Best FPA Podcasts (2024)

1
Interview with Steve Scruggs, Portfolio Manager of the FPA Queens Road Small Cap Value Fund 1:16:24

15d ago1:16:24

1:16:24

About the FPA Queens Road Small Cap Value Fund What criterial he looks for when investing in a business Portfolio management philosophy and cash position Being a generalist Avoiding making macro predictions The research process and industries he tends to avoid His four-pillar investing framework and research process Valuation and DCF modeling What …

1
#208 - Financial Education with NE Chapter President Marybeth Breed & Mass State Treasurer Deborah Goldberg, 48:09

2h ago48:09

48:09

Kathleen speaks with FPA of New England chapter President Marybeth Breed and Massachusetts State Treasurer Deborah Goldberg about the various initiatives Treasurer Goldberg has worked on to promote financial education across the Commonwealth of Massachusetts. We learn about the task force she convened to determine the best approaches to developing …

1
Ep 36: Standardize, Streamline & Scale 36:28

7d ago36:28

36:28

On the latest episode of Planning Aces three dynamic CFOs—Robert Cornella (RNDC), Karen Williams (American Express Global Business Travel), and Tony Querciagrossa (Pinstripes)—share a menu of FP&A insights and experiences. Robert Cornella emphasized the importance of understanding value chain economics and achieving operational harmony within compl…

1
#207 - Michael Connaughton – Lead Advisor 51:26

2d ago51:26

51:26

7Michael Connaughton – Lead Advisor Hosts Brad Wright and Kathleen Kenealy are joined by Michael Connaughton. Mike is co- founder of Lead Advisor, a wealth management collective that specializes in building firms, practices and careers. They provide creative perspective, time leverage and industry insights for growth focused businesses and professi…

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

8d 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
#206 - Setting Charitable Intentions with Erinn Andrews of The Give Team 54:36

9d ago54:36

54:36

Setting Charitable Intentions with Erinn Andrews of The Give Team Education, food insecurity, climate change, humanitarian and disaster relief… There are countless causes and more than a million and a half charities in the US looking for support. We all have limited time and resources, so how do you possibly decide which organizations to donate to?…

1
20240608 Trump Conviction - LP Has No Conviction - Voting Stinks 56:38

21d ago56:38

56:38

It's good to be back!https://www.hipcamp.com/en-US/land/arkansas-arcadia-farmstead-7rvh19oq?shareid=25rg4lepxst--- Send in a voice message: https://podcasters.spotify.com/pod/show/frontporchanarchast/message

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

22d 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
#205 - Incorporating Long Term Care Into Your Long-Term Planning 52:17

23d ago52:17

52:17

Incorporating Long Term Care Into Your Long-Term Planning There are some grim statistics out there regarding long term care: 70% of adults who live until age 65 will develop a need for long term care services in their lifetime The average annual cost of a private room in a nursing home facility runs more than $100,000 a year. How can you help your …

1
Interview with Bill Miller IV of Miller Value Partners 1:06:53

23d ago1:06:53

1:06:53

About Miller Value Partners Investing strategy and philosophy Why being too dogmatic about the definition of value may not work in your favor Portfolio management philosophy Risk Management On why he doesn’t short or use options His thesis on bitcoin and why he considers himself to be a massive bitcoin bull Thesis on Microstrategy as the largest co…

1
Interview with Ric Dillon, founder and CEO of Vela Investment Management 50:03

1M ago50:03

50:03

About Vela Investment Management Vela investment philosophy Vela portfolio management philosophy Why he offers a long/short strategy and uses options Vela’s iterative research process Idea generation Ric’s macro views Vela’s valuation methodology Selling vs trimming What’s next for Vela Investment Management ****************************************…

1
#204 - Scams & Schemes with Bob Powell 38:04

1M ago38:04

38:04

In this episode, Chris Boyd CFP®, CASL, CEPS catches up with Bob Powell CFP®, RMA® to discuss the pressing issue of financial exploitation, focusing on scams and schemes. Bob Powell highlights the prevalence of financial scams, particularly those targeting elderly individuals, with statistics showing significant financial losses and many cases goin…

1
Ep 35: Why "Finance People & Analysis" is the New FP&A 42:52

1M ago42:52

42:52

1
#203 - Succession Planning with Jessica Polito 47:56

1M ago47:56

47:56

As an advisor, you may have a considerable part of your personal wealth connected to your business. How and when will you obtain that wealth by selling your business? Will you sell internally or to another firm? Will that firm be larger and backed by private equity? How soon do you want to exit or how long do you want to stay active and what restri…

