logo
episode-header-image
May 2020
1h 55m

Ep 175: The Importance Of Family Dynamic...

MICHAEL KITCES
About this episode
tail spinning
Up next
Feb 3
Ep 475: Adding Deeper Tax Planning Capabilities (And Generating More Google Reviews In The Process) To Grow To $600M Of AUM with Erik Brenner
Tax planning has become an integral part of a comprehensive financial planning service offering and a way for advisors to offer hard-dollar value for their clients. In this episode, we explore how integrating tax preparation, proactive tax planning, and outside tax expertise can ... Show More
1h 30m
Jan 27
Ep 474: Gaining The Skills, Experience, And Team Needed To Serve UHNW Clients Effectively with Blair duQuesnay
Serving ultra-high-net-worth families requires more than technical expertise. It demands deep attention to detail, a strong supporting team, and a planning approach capable of navigating complex tax, estate, and investment structures. This episode explores what it really takes fo ... Show More
1h 30m
Jan 20
Ep 473: Defending Against AI By Focusing On The Uniquely Human Aspects Of (Fiduciary) Life Planning with George Kinder
Amidst speculation that Artificial Intelligence-powered software could take business from human advisors, some of the most meaningful work advisors do involves something software can't replicate: deep human-to-human connection. This episode explores how life planning, active list ... Show More
1h 30m
Recommended Episodes
Jun 2023
Advice For New Entrepreneurs On Setting Habits, Hiring Team Members, And Prioritizing Tasks w/ Jay Papasan (Author of "The One Thing")
<p>What if you could successfully reach your goals by mastering just a few key habits? Join us as we chat with Jay Papasan, the author of &quot;The One Thing,&quot; to discover the power of habits and goal setting. Learn how successful individuals and companies have unlocked extr ... Show More
23 m
Sep 2024
Want to know how you can win at work AND succeed at life? - Michael Hyatt (aflevering 158)
Do you want to know how you can win at work and succeed at life? Then please listen to this episode of the StoryBrand podcast. In this episode, we sit down with Michael Hyatt, founder and chairman of Full Focus, a company dedicated to helping people succeed both at work and in li ... Show More
49m 48s
Apr 2024
Time Management & Productivity for Work Life Balance With Andrew Hartman, Founder of Time Boss
<p><strong>Please join us in welcoming Andrew Hartman, Founder Time Boss!</strong></p> <p>Burnout, stress, and anxiety are omnipresent in the modern workplace. But it doesn&#39;t have to be this way for business leaders looking to make an impact while balancing their professional ... Show More
57m 11s
Feb 2025
Getting Personal with Personal Finance: Brad & Ginger | Ep 533
<p>Ginger interviews Brad as they delve into the personal side of financial independence, focusing on the real struggles and triumphs behind the scenes of ChooseFI. The conversation emphasizes the importance of relatability and the idea that financial independence is accessible t ... Show More
1h 3m
Jun 2023
The Pursuit of Balance: An Honest Conversation w/ BiggerPockets Founder Josh Dorkin on Fame, Fulfillment, and Personal Growth
<p>What happens on the other side of building everything you&apos;ve ever wanted?<br/><br/>Throughout our conversation, Josh candidly discussed the ironies of fame and how it rarely leads to true happiness and satisfaction. We also explored the importance of living life for ourse ... Show More
51m 49s
Apr 2024
New CFO Checklist: The First 90 Days
A CFO is expected not only to lead financial reporting and the Office of Finance but also to provide strategic insights and strategies that propel the business forward. As a new CFO, you might feel eager to start doing the latter as soon as possible. But you don’t need to build y ... Show More
31m 11s
Nov 2024
Listen, Plan, Build: A Blueprint for Smoothly Navigating Construction Disputes
<p dir="ltr">Is an executive or leader in your company struggling? Reach out to Eric to discuss how his transformative executive coaching approach can help. Schedule a 10 minute call with Eric today to learn more: <a href= "https://10minuteswitheric.youcanbook.me/" target="_blank ... Show More
46m 15s
Apr 2025
Burnout, Balance, and Building Forums with Justin LaRocque
In Episode 226 of The Business Development Podcast, Kelly Kennedy welcomes back serial entrepreneur and CFO-turned-forum-founder Justin LaRocque for a raw and powerful conversation on what it really takes to build a business — and a life worth living. Justin shares the behind-the ... Show More
58m 57s
Jul 2024
Make Summer Work for You w/ Matt Bruner
<p class="whitespace-pre-wrap break-words">In this episode of the HVAC School podcast, host Bryan Orr welcomes Matt Bruner to discuss the concept of a "summer survival guide" for HVAC professionals. They explore strategies for maintaining work-life balance during the busy summer ... Show More
44m 30s