business
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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
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Contact path
Verified email
Booking probability
34%
Guest openness
Selective
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Signup to Generate a PitchEducating 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.
Recent episodes include "AI, Authenticity, and the Future of Marketing - Derek Pollard [Financial Advisor Marketing Strategist]" (28 October 2026, 33 minutes), "What Financial Advisors Need to Know About Sustainable Investing - Jenny Coombs [Sustainable Investing Educator]" (14 October 2026, 27 minutes), and "The Money Is Never Really About the Money: Financial Therapy with Nicky Amore, CFP®, CFT™" (16 September 2026, 23 minutes).
Smarter Planner Podcast publishes roughly every two weeks, with episodes averaging 29 minutes across 90 episodes.
Booking probability for Smarter Planner Podcast is 34%, and the host is rated Selective on guests. Smarter Planner Podcast requires a Pod Score of 80 or higher. Smarter Planner Podcast's contact route on record: verified email.
The strongest fits for Smarter Planner Podcast are Investment Banking & Trading. Smarter Planner Podcast has a business audience.
Smarter Planner Podcast is a business podcast with 90 episodes published.
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Smarter Planner Podcast
In this episode, Belle Osvath, CFP®, welcomes back Derek Pollard, PhD, founder of Constellar Creative and host of The 10 Minute Marketing Makeover for Financial Advisors podcast, to discuss how artificial intelligence...
Smarter Planner Podcast
In this episode, Belle Osvath, CFP®, talks with Jenny Coombs, Head of Content and Development at the U.S. Sustainable Investment Forum and adjunct professor at the College for Financial Planning, about sustainable...
Smarter Planner Podcast
In this episode of The Smarter Planner Podcast, host Belle Osvath, CFP®, welcomes Nicky Amore, MBA, MA, CFP®, CPWA®, ChSNC®, CFT™, CCFC, a wealth advisor who is also a certified financial therapist. Nicky teaches CFP...
Smarter Planner Podcast
In this episode of The Smarter Planner Podcast, host Belle Osvath, CFP®, speaks with estate planning attorney Michael D. Whitty about premarital agreements and the role financial planners can play in helping clients...
Smarter Planner Podcast
In this episode of The Smarter Planner Podcast, host Belle Osvath, CFP®, welcomes back Paul D. Sippil, a forensic 401(k) consultant whose work focuses on helping employers better understand the costs, services, provider...
Smarter Planner Podcast
In this episode of The Smarter Planner Podcast, host Belle Osvath, CFP®, welcomes Jason Howell, CFP®, CPWA®, CSRIC®, founder of Jason Howell Company, adjunct professor at George Mason University, and author of Joy of...
Smarter Planner Podcast
In this episode of The Smarter Planner Podcast, host Belle Osvath, CFP®, welcomes back Macia Mantel, one of the retirement industry's leading experts on Social Security, Medicare, and retirement income planning. She is...
Smarter Planner Podcast
Have you listened to the latest episode of the Smarter Planner Podcast yet? In this CE-credit episode, host Belle Osvath, CFP®, sits down with Matt Gelfand, PhD, CFA, CFP®, of Princeton Global to discuss the role...
Smarter Planner Podcast
In this CE-credit episode, host Belle Osvath, CFP®, sits down with Matt Gelfand, PhD, CFA, CFP®, Managing Director and Global Strategist at Princeton Global, to explore the role commodities can play in modern portfolio...
Smarter Planner Podcast
In this episode of The Smarter Planner Podcast, host Belle Osvath, CFP®, welcomes back Victor Haghani, founder of Elm Wealth, co-author of The Missing Billionaires: A Guide to Better Financial Decisions, and former...
Smarter Planner Podcast
In this episode of The Smarter Planner Podcast, host Belle Osvath, CFP®, welcomes Susan Bradley, founder of the Sudden Money Institute, creator of the Certified Financial Transitionist (CeFT®) designation, and author of...
Smarter Planner Podcast
In this episode of The Smarter Planner Podcast, host Belle Osvath, CFP®, welcomes Jeremy Keil, CFP®, CFA®, and Certified Kingdom Advisor®, founder of Keil Financial Partners, host of the Retirement Revealed Podcast, and...
Smarter Planner Podcast
In this episode of The Smarter Planner Podcast, host Belle Osvath, CFP®, welcomes Vincent Randazzo, CMT, portfolio manager at Tamaris Capital Management, co-portfolio manager of the Defender Risk Adaptive 500 ETF, and...
Smarter Planner Podcast
In this episode of The Smarter Planner Podcast, host Belle Osvath, CFP® , welcomes David Keller, CMT, President and Chief Strategist at Sierra Alpha Research, a boutique investment research and consulting firm. David is...
Smarter Planner Podcast
In this episode of The Smarter Planner Podcast, host Belle Osvath, CFP®, welcomes David Marra, Co-Founder and Chief Investment Officer at Markin Asset Management, a firm focused on combining quantitative and fundamental...
Smarter Planner Podcast
In this episode of The Smarter Planner Podcast, host Belle Osvath, CFP®, welcomes Rich Arzaga, CFP®, CCIM, founder of Real Estate Whisperer Financial Planning. Rich specializes in helping clients and advisors better...
Smarter Planner Podcast
In this episode of The Smarter Planner Podcast, host Belle Osvath, CFP®, welcomes Tyson Ray, host of The Total Succession Show and author of Total Succession. With decades of experience building and acquiring advisory...
Smarter Planner Podcast
In this episode of The Smarter Planner Podcast, host Belle Osvath, CFP®, welcomes Erik Brenner, President and CEO of Hilltop Wealth and Tax Solutions. Erik shares how his firm has adopted a "personal CFO" approach...
Smarter Planner Podcast
In this 1 CE-credit episode , host Belle Osvath, CFP® explores two critical components of modern investment analysis: how to evaluate portfolio managers and how ESG data fits into long-term risk and return . In the...
Smarter Planner Podcast
In this episode of The Smarter Planner Podcast, host Belle Osvath, CFP®, welcomes Leo Anzoleaga, Senior Vice President of Residential Lending at Luminate Bank. Leo breaks down what's really happening in today's housing...
Recent guests on Smarter Planner Podcast. Study who booked and why before you pitch.
Special Assistant to the General Manager, Sierra Alpha Research LLC
Chief Investment Officer, Markin Asset Management
certified financial planner, The New York Times Sketch Guy, author of Your Money: Reimagining Wealth in 101 Simple Sketches, Communication And Real Leadership
actor
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