Mar 21, 2024
In our 134th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what to do once a client achieves their financial goals—and doesn't seem to realize it.
For full show notes, see kitces.com and
Mar 7, 2024
In our 133rd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss money, meaning, and what it's all for.
For full show notes, see kitces.com and thesocietyofadvice.com.