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

Aligning Client Capital To Goals (Which Are Only Clarified Over Time): Kitces & Carl Ep 86

Kitces and Carl - Real Talk for Real Financial Advisors

CHAPTER

Do You Really Want to Retire With a Million Dollars?

i think we kind of lie to or fool ourselves sometimes. And i sort feel like i learned this the hard way. I didn't go deep enough in understanding your goal wasn't what's really important to you. So just eving for my journey that was like, ok, stop asking about goals. Start conversations more more deeply. It values and.

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner