4min chapter

Kitces and Carl - Real Talk for Real Financial Advisors cover image

From Financial Plan Software To One Page Financial Planning: Kitces & Carl Ep 89

Kitces and Carl - Real Talk for Real Financial Advisors

CHAPTER

Is There Something Beyond the One Page Financial Plan?

Karl Omagolry: What's next, and it's going to take us ten years, is for us all to get really comfortable with actually how do you use these tools. He would love a statement of financial purpose to become as common and accepted as an ment policy statement in the institutional world. The futurist on a blue couch? Can't make prognostications like that. Wolltollen will be done when we're done here.

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode