Helping Clients Understand What It Really Means To Retire: Kitces&Carl Ep 16 - a podcast by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

In our sixteenth episode of “Kitces & Carl”, Michael Kitces and financial advisor communication guru Carl Richards explore different ways advisors can frame their conversations with clients when helping them 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 truly understand the range of options available that they may not have otherwise thought possible, and practical ways to ask questions in a way that probes what clients love to do, what excites them, and what brings them joy – which, in turn, can spark retirement ideas that they will be truly motivated to pursue.

Further episodes of Kitces and Carl - Real Talk for Real Financial Advisors

Further podcasts by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Website of Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP