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Make Time Podcast

Episode 14-Work/Life Balance in Financial Planning with Michael Kitces

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Today's guest is Michael E. Kitces:

Michael E. Kitces the Head of Planning Strategy at Buckingham Wealth Partners and a co-founder of the XY Planning Network, AdvicePay, and New Planner Recruiting, the former Practitioner Editor of the Journal of Financial Planning, the host of the Financial Advisor Success podcast, and the publisher of the popular financial planning continuing education blog Nerd’s Eye View through his website, all dedicated to advancing knowledge in financial planning.

We discuss:

  • Michael's entrance into the financial planning industry 

  • The importance of business funneling from Nerd's Eye View

  • Scaling the businesses and work/life balance struggles

  • Tips to new planners and support

Coming Soon!!! Achieving Balance Book by Dr. Travis G. Parry!