In our 16th episode of Kitces & Carl, Michael Kitces and financial advisor communication expert Carl Richards sit down to discuss helping clients envision and plan for a retirement they can actually look forward to, how to integrate relevant “what if” scenarios for a client that can help them understand the range of options available, and practical ways to help clients find out what they really love to do. For further details, see and
Kitces & Carl Ep. 16: Helping Clients Understand What It Really Means To Retire
In our 16th episode of Kitces & Carl, Michael Kitces and financial advisor communication expert Carl Richards sit down to discuss helping clients envision and plan for a retirement they can actually look forward to, how to integrate relevant “what if” scenarios for a client that can help them understand the range of options available, and practical ways to help clients find out what they really love to do. For further details, see and
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