Libsyn Directory

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

Release Date: 03/20/2024

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

Smarter Planner Podcast

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...

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

Smarter Planner Podcast

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 crucial—offering more than just advice, these experiences build emotional connections, help reach resistant spouses or heirs, and allow outside speakers to reframe financial conversations in impactful ways. With humor, warmth,...

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

Smarter Planner Podcast

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 typically seen during the day. This fascinating insight into overnight trading patterns is informative for investors and financial planners. Their discussion topics include: Overnight Drift in Stock Markets: Victor reveals how after-hours...

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

Smarter Planner Podcast

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 Corporate Transparency Act requires and the ongoing debates around privacy concerns. David also discusses the penalties for non-compliance and the latest updates on reporting deadlines. Upcoming Tax Legislation: Expected changes in tax...

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

Smarter Planner Podcast

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, generational relationships. Why charging financial planning fees is essential: How Erin transitioned from offering free services to charging substantial planning fees and why it's crucial for high-net-worth clients. The power of identifying risk:...

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

Smarter Planner Podcast

In this episode, host , 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 highlights that many cyber threats remain consistent over time, but new risks have emerged with advancements in AI and automation. He discusses how AI-powered scams, phishing, ransomware, and fund transfer fraud continue impacting businesses and individuals....

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

Smarter Planner Podcast

In this episode, host , 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 the gap between financial success and personal well-being, helping advisors and their clients invest in their health just as they do their wealth. Stevyn explains how financial advisors often neglect their health due to their competitive, high-achieving...

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

Smarter Planner Podcast

In this episode, host , 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, surrendering for cash value, or selling to institutional investors for an amount greater than the surrender value. Scott delves into the workings of the life settlement market, emphasizing the role of institutional investors, such as hedge funds and life insurance...

Smarter Planner Symposium 2025 *Discount Code Available*

Smarter Planner Podcast

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 financial planning professionals. Schedule 7:30 - 8:00 Registration and Breakfast 8:00 - 8:15 Welcome Kelly McNerney- Chair- 2025 Symposium 8:15 - 9:00 Mike Townsend: Policy and Politics in the New Washington:...

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

Smarter Planner Podcast

In this episode, host , 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 opportunities for wealth management firms. TIFIN AG's platform focuses on organic growth by helping advisors uncover hidden opportunities within their existing client base, such as outside assets that could be consolidated under their management. By leveraging...

More Episodes

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

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FPA NCA News & Events: fpanca.org

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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.

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