Kitces and Carl - Real Talk for Real Financial Advisors cover image

Should Advisors Provide Opinionated Advice Or Coach Clients To Choose Their Own Path?: Kitces & Carl Ep 183

Kitces and Carl - Real Talk for Real Financial Advisors

00:00

Conviction Differences: Mortgage Payoff vs Travel

They reveal personal biases: Carl favors mortgage payoff empathy; Michael struggles with travel decisions impacting retirement.

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