Kitces and Carl - Real Talk for Real Financial Advisors
by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP
Is this your podcast?Insights from recent episode analysis
Audience Interest
Podcast Focus
Publishing Consistency
Platform Reach
Insights are generated by CastFox AI using publicly available data, episode content, and proprietary models.
Most discussed topics
Brands & references
Total monthly reach
Estimated from 7 chart positions in 7 markets.
By chart position
- 🇨🇦CA · Management#39100K to 300K
- 🇺🇸US · Management#5230K to 100K
- 🇩🇪DE · Management#1925K to 30K
- 🇸🇬SG · Management#3410K to 30K
- 🇳🇿NZ · Management#843K to 10K
- Per-Episode Audience
Est. listeners per new episode within ~30 days
76K to 242K🎙 ~2x weekly·188 episodes·Last published 1w ago - Monthly Reach
Unique listeners across all episodes (30 days)
152K to 483K🇨🇦62%🇺🇸21%🇩🇪6%+4 more - Active Followers
Loyal subscribers who consistently listen
61K to 193K
Market Insights
Platform Distribution
Reach across major podcast platforms, updated hourly
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* Data sourced directly from platform APIs and aggregated hourly across all major podcast directories.
On the show
From 11 epsHosts
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Recent episodes
Balancing Between The Art Of Serving Clients Creatively And Optimizing For Business Outcomes: Kitces & Carl Ep 192
Jun 11, 2026
Unknown duration
Challenges In Engaging The 'Disengaged' Spouse Of A Client Couple: Kitces & Carl Ep 191
May 28, 2026
Unknown duration
The Advisor Talent Shortage: Will AI Solve... Or Exacerbate It?: Kitces & Carl Ep 190
May 14, 2026
Unknown duration
Navigating Change Fatigue With And While Serving Clients: Kitces & Carl Ep 189
Apr 30, 2026
43m 35s
The Remarkable Liquidity Of Financial Advisory Firms When Planning Your Own Advisor Retirement: Kitces & Carl Ep 188
Apr 16, 2026
38m 32s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 6/11/26 | Balancing Between The Art Of Serving Clients Creatively And Optimizing For Business Outcomes: Kitces & Carl Ep 192 | In the 192nd episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how advisors can stay creative without losing sight of the business side of things. For full show notes, see kitces.com and thesocietyofadvice.com. | — | ||||||
| 5/28/26 | Challenges In Engaging The 'Disengaged' Spouse Of A Client Couple: Kitces & Carl Ep 191 | In the 191st episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how to navigate working with couples when one partner is checked out. For full show notes, see kitces.com and thesocietyofadvice.com. | — | ||||||
| 5/14/26 | The Advisor Talent Shortage: Will AI Solve... Or Exacerbate It?: Kitces & Carl Ep 190 | In the 190th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how artificial intelligence could reshape the industry—and why one possible outcome may not be as appealing as it seems. For full show notes, see kitces.com and thesocietyofadvice.com. | — | ||||||
| 4/30/26 | Navigating Change Fatigue With And While Serving Clients: Kitces & Carl Ep 189✨ | client communicationchange management+3 | — | kitces.comthesocietyofadvice.com | — | change fatigueclient support+3 | — | 43m 35s | |
| 4/16/26 | The Remarkable Liquidity Of Financial Advisory Firms When Planning Your Own Advisor Retirement: Kitces & Carl Ep 188✨ | financial advisory firmsadvisor retirement+1 | — | Kitces & CarlKitces and Carl | — | liquidityfinancial planning+1 | — | 38m 32s | |
| 4/2/26 | Mitigating Risk From (Litigious) Clients When Your Advisor Team Grows Beyond You: Kitces & Carl Ep 187✨ | risk managementlegal safeguards+1 | — | Kitces and Carl | — | litigious clientsfinancial advisors+1 | — | 34m 49s | |
| 3/19/26 | Communicating The Value Of Financial Planning That Clients Don't Come For In The First Place: Kitces & Carl Ep 186✨ | financial planningclient communication+1 | — | Kitces and Carl | — | value of financial planningclient engagement+1 | — | 34m 09s | |
| 3/5/26 | The Financial Planning Value Disconnect When Clients Don't Appreciate The Long-Term Benefits: Kitces & Carl Ep 185✨ | financial planningclient relationships+1 | — | Kitces and Carl | — | financial advisorsclient communication+1 | — | 39m 25s | |
| 2/19/26 | The (Unexpected) Ways AI Is Changing Content Marketing For Financial Advisors: Kitces & Carl Ep 184✨ | AIcontent marketing+1 | — | Kitces and CarlKitces & Carl | — | artificial intelligencemarketing+2 | — | 28m 37s | |
| 2/5/26 | Should Advisors Provide Opinionated Advice Or Coach Clients To Choose Their Own Path?: Kitces & Carl Ep 183✨ | client communicationguidance+1 | — | Kitces and CarlKitces & Carl | — | opinionated advicecoaching+1 | — | 36m 14s | |
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| 1/22/26 | Why Advisor Succession Plans Fail: Retirement Age Is Peak Advisor Happiness: Kitces & Carl Ep 182✨ | advisor successionretirement+1 | — | Kitces and Carl | — | succession planningfinancial advisors+1 | — | 35m 31s | |
