Smarter Planner Podcast

Financial Planning Association National Capital Area Chapter
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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 more at: www.FPANCA.org

  1. HÁ 6 DIAS

    Advising Immigrants: Culture, Compliance, and Cross-Border Complexity - Jane Mepham, CFP® [Founder & International Advisor] CFP®

    In this episode of The Smarter Planner podcast, host Belle Osvath, CFP®, sits down with Jane Mepham, CFP®, founder of Elgon Financial Advisors, to discuss the unique challenges and opportunities of financial planning for immigrants and foreign nationals living in the United States. Jane, a former H-1B visa holder herself, brings a deeply personal and professional perspective to helping clients bridge two financial worlds- from understanding tax treaties and global reporting requirements to navigating cultural expectations around money and family support.   She also shares insights from her podcast, The International Money Café. She explains how collaboration between financial planners, immigration attorneys, and tax experts is essential for clients with cross-border ties.   Website: https://elgonfa.com   Podcast: https://www.theimcafe.com   LinkedIn: https://www.linkedin.com/in/janemepham/   Kitces Article- https://www.kitces.com/blog/investing-for-work-visa-holders-nonimmigrant-challenges-foreign-workers-h1b/ Recommend a podcast guest here:  https://www.surveymonkey.com/r/PWXHTV7   The Smarter Planner podcast is produced by the Financial Planning Association National Capital Area Chapter (FPA NCA) for educational purposes only. Belle Osvath and FPA NCA do not endorse specific individuals or services mentioned.

    27min

  2. 23 DE SET.

    CE Credit Episode: AI & the Future of Financial Advice

    In this 1 CE-credit episode, host Belle Osvath, CFP® talks with two leading voices about how artificial intelligence is shaping the industry and what it means for the future of financial planners. CE Credit Instructions Listen to the full episode. Take the quiz:  https://www.surveymonkey.com/r/fpancaaipodcastce Receive 1 CE credit upon completion.   Links & Resources Part One: Brendan Fraser – How AI Will Make You a Better Planner Will AI replace advisors? Brendan explains why the answer is "not yet"—and maybe never, if humans focus on what tech can't replicate. The chess analogy: How pairing human strategic thinking with computational speed elevates financial advice to new levels. Client conversations that matter: Why empathy, values, and life goals will always separate advisors from machines. The ROI of advice: Beyond investment returns, Brendan reframes ROI as money, time, and peace of mind. RFG Advisory  https://www.linkedin.com/in/brendanfrazier/   Part Two: Brooke Juniper – AI’s Role in Portfolio Management AI's long history in finance: From quant strategies to tax-loss harvesting, AI has been powering portfolio management for decades. Generative AI's "unlock": Moving from deterministic models to flexible, client-specific analysis and commentary. Vertical vs. horizontal AI apps: Why specialized AI like Sage is built for advisors, compared to general tools like ChatGPT. Trust and transparency: Ensuring data sources, calculations, and models are reliable and client-ready. Looking ahead: AI as a "co-pilot," enabling hyper-personalized portfolios, real-time insights, and scalable empathy. Sage – AI for Wealth Advisors https://www.linkedin.com/in/brooke-juniper/ The information provided in the Smarter Planner Podcast is for educational purposes only and should not be considered investment, legal, tax, or other professional advice. Views expressed are those of the guests and host, not necessarily those of the Financial Planning Association National Capital Area (FPA NCA). Please consult a qualified professional before making financial decisions.

    1h10min

  3. 13 DE AGO.

    Tax Changes in the One Big Beautiful Bill Act: What’s Known and What’s Not - David Peters [CFP & CPA]

    In this episode of the Smarter Planner podcast, host Belle Osvath speaks with David Peters, CFP®, CPA, founder of David Peters Financial Group and Peters Tax Preparation & Consulting, about the sweeping changes in the One Big Beautiful Bill Act and their impact on financial planners and clients. With four master’s degrees, a national teaching role, and a PhD in progress, David brings both technical expertise and a practical perspective on navigating new tax laws. Website: petersprofessionaleducation.com/  LinkedIn linkedin.com/in/david-peters-financial/   The Smarter Planner podcast is produced by the Financial Planning Association National Capital Area Chapter (FPA NCA) for educational purposes only. Belle Osvath and FPA NCA do not endorse specific individuals or services mentioned.

    19min

  4. 30 DE JUL.

    How to Use Market Cycles to Manage Portfolio Risk - Vincent Randazzo, CMT, [Founder]

    In this episode, host Belle Osvath, CFP®, talks with Vincent Randazzo, CMT, founder of ViewRight Advisors and former Head of Technical Research at CFRA, about how financial advisors can better navigate market cycles and systemic risk using a disciplined, data-driven approach. Vincent explains that traditional static asset allocation models don't account for the market cycle's stage—spring, summer, fall, or winter—and therefore miss critical opportunities to manage risk. He emphasizes the importance of active risk management, which differs from stock picking or market timing. Vincent also challenges the assumption that compounding is straightforward, reminding listeners that path dependency matters—the sequence in which returns occur can significantly impact outcomes. His closing advice: helping clients avoid significant losses is more potent than chasing high returns, especially early in retirement. To learn more or subscribe to Vincent's market research, visit viewright.ai or follow him on LinkedIn and X (@CMTRandazzo). _____________________________________________________________________ The information provided in The Smarter Planner podcast is intended for educational purposes only and should not be considered investment, legal, tax, or other professional advice. The views and opinions expressed by guests are their own and do not necessarily reflect those of the FPA National Capital Area Chapter (FPA NCA), its board, or its affiliates. FPA NCA does not endorse or recommend any individuals, firms, products, or services mentioned in this podcast.  Listeners should consult with a qualified professional who understands their personal financial situation before making any decisions based on this or any other content.

