Shows
Smarter Planner PodcastTrust First, Sell Later: How to Redefine Prospect Meetings - Ari Galper [Founder]In this episode of The Smarter Planner Podcast, host Belle Osvath, CFP®, sits down with Ari Galper, founder and CEO of Ari AI — the world's only trust-based proprietary AI sales growth advisor — to explore how financial planners can build deeper trust and stronger client relationships in today's commoditized advisory landscape. Ari, author of seven bestselling books including Trust in a Split Second and Unlock the Sales Game, explains why we're in what he calls a "trust recession." He challenges the traditional focus on relationship-building and free consulting, showing instead how advisors can earn trust faster by adopting a doc...
2025-10-2225 minSmarter Planner PodcastAdvising Immigrants: Culture, Compliance, and Cross-Border Complexity - Jane Mepham, CFP® [Founder & International Advisor]In this episode of The Smarter Planner podcast, host Belle Osvath, CFP®, sits down with Jane Mepham, CFP®, founder of Elgon Financial Advisors, to discuss the unique challenges and opportunities of financial planning for immigrants and foreign nationals living in the United States. Jane, a former H-1B visa holder herself, brings a deeply personal and professional perspective to helping clients bridge two financial worlds- from understanding tax treaties and global reporting requirements to navigating cultural expectations around money and family support. She also shares insights from her podcast, The International Money Café. She explains how...
2025-10-0827 minSmarter Planner PodcastTax Changes in the One Big Beautiful Bill Act: What's Known and What's Not - David Peters [CFP & CPA] In this episode of the Smarter Planner podcast, host Belle Osvath speaks with David Peters, CFP®, CPA, founder of David Peters Financial Group and Peters Tax Preparation & Consulting, about the sweeping changes in the One Big Beautiful Bill Act and their impact on financial planners and clients. With four master's degrees, a national teaching role, and a PhD in progress, David brings both technical expertise and a practical perspective on navigating new tax laws. Website: petersprofessionaleducation.com/ LinkedIn linkedin.com/in/david-peters-financial/ The Smarter Planner podcast is produced by the Financial Pla...
2025-08-1319 minSmarter Planner PodcastHow to Use Market Cycles to Manage Portfolio Risk - Vincent Randazzo, CMT, [Founder] In this episode, host Belle Osvath, CFP®, talks with Vincent Randazzo, CMT, founder of ViewRight Advisors and former Head of Technical Research at CFRA, about how financial advisors can better navigate market cycles and systemic risk using a disciplined, data-driven approach. Vincent explains that traditional static asset allocation models don't account for the market cycle's stage—spring, summer, fall, or winter—and therefore miss critical opportunities to manage risk. He emphasizes the importance of active risk management, which differs from stock picking or market timing. Vincent also challenges the assumption that compounding is straightforward, reminding liste...
2025-07-3019 minSmarter Planner PodcastFrom "Got Milk?" to "It's Gotta Be a CFP®": The Strategy Behind CFP Board's Public Awareness Campaign – Kevin Keller [CEO, CFP Board]In this episode, host Belle Osvath, CFP®, interviews Kevin Keller, CAE, the CEO of CFP Board, about their latest public awareness campaign. Keller shares insights into the campaign's goal of increasing consumer recognition of the CFP® certification with the tagline, "It's Gotta Be a CFP®." Keller discusses the campaign's development and budget and how its effectiveness is being measured through metrics like unaided awareness. He shares that this campaign is modeled after successful industry advertising strategies, such as the iconic "Got Milk?" campaign. The commercials are designed to highlight the unique value of CFP® professionals and reinforce clie...
2024-08-2121 minSmarter Planner PodcastThe Evolving Advisor: How Value-Centric Planning Is Changing the Game - Andy Baxley [Certified Financial Transitionist]In this episode, host Belle Osvath, CFP®, speaks with Andy Baxley, MS, CFP®, CIMA®, a Certified Financial Transitionist, about the evolving role of financial advisors. Andy, an independent financial planner at the Planning Center, discusses how changes in people's lives, work, and retirement necessitate a shift in financial planning approaches. He emphasizes the importance of understanding clients' values and designing financial plans that reflect these values rather than adhering to outdated societal norms. Andy explains that the traditional 9-to-5 job model until retirement at 65 is becoming obsolete. With increased life expectancies and more fulfilling work opportunities, people see...
