Best No Gray Area Podcast 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
103. Mrs. North Dakota, MT-BC/L, LAPC, NCC 37:07

6d ago37:07

37:07

Join us as we hear from Devon who shares her experience of being both a therapist and Mrs. North Dakota America. She discusses how she got into the world of pageants and the challenges of balancing her roles. Devon highlights the importance of self-disclosure and building rapport with clients, as well as navigating the boundaries of visibility in a…

1
102. Transfer Request Denied 33:19

5d ago33:19

33:19

Communicating with clients is already hard, but imagine how much harder it gets when your client criticizes your Mandarin language skills and requests a transfer. Cat shares this experience and reflects on the power dynamics as she struggled to find a balance between her therapeutic style and the client's needs. Through supervision and self-reflect…

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
101. Confidentiality Conflict 29:21

1M ago29:21

29:21

What happens when your clinical judgment and employer expectations conflict? In this episode, Liana shares her experience working in a substance abuse outpatient treatment center where fraternization between clients was strictly prohibited. She discusses the challenges of navigating this rule and the impact it had on her therapeutic relationship wi…

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

1M 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
100. Sharing Symptoms 33:19

2M ago33:19

33:19

Join us as we hear from Daisy who shares her journey of experiencing vicarious trauma and physical symptoms while working in the field of medical social work. She describes how she felt intense empathy for her patients, to the point of experiencing their symptoms herself. Eventually, she made the difficult decision to leave her job and start her ow…

1
99. Part-Time Passions 33:28

2M ago33:28

33:28

Join us this week as Courtney shares her experience of feeling like a bad therapist during her internship and how she navigated through it. She discusses the challenges she faced during the internship match process and the unexpected population shift in her work. Courtney also talks about the importance of exploring alternative career paths and rea…

1
"That's Not My Sun" 22:01

2M ago22:01

22:01

In this special nighttime edition of Educated Assholes, titled "Night talks at the Mariott," we're coming to you from the scenic terraces of the San Diego Marriott. Under the glow of city lights and with cigars in hand, we dive deep into the latest unravelings of the Diddy scandal saga. As we puff away, we explore a few tantalizing 'what ifs' that …

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
Into The Light "2024 The Year Of Truths" 41:53

3M ago41:53

41:53

Tune into "Into The Light," a riveting episode of the Educated Assholes podcast, where 2024 is marked as the year when all hidden things come to light. From the dark corners of political arenas where corrupt politicians lurk, to the scandalous secrets behind famous rappers and the global machinations of corrupt governments—no stone is left unturned…

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
98. Our Mental Health Matters 37:21

3M ago37:21

37:21

Join us this week as Elizabeth shares her experience of creating a school-based therapeutic program virtually during the pandemic and the impact it had on her mental health. Elizabeth opens up about questioning her self-worth and capabilities as a therapist. She shares the impact of write-ups and disciplinary action on her mental health and how the…

1
The Gray Area (No Such Thing As Just Black & White) 28:09

3M ago28:09

28:09

Dive into "The Gray Area," in this week's episode of The Educated A$$holes, ImJustDane & Rob will explore the murky waters of identity, culture, and politics. Ever feel like you're too black for the white kids but too white for the black kids? Yeah, we're going there. Join us as we unravel the gray areas in race—like growing up black but 'talking w…

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
97. Client Swap 34:12

3M ago34:12

34:12

In this episode, MaryBeth shares a story where she made a schedule change for two clients without fully considering the impact it would have on them. One client felt second best and requested a new therapist. MaryBeth reflects on the importance of the therapeutic relationship and the need to balance the needs of both therapist and client. She empha…

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
WW??? (+ Political Celebrity Deathmatch, Conspiracy Theories & Dane’s Knees) 35:10

3M ago35:10

35:10

Welcome to "WW???", the latest episode of Educated Assholes, where we're not starting World War 3, we're just talking about it! Dive into the complex tensions between Iran and Israel—will their next moves redefine regional politics or just add more fuel to the fire? Meanwhile, the US is playing a global game of "friend or foe" with pretty much ever…

1
"Drizzle Drizzle, Baby!" 32:30

3M ago32:30

32:30

Dizzle Drizzle, Baby! The Educated Assholes are back at it, serving up the hot goss with a side of sarcasm in this wild ride of an episode! Today, we're diving headfirst into the "Soft Guy Era" – yeah, that's right, where the gents are calling out the dating double standards and showing just how similar some demands sound when the tables are turned…

