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Carl Richards

In PWD coverage since August 18, 2026 · 5 stories
PWD coverage
practice

Kitces & Carl's 200th episode: how advisors explain a fee when the value is intangible

The hosts trace advice's move from product sales to investment management to goal-focused life planning, and why the newest layer resists a quick fee explanation.
practice · Sep 17Ask what the decision solved before you call it a mistake
exit · Sep 3The 3X lure that keeps founders from exiting
practice · Aug 20A vacation home is a clue, not the goal
book · Aug 18The client's gut is financial data
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