Michael Kitces

Certified Financial Planner and Retirement Expert

Baltimore, USA

About Michael

Michael Kitces is a certified financial planner, retirement expert, and founder of Kitces.com. He is a leading voice in the financial planning industry, known for his expertise in retirement planning, wealth building, and tax optimization. Kitces has written extensively on these topics and has been featured in various media outlets, including The New York Times, Forbes, and Kiplinger.

Associated Podcasts

Federal Employee Financial Planning Podcast

Guest

Financial Advisor Success

Host

Wenbin Fang's Podcast Playlist

Host

Connect

Recent Appearances

Ep 488: Bringing Hiring In-House To Support Rapid Growth After Doubling AUM To $600M In One Year with Joe Schmitz Jr.

Financial Advisor Success•May 5, 2026•1:30:00•host

Ep 487: Building The Team And Tech To Serve Thousands Of (Advice-Only) Clients Efficiently with Lori Atwood

Financial Advisor Success•Apr 28, 2026•1:30:13•host

Michael Kitces

About Michael

Associated Podcasts

Federal Employee Financial Planning Podcast

Financial Advisor Success

Wenbin Fang's Podcast Playlist

Connect

Recent Appearances

Ep 488: Bringing Hiring In-House To Support Rapid Growth After Doubling AUM To $600M In One Year with Joe Schmitz Jr.

Ep 487: Building The Team And Tech To Serve Thousands Of (Advice-Only) Clients Efficiently with Lori Atwood

Key Topics

Ep 486: Lessons Learned from How Mega-RIAs Are Scaling Their People to Support Growth with Lisa Crafford

Ep 485: Exercises to Help Clients Better Navigate the Transition to Retirement After Having Done It Yourself with Michael Kay

Ep 484: Scaling To $1B AUM By Recognizing Your (Rainmaker) Strengths And Delegating The Rest with Jake Falcon

Ep 483: Closing (More Affluent) Clients in The First Meeting with an "Approach Talk" Method to Create Urgency with Erin Botsford

Ep 482: Growing To $500M AUM In 7 Years by Connecting with Your Ideal Clients on LinkedIn with Justin Brownlee

Ep 481: Leveraging Technology To Rapidly Scale Growth Delivering Financial Planning To Next Generation Clients with Adam Dell

Ep 480: Growing To $660M Of AUM By Leveraging SEO (And Now AEO) To Build A Durable Pipeline Of Good-Fit Prospects with Helen Stephens

Ep 479: Maintaining Good Work/Life Balance While Adding Advisors And 4Xing The Firm To $315M with Andy Panko

Ep 478: Fixing Advisory Firm Marketing Funnels So The Phone Actually Rings With Prospects with Kendra Wright

Ep 477: Finding Real Uses For AI Tools Not Just To Gain Efficiency But Create More (Customized) Value For Clients with Christopher Haigh

Ep 476: Making The Decision To Add A Partner (After Leaving A Partnership Yourself) While Approaching $500M AUM with Kathy Longo

Ep 475: Adding Deeper Tax Planning Capabilities (And Generating More Google Reviews In The Process) To Grow To $600M Of AUM with Erik Brenner

Ep 474: Gaining The Skills, Experience, And Team Needed To Serve UHNW Clients Effectively with Blair duQuesnay

Ep 473: Defending Against AI By Focusing On The Uniquely Human Aspects Of (Fiduciary) Life Planning with George Kinder

Ep 472: Going Deep Into Multigenerational Planning To Better Serve HNW Clients (Not Just Retain Their Assets) with Carli Smith

Ep 471: Growing To $475M In 7 Years While Making Yourself Dispensable Enough To Take A Personal Sabbatical with Dennis Morton

Ep 470: Growing To $500M AUM With An Evergreen HNW Client Service Calendar For Evergreen Fees with Debra Taylor

Ep 469: Specializing In (Sound) Income Sources For Retirees To Differentiate A $4B Advisor Enterprise with David Scranton