1
96. You're Leaving Me... Again? 36:41

4M ago36:41

36:41

**In case you missed the announcement, we have shifted to biweekly episodes! We want to make sure we are always bringing you the best of the bad and never making bad podcasts, and this switch will make sure it stays that way. Our next episode will air on April 29th. We can't wait to see you then! Graduate school teaches us a lot, but it doesn't tea…

1
"Diddler on the Run" 28:32

4M ago28:32

28:32

In this compact clipisode of the Educated Assholes podcast titled "Diddler on the Run," Dane & Rob dive into the latest dramatic updates on P Diddy's troubles, sharing insights and irreverent commentary on the unfolding situation. The episode also navigates the bizarre and bewildering world of maritime mishaps, specifically focusing on a series of …

1
"Good God, Grief" 25:53

4M ago25:53

25:53

For Episode 3 of the Educated Assholes podcast, titled "Good Grief," ImJustDane & Rob delve into an array of poignant and provocative topics. This episode invites listeners on a journey through the multifaceted nature of grief, beginning with a thought-provoking discussion on the 'darkside of God.' Here, the hosts explore theological perspectives a…

1
95. Too Much Attunement 40:29

4M ago40:29

40:29

**In case you missed the announcement at the beginning of the episode, we will be shifting to biweekly episodes after this week! We want to make sure we are always bringing you the best of the bad and never making bad podcasts, and this switch will make sure it stays that way. Our next episode will air on April 15th. We can't wait to see you then! …

1
"Ya'll Trippin'" 31:34

4M ago31:34

31:34

Diving headfirst into everything from the thrill of travel to the journey of making amends, this episode is a wild mix. We're hashing out the ultimate showdown: Chris Brown vs Usher, and really, Chris Brown taking on the world. As we wade through redemption and forgiveness, we're also tipping our hats to those deliciously bad accents we all secretl…

1
94. Allie's Exam Failure 28:20

4M ago28:20

28:20

In this episode, Allie spills the tea on how she failed her clinical licensure exam the first time around. She hilariously recounts the reasons behind her delay in taking the exam and the absurd challenges she faced during the process, including *spoiler alert* accidentally sitting for the wrong exam. In all seriousness, we hope that this episode n…

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
"The Knockout King Vs Tik Taken" 13:57

4M ago13:57

13:57

Experience the vibes of San Diego with ImjustDane and Rob as they bring you another engaging podcast episode straight from the sunny coast! This time, they're tackling the buzz around the June showdown between Iron Mike Tyson and Jake "The Goose-Down" Paul, the heated dispute between the government and TikTok, and the intricacies of social media se…

1
93. Bad Therapist Examinations 31:21

5M ago31:21

31:21

In this episode, Samantha discusses her experience with imposter syndrome and the challenges of getting licensed as a therapist. She shares the daunting process of preparing for licensure exams and the pressure that comes with it. Samantha emphasizes the importance of self-care and seeking support during this time. She also normalizes the possibili…

1
The "Diddler" 29:54

5M ago29:54

29:54

On this inaugural episode of the Educated Assholes Podcast “Strap in” for a wild ride where ImJustDane & Rob peek into P. Diddy's latest soap opera - spoiler: it's juicy! (Did Diddy did it??) Also, since when did guys sharing feelings become 'sassy'? ImJustDane & Rob are unpacking this mystery with their usual blend of cheek and charm. Expect detou…

1
92. Bad Boss 31:38

5M ago31:38

31:38

Eddie shares his experience of working in a treatment program during the COVID-19 pandemic and the challenges he faced in a toxic work environment. He discusses the difficulties of working in person while most mental health services had moved to virtual platforms. Eddie and his colleagues requested to go virtual for safety reasons but were met with…

1
91. Unintentional Ghosting 26:09

5M ago26:09

26:09

Join us this week as Noura shares her experience of unexpectedly going into labor and the challenges she faced in managing her private practice and clients during her maternity leave. She discusses the lack of closure and feelings of abandonment that arose from not being able to communicate with her clients during her hospital stay. Noura also refl…

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
90. Nights and Weekends 34:37

5M ago34:37

34:37

In this episode, Liane shares her experience of overbooking clients and the negative impact it had on her well-being and the therapeutic relationships. She realized that saying yes to every client request was not sustainable and led to feelings of resentment and dread. By evaluating her time and making changes, she created a schedule that worked fo…

