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Michael Kitces

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Kitces & Carl episode 203 — Helping Clients Who Want A Retirement They Can’t Afford (November 12, 2026)

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When a Retirement Second Opinion Disagrees: Explain the Review Before Promising an Answer

A new Kitces & Carl discussion prompts an original guide to describing a retirement review, reconciling assumptions and giving unresolved questions a clear owner.

Published 2026-11-13 · Prompted by Kitces & Carl episode 203 — Helping Clients Who Want A Retirement They Can’t Afford (November 12, 2026)

Michael Kitces · Carl Richards

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