Smarter Planner Podcast

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 you. Links: Gary's email: [email protected] NABIP Find An Agent: https://nabip.org/looking-for-an-agent/find-an-agent 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. Belle Osvath and/or the FPANCA do not endorse or recommend any of the people, products, or services featured or discussed in this podcast.

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 more people with their finances. If you are a CFP holder or are just curious about the larger role the CFP Board plays in the profession. This is the show for you. Links: Dan's Email: [email protected] CFP Pro Bono: cfp.net/probono Foundation's Pro Bono Report: ffpprobono.org/research/ --- 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. Belle Osvath and/or the FPANCA do not endorse or recommend any of the people, products, or services featured or discussed in this podcast.

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. Leo does a great job explaining what these documents contain, and why they are important. He also discusses the trial process for those who are accused of violations and who makes the decision to impose sanctions on those found guilty of misconduct. The CFP Board is currently asking for your feedback before they officially update the documents so this is one episode you won't want to miss! Links: CFP Board of Directors Request for Comments (includes PFDs of proposed document changes and public comment feedback survey): https://www.cfp.net/ethics/enforcement/proposed-revisions-to-sanction-guidelines-and-fitness-standards Leo's LinkedIn: https://www.linkedin.com/in/leo-rydzewski-35b0144/ Leo's email: [email protected] --- 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. Belle Osvath and/or the FPA NCA do not endorse or recommend any of the people, products, or services featured or discussed in this podcast.

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 order for planners to set their clients up for their best chance of insurability they need to have an in-office pre-screening process to be completed before any application is submitted. If you are interested in creating a more productive and positive approach to your long-term care discussions, this is the show for you. Links: Steadfast Insurance: https://www.steadfastagents.com/ LinkedIn: https://www.linkedin.com/in/kelly-augspurger/ --- 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. Belle Osvath and/or the FPA NCA do not endorse or recommend any of the people, products, or services featured or discussed in this podcast.

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 this type of exchange and discusses the limited investment options that business owners have historically faced and how his team is working to change that. If you have business owner clients our are just curious about this innovative approach to 1042 exchanges this is the show for you. Links: National Center of Employee Ownership - NCEO.org LinkedIn Website - AlphaArchitect.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. Belle Osvath and/or the FPA NCA do not endorse or recommend any of the people, products, or services featured or discussed in this podcast.

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/ Instagram: https://www.instagram.com/colincorrectcap/ --- 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. Belle Osvath and/or the FPA NCA do not endorse or recommend any of the people, products, or services featured or discussed in this podcast.

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 professional guidance) the client would not have known about. If you have baby boomer clients or are just curious about what the future of Social Security may look like – this is the show for you. Links: Jim Blair LinkedIn: linkedin.com/in/jim-blair-63527427 Marc Kiner LinkedIn: linkedin.com/in/ssrainmaker Premier Social Security Website: premiersocialsecurityconsulting.com NSSA® Certificate Program: premiernssa.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. Belle Osvath and/or the FPA NCA do not endorse or recommend any of the people, products, or services featured or discussed in this podcast.

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 their profitability. This is the episode for you. Links: Linked in: linkedin.com/in/andypanko/ Website: tenonfinancial.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. Belle Osvath and/or the FPA NCA do not endorse or recommend any of the people, products, or services featured or discussed in this podcast.

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 planners affecting not only their client's lives but impacting our society as a whole. He also reveals his vision for the future of our profession which may surprise you. Links: Linked In: linkedin.com/in/jamesleecfp Email: [email protected] 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. Belle Osvath and/or the FPA NCA do not endorse or recommend any of the people, products, or services featured or discussed in this podcast.

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. Links: Wicked Pissah Podcast - Website Something More with Chris Boyd - amrfinancial.com/radio/ Asset Management Resources: amrfinancial.com Linked In 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. Belle Osvath and/or the FPA NCA do not endorse or recommend any of the people, products, or services featured or discussed in this podcast.

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.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. Belle Osvath and/or the FPA NCA do not endorse or recommend any of the people, products, or services featured or discussed in this podcast.

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 perfect position to detect an area where advisors are falling short. In this episode she identifies how we can fill that gap and, in the process, strengthen our relationships with our clients. Angela Baker LinkedIn: https://www.linkedin.com/in/angela-baker-51b9859/ Website: https://angelabaker.lpthomesearch.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. Belle Osvath and/or the FPA NCA do not endorse or recommend any of the people, products, or services featured or discussed in this podcast.

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 you. LinkedIn linkedin.com/in/david-marra-8693b44/ Website: markinfunds.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. Belle Osvath and/or the FPA NCA do not endorse or recommend any of the people, products, or services featured or discussed in this podcast.