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

1M 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
#202 - Recession? Commodities? Deficit? Mike Arone – State Street Global Advisors 47:21

2M ago47:21

47:21

Mike Arone – State Street Global Advisors Hosts Brad Wright and Kathleen Kenealy are joined by Mike Arone. Mike is Managing Director and Chief Investment Strategist for State Street Global Advisors US Intermediary Business Group. Michael is a highly regarded speaker at industry conferences and is the author of several articles related to investment…

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
#201 - Estate Management and Legacy Building with Vanilla's Jim Sinai 46:21

2M ago46:21

46:21

Jim Sinai - Vanilla Host Brad Wright is joined by Jim Sinai. Jim is Chief Marketing Officer at Vanilla, The Estate Advisory Platform, designed to transform how wealth advisors help their clients manage their estate and build their legacy. Jim is a seasoned cloud executive and experienced marketer, with a background in sales, business development, a…

1
Haiti's Kids Face Famine 1:00:41

2M ago1:00:41

1:00:41

Overlooked in Ridley Scott’s biopic is Napoleon’s role in trying to reintroduce slavery into Haiti, but then the world often forgets the chaos it has helped introduce there for over two centuries. Now with ports and airports closed following its descent into lawlessness, Haiti’s children suffer daily from the country’s growing food crisis. In this …

1
Putin Won: What's Next for Russia's Neighbors? 54:35

2M ago54:35

54:35

With a 100% accuracy rate in Russian election forecasts, Tinatin Japaridze discussed what comes next for Russia and its neighbors in our next FPA briefing. How will the ghost of Stalin continue to shape Putin’s worldview, dreams of empire, and his willingness to light a fire under the current geopolitical world order?Tinatin Japaridze is Eurasia Gr…

1
#200 - Life Planning with George Kinder 1:05:09

2M ago1:05:09

1:05:09

For our 200th episode, we are joined by the legendary George Kinder, best known for creating the Registered Life Planner designation and curriculum through the Kinder Institute of Life Planning. George is a pioneer who helped to shape what has become the financial planning industry. Join past chapter president, Chris Boyd of Wealth Enhancement Grou…

1
Ep 34: From Rearview to Road Ahead 34:40

2M ago34:40

34:40

Leadership in FP&A: All three CFOs emphasize the role of finance in leading and driving business performance through strategic foresight, detailed operational insights, and proactive engagement. Technology and Innovation: There is a strong inclination towards integrating new technologies like AI to enhance the capabilities of finance teams and impr…

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

2M 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
#199 - Branding and Marketing with Tiffany Markarian 56:52

2M ago56:52

56:52

Tiffany Markarian – Advantus Marketing Host Brad Wright is joined by Managing Director of Advantus Marketing, Tiffany Markarian. Tiffany has coached hundreds of wealth advisors, broker/dealers, brokerage and insurance firms in driving productivity, practice equity and overall growth. She draws from her deep field experience as a Director of Marketi…

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

2M 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
#198 - Organization and efficiency expert Patty Kreamer of Productivity Uncorked 50:30

3M ago50:30

50:30

"Clutter is nothing more than unmade decisions." - Patty Kreamer. Organization and efficiency expert Patty Kreamer of Productivity Uncorked joins us to share how to see between the steps and pull out the things that really don't matter and how you can use DiSC behavioral styles as a resource to enhance your daily relationships. https://productivity…

1
Interview with Chris Pavese of Broyhill Asset Management 1:34:58

3M ago1:34:58

1:34:58

Broyhill overview and investment philosophy Portfolio management Risk management Team size and research process and idea generation Macro outlook and incorporation into process Valuation When to sell What Chris is reading ********************************************************** Options are not suitable for all investors and carry significant risk…

1
#197 - Personal Finance Through Writing with Kate Dore, CFP® 44:15

3M ago44:15

44:15

Sharing a Passion for Personal Finance Through Writing with Kate Dore, CFP® On this episode Kathleen and Jeff are joined by personal finance reporter Kate Dore, CFP®. We hear from Kate about how a career in music publishing led Kate to discover a passion for personal finance and eventually pursuing the Certified Financial Planner™ designation. We t…

