Smarter Planner Podcast

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 year ahead. J.P Morgan's "Guide to Markets" Dr. Kelly's Podcasts: Insights Now & Notes on the Week Ahead FPA NCA News & Events: fpanca.org Recommend a podcast guest: https://forms.gle/nH6ngsy7TmtfZ7w17 --- 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.

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 topics. Mantell Retirement Consulting: MantellRetirementConsulting.com Boomer Retirement Briefs: BoomerRetirementBriefs.com FPA NCA News & Events: fpanca.org Recommend a podcast guest: https://forms.gle/nH6ngsy7TmtfZ7w17 --- 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.

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 FPA NCA News & Events: fpanca.org Recommend a podcast guest: https://forms.gle/nH6ngsy7TmtfZ7w17 --- 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.

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 helps advisors, entrepreneurs, and blockchain platforms grow their influence, brand, and pipeline. Sonia Dumas: Linkedin Website: https://www.curiohaus.com/ FPA NCA News & Events: fpanca.org Recommend a podcast guest: https://forms.gle/nH6ngsy7TmtfZ7w17 --- 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.

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 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 (FPA NCA) chapter and includes the latest updates and announcements from the chapter. To find out more about the FPA National Capital Area chapter news and events visit: www.fpanca.org Recommend a podcast guest: https://forms.gle/nH6ngsy7TmtfZ7w17 --- 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.