Episode

Why Advisor Succession Plans Fail: Retirement Age Is Peak Advisor Happiness: Kitces & Carl Ep 182

Podcast
Kitces and Carl - Real Talk for Real Financial Advisors
Published
Jan 22, 2026
Duration seconds
2131
Processing state
not_requested
Canonical source
https://kitcesandcarl.libsyn.com/why-advisor-succession-plans-fail-retirement-age-is-peak-advisor-happiness-kitces-carl-ep-182
Audio
https://traffic.libsyn.com/secure/kitcesandcarl/KCP182.mp3?dest-id=1362281
JSON
/v1/public/podcasts/kitces-and-carl-real-talk-for-real-financial-advisors-87553/episodes/why-advisor-succession-plans-fail-retirement-age-is-peak-advisor-happiness-kitces-carl-ep-182
Markdown
/podcast/kitces-and-carl-real-talk-for-real-financial-advisors-87553/why-advisor-succession-plans-fail-retirement-age-is-peak-advisor-happiness-kitces-carl-ep-182.md

Actions

  • POST https://stenobird.com/v1/public/podcasts/kitces-and-carl-real-talk-for-real-financial-advisors-87553/episodes/why-advisor-succession-plans-fail-retirement-age-is-peak-advisor-happiness-kitces-carl-ep-182/transcription-requests
    Idempotently request low-priority transcript generation for this episode.
  • GET https://stenobird.com/podcast/kitces-and-carl-real-talk-for-real-financial-advisors-87553/why-advisor-succession-plans-fail-retirement-age-is-peak-advisor-happiness-kitces-carl-ep-182.md
    Read the agent-friendly Markdown representation of this episode resource.

Summary

In the 182nd episode of Kitces and Carl , Michael Kitces and client communication expert Carl Richards discuss the happiest time in an advisor's career—and how that may be fueling the industry's succession planning gap. For full show notes, see kitces.com and thesocietyofadvice.com .