1
Interview with XPEL CEO Ryan Pape 1:29:37

3M ago1:29:37

1:29:37

Business description Business Model Problems solving and value proposition Market share Pricing power and pricing strategy Balance Sheet Income statement and biggest costs/expenses Future growth opportunities Market penetration Ryan's history at XPEL Margins and returns on invested capital Asset turnover, inventory turnover, and cash conversion cyc…

1
All About Nashville with Local Expert Heather Middleton 24:19

3M ago24:19

24:19

AFP 2024 is headed to Nashville this October 20-23. To give us a preview of the city, we invited Heather Middleton, Chief Marketing Officer for the Nashville Convention & Visitors Corp., onto the AFP Conversations podcast. During the podcast, Heather shared what makes Nashville such a popular destination, her must-visit spots within the city, and w…

1
#196 - Developing Next Gen Talent with AdvoKate IQ consulting firms Kate Healy 55:12

3M ago55:12

55:12

On this episode of the Wicked Pissah Podcast we are joined by long time industry veteran, Kate Healy. You may know Kate from her long tenure at TD Ameritrade or perhaps you recognize her from one of the many industry awards she has been honored with over the years, but you may not know about what she’s up to now. Listen in as we talk with Kate abou…

1
Ep 33: Driving Value Beyond the Balance Sheet 42:33

3M ago42:33

42:33

This episode our Planning Aces emphasize the importance of leveraging one's breadth of experience, stepping beyond traditional FP&A roles, and focusing on execution to bring significant value to organizations. They also emphasize the evolving nature of finance professional interactions and the idea that strategic insights can serve as catalysts for…

1
#195 - Nifty Advisor Support- Michelle Wong 48:13

3M ago48:13

48:13

"Do what you do best and outsource the rest." - Peter Drucker. Michelle Wong, CEO of Nifty Advisor Support, joins us to discuss how she strives to close the talent gap between advisors and non-advisors through inclusive communication and effective remote team management. Their virtual assistance, collective coaching, and on-demand recruiting soluti…

1
Interview with Win Murray, Director of Research at Diamond Hill (former DoR at Harris Oakmark) 1:21:06

3M ago1:21:06

1:21:06

Diamond Hill is a philosophically pure intrinsic value investing firm Living in Columbus, The Austin of Ohio What makes a great equity analyst vs an average analyst How to determine investing team size (using math) Analyst productivity and how that leads to a better opportunity set and ultimately better client outcomes Generalist vs specialist anal…

1
John Bolton: Wars, Elections and U.S. Isolationism 57:41

3M ago57:41

57:41

With Trump Republicans withholding military support to Ukraine, former National Security Advisor & UN Ambassador John Bolton made headlines with his straight talking- there will be “celebrations in the Kremlin if Trump is re-elected”.Bolton is one of the few leading Republicans who have dared to highlight the geopolitical consequences of a second T…

1
#194 - Saving Money on Prescription Drug Costs with Patricia Prewitt 52:25

3M ago52:25

52:25

Saving Money on Prescription Drug Costs with Patricia Prewitt According to a 2022 study, Americans pay higher prices for prescription drugs than any other country in the world, with prescription drug prices here in the U.S. more than 2.5 times as high as those in other high-income nations. As a result, 1 out of every 3 adults on prescription drugs …

1
Reverse Process: Where Was the Fact Checking of Israel's "Dodgy" UNRWA Dossier? 59:31

4M ago59:31

59:31

FPA’s briefing with Chris Gunness, former BBC UN World Correspondent and later UNRWA Spokesperson, and Ben Armbruster, Quincy Institute, on UNRWA considered the questions that far too many media failed to ask. Weeks after too many governments cut funding to UNRWA - in defiance of the ICJ’s admonitions - Israel has not offered the media, or the gove…

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
#193 - TIFIN Wealth – AJ Boury 41:03

4M ago41:03

41:03

AJ Boury Hosts Brad Wright and Chris Boyd are joined by TIFIN Wealth COO AJ Boury. They discuss: * The AI and innovation platform for wealth that was founded by former Wharton Professor and successful entrepreneur Dr. Vinay Nair * How FPA members who manage under $100M in AUM can access the TIFIN Wealth platform for free *Scientific personality ass…