2024-08-0725 minSmarter Planner PodcastThe AI Edge: Augmenting Your Practice – Rachel Witkowski (Reporter) In this episode, host Belle Osvath, CFP®, interviews Rachel Witkowski, an award-winning financial tech and AI reporter, about the integration of AI in financial planning. They discuss current AI applications, upcoming innovations, and the security concerns surrounding these technologies. They also touch upon the Advise AI conference, which is dedicated to exploring AI tools for financial advisors. Advise AI Conference: https://conference.financialplanning.com/event/advise-ai/summary Beautiful AI: https://www.beautiful.ai/ LinkedIn: Rachel Witkowski --- The Smarter Planner Podcast is a product of the Financial Planning Association National Capital Area Chapter (FPA NCA). A...
2024-07-2424 minSmarter Planner PodcastBeyond Advising: The Essential Role of Daily Money Managers - Christine Dolan [Founder & Daily Money Manager] In this episode, host Belle Osvath, CFP® interviews Christine Dolan, the founder of C. Dolan and Associates Financial Organizing. Christine explains the role of a daily money manager and how they provide essential day-to-day financial management services that complement the work of financial advisors. Christine details how her firm helps clients manage their bills, organize financial paperwork, prepare for tax time, and reduce financial stress. The discussion also covers the signs that a client may need a daily money manager and how financial advisors can approach this topic with their clients. This episode is for financial planners look...
2024-06-2622 minSmarter Planner PodcastSearching for Alpha: Strategies Amidst Market Overvaluation - David Marra [Founder & CIO]In this episode, host Belle Osvath, CFP® welcomes David Marra, Chief Investment Officer at Markin Asset Management, back to discuss the current state of U.S. equity markets and investment strategies in the context of perceived market overvaluation. David shares insights into the cyclically adjusted PE ratio (CAPE) and its implications for future market returns, highlighting expectations of lower-than-average equity returns over the next decade due to high current valuations. David also delves into the concept of "American exceptionalism" in financial markets, attributing recent strong performances to efficient capital markets and aggressive federal deficit spending, w...
2024-05-1517 minSmarter Planner PodcastThe Missing Billionaires - Victor Haghani [Founder & Author] In this episode host, Belle Osvath, CFP®, chats with Victor Haghani, co-author of "The Missing Billionaires: A Guide to Better Financial Decisions" and founder of Elm Wealth. Victor discusses the intriguing phenomenon of America's wealthiest families losing their fortunes over generations despite favorable investment conditions. He explores these families' critical mistakes, particularly poor risk management and unsustainable spending habits. Victor's insights are rooted in his extensive experience in finance, including roles at Salomon Brothers and as a co-founder of Long Term Capital Management. He also spent significant time in academia at the London School of Economics. His b...
2024-05-0124 minSmarter Planner PodcastBeyond the Greenwash: Using ESG as Core Investment Data - Liz Simmie [Founder]) In this episode, host Belle Osvath, CFP® interviews Liz Simmie co-founder of Honey Tree Investment Management. They discuss the importance of ESG (Environmental, Social, and Governance) data in investment analysis. Contrary to being a niche element, Liz argues that ESG data should be considered fundamental to assessing a company's viability for long-term growth and risk. Her firm, Honey Tree, integrates ESG data alongside traditional financial metrics, viewing it equally significant. Liz highlights that many traditional investors perceive ESG data as a constraint that might detract from returns. However, she posits that companies with strong ESG practices tend t...
2024-04-2528 minSmarter Planner PodcastThe Future Is Now: How Planners Are Using AI - Gabe Rissman [Founder]Host Belle Osvath, CFP® interviews Gabe Rissman, Co-Founder and President of YourStake a company that is utilizing AI to transform the planning industry. LinkedIn: https://www.linkedin.com/in/gabe-rissman-127ba369/ www.yourstake.org --- FPA NCA News & Events: fpanca.org --- The Smarter Planner Podcast is a product of the Financial Planning Association National Capital Area chapter (FPA NCA). All information is for educational and informational purposes only. Belle Osvath and/or the FPA NCA do not endorse or recommend any of the people, products, or s...
2024-03-2017 minSmarter Planner PodcastThe Art of Letting Go: Expert Advice for Handling Clients That You Have Outgrown – Jennifer Gray [Advisor Therapist & Coach]In this episode host Belle Osvath, CFP® speaks with Jennifer Gray a mental health therapist and business coach that specializes in helping financial advisors navigate growth and evolve along with their practice. Links: Website: https://www.jennifergraycounseling.com/ Linked In: https://www.linkedin.com/in/jennifergraylpc/ Script: https://www.jennifergraycounseling.com/blog/outgrowing-clients-get-the-free-script-template FPA NCA News & Events: fpanca.org --- The Smarter Planner Podcast is a product of the Financial Planning Association National Capital Area chapter (FPA NCA). All information is for educational and informational purposes only. Belle Osvath and/or t...
2024-02-2824 minSmarter Planner PodcastIntroducing: The Smarter Planner Symposium 2024Register now! fpanca.org --- The Smarter Planner Podcast is a product of the Financial Planning Association National Capital Area chapter (FPA NCA). All information is for educational and informational purposes only. Belle Osvath and/or the FPANCA do not endorse or recommend any of the people, products, or services featured or discussed in this podcast.
2024-01-1813 minSmarter Planner PodcastReal Estate: The Forgotten Asset Class - Rich Arzaga [CFP & Real Estate Whisperer]In this episode host, Belle Osvath, CFP®, interviews Rich Arzaga, CFP® CCIM, the Founder of The Real Estate Whisperer Financial Planning. Rich specializes in creating detailed financial plans that analyze and evaluate client real estate holdings. His approach provides valuable insight far beyond what most planners provide and has allowed him to build a thriving practice in a highly sought after niche. Rich believes that most financial planners fall short when it comes to this major asset class. He talks about his approach and how planners can get the training they need to better serve their clients....
2024-01-0324 minSmarter Planner PodcastHidden Gem Unveiled: A Little-Known Health Insurance Option for Entrepreneurs – Gary Cox [Insurance Specialist] In this episode host Belle Osvath, CFP® interviews Gary Cox about a unique health insurance option that allows some self-employed individuals to purchase health insurance as a "Group of One" instead of an individual policy which may result in reduced cost and broader coverage. Gary talks about this type of coverage, who may want to consider it and how you can locate a skilled insurance professional in your state to help you identify if this option is available for you or your clients. If you have small business owner clients, this is the show for y...
2023-12-2018 minSmarter Planner PodcastThe Future of the CFP Designation: How the CFP Board's Non-Profit Shift Impacts Financial Advisors [Dan Moisand, CFP Board Chair]In this episode host Belle Osvath, CFP®, interviews Dan Moisand, CFP®, the current Chair of the CFP Board. They talk about the Board's latest initiatives and their recent expansion to include a 501c6 organization. Dan identifies the reasoning behind the shift in nonprofit status and how it allows them to introduce more people to the CFP designation, both prospective title holders and the public at large. They also discuss the changing demographics of CFP holders and how the Board is working to shift those numbers to more accurately reflect national demographics with an ultimate goal of helping mor...
2023-12-0625 minSmarter Planner PodcastCritical Feedback Needed: Inside the Evolution of CFP Sanctions - Leo Rydzewski [General Counsel CFP Board] In this episode Belle Osvath, CFP®, interviews Leo Rydzewski, General Counsel for the Certified Finacial Planning (CFP) Board, about the Board's proposed changes to two important documents. The Fitness Standards which govern who is eligible to hold the CFP mark and the Sanction Guidelines which provides direction on the consequences to a CFP holder that has engaged in misconduct. Both of these documents are vital to the integrity of the CFP designation and are used by decision makers when determining the punishment for those found in violation of the Code of Ethics and Standards of Conduct.
2023-11-2023 minSmarter Planner PodcastThe Golden Approach: Tackling Tough Talks About Ageing - Kelly Augspurger [Long Term Care Specialist]In this episode host Belle Osvath CFP®, speaks with LTC Specialist Kelly Augspurger CLTC ®, CSA, about her structured approach to having the long-term care conversation with clients. She advocates steering the conversation away from the possible loss of independence and instead shift the focus to the ability of the client to potentially protect their family from hardship. Kelly highlights the three questions planners should discuss with clients to determine their potential care needs. These questions help reframe the conversation and allow clients to understand and participate in the coverage calculation process. Kelly also stresses that in...
