Episodes featuring Carl Ep

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Michael Kitces

The Remarkable Liquidity Of Financial Advisory Firms When Planning Retirement - Kitces & Carl Ep 188

Michael Kitces · with Kitces Ep, Carl Ep · Apr 16, 2026 · 5 products mentioned · Summary available

Kitces and Carl explore the practical steps financial advisors should take over a 10-year runway to maximize firm valuation at exit, using an advisor named Cheryl's retirement p...