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Nerd's Eye View | Kitces.comby Adam Van Deusen4 Sept 2026
Executive Summary Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a survey has found that, at a time when many financial...
Nerd's Eye View | Kitces.comby Michael Kitces3 Sept 2026
Executive Summary If the initial stages of building a firm are mostly about survival and prospecting, and the middle stages are about scaling teams and processes, then the latter stages of the firm...
Nerd's Eye View | Kitces.comby Ben Henry-Moreland2 Sept 2026
Executive Summary We often tend to think of giving from one generation to the next in terms of inheritance, with a parent passing on their assets after death.
Nerd's Eye View | Kitces.comby Michael Kitces1 Sept 2026
Executive Summary Welcome everyone! Welcome to the 505th episode of the Financial Advisor Success Podcast! My guest on today's podcast is Andrew Rosen.
Nerd's Eye View | Kitces.comby Sydney Squires31 Aug 2026
Executive Summary Over the decades, the work that financial advisors do has changed considerably – from product sales to investment management to more 'holistic' financial advice and behavioral...
Nerd's Eye View | Kitces.comby Adam Van Deusen28 Aug 2026
Executive Summary Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that Vanguard is planning to acquire RIA custodian Altruist...
Nerd's Eye View | Kitces.comby David Haughton26 Aug 2026
Executive Summary One of the most challenging realities of retirement planning is the risk that long-term care needs in the final few years of life can consume a disproportionate amount of a...
Nerd's Eye View | Kitces.comby Michael Kitces25 Aug 2026
Executive Summary Welcome everyone! Welcome to the 504th episode of the Financial Advisor Success Podcast! My guest on today's podcast is Sheri Fitts.
Nerd's Eye View | Kitces.comby Richard Chen24 Aug 2026
Executive Summary When selling a business, it's only natural to want to negotiate for the highest price you can.
Nerd's Eye View | Kitces.comby Adam Van Deusen21 Aug 2026
Executive Summary Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that the recent termination of an editor at Forbes over a...
Nerd's Eye View | Kitces.comby Michael Kitces20 Aug 2026
Executive Summary The value of financial planning often stems from helping clients realize their goals… both in the literal financial sense of managing cashflow and in the figurative sense of...
Nerd's Eye View | Kitces.comby Sydney Squires19 Aug 2026
Executive Summary When advisors work with couples, the goal is to make both parties feel seen and heard. Yet while many advisors aim to include both clients, this is often easier said than done.
Nerd's Eye View | Kitces.comby Adam Van Deusen14 Aug 2026
Executive Summary Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that the Treasury Department released proposed regulations...
Nerd's Eye View | Kitces.comby Michael Kitces11 Aug 2026
Executive Summary Welcome everyone! Welcome to the 502nd episode of the Financial Advisor Success Podcast! My guest on today's podcast is Wendy Ciehanski.
Nerd's Eye View | Kitces.comby Michael Kitces10 Aug 2026
Executive Summary As financial advisors, we are no stranger to the incredible benefits of long-term compounding.
Nerd's Eye View | Kitces.comby Adam Van Deusen7 Aug 2026
Executive Summary Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that the latest "Mind the Gap" report from Morningstar...
Nerd's Eye View | Kitces.comby Michael Kitces6 Aug 2026
Executive Summary Some decisions are largely matters of data and analysis. Yet more often, that analysis informs a decision with trade-offs, such as funding retirement or education.
Nerd's Eye View | Kitces.comby Meghaan Lurtz5 Aug 2026
Executive Summary As human beings, most of us have a hard time letting go, especially in cases where we have held something for a long time and formed a personal attachment to it.
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