2023-11-1526 minSmarter Planner PodcastGame Changer for Business Owners: ESOPs, 1042 Exchanges, and the ETF Advantage - Doug Pugliese [1042 Strategist] In this episode host Belle Osvath, CFP® talks with Doug Pugliese who is the Head of 1042 QRP Strategies at Alpha Architect. They discuss 1042 exchanges which allow the owner of a closely held C-Corp to sell their equity to an employee stock purchase plan and defer long-term capital gains as long as they rollover the proceeds into a qualified investment. Doug talks about the benefit to a company and the employees when creating an ESOP and does an excellent job at breaking down the strategy behind the decision. Doug also identifies which business owners are ideal candidates for t...
2023-10-3030 minSmarter Planner PodcastHow to Use Video to Market Yourself - Colin Day [Advisor]In this episode host Belle Osvath, CFP® interviews newly minted financial influencer, Colin Day, CFP®. They talk about his thirty-day journey from one follower to over one million video views on Instagram. They discuss his experience and what he thinks was the key to his success. They also talk about how he is navigating his unexpected following and how he is managing the influx of prospective clients. If you are curious about what it takes to go viral, this is the show for you. Links: Linked-in: https://www.linkedin.com/in/colinday1/ In...
2023-10-1128 minSmarter Planner PodcastUnderstanding Situational Social Security - Jim Blair & Marc Kiner [SS Consultants & Educators]In this episode host, Belle Osvath, CFP® interviews Jim Blair and Marc Kiner, co-owners of Premier Social Security Consulting. They also created the National Social Security Advisor Certificate program which was the first national program to offer certificate training to financial planners for Social Security. They talk about the current state of the Social Security Trust fund, what's on the horizon for benefits and where they think politicians may make changes to the program in the future. Jim and Marc also give a few eye-opening examples of benefit strategies that helped clients maximize their incomes, that (without p...
2023-09-2726 minSmarter Planner PodcastNavigating the Flat Fee Revolution - Andy Panko [Founder] In this episode host, Belle Osvath, CFP®, interviews Andy Panko, CFP®, RICP®, EA, the founder and owner of Tenon Financial, an RIA that provides clients financial planning and investment management services for a flat fee. They discuss why he chose the flat fee model and how his choice has shaped his business. Andy also talks about how his decision has aided him in attracting his ideal client and eliminated some of the complexity that other firms face. If you have ever considered moving to a flat fee model or wondered how firms that do maintain thei...
2023-09-1324 minSmarter Planner PodcastHow the FPA is Redefining 'Financial Planner' - James Lee [FPA President] In this episode host, Belle Osvath, CFP®, interviews James Lee, CFP®, CRPC®, AIF® the current President of the Financial Planning Association (FPA) which is the leading membership organization for Certified Financial Planner™ professionals. James talks about the FPA's pursuit of title protection for financial planners, essentially regulating by law who is allowed to call themselves a financial planner. They discuss the reasoning behind the FPA Board's initiative and how the change will benefit the entire profession as well as the general public. James is a passionate advocate for the planning profession, and he shares how he sees planne...
2023-08-3020 minSmarter Planner PodcastHow to Start Your Own Radio Show - Chris Boyd [Financial Talk Radio Host]In this episode host, Belle Osvath, CFP® interviews Chris Boyd, CFP® the founder and CEO of Asset Management Resources, an independent boutique-style RIA firm. For the last sixteen years Chris has been the host of a financial talk radio show called "Something More with Chris Boyd." They discuss his experience hosting a financial talk radio show, how he started his show and the evolution of the show over the years. They also discuss how the show has helped grow and shape his business and what he would do differently if he was starting over today. Lin...
2023-08-1625 minSmarter Planner PodcastCreating Your Own ETF - Dr. Wesley Gray [CEO]In this episode host Belle Osvath, CFP® talks with Dr. Wesley Gray the founder of ETF Architect and Alpha Architect, about how advisors can create their own ETFs which can be used to help manage client funds and taxes. They discuss the creation process, the cost, and what type of advisory practice would benefit the most from their own ETF. Dr. Wesley Gray: LinkedIn: linkedin.com/in/alphaarchitect/ Website: alphaarchitect.com Books: amazon.com/stores/author/B001OJT2FA FPA NCA News & Events: fpanca.org Recommend a podcast guest: https://forms...