| 1/8/26 | Helping Clients With AI Bubble Fears To Stay The Course: Kitces & Carl Ep 181✨ | AIclient communication+1 | — | Kitces and Carl | — | AI bubbleclient fears+1 | — | 42m 28s | |
| 12/25/25 | Aligning Your Capital With What's Important To You By Focusing On Where You PAY Attention: Kitces & Carl Ep 180✨ | capitalpriorities+1 | — | Kitces and Carl | — | financial advisorsclient communication+1 | — | 33m 48s | |
| 12/11/25 | Holding Back From Hiring Associate Advisors Out Of Fear They're Just Going To Move On: Kitces & Carl Ep 179✨ | hiringassociate advisors+1 | — | Kitces and Carl | — | financial advisorsclient communication+1 | — | 33m 20s | |
| 11/27/25 | Helping Retired Clients To Actually Start Spending (And Enjoying) Their Money: Kitces & Carl Ep 178 | In the 178th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss why many retirees struggle to spend the money they spent a lifetime saving—and how advisors can help. For full show notes, see kitces.com and thesocietyofadvice.com. | — | ||||||
| 11/13/25 | Ways To Say 'No' To Avoid Making Yourself Too Busy: Kitces & Carl Ep 177 | In the 177th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss why learning to say "no" can be game-changing—and how to do it without all the guilt. For full show notes, see kitces.com and thesocietyofadvice.com. | — | ||||||
| 10/30/25 | Ways To Say 'Yes' Sustainably To Prospects In Need Who Don't Fit Your Minimums: Kitces & Carl Ep 176 | In the 176th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how to support clients who need financial guidance but can't afford traditional advisory fees. For full show notes, see kitces.com and thesocietyofadvice.com. | — | ||||||
| 10/16/25 | Visual Sketches As Conversation Starters To Help Clients Make Better Financial Decisions: Kitces & Carl Ep 175 | In the 175th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how sketches can spark more meaningful money conversations. For full show notes, see kitces.com and thesocietyofadvice.com. | — | ||||||
| 10/2/25 | What Jobs Have You Given Money (That Shape How You Give Advice)?: Kitces & Carl Ep 174 | In the 174th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss what they'd say if they could talk directly to money—and what money might say back. For full show notes, see kitces.com and thesocietyofadvice.com. | — | ||||||
| 9/18/25 | When Prospects Say No Because They're Not Ready To Break Up With Their Current Advisor: Kitces & Carl Ep 173 | In the 173rd episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how to handle receiving the "soft no" after meeting with a client who seems like a great fit. For full show notes, see kitces.com and thesocietyofadvice.com. | — | ||||||
| 9/4/25 | Scaling Financial Planning Client Affluence vs. Technology Efficiencies: Kitces & Carl Ep 172 | In the 172nd episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss what research reveals as the key driver of productivity among financial advisors. For full show notes, see kitces.com and thesocietyofadvice.com. | — | ||||||
| 8/21/25 | When Advising Clients Loses Its Spark: Burned Out, Or Bored-Out?: Kitces & Carl Ep 171 | In the 171st episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss advisor burnout—and the hidden culprit that could be fueling it. For full show notes, see kitces.com and thesocietyofadvice.com. | — | ||||||
| 8/7/25 | Helping Clients Navigate AI Career Challenges By Building Financial Planning Resiliency: Kitces & Carl Ep 170 | In the 170th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how financial advisors can help clients navigate career uncertainty caused by AI disruption by focusing on actionable items, offering flexibility vs long-term growth, and being more proactive in planning strategies. For full show notes, see kitces.com and thesocietyofadvice.com. | — | ||||||
| 7/24/25 | Is There A Future Of Financial Planning In The AI Era?: Kitces & Carl Ep 169 | In the 169th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards explore how AI is set to transform the roles advisors play and the unique value they provide in client relationships. For full show notes, see kitces.com and thesocietyofadvice.com. | — | ||||||
| 7/10/25 | Do You Really Have To Go Deep With Every New Client In The First Meeting?: Kitces & Carl Ep 168 | In our 168th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss whether it's more effective to dive deep in the first client meeting or to focus on the immediate issue and reserve the more emotional conversations for future sessions. For full show notes, see kitces.com and thesocietyofadvice.com. | — | ||||||
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Chart Positions
7 placements across 7 markets.
Chart Positions
7 placements across 7 markets.