Smarter Planner Podcast
By Financial Planning Association National Capital Area Chapter
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Category: Investing
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Episodes: 80
Description
Educating Financial Advisors on the things they should know (but don't).
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 smarter planner.
This Podcast is sponsored by the Financial Planning Association's National Capital Area chapter (FPA NCA) and will include the latest updates and announcements from the chapter.
Find out more at: www.FPANCA.org
| Episode | Date |
|---|---|
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When Life Changes: Financial Planning for Major Transitions - Susan Bradley (Founder)
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Jun 10, 2026 |
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Marketing That Doesn't Feel Like Marketing - Jeremy Keil, CFP®, CFA® [Founder]
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May 27, 2026 |
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The Problem with Buy-and-Hold Investing - Vincent Randazzo [Portfolio Manager]
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May 13, 2026 |
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Why Financial Advisors Can't Ignore Content Creation Anymore - David Keller,CMT [Founder]
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Apr 29, 2026 |
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Volatility Is the New Normal: Portfolio Construction for Today's Markets - David Marra [Co-Founder & CIO]
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Apr 15, 2026 |
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Beyond Buy and Hold: Using 1031 Exchanges in Financial Planning - Rich Arzaga, CFP®, CCIM [Founder]
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Apr 01, 2026 |
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The Succession Trap: What Advisors Get Wrong About Exiting Their Practice
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Mar 25, 2026 |
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From AUM to Everything: The New Model Winning Clients - Erik Brenner,CFP® [Founder]
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Mar 18, 2026 |
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CE Credit Episode: Manager Skill, ESG Data, and the Decisions That Drive Long-Term Returns
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Mar 04, 2026 |
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Engaging the Next Generation Through Today's Housing Market - Leo Anzoleaga [Certified Mortgage Planning Specialist]
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Feb 18, 2026 |
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Playbook for PR: Building Visibility, Trust, and Authority - Mickie Kennedy [Founder]
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Jan 29, 2026 |
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Planner Productivity: Where Advisors Gain (and Lose) Capacity - Michael Kitces [Chief Financial Planning Nerd]
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Jan 21, 2026 |
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Elegant Simplicity in Financial Planning - Carl Richards, CFP [Founder & Author]
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Jan 14, 2026 |
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Making the Case for Simplicity in Financial Planning - Ed Dressel [President & Owner]
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Dec 10, 2025 |
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From Policy to Plan: Rethinking Long-Term Care for Every Client — Mike Padawer [Founder]
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Nov 05, 2025 |
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Trust First, Sell Later: How to Redefine Prospect Meetings - Ari Galper [Founder]
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Oct 22, 2025 |
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Advising Immigrants: Culture, Compliance, and Cross-Border Complexity - Jane Mepham, CFP® [Founder & International Advisor]
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Oct 08, 2025 |
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CE Credit Episode: AI & the Future of Financial Advice
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Sep 23, 2025 |
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Tax Changes in the One Big Beautiful Bill Act: What's Known and What's Not - David Peters [CFP & CPA]
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Aug 13, 2025 |
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How to Use Market Cycles to Manage Portfolio Risk - Vincent Randazzo, CMT, [Founder]
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Jul 30, 2025 |
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Fake Fees & Phantom Advisors: What 5500s Reveal - Paul Sippil [CPA & Forensic 401(k) Consultant
|
Jul 16, 2025 |
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Why Clients Don't Change—And What You Can Do About It - Dr. Christina Lynn [Financial Behavioral Strategist]
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Jun 18, 2025 |
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Sales Without the Sleaze: Aligning Values With Revenue - Tim Maurer [CFP & Chief Advisory Officer]
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Jun 04, 2025 |
