

Navigating Succession Plans When Founders Are Having Second-Thoughts On Retirement: Kitces & Carl Ep 119
Aug 24, 2023
In this episode, the hosts discuss the challenges of older advisors delaying retirement and the motivations behind succession plans. They explore the importance of clear communication and compromise in retirement planning and emphasize the need for making difficult decisions and embracing change in succession plans.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 2min
Challenges of Older Advisors Delaying Retirement
02:07 • 15min
Exploring the Motivations for Financial Advisors in Succession Plans
16:53 • 2min
Succession Planning and Retirement
18:49 • 8min
Making Difficult Decisions and Embracing Change in Succession Plans and Retirement
27:11 • 3min