1
#192 - Your Financial Therapist- Erika Wasserman 40:23

4M ago40:23

40:23

Erika Wasserman, CEO of Your Financial Therapist, joins us to discuss how she addresses #financial #anxiety and #stress #management, #money and #relationshps, #mindset, and #behavior #change with her #FinancialTherapy clients and how she trains #FinancialPlanners to integrate these topics into their #client #conversations. https://yourfinancialther…

1
Interview with Dan Davidowitz of Polen Capital 1:31:58

4M ago1:31:58

1:31:58

Polen Capital's culture: radical candor, autonomy, mastery, purpose Investing philosophy: competitive advantages, concentrated portfolios (20-25 stocks), position sizing Large Company Focus Growth Strategy: 132 stocks in 35 years, largest position in Amazon Risk management: eliminate risky businesses Analysis of Visa, MasterCard, cyclicals Team str…

1
#191 - 2024 College Planning with Cozy Wittman 56:41

4M ago56:41

56:41

On today’s episode, Brad Wright and Jeff Tomaneng are joined by Cozy Wittman. Cozy is an education and partnership leader at College Inside Track. Cozy speaks nationally about college search, educating families and training financial advisors and other professionals who work with families with high schoolers. She is passionate about dispelling myth…

1
#190 - Heart of Financial Planning Award Winner Virginia Asher 50:50

4M ago50:50

50:50

This week, we are joined by #FinancialPlanner, continuous #learner, #aspiring #teacher, and 2023 FPA Heart of Financial Planning Award winner Virginia Asher. Virginia practices financial planning at Chichester Financial Group and TrustBank Wealth Management and provides #financial #coaching, financial #literacy #education, #curriculum design, and #…

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

4M 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
#189 - Nurturing a More Diverse Profession – with Rene Jarquin and JonPaul McBride 54:21

4M ago54:21

54:21

Nurturing a More Diverse Profession – with Rene Jarquin and JonPaul McBride According to data recently released by the CFP Board, less than 10% of the nearly 100,000 CFP® professionals report as Black, Hispanic, Latino, Asian or Pacific Islander. Only 24% are female. It’s not news that we have much work to do to encourage individuals from underrepr…

1
Ep 32: Operating ON and IN The Business 46:56

5M ago46:56

46:56

Planning Aces co-hosts Brett Knowles and Jack Sweeney discuss the strategic efforts of two CFOs leading organizational turnarounds, and a third CFO, who offers key organizational insights from an earlier career chapter. Emphasizing simplification, strategic focus, and leveraging both human insight and technology, Marc Suidan of Beachbody, Emma Brow…

1
#188 - Trailblazing Transparency: Heart of FP Award Winner Greg Friedman 54:41

5M ago54:41

54:41

This week, we are joined by #technology #innovator, #author, and 2023 FPA Heart of Financial Planning Award winner Greg Friedman. Greg was at the forefront of the industry's shift to #transparent, non-hierarchical #leadership, and his candid approach to #communication within the advisory community has established him as a highly influential thought…

1
Estimating mid-cycle, normalized earnings with Alex Fitch and Michael Nicolas from Harris Associates (Oakmark Funds) 1:06:04

5M ago1:06:04

1:06:04

How Harris Oakmark thinks about and defines value investing Mid-cycle earnings and why they are important (using the coin flip analogy) CBRE example of mid-cycle earnings Banks and SCHW example of mid-cycle earnings Additional common adjustments they make to get to true normalized economic earnings power Estimating normalized earnings for software …

1
#187 - Risk Management Mastery: Insights from Northeast Brokerage Leaders Guy Ziriak and Mike Costello 44:55

5M ago44:55

44:55

Kathleen and Jeff speak with Guy Ziriak and Mike Costello. Guy is a Vice President, and Mike is a Senior Partner with FPA New England partner Northeast Brokerage, an employee-owned insurance brokerage general agency dedicated to providing relationship-based sales assistance in the areas of Life, Disability, Annuity, and LTC insurance. We'll hear th…

1
#186 - Goal Setting and Business Success- Carson Group VP of Coaching and Consulting Sarah Cain 43:15

5M ago43:15

43:15

Brad and Jeff speak with Leadership and Business Coach Sarah Cain. She is VP of Coaching and Consulting at FPA partner and sponsor Carson Group, where she leads a team of executive business coaches and practice management consultants who help successful financial advisors refine their vision, grow their business, and transition from advisor to CEO.…

Podcasts Worth a Listen

FPA Podcasts

Podcasts Worth a Listen

Quick Reference Guide