Financial Advisor Technician
Kitces.comOn 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 y... more
| Publishes | Weekly | Episodes | 6 | Founded | 2 months ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | Business NewsBusinessEntrepreneurshipNews | |||
Listen to this Podcast
Latest Episodes
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 a different wavelength? In this episode, we welcome Sydney Squires, a Senior Fin... more
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, others might prefer tap into the freedom retirement offers earlier in their lives.... more
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 selling it might make financial sense. In this episode, we explore the endowment effe... more
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 underestimating a client's life expentancy (i.e., possibly exhausting their portfo... more
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.
In this episode, Kitces Senior Financial Planning Nerd Ben Henry-Moreland shar... more
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 financial advisors looking for actionable insights on topics ranging from retirement a... more
Key Facts
Recent Guests
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #34 |  United States/News/Business News |
Apple Podcasts | #179 |  United Kingdom/News/Business News |
Apple Podcasts | #5 |  Italy/News/Business News |
Apple Podcasts | #189 | Italy/News |
Apple Podcasts | #27 |  India/News/Business News |
Apple Podcasts | #33 |  Spain/News/Business News |
Apple Podcasts | #44 |  Sweden/News/Business News |
Apple Podcasts | #104 |  South Africa/News/Business News |
Apple Podcasts | #170 |  Netherlands/News/Business News |
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Talking Points
Recent interactions between the hosts and their guests.
Audience Metrics
Listeners, social reach, demographics and more for this podcast.
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Frequently Asked Questions About Financial Advisor Technician
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How many listeners does Financial Advisor Technician get?
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What are the audience demographics for Financial Advisor Technician?
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How many subscribers and views does Financial Advisor Technician have?
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How many episodes of Financial Advisor Technician are there?
Financial Advisor Technician launched 2 months ago and published 6 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
How do I contact Financial Advisor Technician?
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What guests have appeared on Financial Advisor Technician?
Recent guests on Financial Advisor Technician include:
1. Meghaan Lurtz
2. Jeremy Ko
3. Ben Henry-Moreland
To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.