Welcome everyone! Welcome to the 508th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Nate Hoskin. Nate is the co-founder of SageContent, a platform that supports financial advisors in creating video marketing content. What’s unique about Nate, though, is how his own experience using video content to generate explosive client […]
Michael Kitces
Make sure you can really afford that benefit cut.
Although many advisors looking to sell their practices are ready to retire and cash in on the enterprise value they’ve spent their careers building, an increasing number of advisors are selling and staying, choosing to sell either because they believe they can grow faster by joining a larger firm with more capabilities or services, or […]
Michael Kitces
Most Americans have one or two credit cards. Here's what changes when you open far more, and how to keep every account under control.
Getting this information together now will give you a head start on building your 2027 budget.
There's no one-size-fits-all answer to the question of when to claim benefits, but here are a few facts to keep in mind.
Sorry, retirees -- you'll have to sit tight a bit longer.
You need an actual strategy to avoid falling behind.
If you're going to do a conversion, you want it to make sense.
Larger-than-normal Social Security raises come with advantages and potentially steep drawbacks.
Higher prices typically accompany COLA increases. Here's how to plan for both.
Here is what the average recipient gets, and why your Social Security can be significantly higher or lower.
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Rick Kahler
