The Remarkable Liquidity Of Financial Advisory Firms When Planning Your Own Advisor Retirement: Kitces & Carl 188
Advisors approaching retirement often face a fundamental planning challenge: how to convert the value of their firm into a reliable ...
Thursday, April 16, 2026
Tag: Carl
Communicating The Value Of Financial Planning That Clients Don’t Come For In The First Place: Kitces & Carl 186
Financial advisors often describe their value in terms of investment performance, tax efficiency, or comprehensive planning. Yet, when asked what ...
Helping Retired Clients To Actually Start Spending And Enjoying Their Money: Kitces & Carl Ep 178
Entering retirement often signals a profound shift in an individual's philosophy, time, and goals. This new chapter is a culmination ...
Ways To Say No To Avoid Making Yourself Too Busy: Kitces & Carl Ep 177
As financial advisors progress in their careers (and lives), their attention is often pulled in many directions as opportunities present ...
Carl Icahn returns to a familiar sector — auto repair —as he builds a 15% stake in Monro
Monro Auto Service in Derby, CT.Source: Google EarthCompany: Monro (MNRO)Business: Monro, formerly Monro Muffler Brake, is engaged in the provision ...
Auto repair chain Monro soars after Carl Icahn takes 15% stake
Carl Icahn speaking at Delivering Alpha in New York on Sept. 13, 2016.David A. Grogan | CNBCBillionaire investor Carl Icahn ...
Visual Sketches As Conversation Starters To Help Clients Make Better Financial Decisions: Kitces & Carl Ep 175
One of the core challenges of financial planning is that it requires both in-depth technical knowledge and the ability to ...
What ‘Jobs’ Have You Given Money (That Shape How You Give Advice)?: Kitces & Carl Ep 174
The profession of financial advice often centers on the logistical, logical outcomes of financial planning – spending down retirement assets, ...
When Advising Clients Loses Its Spark: Burned Out, Or Bored-Out?: Kitces & Carl Ep 171
After years of growth and hustle, an advisor might arrive at a stable, profitable firm with loyal clients, a thriving ...
Helping Clients Navigate AI Career Challenges By Building Financial Planning Resiliency: Kitces & Carl Ep 170
AI's increasing development and integration in the workplace presents many opportunities for increased efficiency and production – and, with that ...
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