feeds.feedblitz.comadded August 2026
Nerd's Eye View | Kitces.comby Michael Kitces1d ago
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 Squires2d ago
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 Deusen7d ago
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 Kitces10d ago
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 Kitces11d ago
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 Deusen14d ago
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 Kitces15d ago
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 Lurtz16d ago
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.
6%