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Policy Chaos, Human Flaws, and Your Portfolio: The Case for Active Management - Matt Gelfand, PhD [Global Investment Strategist]
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May 07, 2025 |
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From RSVP to ROI: Hosting High-Impact Client Events- Dr. Mary Carlson [Founder & Financial Behavioral Researcher]
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Apr 24, 2025 |
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The Hidden Impact of Day Traders & Overnight Drift - Victor Hagani [Founder & Researcher]
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Apr 10, 2025 |
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The IRS Shake-Up: Tax Law Changes & Updates – David Peters [CFP & CPA]
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Mar 20, 2025 |
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How to Land Ultra-Wealthy Clients (From Someone Who's Done It!) - Erin Botsford [Founder]
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Mar 05, 2025 |
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Understanding Hacks: How Zero Trust Enhances Cyber Protection - Jeremiah Baker (Cybersercurity Expert)
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Feb 19, 2025 |
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Why Planners Should Treat Health as an Asset - Stevyn Guinnip [Founder]
|
Feb 05, 2025 |
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From Surrender to Sale: The Game-Changing Approach to Life Insurance - Scott Sanders [Founder]
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Jan 22, 2025 |
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Smarter Planner Symposium 2025 *Discount Code Available*
|
Jan 08, 2025 |
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Tapping Hidden Wealth: AI that Uncovers Outside Assets - Jeannette Kuda [COO]
|
Dec 04, 2024 |
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The Fiduciary Revolution in Life Insurance: A New Era – Steven Zeiger [Speaker, Managing Director]
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Nov 20, 2024 |
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Identifying Climate Risk: Preparing Clients for a Changing World – Dan Carreno [Founder]
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Oct 30, 2024 |
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From Data to Decisions: AI's Role in Portfolio Management - Brooke Juniper [FinTech Leader &CEO]
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Oct 16, 2024 |
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From Planner to Personal Brand: How to Make Your Mark - Derek Pollard, PdD [Founder & Writer]
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Oct 02, 2024 |
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How to Build Trust More Quickly - Michael Clarke [Co-founder & Author]
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Sep 18, 2024 |
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Beyond Politics: Integrating Social Justice Investing into Your Practice - Andrea Longton, CFA [Author]
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Sep 04, 2024 |
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From "Got Milk?" to "It's Gotta Be a CFP®": The Strategy Behind CFP Board's Public Awareness Campaign – Kevin Keller [CEO, CFP Board]
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Aug 21, 2024 |
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The Evolving Advisor: How Value-Centric Planning Is Changing the Game - Andy Baxley [Certified Financial Transitionist]
|
Aug 07, 2024 |
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The AI Edge: Augmenting Your Practice – Rachel Witkowski (Reporter)
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Jul 24, 2024 |
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Beyond Advising: The Essential Role of Daily Money Managers - Christine Dolan [Founder & Daily Money Manager]
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Jun 26, 2024 |
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The Only Marketing Left for Financial Advisors - Matt Halloran [Founder]
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Jun 13, 2024 |
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Ep 34. Investing in Education: The Future of Wealth Management - Mike Alves [Founder]
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May 22, 2024 |
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Ep. 33 Searching for Alpha: Strategies Amidst Market Overvaluation - David Marra [Founder & CIO]
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May 15, 2024 |
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Ep 32. The Missing Billionaires - Victor Haghani [Founder & Author]
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May 01, 2024 |
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Ep 31: Beyond the Greenwash: Using ESG as Core Investment Data - Liz Simmie [Founder])
|
Apr 25, 2024 |
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Ep. 30 The Future Is Now: How Planners Are Using AI - Gabe Rissman [Founder]
|
Mar 20, 2024 |
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Ep 29. The Art of Letting Go: Expert Advice for Handling Clients That You Have Outgrown – Jennifer Gray [Advisor Therapist & Coach]
|
Feb 28, 2024 |
