Financial Advisor Technician

Publicly listed emails

questions@kitces.com

michael@kitces.com

Looking for the right person? Join Podseeker to find direct host and producer contacts and manage your podcast outreach.

Putting Economic And Q3 Market Headlines Into Context For Clients, With James Liu

October 07, 2026

With financial news headlines flagging everything from higher bond yields and oil prices to AI and elections, clients can easily lose sight of the bigger picture. For financial advisors, these headlines create an opportunity to provide context, address concerns, and help clients stay focused on their long-term financial goals.  James Liu, founder and CEO of Clearnomics, joins us today to break down the major forces shaping the current market environment and what advisors should be prepared ...

Maximizing Charitable Deductions Under OBBBA's New Rules, With Ben Henry-Moreland

September 30, 2026

The 2025 One Big Beautiful Bill Act introduced a range of changes relevant to financial advisors and their clients, including regarding the deductibility of charitable donations. In this episode, Kitces.com Senior Financial Planning Nerd Ben Henry-Moreland breaks down the new 0.5% of AGI floor on itemized charitable contributions and the 2/37ths reduction for taxpayers in the 37% tax bracket, including how these rules work, who is most affected, and what their actual dollar impact could look ...

A Step-By-Step Process To Handle Retirement Plan Rollover Conversations, With Leo Rydzewski

September 23, 2026

While 401(k) rollover conversations are common for financial advisors, they also represent a major decision point for clients and come with investment, tax, and fee considerations. Rolling over assets into an IRA may offer valuable benefits for the client, but it can also create conflicts of interest for the advisor. Which means that a thorough evaluation of all options and disclosure of potential conflicts of interest and may not always be the best option for the client can both help an advi...

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How do I get in touch with Financial Advisor Technician?

Financial Advisor Technician is hosted by Adam Van Deusen. Its publicly listed emails are questions@kitces.com and michael@kitces.com. For guest bookings, the host or producer is usually the best person to reach. Podseeker helps you find direct host and producer contacts and pitch from your own inbox.

What is the email for Financial Advisor Technician?

The publicly listed emails for Financial Advisor Technician: questions@kitces.com and michael@kitces.com.

How many listeners does Financial Advisor Technician have?

Podseeker estimates Financial Advisor Technician reaches 100 to 1,000 listeners per episode. Only the publisher has exact numbers.

Who is an ideal guest for Financial Advisor Technician?

Financial Advisor Technician typically books rising experts. Typical guest background: Deep technical expertise in financial planning, retirement, behavioral finance, tax, estate planning, or related financial-services disciplines; relevant practitioners, researchers, firm founders, and established subject-matter experts are suitable. Common among recent guests: Leadership of a financial-planning or financial-services firm; Recognized expertise in a specialized planning discipline; Development of practical planning frameworks, tools, or research. Recent guests include Sydney Squires, Michael Kitces, and Meghaan Lurtz.

How hard is it to get booked on Financial Advisor Technician?

Medium. Guests usually need solid credentials in the topic and an idea that fits the show.

What topics does Financial Advisor Technician cover?

Recent episodes cover Financial Planning, Retirement, Tax Planning, Estate Planning, and Behavioral Finance. Pitch an idea tied to one of these topics and mention a recent episode.