Best FPA Podcasts (2024)

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#215 - Stephanie Aliaga – J.P. Morgan 47:50

3h ago47:50

47:50

Stephanie Aliaga – J.P. Morgan Hosts Brad Wright and Kathleen Kenealy are joined by Stephanie Aliaga, Global Market Strategist on the JP Morgan Asset Management Market Insights Team, based out of New York. Stephanie helps formulate and communicate economic views, deliver timely commentary and maintain forecasting models for weekly submissions to Bl…

1
From “Got Milk?” to “It's Gotta Be a CFP®”: The Strategy Behind CFP Board’s Public Awareness Campaign – Kevin Keller [CEO, CFP Board] 21:39

2d ago21:39

21:39

In this episode, host Belle Osvath, CFP®, interviews Kevin Keller, CAE, the CEO of CFP Board, about their latest public awareness campaign. Keller shares insights into the campaign's goal of increasing consumer recognition of the CFP® certification with the tagline, "It's Gotta Be a CFP®." Keller discusses the campaign's development and budget and …

1
#214 - Richard LeFauve – Client Edge 1:00:01

3d ago1:00:01

1:00:01

Richard LeFauve – Client Edge Host Brad Wright along with Guest Co-Host Mike Connaughton are joined by performance coach Richard “Rick” LeFauve. Rick founded Client Edge for performance coaching after compiling extensive experience in management, recruiting, training, business development, and coaching at Morgan Stanley and American Express Financi…

1
#213 - Difficult Conversations 59:17

15d ago59:17

59:17

This week we’re talking about Difficult Conversations. Whether telling clients they don’t have enough and need to get back to work, talking clients through market down turns, or speaking with clients at times of loss, some conversation are more challenging than others. We discuss challenging financial planning conversations with clients, employees/…

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The Evolving Advisor: How Value-Centric Planning Is Changing the Game - Andy Baxley [Certified Financial Transitionist] 25:58

6d ago25:58

25:58

In this episode, host Belle Osvath, CFP®, speaks with Andy Baxley, MS, CFP®, CIMA®, a Certified Financial Transitionist, about the evolving role of financial advisors. Andy, an independent financial planner at the Planning Center, discusses how changes in people's lives, work, and retirement necessitate a shift in financial planning approaches. He …

1
#212 - Bonds vs. Bond Funds- Vanguard with Ted Dinucci 33:59

7d ago33:59

33:59

Vanguard Hosts Brad Wright and Chris Boyd are joined by Ted Dinucci, an investment strategist with Vanguard’s Investment Advisory Research Center, the team tasked with creating thought leadership for their intermediary advisory partners across a range of investment, wealth management, and financial planning topics. They discuss: -Individual bonds v…

1
#211 - Approaching Business Owners' Insurance concerns and opportunities 44:36

1M ago44:36

44:36

In this week’s episode of the Wicked Pissah Podcast, Kim Furnald, CLU returns to the program. Using a holistic approach after a career in financial services, Kim for the past decade has been working with advisors on Estate and Business applications of insurance. In this episode, Kim brings to life some helpful scenarios that help to illustrate diff…

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Ep 37: Navigating Communication Challenges 45:40

18d ago45:40

45:40

Brett & Jack discuss the commentary and insights of three accomplished CFOs (Sandeep Aujla from Intuit, Shelagh Glaser from Synopsys, and Seth Wunder from Acorns), while highlighting their distinct approaches to strategic finance, organizational structure, communication, and business growth. While all three Planning Aces highlight the importance of…

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The AI Edge: Augmenting Your Practice – Rachel Witkowski (Reporter) 24:03

20d ago24:03

24:03

In this episode, host Belle Osvath, CFP®, interviews Rachel Witkowski, an award-winning financial tech and AI reporter, about the integration of AI in financial planning. They discuss current AI applications, upcoming innovations, and the security concerns surrounding these technologies. They also touch upon the Advise AI conference, which is dedic…

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#210 - Valuing Your Life’s Work with Aaron Wells of FP Transitions 1:02:17

1M ago1:02:17

1:02:17

Valuing Your Life’s Work with Aaron Wells of FP Transitions Hosts Kathleen Kenealy and Chris Boyd are joined by Aaron Wells, Director of Financial Analysis at FP Transitions, to discuss how Aaron and the team at FP Transitions help advisors measure and assess the value of their life’s work. Aaron explains why it’s so important to “start with why,” …

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#209 - Xtrackers 51:18

29d ago51:18

51:18

Xtrackers Hosts Brad Wright and Chris Boyd are joined by John O’Connor and C. Allen Parker of JH Whitney Investment management who together with Xtrackers have created the “Geostrategic Risk Rating” system. John is CEO of JH Whitney and was previously Chairman of JP Morgan Alternative Asset Management. He’s a Senior Fellow at USMA West Point, has s…

