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.
- 3 days ago33 min
Breaking Bad News To A Client About Prior Problematic Financial Decisions: Kitces & Carl Ep 199
In the 199th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how to approach telling a client that their past financial moves were suboptimal. For full show notes, see kitces.com and thesocietyofadvice.com.
- 2 weeks ago30 min
The Temptation To Take On More Clients To Build (3X) Enterprise Value: Kitces & Carl Ep 198
In the 198th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss finding the balance between scaling your business and finally letting yourself enjoy the success you worked so hard to build. For full show notes, see kitces.com and thesocietyofadvice.com.
- Aug 20, 202637 min
Helping Clients Align Their Capital To What's REALLY Important When They Don't Know What Is: Kitces & Carl Ep 197
In the 197th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how to go about figuring out what's important to clients (and how to help them figure it out for themselves). For full show notes, see kitces.com and thesocietyofadvice.com.
- Aug 6, 202636 min
When 'Feelings Are Data' To Navigate Clients' Financial Planning Trade-Offs: Kitces & Carl Ep 196
In the 196th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss the role of "gut feelings" and intuition in decision-making after the data has been fully analyzed. For full show notes, see kitces.com and thesocietyofadvice.com.
- Jul 23, 202634 min
Engagement Trap and Reactive vs Proactive Touchpoints: Kitces & Carl Ep 195
In the 195th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how to strike the right balance between proactive and reactive client communication. For full show notes, see kitces.com and thesocietyofadvice.com.
- Jul 9, 202638 min
Is It Ever Appropriate To Engage Clients With Fear Of Adverse Outcomes To Persuade Them To Action?: Kitces & Carl Ep 194
In the 194th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss the ongoing debate surrounding fear-based marketing tactics. For full show notes, see kitces.com and thesocietyofadvice.com.
- Jun 25, 202632 min
When Clients Would Rather Feel More Financially Successful Than Take Action To BE More Successful: Kitces & Carl Ep 193
In the 193rd episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss the challenge of motivating clients to take difficult but necessary action toward their goals. For full show notes, see kitces.com and thesocietyofadvice.com.
- Jun 11, 202632 min
Balancing Between The Art Of Serving Clients Creatively And Optimizing For Business Outcomes: Kitces & Carl Ep 192
In the 192nd episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how advisors can stay creative without losing sight of the business side of things. 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.
Financial Decoder
Explores how cognitive and emotional biases affect financial decisions, offering strategies to improve money-related choices.
NerdWallet's Smart Money Podcast
Personal finance experts break down budgeting, saving, investing, and credit to help listeners make informed money decisions.
Money For Couples with Ramit Sethi
Real couples explore money psychology and relationships, guided by Ramit Sethi to align finances with their shared values and goals.
Total Disruption Podcast
Entrepreneurs discuss mindset, business growth, and operational frameworks to move beyond hustle culture and build scalable companies.
The Secret To Success with CJ, Karl, Jemal & Eric Thomas
A no-nonsense podcast on mindset, money, and execution featuring real strategies from top performers on winning in life and business.
The Stacking Benjamins Show
Two friends discuss personal finance, investing, and money trends with humor and expert guests in a casual, accessible way.
Your Money, Your Wealth
Financial advisors answer listener questions on retirement planning, investing, taxes, and wealth management with a humorous twist.
The Long View
Discusses long-term investing strategies with experts in finance, covering asset allocation, risk management, and personal finance.
The Paul Morris Podcast
Entrepreneurs and investors share strategies for building wealth, scaling businesses, and leading high-performance teams.
BigDeal
Conversations with driven entrepreneurs and investors reveal raw, practical lessons on building wealth and living intentionally.
Thoughtful Money with Adam Taggart
Expert advice on building wealth and managing money from top financial professionals.
The BetterLife Podcast
Real estate investing, wealth building, and lifestyle design through conversations with investors and entrepreneurs.
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.