EPISODE · Jan 22, 2026 · 35 MIN
Why Advisor Succession Plans Fail: Retirement Age Is Peak Advisor Happiness: Kitces & Carl Ep 182
from Kitces and Carl - Real Talk for Real Financial Advisors
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.
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Why Advisor Succession Plans Fail: Retirement Age Is Peak Advisor Happiness: Kitces & Carl Ep 182
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This episode was published on January 22, 2026.
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