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Joshua J Sheats, MSFS, CFP, CLU, ChFC, CASL, CAP, RHU, REBC is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, and hard-core business strategy to equip you with the knowledge and inspiration you need to build financial independence.
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Kitces and Carl - Real Talk for Real Financial Advisors

Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

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A no-holds barred conversation for Real Financial Advisors with industry nerd Michael Kitces and client communication expert Carl Richards. One draws with a Sharpie, the other nerds out with spreadsheets, and both provide you with unique perspectives so that you can more effectively communicate with and serve your clients, run a more fulfilling practice, and maintain a healthier lifestyle.
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The Ignite Your Business® Podcast presented by GREENCREST is a resource for business owners, entrepreneurs, CEOs and other central Ohio business leaders to exchange ideas and learn from interviews with other highly respected business professionals. The subject matter includes an in-depth look at a multitude of business topics, including leadership, management, marketing and company culture. Join us and Ignite Your Business℠!
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Join us on our Adventure Through The Skies as we, Far Isle Pilot and Flying Cookie, discuss all things Microsoft Flight Simulator. From Addons and Updates, to its future development and the technology that will make it happen, discover the perfect mix of insight and entertainment, while flying over the world's most exotic and scenic locations. We fly every Thursday (UTC/7PM EST), streaming live on Twitch (twitch.tv/flyingcookie6508) with voice chat on the official Microsoft Flight Simulator ...
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In our 162nd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how a virtual assistant can support management responsibilities—and how to identify what tasks are worth delegating in the first place. For full show notes, see kitces.com and thesocietyofadvice.com.…
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In our 161st episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how they navigate others' opinions on their projects—and the strategies they use to invite feedback in the first place. For full show notes, see kitces.com and thesocietyofadvice.com.
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1:00 How do I protect myself from inflation risks, both financial and lifestyle? 25:00 How do I get my life under control with children? 50:00 How can I move from a career in sales to a multi-generational family business? 59:00 How can Grandparents save for a new grandchild?
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In our 160th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what advisors can do to keep clients from panicking—and making poor financial decisions—during market volatility. For full show notes, see kitces.com and thesocietyofadvice.com.
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In our 159th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what to do when your original fees no longer make financial sense—but you promised to honor them for some clients. For full show notes, see kitces.com and thesocietyofadvice.com.
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In our 158th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the reasoning behind not allowing clients—even excited ones—to sign up the day of their first meeting. For full show notes, see kitces.com and thesocietyofadvice.com.
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In our 157th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss tactics for reducing the worry that can arise for people when meeting with a financial advisor for the first time. For full show notes, see kitces.com and thesocietyofadvice.com.
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In our 156th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how they're using ChatGPT in their own work and share their thoughts on the future of AI in financial advising. For full show notes, see kitces.com and thesocietyofadvice.com.
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On today's Friday Q&A show we discuss: 1:46 How should I teach business skills to an associate? 11:06 Teaching Spanish to children 13:55 Productive travel vacations 31:33 The power of Radical Consistency 43:28 Living in the present and appreciating what you have 51:22 Suggestions on investing tax-free for Bermuda residents To join me next week, go …
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On today's Friday Q&A show we discuss: 1:35 Should I just pay for a second citizenship and get it done with? 7:44 How do I provide financial coaching for a 70-year-old widow? 24:50 How do I get on the same page re: asset allocation with my husband? 47:51 What can I do to save money on my 2024 taxes? 55:08 I'm going to church for the first time...wh…
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In our 155th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss a common pitfall among advisors, and what you should consider to make sure you're actually adding value—not just wasting time. For full show notes, see kitces.com and thesocietyofadvice.com.
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