    20min

  5. 16 DE JUL.

    Fake Fees & Phantom Advisors: What 5500s Reveal - Paul Sippil [CPA & Forensic 401(k) Consultant

    In this episode of the Smarter Planner podcast, host Belle Osvath sits down with Paul Sippil, CPA, and founder of Paul Sippel & Associates, to explore the often-overlooked world of 401(k) plan fees, transparency, and fiduciary responsibility. As a self-described “forensic retirement consultant,” Paul has reviewed thousands of Form 5500 filings, uncovering hidden fees, conflicts of interest, and even outright fraud.   Paul shares how his journey began by cold-calling business owners after analyzing their publicly available 5500 forms—only to be met with surprise, disbelief, or outright denial. Through years of experience, he discovered that most business owners and advisors lack awareness of how much participants are truly paying, and that many advisors are receiving fees for “fake management” without providing real participant education or fiduciary-level service.   Paul encourages financial planners to dive into 5500 forms—even if they don’t manage retirement plans—because doing so can uncover powerful opportunities to add value for business-owning clients.   You can connect with Paul here; https://www.paulsippil.com/ https://www.youtube.com/@paulsippil https://www.linkedin.com/in/paul-sippil-5141a47/     __________ The Smarter Planner podcast is presented by the Financial Planning Association National Capital Area Chapter (FPA NCA). This episode is for educational purposes only, and neither Belle Osvath nor FPA NCA endorses specific individuals or services mentioned.

    28min

  6. 18 DE JUN.

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

    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 professionals as a powerful tool to navigate emotionally charged client conversations and foster meaningful change. Dr. Lynn explains that financial advisors often jump too quickly into solutions, assuming expertise alone can guide clients to better outcomes. Motivational interviewing teaches advisors to slow down and first explore a client’s emotions, motivations, and readiness for change. It’s about helping clients arrive at their reasons to act—making the advice more likely to be implemented. Using real-life client scenarios—from pension decisions to post-crash diversification regrets—Dr. Lynn illustrates how motivational interviewing helps lower client defensiveness, rebuild trust, and foster more empathetic and effective relationships. As AI continues to handle more of the math, this episode emphasizes that emotional intelligence and relational skills are the future differentiators for advisors. To connect with Dr. Lynn, visit Mariner.com or find her on LinkedIn. ---------------------------------------------------------------------------- The Smarter Planner podcast is brought to you by the Financial Planning Association National Capital Area Chapter (FPA NCA) for educational purposes only. Belle Osvath and FPA NCA do not endorse any specific individuals or services discussed in the episode.

    21min

  7. 4 DE JUN.

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

    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 responsibility.   Tim discusses how the sales process can feel at odds with the advisory profession's core values and the challenge of reconciling the two. He also delves into his work with advisors to help them integrate business development into their professional and personal identity. Tim introduces the idea of using generosity and relationship-building to enhance sales, emphasizing that true fiduciaries can build successful practices without sacrificing their values.   Additionally, Tim talks about the skills necessary to "win the work" and highlights an innovative approach to relationship management, focusing on genuine connections rather than traditional sales techniques. If you've ever felt conflicted about business development in your advisory role, this episode will provide valuable perspectives and actionable insights.   You can connect with Tim on LinkedIn or visit his website at TimMaurer.com for more.   ---------------------------------------------------------------------------   The Smarter Planner podcast is produced by the Financial Planning Association National Capital Area Chapter (FPA NCA) for educational purposes. Belle Osvath and FPA NCA do not endorse specific individuals or services discussed in this podcast.

    23min

  8. 7 DE MAI.

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

    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 decades of real-world experience changed his view. He explains why active investing still has an important place, particularly in volatile markets, and outlines the logical and behavioral arguments supporting the idea that markets aren't always efficient.    From market inefficiencies created by human behavior to the critical role of active managers in making markets efficient, Matt unpacks why active management may outperform in certain circumstances.   The discussion also covers broader market forces, the impact of policy uncertainty, and how behavioral finance adds another layer of opportunity for active investors.. This episode is packed with thought-provoking insights for financial planners looking to deepen their understanding of market dynamics and investment strategy. You can connect with Matt on LinkedIn or visit PrincetonGlobal.com for more. LinkedIn https://www.linkedin.com/in/matthewgelfand/ —---------------------------------------------------------------------------------------------------------------------------- The Smarter Planner podcast is produced by the Financial Planning Association National Capital Area Chapter (FPA NCA) for educational purposes. Belle Osvath and FPA NCA do not endorse specific individuals or services discussed in this podcast.

    33min
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Sobre

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 more at: www.FPANCA.org

Informações

  • Criado por
    Financial Planning Association National Capital Area Chapter
  • Anos de atividade
    2023 - 2025
  • Episódios
    64
  • Classificação
    Livre
  • Site do podcast
    Smarter Planner Podcast

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