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#208 - Financial Education with NE Chapter President Marybeth Breed & Mass State Treasurer Deborah Goldberg, 48:09

1M ago48:09

48:09

Kathleen speaks with FPA of New England chapter President Marybeth Breed and Massachusetts State Treasurer Deborah Goldberg about the various initiatives Treasurer Goldberg has worked on to promote financial education across the Commonwealth of Massachusetts. We learn about the task force she convened to determine the best approaches to developing …

1
Ep 36: Standardize, Streamline & Scale 36:28

2M ago36:28

36:28

On the latest episode of Planning Aces three dynamic CFOs—Robert Cornella (RNDC), Karen Williams (American Express Global Business Travel), and Tony Querciagrossa (Pinstripes)—share a menu of FP&A insights and experiences. Robert Cornella emphasized the importance of understanding value chain economics and achieving operational harmony within compl…

1
#207 - Michael Connaughton – Lead Advisor 51:26

2M ago51:26

51:26

7Michael Connaughton – Lead Advisor Hosts Brad Wright and Kathleen Kenealy are joined by Michael Connaughton. Mike is co- founder of Lead Advisor, a wealth management collective that specializes in building firms, practices and careers. They provide creative perspective, time leverage and industry insights for growth focused businesses and professi…

1
Beyond Advising: The Essential Role of Daily Money Managers - Christine Dolan [Founder & Daily Money Manager] 22:43

2M ago22:43

22:43

In this episode, host Belle Osvath, CFP® interviews Christine Dolan, the founder of C. Dolan and Associates Financial Organizing. Christine explains the role of a daily money manager and how they provide essential day-to-day financial management services that complement the work of financial advisors. Christine details how her firm helps clients ma…

1
#206 - Setting Charitable Intentions with Erinn Andrews of The Give Team 54:36

2M ago54:36

54:36

Setting Charitable Intentions with Erinn Andrews of The Give Team Education, food insecurity, climate change, humanitarian and disaster relief… There are countless causes and more than a million and a half charities in the US looking for support. We all have limited time and resources, so how do you possibly decide which organizations to donate to?…

1
Interview with Steve Scruggs, Portfolio Manager of the FPA Queens Road Small Cap Value Fund 1:16:24

2M ago1:16:24

1:16:24

About the FPA Queens Road Small Cap Value Fund What criterial he looks for when investing in a business Portfolio management philosophy and cash position Being a generalist Avoiding making macro predictions The research process and industries he tends to avoid His four-pillar investing framework and research process Valuation and DCF modeling What …

1
20240608 Trump Conviction - LP Has No Conviction - Voting Stinks 56:38

3M ago56:38

56:38

It's good to be back!Farmer's markets. What is happiness? Cookie cutter houses. Do Trump's convictions make him a winner? Does the Libertarian Party have convictions? Pathetic anarchists not supporting LP candidate. Picking a bad candidate. Possible anarchist gathering.https://www.hipcamp.com/en-US/land/arkansas-arcadia-farmstead-7rvh19oq?shareid=2…

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The Only Marketing Left for Financial Advisors - Matt Halloran [Founder] 14:20

3M ago14:20

14:20

In this episode host Belle Osvath interviews Matt Halloran, Co-founder, and Chief Relationship Officer at ProudMouth, on the power of influence in financial planning marketing. Matt discusses how the marketing landscape has fundamentally changed, emphasizing that traditional selling methods are being replaced by content-driven influence that allows…

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#205 - Incorporating Long Term Care Into Your Long-Term Planning 52:17

3M ago52:17

52:17

Incorporating Long Term Care Into Your Long-Term Planning There are some grim statistics out there regarding long term care: 70% of adults who live until age 65 will develop a need for long term care services in their lifetime The average annual cost of a private room in a nursing home facility runs more than $100,000 a year. How can you help your …

1
Interview with Bill Miller IV of Miller Value Partners 1:06:53

2M ago1:06:53

1:06:53

About Miller Value Partners Investing strategy and philosophy Why being too dogmatic about the definition of value may not work in your favor Portfolio management philosophy Risk Management On why he doesn’t short or use options His thesis on bitcoin and why he considers himself to be a massive bitcoin bull Thesis on Microstrategy as the largest co…

1
Interview with Ric Dillon, founder and CEO of Vela Investment Management 50:03

2M ago50:03

50:03

About Vela Investment Management Vela investment philosophy Vela portfolio management philosophy Why he offers a long/short strategy and uses options Vela’s iterative research process Idea generation Ric’s macro views Vela’s valuation methodology Selling vs trimming What’s next for Vela Investment Management ****************************************…

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#204 - Scams & Schemes with Bob Powell 38:04

