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The Financial Advisor Technician Podcast

On the Financial Advisor Technician podcast, we speak with some of the sharpest minds in the financial planning business. Every Wednesday, we dig deep into the technical side of financial planning, covering topics 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 platform. Our goal is to provide our advisor listeners with actionable insights you can apply in your own practices!

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Start Listening Now

Ready to check out the Financial Advisor Technician podcast? Listen to the latest episode or scroll through the archives for topics that pique your interest.

Find The Perfect Episode To Start With

Interested in a particular planning area or want to go deeper on a specific episode? Select from one of the categories below to pick and choose which of our episodes are best for you!

Topics:

Client Trust & Communication

Regulation & Compliance

Managing Legacy Investments: 6 Best Practices To Reduce RIA Fiduciary And Compliance Risk

Topics: Regulation & Compliance

Listen Now + Read The Transcript

Compliance Issues When Clients Won’t Take Your Advice: Duty To Follow Instructions, When To Refuse, And When To Exit The Relationship

Topics: Client Trust & Communication | Regulation & Compliance

Listen Now + Read The Transcript

How Sec. 530A “Trump Accounts” Impact Intergenerational Giving Decisions

Topics: Estate Planning

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Medicaid Planning Trade-Offs: The Ethical Challenges In Balancing Asset Preservation And Care Needs

Topics: Retirement Planning

Listen Now + Read The Transcript

Working With 'Misengaged Couples': Ways To Engage Both Parties In Planning Conversations

Topics: Client Trust & Communication

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4 Alternative Retirement Paths And An Advisor's Role In Helping Clients Plan For Them

Topics: Retirement Planning

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When Clients Won’t Sell: What Actually Helps Clients Let Go (Of The Endowment Effect)

Topics: Financial Psychology

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Personalizing Lifespan Assumptions For More Accurate Social Security And Retirement Withdrawal Recommendations

Topics: Retirement Planning

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An Advisor’s Guide To Opening 530A “Trump Accounts”

Topics: Taxes

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Meet Your Host

Your Host: Adam Van Deusen, CFP®

Adam Van Deusen, CFP®, is a Financial Planning Nerd at Kitces.com, where he hosts the Financial Advisor Technician podcast, writes articles for the Nerd’s Eye View blog (including the popular Weekend Reading for Financial Advisors), produces the Financial Advisor Success podcast, and regularly speaks at industry events on a range of technical and practice management topics. He previously worked at a financial planning firm in the Washington, D.C. area and as a journalist covering the banking and insurance industries. Outside of work, he serves as a volunteer financial planner and class instructor for local and national non-profits.