Best Financial Planning Association National Capital Area Chapter Podcasts (2025)

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Why Clients Don’t Change—And What You Can Do About It - Dr. Christina Lynn [Financial Behavioral Strategist] 21:00

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3d ago21:00

21:00

In this episode of the Smarter Planner podcast, host Belle Osvath talks with Dr. Christina Lynn, CFP®, AFC, CDFA, Director and Wealth Strategist at Mariner, about the transformative power of motivational interviewing in financial planning. A technique rooted in behavioral health, motivational interviewing is gaining momentum among financial profess…

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Sales Without the Sleaze: Aligning Values With Revenue - Tim Maurer [CFP & Chief Advisory Officer] 22:32

17d ago22:32

22:32

In this episode, host Belle Osvath, CFP®, interviews Tim Maurer, CFP®, Registered Life Planner and Chief Advisory Officer at Signature FD. Tim shares his expertise on the often-dreaded topic of sales in financial planning, offering insight into how financial professionals can approach business development in a way that aligns with their fiduciary r…

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Policy Chaos, Human Flaws, and Your Portfolio: The Case for Active Management - Matt Gelfand, PhD [Global Investment Strategist] 32:54

1M ago32:54

32:54

In this episode host Belle Osvath, CFP® interviews Matt Gelfand, PhD, CFA, CFP®, Managing Director and Global Strategist at Princeton Global. Matt brings deep insight into the age-old debate of active vs. passive investing. Matt shares how his academic background in economics initially led him to embrace the efficient market hypothesis, but his dec…

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From RSVP to ROI: Hosting High-Impact Client Events- Dr. Mary Carlson [Founder & Financial Behavioral Researcher] 31:49

2M ago31:49

31:49

In this episode, host Belle Osvath, CFP®, connects with Dr. Mary Bell Carlson, financial behavior expert and founder of the Financial Behavior Keynote Group. Dr. Carlson shares how financial advisors can deepen relationships and demonstrate value through thoughtful, engaging client events. She emphasizes that the “why” behind client events is cruci…

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The Hidden Impact of Day Traders & Overnight Drift - Victor Hagani [Founder & Researcher] 33:53

2M ago33:53

33:53

In this episode, host Belle Osvath, CFP®, interviews Victor Hagani, founder of Elm Wealth, about his groundbreaking research into the "overnight drift" in stock markets. Victor, a seasoned finance expert, explains how a significant portion of the stock market's returns occurs during off-hours when markets are closed, despite the higher volatility t…

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The IRS Shake-Up: Tax Law Changes & Updates – David Peters [CFP & CPA] 26:39

3M ago26:39

26:39

In this episode, host Belle Osvath CFP® talks with David Peters, CFP®, CPA. They discuss the latest tax updates and what they mean for financial advisors. David covers: IRS Updates: How the recent cut of 6,000 employees may affect processing times, refunds, and overall IRS operations. Beneficial Ownership Information (BOI) Reporting: What the Corpo…

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How to Land Ultra-Wealthy Clients (From Someone Who’s Done It!) - Erin Botsford [Founder] 29:41

4M ago29:41

29:41

In this episode, host Belle Osvath, CFP®, speaks with Erin Botsford, CFP®, who shares valuable insights into how financial advisors can build more sustainable and lucrative practices. Erin discusses: The role of a financial director vs. a planner: How being a concierge for your client's financial needs can set you apart and create lasting, generati…

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Understanding Hacks: How Zero Trust Enhances Cyber Protection - Jeremiah Baker (Cybersercurity Expert) 30:33

4M ago30:33

30:33

In this episode, host Belle Osvath, CFP®, interviews Jeremiah Baker, author of Confessions of a Hacker, about the evolving landscape of cybersecurity threats. With 17 years in the field, Jeremiah has worked with major casinos, banks, corporations, hospitals, and software firms worldwide to identify and mitigate security vulnerabilities. Jeremiah hi…

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Why Planners Should Treat Health as an Asset - Stevyn Guinnip [Founder] 25:39

5M ago25:39

25:39

In this episode, host Belle Osvath, CFP®, interviews Stevyn Guinnip, founder, and CEO of Grow Wellthy, a health and wellness consulting firm that works with financial advisors to improve their well-being. As the daughter of a financial advisor, Stevyn witnessed firsthand how the industry's pressures can negatively impact health. Her firm bridges th…

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From Surrender to Sale: The Game-Changing Approach to Life Insurance - Scott Sanders [Founder] 31:46

5M ago31:46

31:46

In this episode, host Belle Osvath, CFP®, interviews Scott Sanders, founder of 1908 Advisors, a firm specializing in life insurance settlements. Scott explains how his company simplifies the process of selling cash-value life insurance policies that are no longer needed or wanted. He outlines three primary options for such policies: lapsing, surren…

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Smarter Planner Symposium 2025 Discount Code Available 20:08