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 Human Behavior as a Financial Professional (Available on Amazon) LinkedIn: www.linkedin.com/in/marybellcarlson Website: https://keynote.financial Other Links: McKinsey Study Mark Higgins' Book 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. Belle Osvath and/or the FPA NCA do not endorse or recommend any of the people, products, or services featured or discussed in this podcast.

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 LinkedIn: https://www.linkedin.com/in/david-peters-financial Website: https://www.petersprofessionaleducation.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. Belle Osvath and/or the FPA NCA do not endorse or recommend any of the people, products, or services featured or discussed in this podcast.

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 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. Belle Osvath and/or the FPA NCA do not endorse or recommend any of the people, products, or services featured or discussed in this podcast.

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: 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. Belle Osvath and/or the FPA NCA do not endorse or recommend any of the people, products, or services featured or discussed in this podcast.

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 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 services featured or discussed in this podcast. Jeremy Keil, Keil Financial Partners Disclosures: Results and figures presented within the above links are hypothetical, unaudited and are intended for illustrative purposes only. Keil Financial Partners assumes no liability or responsibility for any errors, omissions, or other issues with the links and their respective contents. This includes both the website content and any potential bugs, viruses or other technical threats. Keil Financial Partners does not provide any tax advice. No information or results from the links should be interpreted as tax advice. Please seek guidance from a qualified tax professional for any and all tax-related matters. The content and information provided through the links should not be interpreted as being investment advice or a recommendation of suitability for any particular security, portfolio of securities, transaction, or investment strategy, or related decision. Please seek assistance from a qualified investment professional for any and all investment matters. Investments may increase or decrease significantly. All investments are subject to risk of loss. This material is provided for informational purposes only and is not solely intended to be relied upon as a forecast, research, or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The views and strategies described may not be suitable for all investors. They also do not include all fees or expenses that may be incurred by investing in specific products. Past performance is no guarantee of future results. Investments will fluctuate and when redeemed may be worth more or less than when originally invested. You cannot invest directly in an index. The opinions expressed are subject to change as subsequent conditions vary. Advisory services through Thrivent Advisor Network, LLC. This communication may include forward looking statements. Specific forward-looking statements can be identified by the fact that they do not relate strictly to historical or current facts and include, without limitation, words such as "may," "will," "expects," "believes," "anticipates," "plans," "estimates, "projects," "targets," "forecasts," "seeks," "could'" or the negative of such terms or other variations on such terms or comparable terminology. These statements are not guarantees of future performance and involve risks, uncertainties, assumptions, and other factors that are difficult to predict and that could cause actual results to differ materially. The purpose of the report is to illustrate how accepted financial and estate planning principles may improve your current situation. The term "plan" or "planning," when used within this report, does not imply that a recommendation has been made to implement one or more financial plans or make a particular investment. You should use this Report to help you focus on the factors that are most important to you. This Report does not provide legal, tax, or accounting advice. Before making decisions with legal, tax, or accounting ramifications, you should consult appropriate professionals for advice that is specific to your situation. Advisory Persons of Thrivent provide advisory services under a "doing business as" name or may have their own legal business entities. However, advisory services are engaged exclusively through Thrivent Advisor Network, LLC, a registered investment adviser. Keil Financial Partners and Thrivent Advisor Network, LLC are not affiliated companies. Please visit our website www.keilfp.com for important disclosures.

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 --- 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 services featured or discussed in this podcast.

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 in coverage that are important to understand when you are preparing clients for retirement. Emily O'Halloran: LinkedIn Website: MedicarePortal.org Website: AdvisorPortal.org 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. Belle Osvath and/or the FPA NCA do not endorse or recommend any of the people, products, or services featured or discussed in this podcast.

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 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 services featured or discussed in this podcast.

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 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 services featured or discussed in this podcast.

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: [email protected] 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. Belle Osvath and/or the FPA NCA do not endorse or recommend any of the people, products, or services featured or discussed in this podcast.

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 & 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. Belle Osvath and/or the FPA NCA do not endorse or recommend any of the people, products, or services featured or discussed in this podcast.

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 --- 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 services featured or discussed in this podcast.

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 --- 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 services featured or discussed in this podcast.

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 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. Belle Osvath and/or the FPA NCA do not endorse or recommend any of the people, products, or services featured or discussed in this podcast.

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 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 (FPA NCA) chapter and includes the latest updates and announcements from the chapter. To find out more about the FPA National Capital Area chapter news and events visit: www.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. Belle Osvath and/or the FPA NCA do not endorse or recommend any of the people, products, or services featured or discussed in this podcast.