Smarter Planner Podcast
Hosted by Belle Osvath · Financial Planning Association National Capital Area Chapter
5.0from 34 ratings
- 90
- Episodes
- 27
- Transcribed
- 34
- Ratings
- Bi-weekly
- Cadence
- 2022
- First episode
About Smarter Planner Podcast
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
- Publisher
- Financial Planning Association National Capital Area Chapter
- Category
- business · education
- Language
- en
- Explicit
- No
- First episode
- 22 Nov 2022
- Latest episode
- 14 Oct 2026
Latest episodes
27 of 90 episodes have a transcript.
14 Oct 2026TRANSCRIPT
What Financial Advisors Need to Know About Sustainable Investing - Jenny Coombs [Sustainable Investing Educator]
30 Sept 2026TRANSCRIPT
What You Need to Know About Today's Mortgage Market - Rob Heltzel [Mortgage Banker]
16 Sept 2026TRANSCRIPT
The Money Is Never Really About the Money: Financial Therapy with Nicky Amore, CFP®, CFT™
Inside a recent episode
What Financial Advisors Need to Know About Sustainable Investing - Jenny Coombs [Sustainable Investing Educator]
Published 14 Oct 2026 · Transcript excerpt
[…] And then separately from that, environmental, social, and governance criteria or ESG are I look at these as the eggs, flour, and sugar that you use in order to bake those cakes. So they're the basic ingredients that we can look at across all of those different strategies. Now, they're not the only ingredients, obviously. There's other things that get incorporated in there financial-wise, different analyses, ratios, things like that. We can also take into consideration the context that the Investors looking at perhaps they have a particular mission. Different philanthropic groups are going to have missions that drive their investment strategies. […]
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See plansWho has been a guest on Smarter Planner Podcast
Names identified in recent episode analyses. Showing up to five guests.
- Jenny Coombs
- Rob Heltzel
- Nicky Amore
- Michael D Whitty
- Paul D Sippil
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
- Apple Podcasts (US)
- 5.0 / 5
- 27 ratings
- Spotify
- 5.0 / 5
- 7 ratings
Podcast Authority Score: 53 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
- Quality
- 77
- Social presence
- 0
- YouTube
- 0
- Engagement
- 71
Contact Smarter Planner Podcast
- Guest appearances
- Books guests
Based on episode analysis; this does not confirm that the show is currently accepting guests.
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Questions about Smarter Planner Podcast
Who hosts Smarter Planner Podcast?
Belle Osvath host the show. Published by Financial Planning Association National Capital Area Chapter.
How often do new episodes come out?
The show publishes bi-weekly, based on its RSS feed.
Does Smarter Planner Podcast take guests?
Yes. Guests have been identified in episode analyses.
Where can I read transcripts?
27 of 90 episodes have a transcript on Pod Engine. Full transcripts are available with a Pod Engine plan.
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