Podcast: Financial Advisor Success with Michael Kitces Ep 414: Narrowing Down the Focus to Byte-Sized Planning for Tech Employees
Eric Franklin
Dec 3, 2024
Michael Kitces is the most recognizable advisor in the world (the GOAT). I was more than stoked to spend 2 hours talking to him (edited down to 90 minutes) about Prospero Wealth and what makes us so unique in the advisory space. While the target listeners of his podcast are advisors, not clients, the shop-talk is useful for clients trying to understand the differences between how we operate versus other firms.
(There is also a transcript and article over here if that's easier for you.)
Michael Kitces is the most recognizable advisor in the world (the GOAT). I was more than stoked to spend 2 hours talking to him (edited down to 90 minutes) about Prospero Wealth and what makes us so unique in the advisory space. While the target listeners of his podcast are advisors, not clients, the shop-talk is useful for clients trying to understand the differences between how we operate versus other firms.
(There is also a transcript and article over here if that's easier for you.)
Michael Kitces is the most recognizable advisor in the world (the GOAT). I was more than stoked to spend 2 hours talking to him (edited down to 90 minutes) about Prospero Wealth and what makes us so unique in the advisory space. While the target listeners of his podcast are advisors, not clients, the shop-talk is useful for clients trying to understand the differences between how we operate versus other firms.
(There is also a transcript and article over here if that's easier for you.)
7724 35th Ave NE #15170
Seattle, WA 98115-9955
(971) 716-1991
hello@prosperowealth.com
Prospero Wealth, LLC is an Investment Adviser registered with the SEC, principally located in the state of Washington. All views, expressions, and opinions included in this communication are subject to change.
The information on this site is not intended as tax, accounting or legal advice, nor is it an offer or solicitation to buy or sell, or as an endorsement of any company, security, fund, or other offering. Information provided should not be solely relied upon for decision making. Please consult your legal, tax, or accounting professional regarding your specific situation. Investments involve risk and have the potential for complete loss. It should not be assumed that any recommendations made will necessarily be profitable.
The information on this site is provided “AS IS” and without warranties either express or implied and the information may not be free from error. Your use of the information provided is at your sole risk.
© Prospero Wealth 2025. All rights reserved.
7724 35th Ave NE #15170
Seattle, WA 98115-9955
(971) 716-1991
hello@prosperowealth.com
Prospero Wealth, LLC is an Investment Adviser registered with the SEC, principally located in the state of Washington. All views, expressions, and opinions included in this communication are subject to change.
The information on this site is not intended as tax, accounting or legal advice, nor is it an offer or solicitation to buy or sell, or as an endorsement of any company, security, fund, or other offering. Information provided should not be solely relied upon for decision making. Please consult your legal, tax, or accounting professional regarding your specific situation. Investments involve risk and have the potential for complete loss. It should not be assumed that any recommendations made will necessarily be profitable.
The information on this site is provided “AS IS” and without warranties either express or implied and the information may not be free from error. Your use of the information provided is at your sole risk.
© Prospero Wealth 2025. All rights reserved.
7724 35th Ave NE #15170
Seattle, WA 98115-9955
(971) 716-1991
hello@prosperowealth.com
Prospero Wealth, LLC (“PW”) is a registered investment advisor offering advisory services in the states of Washington, Oregon, California, and in other jurisdictions where exempted.
© Prospero Wealth 2025. All rights reserved.