1
89. And Our Next Act Is... 38:32

5M ago38:32

38:32

In this episode, Josh shares two stories that made him question his role as a therapist. The first story involves encountering a client at a music night he was hosting, leading to a moment of awkwardness and reflection. The second story takes place during a low point in Josh's life, where he ran into a former client while engaging in some self-dest…

1
88. ABA This 26:58

6M ago26:58

26:58

Jonathan, a behavior analyst, shares his journey of struggling with mental health and questioning his ability to be a good therapist. He discusses how his mental health issues affected his work and personal life, leading him to seek help and take a different approach to his own treatment. Jonathan highlights the importance of applying behavior anal…

1
87. School is Out for This Therapist 27:54

6M ago27:54

27:54

Amy shares her journey from working in schools to starting her own private practice. She discusses the challenges she faced and the doubts she had about being a therapist. Amy also talks about the importance of planning and finding a niche in private practice. She shares her experience working with a nonprofit and balancing her schedule. Amy offers…

1
86. The Benefits of Countertransference 32:55

6M ago32:55

32:55

In this episode, Katie discusses the challenges she faced when a client brought up a topic closely related to her personal life and her identity, and how it triggered her own biases and judgments. Katie reflects on her initial reactions and the impact it had on her therapeutic relationship with the client. She shares the process of navigating throu…

1
85. Mansplained 39:04

6M ago39:04

39:04

In this conversation, Cori shares a story about receiving an email from a psychologist who criticized their therapeutic approach after she asked for a ROI before consulting. Cori reflects on their initial reaction, the impact on their self-perception as a therapist, the shame spiral she went down, and the importance of seeking consultation. We disc…

1
Introducing: The Smarter Planner Symposium 2024 13:27

6M 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…

1
84. Are You Watching the News? 29:30

7M ago29:30

29:30

Therapists often experience feelings of responsibility and grief when a former client is involved in a tragic event. Join us this week as returning guest Leah shares a story about a former client who was involved in a fatal car accident. Leah emphasizes the importance of creating supportive connections and finding spaces to process these difficult …

1
83. Girl, Same 37:01

7M ago37:01

37:01

Join us this week as Kari shares her experience of being in an dual therapeutic relationship and how it has shaped her understanding of self-disclosure and boundaries in therapy. She discusses the blurred boundaries and power dynamics that existed in her relationship with her therapist who was also her coworker then turned supervisor. Kari reflects…

1
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
Happy New Year! Episode 3, A Complicated Love Triangle, Revisited 32:40

7M ago32:40

32:40

Happy New Year!! Kick off 2024 by joining us in reflecting back on one of our most loved episodes while we spend time with our loved ones this week. Whether you've heard it before or it is new to you, this story is so juicy. Nikki realizes that two of her clients are in a love triangle, except they don't know it! She tells us how she realized that …

1
Happy Holidays! Episode 24, Schrödinger's Kittens, Revisited 37:45

7M ago37:45

37:45

Happy holidays!! Join us in reflecting back on one of our most loved episodes while we spend time with our loved ones this week. Whether you've heard it before or it is new to you, this story is hilariously amazing. Sonia shares how a situation involving delusions, kittens, and major countertransference resulted in her avoiding consultation and goi…

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

7M 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
82. Your Husband Slept With Who? 41:59

8M ago41:59

41:59

Margaret shares her personal story of discovering her husband's affair with one of her clients while working as a therapist in the addiction treatment field. She discusses the impact of the affair on her work and professional identity, as well as the challenges she faced in integrating the experience into her personal and professional life. Margare…

1
81. F*ck the Patriarchy 27:20

8M ago27:20

27:20

Speaking up is difficult, especially when people around you invalidate your experience. Emily shares her experience of sexism at her internship and how she spoke up for herself and her clients. Did something in the show resonate with you? Help us spread the Am I a Bad Therapist message! Check out our new merch, filled with plenty of sarcasm and bad…

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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] 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
80. Dr. Funnies Isn't Laughing 37:16

8M ago37:16

37:16

The brilliant brain behind @mentalhealthfunnies shares her story of discrimination and pregnancy at her internship. Hear how she responds to the microaggressions, advocates for herself, and the resulting fallout from being terminated from the internship. Trigger warning: this episode contains a brief discussion of stillbirth, please listen with car…

1
79. Therapy isn't Free 31:46

8M ago31:46

31:46

Talking about money with clients can be tough, especially if we aren't clear on boundaries. We'll hear from Mor had to backtrack with a client after initially offering them a "complimentary" therapy session. Find out how she handles her mistakes and the script she uses with clients now. Did something in the show resonate with you? Help us spread th…

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