3M ago38:04

38:04

In this episode, Chris Boyd CFP®, CASL, CEPS catches up with Bob Powell CFP®, RMA® to discuss the pressing issue of financial exploitation, focusing on scams and schemes. Bob Powell highlights the prevalence of financial scams, particularly those targeting elderly individuals, with statistics showing significant financial losses and many cases goin…

1
Ep 35: Why "Finance People & Analysis" is the New FP&A 42:52

3M ago42:52

42:52

1
#203 - Succession Planning with Jessica Polito 47:56

3M ago47:56

47:56

As an advisor, you may have a considerable part of your personal wealth connected to your business. How and when will you obtain that wealth by selling your business? Will you sell internally or to another firm? Will that firm be larger and backed by private equity? How soon do you want to exit or how long do you want to stay active and what restri…

1
Ep 34. Investing in Education: The Future of Wealth Management - Mike Alves [Founder] 21:34

3M ago21:34

21:34

In this episode, host Belle Osvath, CFP® speaks with Mike Alves, MSAFP, CFP®, CEPA, CRPC®, founder of Vida Private Wealth. Mike shares his unique approach to integrating financial education into wealth management by developing a curriculum tailored to young people from childhood through adulthood. He discusses the genesis of this initiative, which …

1
#202 - Recession? Commodities? Deficit? Mike Arone – State Street Global Advisors 47:21

3M ago47:21

47:21

Mike Arone – State Street Global Advisors Hosts Brad Wright and Kathleen Kenealy are joined by Mike Arone. Mike is Managing Director and Chief Investment Strategist for State Street Global Advisors US Intermediary Business Group. Michael is a highly regarded speaker at industry conferences and is the author of several articles related to investment…

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Ep. 33 Searching for Alpha: Strategies Amidst Market Overvaluation - David Marra [Founder & CIO] 17:48

3M ago17:48

17:48

In this episode, host Belle Osvath, CFP® welcomes David Marra, Chief Investment Officer at Markin Asset Management, back to discuss the current state of U.S. equity markets and investment strategies in the context of perceived market overvaluation. David shares insights into the cyclically adjusted PE ratio (CAPE) and its implications for future ma…

1
#201 - Estate Management and Legacy Building with Vanilla's Jim Sinai 46:21

3M ago46:21

46:21

Jim Sinai - Vanilla Host Brad Wright is joined by Jim Sinai. Jim is Chief Marketing Officer at Vanilla, The Estate Advisory Platform, designed to transform how wealth advisors help their clients manage their estate and build their legacy. Jim is a seasoned cloud executive and experienced marketer, with a background in sales, business development, a…

1
Haiti's Kids Face Famine 1:00:41

4M ago1:00:41

1:00:41

Overlooked in Ridley Scott’s biopic is Napoleon’s role in trying to reintroduce slavery into Haiti, but then the world often forgets the chaos it has helped introduce there for over two centuries. Now with ports and airports closed following its descent into lawlessness, Haiti’s children suffer daily from the country’s growing food crisis. In this …

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Putin Won: What's Next for Russia's Neighbors? 54:35

4M ago54:35

54:35

With a 100% accuracy rate in Russian election forecasts, Tinatin Japaridze discussed what comes next for Russia and its neighbors in our next FPA briefing. How will the ghost of Stalin continue to shape Putin’s worldview, dreams of empire, and his willingness to light a fire under the current geopolitical world order?Tinatin Japaridze is Eurasia Gr…

1
#200 - Life Planning with George Kinder 1:05:09

4M ago1:05:09

1:05:09

For our 200th episode, we are joined by the legendary George Kinder, best known for creating the Registered Life Planner designation and curriculum through the Kinder Institute of Life Planning. George is a pioneer who helped to shape what has become the financial planning industry. Join past chapter president, Chris Boyd of Wealth Enhancement Grou…

1
Ep 34: From Rearview to Road Ahead 34:40

4M ago34:40

34:40

Leadership in FP&A: All three CFOs emphasize the role of finance in leading and driving business performance through strategic foresight, detailed operational insights, and proactive engagement. Technology and Innovation: There is a strong inclination towards integrating new technologies like AI to enhance the capabilities of finance teams and impr…

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Ep 32. The Missing Billionaires - Victor Haghani [Founder & Author] 24:41

4M ago24:41

24:41

In this episode host, Belle Osvath, CFP®, chats with Victor Haghani, co-author of "The Missing Billionaires: A Guide to Better Financial Decisions" and founder of Elm Wealth. Victor discusses the intriguing phenomenon of America's wealthiest families losing their fortunes over generations despite favorable investment conditions. He explores these f…

1
#199 - Branding and Marketing with Tiffany Markarian 56:52

4M ago56:52

56:52

Tiffany Markarian – Advantus Marketing Host Brad Wright is joined by Managing Director of Advantus Marketing, Tiffany Markarian. Tiffany has coached hundreds of wealth advisors, broker/dealers, brokerage and insurance firms in driving productivity, practice equity and overall growth. She draws from her deep field experience as a Director of Marketi…

