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Smarter Planner Podcast

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by Financial Planning Association National Capital Area Chapter

5.0(27 reviews)
81 episodes
Updated Weekly
Accepts GuestsHas SponsorsLocation 🇺🇸
53

Podcast Authority

Beta
FairBased on show quality, social media presence, reviews, charts, and more
Pod Engine
Quality77
Social0
YouTube0
Engagement71

Podcast Overview

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

Language

🇺🇲

Publishing Since

11/22/2022

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53

Podcast Authority

Beta
FairBased on show quality, social media presence, reviews, charts, and more
Pod Engine
Quality77
Social0
YouTube0
Engagement71
7
Excellent Areas
2
Good Performance
10
Growth Opportunities
excellent
Episode Length
22 minutes
Performing excellently!
good
Show Notes Quality
3.0/5

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needs improvement
Publishing Consistency
Every 16 days

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Recent Episodes

Episode thumbnail for The Crystal Ball Trading Challenge: Are You Up for it?  Victor Haghani [Founder]

June 17, 2026

The Crystal Ball Trading Challenge: Are You Up for it? Victor Haghani [Founder]

Host Belle Osvath, CFP®, interviews Victor Haghani, founder of Elm Wealth, about his Crystal Ball Challenge, revealing how predicting the future highlights the limits of confidence and accuracy in investing.

Episode thumbnail for When Life Changes: Financial Planning for Major Transitions - Susan Bradley (Founder)

June 10, 2026

When Life Changes: Financial Planning for Major Transitions - Susan Bradley (Founder)

Host Belle Osvath, CFP®, interviews Susan Bradley, founder of the Sudden Money Institute, about navigating the human side of financial transitions and becoming a client's thinking partner.

Episode thumbnail for Marketing That Doesn't Feel Like Marketing - Jeremy Keil, CFP®, CFA® [Founder]

May 27, 2026

Marketing That Doesn't Feel Like Marketing - Jeremy Keil, CFP®, CFA® [Founder]

Belle Osvath, CFP®, interviews Jeremy Keil, CFP®, CFA®, Certified Kingdom Advisor® and founder, about authentic marketing strategies that build connection and clarity for financial advisors.

81 total episodes available with 18 transcripts

Recent guests on Smarter Planner Podcast

Guests from recent episodes — sign up to see every guest that has ever appeared on this show.

Victor Haghani

Guest

Susan Bradley

Guest

Jeremy Keil

Guest

Erik Brenner

Guest

David Marra

Guest

Liz Simmie

Guest

Ed Dressel

Guest

Mike Padawer CLTC

Guest

Ari Galper

Guest

Jane Mepham CFP®

Guest

Brendan Fraser

Guest

Brooke Juniper

Guest

Deep-dive analytics for Smarter Planner Podcast

Frequently asked questions

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What is 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

How often does this podcast release new episodes?

This podcast updates weekly.

Where can I listen to this podcast?

This podcast is available on 6 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.

Does this podcast accept guests?

Yes, this podcast regularly features guests.

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