2023-08-0230 minSmarter Planner PodcastSelling the Family Home - Angela Baker [Lawyer, CFP & Realtor] In this episode host Belle Osvath, CFP® talks with Angela Baker a Realtor with LPT Realty. Angela is an attorney and CFP® holder and has spent over 30 years helping clients as a financial advisor but made a recent shift to focus on helping people navigate major life transitions when real estate has to be sold. Whether it's a client's home or an inherited property, sale of real estate can be incredibly emotional, stressful, and daunting and clients often turn to their Advisor for guidance. Angela has had a unique career path which has put her in the perf...
2023-07-1922 minSmarter Planner PodcastThe Art & Science of Picking Portfolio Managers - David Marra [Founder & Head of Research] In this episode host Belle Osvath, CFP® talks to David Marra, the co-founder of Markin Asset management, about the process of picking a portfolio manager. David provides some interesting insight on what to look for when evaluating mutual funds and details the three-step process he uses to identify skilled portfolio managers. They also discuss his belief that high-quality managers can be recognized by their transparency and willingness to disclose certain aspects of their operation. If your firm uses mutual funds or if you are curious about the value-add a portfolio manager provides, this is the show for y...
2023-07-0524 min
SPINEpsiode 6: LGBTQ+ LeadershipTune in to our newest episode of SPIN where for this Pride Month we talk about leadership and volunteerism. Our Podcast Host, Ashley T Brundage will be joined by LGBT MPA Board Chair, Kyle Jordan as together they discuss the impacts we can make by stepping up with empowerment to serve organizations.
Kyle Jordan, CAE, CEM-AP, CMP, DES (he/him/his) serves as the Director of Meetings for The Institute for Operations Research and the Management Sciences (INFORMS) located in Catonsville, MD. In this position he provides overall strategic leadership and execution of the...
2023-06-3028 minSmarter Planner PodcastUnlocking the Secret to Authentic Client Relationships - Dr. Mary Bell Carlson [Financial Behavior Researcher] In this episode host Belle Osvath, CFP® talks with Dr. Mary Bell Carlson about authenticity and how being authentic can attract and retain clients. She advocates for advisors to back away from the traditional strait-laced financial expert role and embrace our flaws and limitations, and as a result we will form lasting relationships with our clients. Mary also encourages financial planners to see their clients as experts in their own lives and to grant them the respect they deserve in that role. Dr Mary Bell Carlson: Book: Anchors, Ostriches, and a Hot Pair of Scissors: Navigating Hu...
2023-06-2124 minSmarter Planner PodcastThe Positive Side of Startups Losing Money - David Peters [Financial Planner & Tax Practitioner] In this episode host Belle Osvath, CFP® talks with David Peters the founder of Peters Professional Education. They discuss startups and the potential tax benefits of operating at a loss. David does an excellent job breaking down the basics of startup losses and he highlights what you can do to help your clients recognize and take full advantage of the potential upside of operating their business at a loss. He also discusses how you can leverage this knowledge to help your clients even if you don't offer tax advice as part of your practice. David Peters Lin...
2023-06-0734 minSmarter Planner PodcastArtificial Intelligence Will Make You a Better Planner - Brendan Frazier [Founder & Speaker] In this episode host Belle Osvath, CFP® talks with Brendan Frazier the founder of Wired Planning and the host of the Human Side of Money Podcast. Brendan talks about how artificial intelligence will push our profession to the next level and how AI and other evolving technologies are not competition, but tools to augment your practice. They also discuss how AI will change how we work and how we market ourselves as financial planners. Brendan Frazier LinkedIn: https://www.linkedin.com/in/brendanfrazier/ Podcast: https://podcasts.apple.com/us/podcast/the-human-side-of-money/id1509519096 Website: www.wiredplanning.com ...
2023-05-1736 minSmarter Planner PodcastCommunity Foundations: Local Giving wih a BIG Impact - Michael Barret Jones [Chief Philanthropy Officer]In this episode host Belle Osvath CFP® interviews Michael Barret Jones on charitable giving that directly supports your local community. Michael gives some insight on how local Community Foundations operate and how you can leverage their expertise to help your clients and grow your own professional knowledge. If you have clients that are charitably inclined or interested in leaving a legacy this is the episode for you. LinkedIn: www.linkedin.com/in/michaelbarretjones Community Foundation of Northern Virginia: www.cfnova.org FPA NCA News & Events: fpanca.org Recommend a podcast guest: http...
