In Kitces & Carl Podcast Ep 174, we discuss 'jobs' we have given money in the past, and why advisors may benefit from reflecting on their own money histories.

Kitces

04.10.2025

Weekend Reading For Financial Planners (October 4–5) 2025

This weekend reading kicks off with a report examining salary expectations of financial planning job candidates that they are seeking higher premiums

Kitces

07.10.2025

The Latest In Financial #AdvisorTech (October 2025)

Advisor Technology October 2025 kicks off with Origin launching a new, direct-to-consumer "AI financial advisor" that gives advice on budgeting.

Kitces

08.10.2025

Overcoming Perfectionism Burnout While Serving Clients Welll

#FASuccess Podcast Ep458 with Lisa Brown on how her firm has implemented an approach of "calm excellence" that has allowed her firm to manage its rapid growth.

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Kitces

Economy

What 'Jobs' Have You Given Money (That Shape Advice)?

Weekend Reading For Financial Planners (October 4–5) 2025

The Latest In Financial #AdvisorTech (October 2025)

Overcoming Perfectionism Burnout While Serving Clients Welll

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