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Introducing: The Smarter Planner Symposium 2024
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Jan 18, 2024 |
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Ep 28. Real Estate: The Forgotten Asset Class - Rich Arzaga [CFP & Real Estate Whisperer]
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Jan 03, 2024 |
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Ep. 27 Hidden Gem Unveiled: A Little-Known Health Insurance Option for Entrepreneurs – Gary Cox [Insurance Specialist]
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Dec 20, 2023 |
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Ep. 26 The Future of the CFP Designation: How the CFP Board's Non-Profit Shift Impacts Financial Advisors [Dan Moisand, CFP Board Chair]
|
Dec 06, 2023 |
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Ep. 25 Critical Feedback Needed: Inside the Evolution of CFP Sanctions - Leo Rydzewski [General Counsel CFP Board]
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Nov 20, 2023 |
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Ep. 24 The Golden Approach: Tackling Tough Talks About Ageing - Kelly Augspurger [Long Term Care Specialist]
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Nov 15, 2023 |
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Ep. 23 Game Changer for Business Owners: ESOPs, 1042 Exchanges, and the ETF Advantage - Doug Pugliese [1042 Strategist]
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Oct 30, 2023 |
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Ep. 22 How to Use Video to Market Yourself - Colin Day [Advisor]
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Oct 11, 2023 |
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Ep. 21 Understanding Situational Social Security - Jim Blair & Marc Kiner [SS Consultants & Educators]
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Sep 27, 2023 |
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Ep 20. Navigating the Flat Fee Revolution - Andy Panko [Founder]
|
Sep 13, 2023 |
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Ep. 19 How the FPA is Redefining 'Financial Planner' - James Lee [FPA President]
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Aug 30, 2023 |
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Ep. 18 How to Start Your Own Radio Show - Chris Boyd [Financial Talk Radio Host]
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Aug 16, 2023 |
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Ep. 17 Creating Your Own ETF - Dr. Wesley Gray [CEO]
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Aug 02, 2023 |
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Ep. 16 Selling the Family Home - Angela Baker [Lawyer, CFP & Realtor]
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Jul 19, 2023 |
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Ep. 15 The Art & Science of Picking Portfolio Managers - David Marra [Founder & Head of Research]
|
Jul 05, 2023 |
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Ep. 14 Unlocking the Secret to Authentic Client Relationships - Dr. Mary Bell Carlson [Financial Behavior Researcher]
|
Jun 21, 2023 |
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Ep. 13 The Positive Side of Startups Losing Money - David Peters [Financial Planner & Tax Practitioner]
|
Jun 07, 2023 |
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Ep. 12 Artificial Intelligence Will Make You a Better Planner - Brendan Frazier [Founder & Speaker]
|
May 17, 2023 |
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Ep. 11 Community Foundations: Local Giving wih a BIG Impact - Michael Barret Jones [Chief Philanthropy Officer]
|
May 03, 2023 |
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Ep. 10 Asking the Right Questions - Jeremy Keil [Founder, Planner & Advocate]
|
Apr 17, 2023 |
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Ep. 9 The Evolution of Crypto - Sonia Dumas [Crypto Educator]
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Apr 03, 2023 |
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Ep. 8 Medicare's True Cost - Emily O'Halloran [Medicare & Insurance Professional]
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Mar 20, 2023 |
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Ep. 7 The Path to Starting Your Own RIA - Jake Northrup [RIA Founder]
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Mar 06, 2023 |
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Ep. 6 Navigating Cognitive Decline in Clients - Dr. McClanahan [Founder & Planner] & Dr. Somers [Financial Psychologist]
|
Feb 27, 2023 |
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Ep. 5 Chapter Update - Kelly McNerney [FPA NCA President]
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Jan 30, 2023 |
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Ep. 4 Is a Recession Inevitable? - Dr. David Kelly [Economist]
|
Jan 16, 2023 |
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Ep. 3 Transforming Uninterested Spouses into Loyal Clients: Marcia Mantell [Consultant]
|
Jan 02, 2023 |
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Ep. 2 What's Going On with Real Estate? - Rob Heltzel [Mortgage Industry Veteran]
|
Dec 12, 2022 |
|
Ep. 1 Crypto Update: The FTX Meltdown - Sonia Dumas [Crypto Educator]
|
Nov 22, 2022 |
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Trailer
|
Nov 22, 2022 |