2023-05-0321 minSmarter Planner PodcastAsking the Right Questions - Jeremy Keil [Founder, Planner & Advocate] In this episode host Belle Osvath,CFP® talks with Jeremy Keil CFP®, CFA, CIMA®, CLTC®, ChFC®, CLU®, RICP® the founder of Keil Financial Partners and the host and writer for the Retirement Revealed podcast and blog. Jeremy talks about the process of motivational interviewing and how it can help you guide your clients through their financial decisions. Jeremy Keil: LinkedIn Website: keilfp.com Podcast: Retirement Revealed Webiste: motivationalinterviewing.org FPA NCA News & Events: fpanca.org Recommend a podcast guest: https://forms.gle/nH6ngsy7TmtfZ7w17 --- The Smarter Planner Podcast is a pr...
2023-04-1722 minSmarter Planner PodcastThe Evolution of Crypto - Sonia Dumas [Crypto Educator] In this episode host Belle Osvath, CFP® talks with Sonia Dumas for another update on what's going on in the ever-evolving world of crypto. Sonia talks about what has happened in the aftermath of the bankruptcy of FTX, and where we are with federal regulations on crypto exchanges. She also talks about the tokenization of assets and what that will look like for investors. Sonia Dumas: LinkedIn https://www.linkedin.com/in/soniadumas/ FPA NCA News & Events: fpanca.org Recommend a podcast guest: https://forms.gle/nH6ngsy7TmtfZ7w17
2023-04-0321 minSmarter Planner PodcastMedicare's True Cost - Emily O'Halloran [Medicare & Insurance Professional] In this episode host Belle Osvath, CFP® talks with Emily O'Halloran the Executive Director of Medicare Portal. She has helped hundreds of Medicare beneficiaries navigate the Medicare enrollment process. Emily discloses in this interview that she is seeing a large number of her clients (even the ones who work with financial advisors) express genuine shock over the actual out-of-pocket cost of their Medicare coverage. She stresses the need for planners to identify and discuss the cost of Medicare coverage with their clients. Emily also talks about the projected increase of Medicare costs and some changes i...
2023-03-2018 minSmarter Planner PodcastThe Path to Starting Your Own RIA - Jake Northrup [RIA Founder] In this episode host Belle Osvath, CFP® talks with Jake Northrup, CFP®, CFA, CSLP® the founder of Experience Your Wealth, LLC an RIA firm catering to younger families that like to travel. Jake talks about his experience opening an RIA and some of the strategy behind his decisions. Jake Northrup: LinkedIn Website: ExperienceYourWealth.com Article: Kitces.com/blog FPA NCA News & Events: fpanca.org Recommend a podcast guest: https://forms.gle/nH6ngsy7TmtfZ7w17 --- The Smarter Planner Podcast is a product of the Financial Planning Associa...
2023-03-0624 minSmarter Planner PodcastNavigating Cognitive Decline in Clients - Dr. McClanahan [Founder & Planner] & Dr. Somers [Financial Psychologist]In this episode host, Belle Osvath, CFP® conducts an interview with Dr. Carolyn McClanahan, M.D., CFP® and Dr. Moira Somers who offer insight about the role of the financial planner before, during and after a client's cognitive decline. Episode Links: March 24th Webinar Registration Dr. Moira Somers - Website Dr. Carolyn McClanahan, M.D., CFP® - Website FPA NCA News & Events: fpanca.org Recommend a podcast guest: https://forms.gle/nH6ngsy7TmtfZ7w17 --- The Smarter Planner Podcast is a product of the Finan...
2023-02-2717 minSmarter Planner PodcastChapter Update - Kelly McNerney [FPA NCA President]Host Belle Osvath, CFP® interviews Kelly McNerney, CFP® the current President of the FPA NCA Board of Directors. Kelly provides an update on some changes that are going on in our chapter. Questions for Kelly? Contact her at: kmcnerney@ceritypartners.com FPA NCA News & Events: fpanca.org Recommend a podcast guest: https://forms.gle/nH6ngsy7TmtfZ7w17 --- The Smarter Planner Podcast is a product of the Financial Planning Association National Capital Area chapter (FPA NCA). All information is for educational and informational purposes only...
2023-01-3011 minSmarter Planner PodcastIs a Recession Inevitable? - Dr. David Kelly [Economist]In this episode host Belle Osvath, CFP® interviews economist Dr. David Kelly for his take on what's in store for the coming year. He talks about the possibility recession, where he sees the Federal Reserve going with rates and where there may be some opportunities in the market. He also talks about what conversations Advisors should be having with their clients right now to prepare them for the year ahead. J.P Morgan's "Guide to Markets" Dr. Kelly's Podcasts: Insights Now & Notes on the Week Ahead FPA NCA News & Event...
