Today on the podcast, we welcome back financial planning guru and Michael Kitces. I recently had the chance to catch up with Michael to get his take on asset allocation, specifically whether higher yields should have an impact on where investors hold their money. Today’s podcast is a recording of that conversation. Michael is the head of planning strategy for Buckingham Strategic Wealth, co-founder of XY Planning Network and AdvicePay and is the chief financial planning nerd—and yes, that’s his real title—for the advisor education platform Kitces.com and the Nerd’s Eye View blog. You can follow him via Twitter @MichaelKitces or on LinkedIn.
Background
Bio
XY Planning Network
AdvicePay
Buckingham Strategic Wealth
Kitces.com
@MichaelKitces
Investing Safe Assets
“Where Should Investors Stash Their Safe Money Today?” Video interview with Michael Kitces and Christine Benz, Morningstar.com, April 19, 2023.
“Kitces: Where to Park 3 Types of Client Cash,” by Dinah Wisenberg Brin, thinkadvisor.com, April 20, 2023.
“Client Cash Management: Why It’s Important, and the Next Generation of Technology to Make It Better,” by Ben Henry-Moreland, kitces.com, Aug. 22, 2022.
MaxMyInterest
Rising Yields, Asset Allocation, Retirement Withdrawals
“How Rising Yields Should Affect Asset Allocation for Retirees, Preretirees,” Video interview with Michael Kitces and Christine Benz, Morningstar.com, May 3, 2023.
“The ‘Yield-Split’ Method of Asset Allocation to Improve Tax Efficiency of Index Funds,” by Chris Murray, kitces.com, March 30, 2022.
“Increasing Retirement Withdrawal Rates Through Asset Allocation,” by Michael Kitces and Wade Pfau, aaii.com.
“8 Inflation Conversations for Financial Advisors to Have With Clients,” by Ben Henry-Moreland, kitces.com, April 27, 2022.
“Is Private Debt Worth Considering as an (Alternative) Asset Class in Client Portfolios?” by Larry Swedroe, kitces.com, Jan. 18, 2023.
“The Extraordinary Upside Potential of Sequence of Return Risk in Retirement,” by Michael Kitces, kitces.com, Feb. 20, 2019.
Other
“Kitces: ‘The Model Has to Change Again,’” The Long View podcast, Morningstar.com, June 5, 2019.
“Michael Kitces: Does Portfolio Customization Pay Off?” The Long View podcast, Morningstar.com, Aug. 23, 2022.
Keith Lee: ‘We Think Revenues Are a Better Indicator of Size Than Market Capitalization’
Jamila Souffrant: ‘What Type of Life Do You Actually Want to Live?’
Dan Ivascyn: The Outlook for Bonds Amid a Covid ‘Aftershock Global Economy’
Damien Conover and Rebecca Springer: ‘We Are in a Healthcare Consumerization Moment Right Now’
Greg McBride: ‘Successful Saving Is All About the Habit’
Carl Vine: The Japan Earnings Story Has Legs
Meir Statman: ‘The Biggest Risks in Life Are not in the Stock Market’
Neil Shearing: What the Consensus Is Missing About the Current Economy
Matt Krantz: Yield-Chasing Investors Are ‘Asking for a World of Hurt’
Victor Haghani: Lessons From the Missing Billionaires
Peter Mallouk: The Financial Advice Industry Is ‘Still Very Messy’
Bryan Armour: Is Index Investing’s Superpower Unstoppable?
Anne Lester: You’re Bad at Savings and It’s Not Your Fault
JB Taylor: Small Caps Haven’t Been This Cheap in 25 Years
Sonali Pier: Don’t Rent Yield
Marc Freedman: The Case for Encore Careers
Roger Young: Visualizing Retirement Is So Important
Justin Leverenz: Emerging Markets Are ‘Incredibly Attractive’
Joel Fried and Al Mordecai: Upholding the Culture at Primecap Management
Jody Jonsson: The Case for a Global Portfolio
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