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Financial Advisor Technician

Kitces.com

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 y... more

Episodes2Founded22 days agoCategories
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Artwork for Financial Advisor Technician

Latest Episodes

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

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How many episodes of Financial Advisor Technician are there?

Financial Advisor Technician launched 22 days ago and published 2 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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