2023-01-1633 minSmarter Planner PodcastTransforming Uninterested Spouses into Loyal Clients: Marcia Mantell [Consultant] In this episode, host Belle Osvath, CFP®, interviews Marcia Mantell a speaker and author who helps advisors increase their knowledge of complex retirement concepts and regulations. She is the President of Mantell Retirement Consulting, which partners with advisors and their firms to help them support their clients as they navigate the complexities of Social Security, Medicare and other financial topics. Mantell Retirement Consulting: MantellRetirementConsulting.com Boomer Retirement Briefs: BoomerRetirementBriefs.com FPA NCA News & Events: fpanca.org Recommend a podcast guest: https://forms.gle/nH6ngsy7TmtfZ7w17 ---
2023-01-0223 minSmarter Planner PodcastWhat's Going On with Real Estate? - Rob Heltzel [Mortgage Industry Veteran]In this episode, host Belle Osvath, CFP®, interviews Rob Heltzel a 40-year veteran of the mortgage industry. He discusses the current real estate market, what he has seen in the past few years and what is on the horizon. Rob highlights how planners can help clients as they navigate this new higher interest rate environment. Rob and his team can be contacted via his website: www.teamheltzel.com FPA NCA News & Events: fpanca.org Recommend a podcast guest: https://forms.gle/nH6ngsy7TmtfZ7w17 --- T...
2022-12-1226 minSmarter Planner PodcastCrypto Update: The FTX Meltdown - Sonia Dumas [Crypto Educator]In this episode host Belle Osvath, CFP®, interviews Sonia Dumas a speaker and crypto educator. Sonia talks about the bankruptcy of FTX, the second largest crypto exchange in the world. She summarizes what happened, identifies how it is relevant to advisors, and gives some insight on what she sees on the horizon with crypto exchanges. Sonia is the founder of Curio Haus, a creative agency that helps advisors, entrepreneurs, and blockchain platforms grow their influence, brand, and pipeline. Sonia Dumas: Linkedin Website: https://www.curiohaus.com/ FPA NCA News & Events: fpanca.org
2022-11-2229 minSmarter Planner PodcastTrailerThe Smarter Planner Podcast Educating Financial Advisors on the things they should know (but don't). If you are a financial advisor who is interested in expanding your knowledge, this is the show for you. Host Belle Osvath, CFP® interviews industry thought leaders and professionals targeting meaningful and useful information to help you to stay at the top of your game. No matter how long you have been in the industry there is always more to learn and interesting people to hear from, so join Belle in her mission to become a sma...
2022-11-2201 min
KWaller SpeaksBehind The InspirationBehind The Inspiration With Ms. Marguerita "Rita" ChengMarguerita M. Cheng, CFP®, RICP®Chief Executive Officer Blue Ocean Global WealthMarguerita M. Cheng is the Chief Executive Officer at Blue Ocean Global Wealth. Prior to co-founding Blue Ocean Global Wealth, she was a Financial Advisor at Ameriprise Financial and an Analyst and Editor at Towa Securities in Tokyo, Japan. Marguerita is a past spokesperson for the AARP Financial Freedom Campaign and a regular columnist for Investopedia & Kiplinger. She is a CFP® professional, a Chartered Retirement Planning CounselorSM, a Retirement Income Certified Professional® and a Certified Divorce Financial Analyst. As a Certified Financial Plan...
2021-04-0522 min
The Tao of Self-Confidence465: Find Your Calling With Marguerita ChengMarguerita Cheng is the CEO at Blue Ocean Global Wealth. Prior to co-founding Blue Ocean Global Wealth, she was a Financial Advisor at Ameriprise Financial and an Analyst and Editor at Towa Securities in Tokyo, Japan. Marguerita is a past spokesperson for the AARP Financial Freedom Campaign and a regular columnist for Investopedia & Kiplinger. She is a CFP® professional, a Chartered Retirement Planning CounselorSM, a Retirement Income Certified Professional® and a Certified Divorce Financial Analyst. As a Certified Financial Planner Board of Standards (CFP Board) Ambassador, Marguerita helps educate the public, policy makers, and media about the benefits of competent, et...
2018-02-2310 min