Financial Advisor Technician

Kitces.com
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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 you become a better, and more successful, advisor.

Episodes

  1. Jun 25

    Trailer: Financial Advisor Technician

    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 and tax planning to investment planning and client communication that they can apply in their practices. Subscribe to catch our very first episode!

    2 min

Trailer

About

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 you become a better, and more successful, advisor.

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