The second 20% slice for me is trying to help get that content out into the advisor community.
Bucket number one is content that we create, like writing, and podcasting, and video, and all the different content that we do on Nerd's Eye View on. Kitces: I essentially think of my time and actually try to pretty consciously allocate my time across, I'll call it, five broad buckets. Can you talk about how you divide your time in a given month or a given year? So how much time you spend speaking, consulting, researching and so on? How do you think about that? You have a lot of plates spinning all the time.
We wanted to talk about how you apportion your time. This is the postpandemic interview.īenz: Exactly. Kitces: That was the pre-COVID interview. He received his bachelor's degree in psychology from Bates College and subsequently earned master's degrees in taxation and financial planning. He has received numerous financial planning designations, including the Certified Financial Planner, Chartered Financial Consultant, and Chartered Life Underwriter designations. Michael also has two podcasts, Financial Advisor Success and Kitces & Carl, the latter of which he produces with Carl Richards. Michael also oversees the leading industry blog for financial advisors, Nerd's Eye View at, which reaches more than 250,000 readers each month. In addition, he is a co-founder of the XY Planning Network, AdvicePay, New Planner Recruiting, fpPathfinder, and FA BeanCounters. Michael is the head of planning strategy for Buckingham Wealth Partners. Jeff Ptak: And I'm Jeff Ptak chief ratings officer for Morningstar Research Services.īenz: Today on the podcast, we welcome back Michael Kitces, who was one of our first guests on The Long View. I'm Christine Benz, director of personal finance and retirement planning for Morningstar. TranscriptĬhristine Benz: Hi and welcome to The Long View. " 10 Key Performance Indicators for Financial Advisory Firms to Compare With Industry Benchmarking Studies," by Ben Henry-Moreland,, March 28, 2022. " Kitces & Carl Ep 65: Handling Clients Who Bring Their Own 'Hot' Investment Ideas," Kitces & Carl podcast,, July 29, 2021. " What This Week's Market Volatility Teaches About Making Customized Portfolios for Every Client," by Michael Kitces,, Feb. ETF Investment Portfolios," by Michael Kitces,, July 25, 2018. " Financial Advisor Trends in Constructing Mutual Fund vs. " Why Tax-Loss Harvesting During Down Markets Isn't Always a Good Idea," by Ben Henry-Moreland,, July 13, 2022. " The Four Types of Direct Indexing and Technology Solutions for Advisors," by Michael Kitces and Adam Van Deusen,, Feb. " The 3 Domains of Financial Advisor Value: Why Human Advisors Continue to Thrive Amid Competition From Robos," by Adam Van Deusen,, May 23, 2022. " Financial Advisor Fee Trends and the Fee Compression Mirage," by Derek Tharp,, Feb. " 7 Big Rocks-The Productivity System," by Stephen Covey,, Dec. " Maximizing Your Productivity by Leveraging Your Time Not Your Technology, With Patty Kreamer," Financial Advisor Success podcast,, June 15, 2021. " To Roth or Not To Roth," by Michael Kitces,, May 2009.
" Resolving the Paradox-Is the Safe Withdrawal Rate Sometimes Too Safe?" by Michael Kitces,, May 6, 2008. He also has two podcasts, Financial Advisor Success and Kitces & Carl, the latter of which he produces with Carl Richards. Kitces also oversees the leading industry blog for financial advisors, Nerd's Eye View at, which reaches more than 250,000 readers each month. In addition, he is a co-founder of the XY Planning Network, AdvicePay, New Planner Recruiting, fpPathfinder, and XY BeanCounters. Today on the podcast, we welcome back Michael Kitces, who was one of our first guests on The Long View.
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