Best Financial Planning Association National Capital Area Chapter Podcasts (2024)

1
The AI Edge: Augmenting Your Practice – Rachel Witkowski (Reporter) 24:03

2d ago24:03

24:03

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 dedic…

1
Beyond Advising: The Essential Role of Daily Money Managers - Christine Dolan [Founder & Daily Money Manager] 22:43

17d ago22:43

22:43

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 ma…

1
The Only Marketing Left for Financial Advisors - Matt Halloran [Founder] 14:20

2M ago14:20

14:20

In this episode host Belle Osvath interviews Matt Halloran, Co-founder, and Chief Relationship Officer at ProudMouth, on the power of influence in financial planning marketing. Matt discusses how the marketing landscape has fundamentally changed, emphasizing that traditional selling methods are being replaced by content-driven influence that allows…

1
Ep 34. Investing in Education: The Future of Wealth Management - Mike Alves [Founder] 21:34

2M ago21:34

21:34

In this episode, host Belle Osvath, CFP® speaks with Mike Alves, MSAFP, CFP®, CEPA, CRPC®, founder of Vida Private Wealth. Mike shares his unique approach to integrating financial education into wealth management by developing a curriculum tailored to young people from childhood through adulthood. He discusses the genesis of this initiative, which …

1
Ep. 33 Searching for Alpha: Strategies Amidst Market Overvaluation - David Marra [Founder & CIO] 17:48

2M ago17:48

17:48

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 ma…

1
Ep 32. The Missing Billionaires - Victor Haghani [Founder & Author] 24:41

3M ago24:41

24:41

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 f…

1
Ep 31: Beyond the Greenwash: Using ESG as Core Investment Data - Liz Simmie [Founder]) 28:57

3M ago28:57

28:57

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 lon…

1
Ep. 30 The Future Is Now: How Planners Are Using AI - Gabe Rissman [Founder] 17:02

4M ago17:02

17:02

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 Associat…

1
Ep 29. The Art of Letting Go: Expert Advice for Handling Clients That You Have Outgrown – Jennifer Gray [Advisor Therapist & Coach] 24:48

5M ago24:48

24:48

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.jennif…

1
Introducing: The Smarter Planner Symposium 2024 13:27

7M ago13:27

13:27

Register 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 pod…

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Ep 28. Real Estate: The Forgotten Asset Class - Rich Arzaga [CFP & Real Estate Whisperer] 24:50

7M ago24:50

24:50

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 bui…

1
Ep. 27 Hidden Gem Unveiled: A Little-Known Health Insurance Option for Entrepreneurs – Gary Cox [Insurance Specialist] 18:03

8M ago18:03

18:03

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 …

1
Ep. 26 The Future of the CFP Designation: How the CFP Board’s Non-Profit Shift Impacts Financial Advisors [Dan Moisand, CFP Board Chair] 25:08

8M ago25:08

25:08

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…

1
Ep. 25 Critical Feedback Needed: Inside the Evolution of CFP Sanctions - Leo Rydzewski [General Counsel CFP Board] 23:33

9M ago23:33

23:33

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…

1
Ep. 24 The Golden Approach: Tackling Tough Talks About Ageing - Kelly Augspurger [Long Term Care Specialist] 26:44

9M ago26:44

26:44

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 the…

1
Ep. 23 Game Changer for Business Owners: ESOPs, 1042 Exchanges, and the ETF Advantage - Doug Pugliese [1042 Strategist] 30:57

9M ago30:57

30:57

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 invest…

1
Ep. 22 How to Use Video to Market Yourself - Colin Day [Advisor] 28:23

10M ago28:23

28:23

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 an…

1
Ep. 21 Understanding Situational Social Security - Jim Blair & Marc Kiner [SS Consultants & Educators] 26:11

10M ago26:11

26:11

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 t…

1
Ep 20. Navigating the Flat Fee Revolution - Andy Panko [Founder] 24:52

11M ago24:52

24:52

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…

1
Ep. 19 How the FPA is Redefining ‘Financial Planner’ - James Lee [FPA President] 20:32

11M ago20:32

20:32

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…

1
Ep. 18 How to Start Your Own Radio Show - Chris Boyd [Financial Talk Radio Host] 25:06

12M ago25:06

25:06

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, ho…

1
Ep. 17 Creating Your Own ETF - Dr. Wesley Gray [CEO] 30:43

1y ago30:43

30:43

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. Wesl…

1
Ep. 16 Selling the Family Home - Angela Baker [Lawyer, CFP & Realtor] 22:34

1y ago22:34

22:34

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 inh…

1
Ep. 15 The Art & Science of Picking Portfolio Managers - David Marra [Founder & Head of Research] 24:15

1y ago24:15

24:15

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 b…

1
Ep. 14 Unlocking the Secret to Authentic Client Relationships - Dr. Mary Bell Carlson [Financial Behavior Researcher] 24:52

1y ago24:52

24:52

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…

1
Ep. 13 The Positive Side of Startups Losing Money - David Peters [Financial Planner & Tax Practitioner] 34:29

1y ago34:29

34:29

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 …

1
Ep. 12 Artificial Intelligence Will Make You a Better Planner - Brendan Frazier [Founder & Speaker] 36:20

1y ago36:20

36:20

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 dis…

1
Ep. 11 Community Foundations: Local Giving wih a BIG Impact - Michael Barret Jones [Chief Philanthropy Officer] 21:37

1+ y ago21:37

21:37

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…

1
Ep. 10 Asking the Right Questions - Jeremy Keil [Founder, Planner & Advocate] 22:24

1+ y ago22:24

22:24

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 decision…

1
Ep. 9 The Evolution of Crypto - Sonia Dumas [Crypto Educator] 21:36

1+ y ago21:36

21:36

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 lo…

1
Ep. 8 Medicare’s True Cost - Emily O’Halloran [Medicare & Insurance Professional] 18:12

1+ y ago18:12

18:12

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…

1
Ep. 7 The Path to Starting Your Own RIA - Jake Northrup [RIA Founder] 24:25

1+ y ago24:25

24:25

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: K…

1
Ep. 6 Navigating Cognitive Decline in Clients - Dr. McClanahan [Founder & Planner] & Dr. Somers [Financial Psychologist] 17:39

1+ y ago17:39

17:39

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® - We…

1
Ep. 5 Chapter Update - Kelly McNerney [FPA NCA President] 11:19

1+ y ago11:19

11:19

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…

1
Ep. 4 Is a Recession Inevitable? - Dr. David Kelly [Economist] 33:54

1+ y ago33:54

33:54

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 …

1
Ep. 3 Transforming Uninterested Spouses into Loyal Clients: Marcia Mantell [Consultant] 23:05

1+ y ago23:05

23:05

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 …

1
Ep. 2 What's Going On with Real Estate? - Rob Heltzel [Mortgage Industry Veteran] 26:26

1+ y ago26:26

26:26

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 …

1
Ep. 1 Crypto Update: The FTX Meltdown - Sonia Dumas [Crypto Educator] 29:15

1+ y ago29:15

29:15

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 f…

1
Trailer 1:09

1+ y ago1:09

1:09

The 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 …

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Financial Planning Association National Capital Area Chapter Podcasts

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