Financial Planning Association National Capital Area Chapter

Smarter Planner Podcast

Business EN ↓ 82 episodes

Educating Financial Advisors on the things they should know (but don't).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 chapter (FPA NCA) and will include the latest updates and announcements from the chapter. Find out...

Author

Financial Planning Association National Capital Area Chapter

Episodes

Ep. 6 Navigating Cognitive Decline in Clients - Dr. McClanahan [Founder & Planner] & Dr. Somers [Financial Psychologist] 27.02.2023 17:39

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...

Ep. 5 Chapter Update - Kelly McNerney [FPA NCA President] 30.01.2023 11:19

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...

Ep. 4 Is a Recession Inevitable? - Dr. David Kelly [Economist] 16.01.2023 33:54

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...

Ep. 3 Transforming Uninterested Spouses into Loyal Clients: Marcia Mantell [Consultant] 02.01.2023 23:05

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...

Ep. 2 What's Going On with Real Estate? - Rob Heltzel [Mortgage Industry Veteran] 12.12.2022 26:26

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 ...

Ep. 1 Crypto Update: The FTX Meltdown - Sonia Dumas [Crypto Educator] 22.11.2022 29:15

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...

Trailer 22.11.2022 1:09

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...