy using insurance and investment solutions.
Money For Couples with Ramit Sethi
Real couples explore money psychology, communication, and shared values to align their finances with their ideal life.
NerdWallet's Smart Money Podcast
Personal finance experts break down budgeting, saving, investing, and credit to help listeners make informed money decisions.
Right About Now - Legendary Business Advice
Real talk from business founders and entrepreneurs about building companies, lessons learned, and what actually works in real-world ventures.
Think Fast Talk Smart: Communication Techniques
Practical communication strategies from a Stanford lecturer to improve clarity, confidence, and impact in everyday professional situations.
Your Money Guide on the Side
Personal finance advice and investing insights explained clearly with expert guests to help manage money effectively.
Epic Spotlight Podcast
Explores practical strategies for improving health, wealth, relationships, and personal growth through mindset and real-life lessons.
BILFPOD
Conversations with business leaders and influencers explore their personal and professional lives through recurring themed segments.
Afford Anything | Make Smart Money Choices
Explores money, investing, and decision-making through critical thinking, behavioral psychology, and mental models.
Money Guy Show
Teaches wealth-building strategies to help listeners grow their assets and achieve financial goals efficiently.
About Kitces and Carl - Real Talk for Real Financial Advisors
A no-holds barred conversation for Real Financial Advisors with industry nerd Michael Kitces and client communication expert Carl Richards. One draws with a Sharpie, the other nerds out with spreadsheets, and both provide you with unique perspectives so that you can more effectively communicate with and serve your clients, run a more fulfilling practice, and maintain a healthier lifestyle.
Customized Recaps
AI-powered recaps with compact key takeaways, quotes, and insights.
Straight to Your Inbox
Get key takeaways from Kitces and Carl - Real Talk for Real Financial Advisors in a 5-minute read.
Save Hours Every Week
Stay current on your favorite podcasts without falling behind.
Frequently Asked Questions
What is Podzilla's Kitces and Carl - Real Talk for Real Financial Advisors daily summary?
It's a free AI-powered email that summarizes new episodes of Kitces and Carl - Real Talk for Real Financial Advisors as soon as they're published. You get the key takeaways, notable quotes, and links & mentions — all in a quick read.
How does the Kitces and Carl - Real Talk for Real Financial Advisors podcast summary work?
When a new episode drops, our AI transcribes and analyzes it, then generates a personalized summary tailored to your interests and profession. It's delivered to your inbox every morning.
Is this an official Kitces and Carl - Real Talk for Real Financial Advisors product?
No. Podzilla is an independent service that summarizes publicly available podcast content. We're not affiliated with or endorsed by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP.
Can I get summaries of other podcasts too?
Absolutely! The free plan covers up to 3 podcasts. Upgrade to Pro for 15, or Premium for 50. Browse our full catalog at /podcasts.
How often does Kitces and Carl - Real Talk for Real Financial Advisors release new episodes?
Kitces and Carl - Real Talk for Real Financial Advisors publishes biweekly. Our AI generates a summary within hours of each new episode.
What topics does Kitces and Carl - Real Talk for Real Financial Advisors cover?
Kitces and Carl - Real Talk for Real Financial Advisors covers topics including Business, Management, Investing. Our AI identifies the specific themes in each episode and highlights what matters most to you.
Start getting Kitces and Carl - Real Talk for Real Financial Advisors summaries tomorrow morning.
Free forever for up to 3 podcasts. No credit card required.
Free forever for up to 3 podcasts. No credit card required.