Financial Advisor Technician

Handling Client Requests That Go Against An Advisor's Recommendations, With Shelitha Smodic

What should an advisor do when a client insists on taking an investment action that goes against their advice? In this episode, we are joined by Shelitha Smodic to explor

Ranking Account Types For Meeting Intergenerational Giving Goals, With Ben Henry-Moreland

What if the "best" account for an intergenerational gift isn't actually the one that produces the biggest (potential) tax benefit? In this episode, Kitces.com Senior Fina

Medicaid Planning For Long-Term Care And Its Ethical Implications For Advisors, With David Haughton

While some individuals are able to pay for long-term care expenses through savings and/or through insurance benefits, others end up relying on Medicaid benefits to fund t

Supporting Client Couples With Misaligned Engagement Levels, With Sydney Squires

What happens when one partner takes the lead on finances and the relationship with their financial advisor while the other stays quiet, disengaged, or simply operates on

Four Alternative Retirement Paths, With Michael Kitces

While the 'traditional' approach to retirement of working full-time until one's mid-60s before leaving the workforce entirely might be a good fit for many individuals, ot

The Endowment Effect And Its Role In Portfolio Management, With Meghaan Lurtz

Sometimes clients will want to hold on to a particular portfolio investment or piece of real estate (or value it at much more than the market indicates) even though selli

Calculating Personalized Client Lifespan Estimates, With Jeremy Ko

One of the great challenges of retirement planning is that an individual's exact lifespan is unknown. Given this uncertainty and the potentially severe consequences of un

An Advisor's Guide To Opening 530A "Trump Accounts", With Ben Henry-Moreland

With consumers now able to open new 530A "Trump Accounts", financial advisors are likely to get questions from clients about how they work and how to actually open them.

Trailer: Financial Advisor Technician

Ready to nerd out on technical financial planning topics?  Brought to you by Kitces.com, Financial Advisor Technician is a weekly, 30-minute podcast designed for financ