Financial Advisor Technician
By Kitces.com
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Category: Business News
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Episodes: 16
Description
On the Financial Advisor Technician podcast, some of the sharpest minds in financial advice dig into the technical side of financial planning, discussing topics ranging from retirement and tax planning to estate planning and behavioral finance, all at the level of nerdiness you've come to expect from the Kitces.com platform. Each weekly, 30-minute episode will provide actionable insights to help you become a better, and more successful, advisor.
| Episode | Date |
|---|---|
|
The Value Of Assessing Clients' "Tax Risk Tolerance" Amidst IRS Scrutiny Of Tax-Aware Investment Strategies, With Jeff Levine
|
Oct 28, 2026 |
|
Creating A (Compliant) Testimonial And Google Review Strategy, With Whit Lanier And Kent Keister
|
Oct 21, 2026 |
|
What Trump Account Auto-Enrollment Means For Clients, With Ben Henry-Moreland
|
Oct 14, 2026 |
|
Putting Economic And Q3 Market Headlines Into Context For Clients, With James Liu
|
Oct 07, 2026 |
|
Maximizing Charitable Deductions Under OBBBA's New Rules, With Ben Henry-Moreland
|
Sep 30, 2026 |
|
A Step-By-Step Process To Handle Retirement Plan Rollover Conversations, With Leo Rydzewski
|
Sep 23, 2026 |
|
Working With Legacy Investment Positions, With Rich Chen
|
Sep 16, 2026 |
|
Handling Client Requests That Go Against An Advisor's Recommendations, With Shelitha Smodic
|
Sep 09, 2026 |
|
Ranking Account Types For Meeting Intergenerational Giving Goals, With Ben Henry-Moreland
|
Sep 02, 2026 |
|
Medicaid Planning For Long-Term Care And Its Ethical Implications For Advisors, With David Haughton
|
Aug 26, 2026 |
|
Supporting Client Couples With Misaligned Engagement Levels, With Sydney Squires
|
Aug 19, 2026 |
|
Four Alternative Retirement Paths, With Michael Kitces
|
Aug 12, 2026 |
|
The Endowment Effect And Its Role In Portfolio Management, With Meghaan Lurtz
|
Aug 05, 2026 |
|
Calculating Personalized Client Lifespan Estimates, With Jeremy Ko
|
Jul 29, 2026 |
|
An Advisor's Guide To Opening 530A "Trump Accounts", With Ben Henry-Moreland
|
Jul 22, 2026 |
|
Trailer: Financial Advisor Technician
|
Jun 25, 2026 |