5M ago20:08

20:08

In this episode of the Smarter Planner podcast, host Belle Osvath, CFP® speaks with Kelly McNerney, CFP®, and Kristin Beane, about the upcoming Smarter Planner Symposium, which will be held on January 24th, 2025 at the Archer Hotel in Tysons Corner, Virginia. The event promises a full day of learning, networking, and collaboration designed for fina…

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Tapping Hidden Wealth: AI that Uncovers Outside Assets - Jeannette Kuda [COO] 21:21

7M ago21:21

21:21

In this episode, host Belle Osvath, CFP®, interviews Jeannette Kuda, President and COO of TIFIN AG, a fintech company revolutionizing wealth management through supervised AI. Jeannette explains the differences between supervised (predictive) AI and generative AI, emphasizing the former's ability to analyze large datasets to identify growth opportun…

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The Fiduciary Revolution in Life Insurance: A New Era – Steven Zeiger [Speaker, Managing Director] 34:20

7M ago34:20

34:20

In this episode, host Belle Osvath, CFP®, interviews Steven Zeiger, Managing Director at KB Financial, about the complexities of life insurance in the "fiduciary era." Steven discusses the importance of transparent and unbiased evaluation in life insurance, noting the need for more standardization and the potential for misleading information in tra…

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Identifying Climate Risk: Preparing Clients for a Changing World – Dan Carreno [Founder] 24:59

8M ago24:59

24:59

In this episode, host Belle Osvath, CFP®, speaks with Dan Carreno, cofounder of 0-Six Impact Partners and cohost of the Rewilding Wall Street podcast. They explore the critical intersection of climate change and financial planning, discussing how extreme weather events impact insurance costs and property values. Dan shares his personal experiences …

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From Data to Decisions: AI’s Role in Portfolio Management - Brooke Juniper [FinTech Leader &CEO] 35:51

8M ago35:51

35:51

In this episode of the Smarter Planner podcast, host Belle Osvath, CFP®, talks with Brooke Juniper, CEO of Sage, about the evolving role of AI in the wealth advisory industry. Brooke shares insights on how AI has been part of portfolio management for over 20 years, starting with quantitative equity strategies and sentiment analysis from company ear…

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From Planner to Personal Brand: How to Make Your Mark - Derek Pollard, PdD [Founder & Writer] 28:06

9M ago28:06

28:06

In this episode of the Smarter Planner podcast, host Belle Osvath, CFP®, interviews Derek Pollard, Ph.D., founder of Constellar Creative, about the importance of personal branding for financial planners. They dive into strategies for crafting a unique, consistent brand that reflects your story and expertise, even if you're part of a larger organiza…

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How to Build Trust More Quickly - Michael Clarke [Co-founder & Author] 24:38

9M ago24:38

24:38

In this episode, host Belle Osvath, CFP® interviews Michael Clarke, co-founder of Protection Point Advisors and the National Referral Network, and author of A Firm Worth Building. The discussion revolves around the concept of "trust compression," which refers to building trust with clients not through long interactions over time, but by creating a …

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Beyond Politics: Integrating Social Justice Investing into Your Practice - Andrea Longton, CFA [Author] 23:45

10M ago23:45

23:45

In this episode, host Belle Osvath, CFP®, speaks with Andrea Longton, a CFA and award-winning author who specializes in social justice investing. Andrea has raised over $1 billion for social justice investments in the U.S. and advised on an additional $1.5 billion globally. She authored a book titled The Social Justice Investor: Advance Your Values…

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From “Got Milk?” to “It's Gotta Be a CFP®”: The Strategy Behind CFP Board’s Public Awareness Campaign – Kevin Keller [CEO, CFP Board] 21:39

10M ago21:39

21:39

In this episode, host Belle Osvath, CFP®, interviews Kevin Keller, CAE, the CEO of CFP Board, about their latest public awareness campaign. Keller shares insights into the campaign's goal of increasing consumer recognition of the CFP® certification with the tagline, "It's Gotta Be a CFP®." Keller discusses the campaign's development and budget and …

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The Evolving Advisor: How Value-Centric Planning Is Changing the Game - Andy Baxley [Certified Financial Transitionist] 25:58

11M ago25:58

25:58

In this episode, host Belle Osvath, CFP®, speaks with Andy Baxley, MS, CFP®, CIMA®, a Certified Financial Transitionist, about the evolving role of financial advisors. Andy, an independent financial planner at the Planning Center, discusses how changes in people's lives, work, and retirement necessitate a shift in financial planning approaches. He …

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

11M 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…

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

12M 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…

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

1y 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…

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

1y 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 …

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

1y 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…

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

1y 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…

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

1y 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…

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

1+ y 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…

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

1+ y 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…

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Introducing: The Smarter Planner Symposium 2024 13:27

1+ y 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

1+ y 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…

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

1+ y 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 …

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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

1+ y 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…

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

1+ y 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…

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

1+ y 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…

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

1+ y 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…

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

1+ y 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…

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

1+ y 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…

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

2y 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…

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

2y 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…

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

2y 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…

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

2y 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…

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

2y 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…

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

2y 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…

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

2y 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…

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

2y 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 …

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

2y 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…

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

2y 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…

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

2y 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…

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

2y 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…