Episode 21: Michael Kitces

Michael Kitces, MSFS, MTax, CFP

Head of planning strategy for Buckingham Wealth Partners, co-founder of the XY Planning Network and publisher of Nerd’s Eye View.

You can also listen to the episode on Apple Podcasts & Spotify.

In this episode:

Abraham and Michael discuss the details of:

• His role at Buckingham Wealth Partners and co-founding XY Planning.

• The latest survey on financial planning and what the key findings were

• The latest trends on adviser technology in America

• What’s going on with direct indexing

• The media attention Altruist has gained - a custodian, a TAMP or All-in-One technology for advisers, what actually is it?

• TAMPs providing a suite of technology. Is this all bundled into one price for the adviser and how Michael see’s this shaking out

• What books he has read recently

• Michael’s approach to saving for retirement and what his portfolio looks like

Guest profile

Michael Kitces is an American financial planner, commentator, speaker, blogger, and educator. He frequently contributes to industry publications, publishes a blog and newsletter for advisors, is the former practitioner editor of the Journal of Financial Planning, the co-founder of the XY Planning Network and AdvicePay, and is a partner of Pinnacle Advisory Group, a financial advisory firm. He has also been featured in Investopedia's top 10 "most influential" advisers list.