Kitces and Carl - Real Talk for Real Financial Advisors

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

May 19, 2022
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Chapters
Transcript
1
Introduction
00:00 • 4min
2
Aligning Your Capital Use With What's Important to You
03:55 • 4min
3
Is There a Warning Sign?
08:05 • 3min
4
Do You Really Want to Retire With a Million Dollars?
10:45 • 2min
5
I Don't Want to Give Up My Social Status
12:19 • 2min
6
Are You Getting Distracted From Your Retirement Goal?
14:05 • 4min
7
The Dragons Are There
18:26 • 4min
8
Is That Still Something?
22:39 • 2min
9
The Goal Isn't the Main Goal
24:27 • 2min
10
Clarify Your Goals Over Time
26:43 • 2min
11
How to Help a Client Uncover Their First Guess
29:09 • 3min