Kitces and Carl - Real Talk for Real Financial Advisors
by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP
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Recent episodes
When Keeping Your Options Open Is Riskier Than Making A Commitment: Kitces & Carl Ep 201
Oct 15, 2026
39m 51s
Articulating The (Evolving) Value Of Financial Planning To Prospects: Kitces & Carl Ep 200
Oct 1, 2026
36m 04s
Breaking Bad News To A Client About Prior Problematic Financial Decisions: Kitces & Carl Ep 199
Sep 17, 2026
33m 19s
The Temptation To Take On More Clients To Build (3X) Enterprise Value: Kitces & Carl Ep 198
Sep 3, 2026
30m 22s
Helping Clients Align Their Capital To What's REALLY Important When They Don't Know What Is: Kitces & Carl Ep 197
Aug 20, 2026
37m 44s
Insights from recent episode analysis
Audience Interest
- financial advising strategies
- client communication techniques
Podcast Focus
- conversations for financial advisors
- industry insights from experts
Publishing Consistency
- weekly episodes released
- active for seven years
Platform Reach
- available on major podcast platforms
- growing audience potential
Insights are generated by CastFox AI using publicly available data, episode content, and proprietary models.
Most discussed topics
Brands & references
Total monthly reach
Based on 1 signal.
Built from
By chart position
- 🇺🇸United States · ManagementHOME#4963K to 331K
- 🇨🇦Canada · Management#97787 to 4.2K
- 🇮🇪Ireland · Management#58276 to 1.5K
- 🇮🇳India · Management#177216 to 1.1K
- 🇦🇺Australia · Management#178149 to 788
- Per-Episode Audience
Est. listeners per new episode within ~30 days
65K to 342K🎙 Weekly cadence·198 episodes·Last published 4d ago - Monthly Reach
Unique listeners across all episodes (30 days)
129K to 683K🇺🇸97%🇨🇦1% - Active Followers
Loyal subscribers who consistently listen
71K to 376K
Market Insights
Platform Distribution
Reach across major podcast platforms, updated hourly
Total Followers
—
Total Plays
—
Total Reviews
—
* Data sourced directly from platform APIs and aggregated hourly across all major podcast directories.
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 10/15/26 | When Keeping Your Options Open Is Riskier Than Making A Commitment: Kitces & Carl Ep 201 | In the 201st episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how making certain decisions (that close the door on other options) reveals true priorities. For full show notes, see kitces.com and thesocietyofadvice.com. | 39m 51s | ||||||
| 10/1/26 | Articulating The (Evolving) Value Of Financial Planning To Prospects: Kitces & Carl Ep 200 | In the 200th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss the value of financial planning and their current approach to communicating that value to clients. For full show notes, see kitces.com and thesocietyofadvice.com. | 36m 04s | ||||||
| 9/17/26 | Breaking Bad News To A Client About Prior Problematic Financial Decisions: Kitces & Carl Ep 199 | In the 199th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how to approach telling a client that their past financial moves were suboptimal. For full show notes, see kitces.com and thesocietyofadvice.com. | 33m 19s | ||||||
| 9/3/26 | The Temptation To Take On More Clients To Build (3X) Enterprise Value: Kitces & Carl Ep 198 | In the 198th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss finding the balance between scaling your business and finally letting yourself enjoy the success you worked so hard to build. For full show notes, see kitces.com and thesocietyofadvice.com. | 30m 22s | ||||||
| 8/20/26 | Helping Clients Align Their Capital To What's REALLY Important When They Don't Know What Is: Kitces & Carl Ep 197 | In the 197th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how to go about figuring out what's important to clients (and how to help them figure it out for themselves). For full show notes, see kitces.com and thesocietyofadvice.com. | 37m 44s | ||||||
| 8/6/26 | When 'Feelings Are Data' To Navigate Clients' Financial Planning Trade-Offs: Kitces & Carl Ep 196 | In the 196th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss the role of "gut feelings" and intuition in decision-making after the data has been fully analyzed. For full show notes, see kitces.com and thesocietyofadvice.com. | 36m 48s | ||||||
| 7/23/26 | Engagement Trap and Reactive vs Proactive Touchpoints: Kitces & Carl Ep 195 | In the 195th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how to strike the right balance between proactive and reactive client communication. For full show notes, see kitces.com and thesocietyofadvice.com. | 34m 48s | ||||||
| 7/9/26 | fear-based marketingclient communication+3 | — | kitces.comthesocietyofadvice.com | — | fear marketingclient engagement+3 | — | 38m 51s | ||
| 6/25/26 | client motivationfinancial success+3 | — | kitces.comthesocietyofadvice.com | — | financial successclient motivation+3 | — | 32m 56s | ||
| 6/11/26 | client servicebusiness outcomes+3 | — | kitces.comthesocietyofadvice.com | — | financial advisorsclient communication+3 | — | 32m 22s | ||
Want analysis for the episodes below?Free for Pro Submit a request, we'll have your selected episodes analyzed within an hour. Free, at no cost to you, for Pro users. | |||||||||
| 5/28/26 | client communicationcouples therapy+3 | — | kitces.comthesocietyofadvice.com | — | disengaged spouseclient couples+3 | — | 35m 06s | ||
| 5/14/26 | advisor talent shortageartificial intelligence+3 | — | kitces.comthesocietyofadvice.com | — | advisor talentartificial intelligence+3 | — | 31m 37s | ||
| 4/30/26 | client communicationchange management+3 | — | kitces.comthesocietyofadvice.com | — | change fatigueclient support+3 | — | 43m 35s | ||
| 4/16/26 | financial advisory firmsadvisor retirement+1 | — | Kitces & CarlKitces and Carl | — | liquidityfinancial planning+1 | — | 38m 32s | ||
| 4/2/26 | risk managementlegal safeguards+1 | — | Kitces and Carl | — | litigious clientsfinancial advisors+1 | — | 34m 49s | ||
| 3/19/26 | financial planningclient communication+1 | — | Kitces and Carl | — | value of financial planningclient engagement+1 | — | 34m 09s | ||
| 3/5/26 | financial planningclient relationships+1 | — | Kitces and Carl | — | financial advisorsclient communication+1 | — | 39m 25s | ||
| 2/19/26 | AIcontent marketing+1 | — | Kitces and CarlKitces & Carl | — | artificial intelligencemarketing+2 | — | 28m 37s | ||
| 2/5/26 | client communicationguidance+1 | — | Kitces and CarlKitces & Carl | — | opinionated advicecoaching+1 | — | 36m 14s | ||
| 1/22/26 | advisor successionretirement+1 | — | Kitces and Carl | — | succession planningfinancial advisors+1 | — | 35m 31s | ||
| 1/8/26 | AIclient communication+1 | — | Kitces and Carl | — | AI bubbleclient fears+1 | — | 42m 28s | ||
| 12/25/25 | capitalpriorities+1 | — | Kitces and Carl | — | financial advisorsclient communication+1 | — | 33m 48s | ||
| 12/11/25 | 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. | 31m 15s | ||||||
| 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. | 38m 31s | ||||||
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Distribution & Reach
About the show, platforms, and key insights.
Distribution & Reach
About the show, platforms, and key insights.
Audience
professionals, adults
Key insights
What the show covers
- conversations for financial advisors
- industry insights from experts
- unique perspectives on advising
- practical advice for practices
Audience interests
- financial advising strategies
- client communication techniques
- practice management insights
- work-life balance tips
Platform reach
- available on major podcast platforms
- growing audience potential
- no specific platforms listed
- unknown follower count
Publishing consistency
- weekly episodes released
- active for seven years
- total of 198 episodes
- consistent content delivery
Chart history for Kitces and Carl - Real Talk for Real Financial Advisors
Peaked at #49 in United States, currently #49 in United States.
| Market | Genre | Peak | Current | Trend |
|---|---|---|---|---|
| United States | — | #49 | #49 | — |
| Ireland | — | #58 | #58 | — |
| New Zealand | — | #84 | #84 | — |
| SG | — | #89 | #89 | — |
| AE | — | #92 | #92 | — |
| South Africa | — | #96 | #96 | — |
| Canada | — | #97 | #97 | — |
| PT | — | #150 | #150 | — |
| GR | — | #177 | #177 | — |
| India | — | #177 | #177 | — |
| Australia | — | #178 | #178 | — |
| France | — | #198 | #198 | — |
Chart Positions
12 placements across 12 markets.
Chart Positions
12 placements across 12 markets.