Episodes featuring Adam Van Deusen

Browse episodes where Adam Van Deusen appears as host or guest. View all episodes →

Michael Kitces
The Value Of Assessing Clients' "Tax Risk Tolerance" Amidst IRS Scrutiny Of Tax-Aware Investment ...
Michael Kitces · with Jeff Levine, Adam Van Deusen · Oct 28, 2026 · 1 recommendation

Adam Van Deusen talks with Jeff Levine of Kitces.com about IRS Revenue Ruling 2026-20 and Notice 2026-62, which target certain tax-aware investment strategies, and how advisors can weigh a client's "tax risk...

Michael Kitces
What Trump Account Auto-Enrollment Means For Clients, With Ben Henry-Moreland
Michael Kitces · with Ben Henry-Moreland, Adam Van Deusen · Oct 14, 2026 · 1 recommendation

Ben Henry-Moreland joins Michael Kitces and Adam Van Deusen to explain auto-enrollment of Trump accounts for all 70 million eligible U.S. children and what parents and advisors should do now.

Michael Kitces
Four Alternative Retirement Paths, With Michael Kitces
Michael Kitces · with Adam Van Deusen · Aug 12, 2026 · 3 recommendations

Michael Kitces and Adam Van Deusen walk financial advisers through four alternatives to working full-time until the mid-60s: early financial independence, sabbaticals, coast FIRE and semi-retirement, and how to raise...

Michael Kitces
Ep 500: Amplifying Business Growth By Constantly Honing Your Time Towards Its Highest-And-Best Us...
Michael Kitces · with Adam Van Deusen · Jul 28, 2026 · 4 recommendations

Michael Kitces and Adam Van Deusen mark episode 500 by exploring how entrepreneurs can track their time honestly and shift toward the work that creates the most value.