Smarter Planner 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 busin...

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 m...

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 thi...

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 Po...

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   htt...

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...

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: fpanc...

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 24 th Webinar Registration Dr. Moira Somers - Website Dr. Carolyn McClanahan, M.D., CFP® - Website     FPA NCA News & Events: fpanca.org Recom...

Host Belle Osvath, CFP ® interviews Kelly McNerney, CFP ® the current President of the FPA NCA Board of Directors. Kelly provides an update on some changes that are going on in our chapter. Questions for Kelly? Contact her at: kmcnerney@ceritypartners.com     FPA NCA News & Events: fpanca.org Recommend a podcast guest: https://forms.gle/nH6ngsy7TmtfZ7w17 --- The Smarter Planner Podcast is a produc...

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 y...

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...

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  ...

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 help...

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 hav...