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Ep 31: Beyond the Greenwash: Using ESG as Core Investment Data - Liz Simmie [Founder]) 28:57

4M ago28:57

28:57

In this episode, host Belle Osvath, CFP® interviews Liz Simmie co-founder of Honey Tree Investment Management. They discuss the importance of ESG (Environmental, Social, and Governance) data in investment analysis. Contrary to being a niche element, Liz argues that ESG data should be considered fundamental to assessing a company's viability for lon…

1
#198 - Organization and efficiency expert Patty Kreamer of Productivity Uncorked 50:30

4M ago50:30

50:30

"Clutter is nothing more than unmade decisions." - Patty Kreamer. Organization and efficiency expert Patty Kreamer of Productivity Uncorked joins us to share how to see between the steps and pull out the things that really don't matter and how you can use DiSC behavioral styles as a resource to enhance your daily relationships. https://productivity…

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Interview with Chris Pavese of Broyhill Asset Management 1:34:58

4M ago1:34:58

1:34:58

Broyhill overview and investment philosophy Portfolio management Risk management Team size and research process and idea generation Macro outlook and incorporation into process Valuation When to sell What Chris is reading ********************************************************** Options are not suitable for all investors and carry significant risk…

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#197 - Personal Finance Through Writing with Kate Dore, CFP® 44:15

4M ago44:15

44:15

Sharing a Passion for Personal Finance Through Writing with Kate Dore, CFP® On this episode Kathleen and Jeff are joined by personal finance reporter Kate Dore, CFP®. We hear from Kate about how a career in music publishing led Kate to discover a passion for personal finance and eventually pursuing the Certified Financial Planner™ designation. We t…

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Interview with XPEL CEO Ryan Pape 1:29:37

5M ago1:29:37

1:29:37

Business description Business Model Problems solving and value proposition Market share Pricing power and pricing strategy Balance Sheet Income statement and biggest costs/expenses Future growth opportunities Market penetration Ryan's history at XPEL Margins and returns on invested capital Asset turnover, inventory turnover, and cash conversion cyc…

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All About Nashville with Local Expert Heather Middleton 24:19

5M ago24:19

24:19

AFP 2024 is headed to Nashville this October 20-23. To give us a preview of the city, we invited Heather Middleton, Chief Marketing Officer for the Nashville Convention & Visitors Corp., onto the AFP Conversations podcast. During the podcast, Heather shared what makes Nashville such a popular destination, her must-visit spots within the city, and w…

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#196 - Developing Next Gen Talent with AdvoKate IQ consulting firms Kate Healy 55:12

4M ago55:12

55:12

On this episode of the Wicked Pissah Podcast we are joined by long time industry veteran, Kate Healy. You may know Kate from her long tenure at TD Ameritrade or perhaps you recognize her from one of the many industry awards she has been honored with over the years, but you may not know about what she’s up to now. Listen in as we talk with Kate abou…

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Ep 33: Driving Value Beyond the Balance Sheet 42:33

5M ago42:33

42:33

This episode our Planning Aces emphasize the importance of leveraging one's breadth of experience, stepping beyond traditional FP&A roles, and focusing on execution to bring significant value to organizations. They also emphasize the evolving nature of finance professional interactions and the idea that strategic insights can serve as catalysts for…

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#195 - Nifty Advisor Support- Michelle Wong 48:13

5M ago48:13

48:13

"Do what you do best and outsource the rest." - Peter Drucker. Michelle Wong, CEO of Nifty Advisor Support, joins us to discuss how she strives to close the talent gap between advisors and non-advisors through inclusive communication and effective remote team management. Their virtual assistance, collective coaching, and on-demand recruiting soluti…

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Interview with Win Murray, Director of Research at Diamond Hill (former DoR at Harris Oakmark) 1:21:06

5M ago1:21:06

1:21:06

Diamond Hill is a philosophically pure intrinsic value investing firm Living in Columbus, The Austin of Ohio What makes a great equity analyst vs an average analyst How to determine investing team size (using math) Analyst productivity and how that leads to a better opportunity set and ultimately better client outcomes Generalist vs specialist anal…

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John Bolton: Wars, Elections and U.S. Isolationism 57:41

5M ago57:41

57:41

With Trump Republicans withholding military support to Ukraine, former National Security Advisor & UN Ambassador John Bolton made headlines with his straight talking- there will be “celebrations in the Kremlin if Trump is re-elected”.Bolton is one of the few leading Republicans who have dared to highlight the geopolitical consequences of a second T…

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#194 - Saving Money on Prescription Drug Costs with Patricia Prewitt 52:25

5M ago52:25

52:25

Saving Money on Prescription Drug Costs with Patricia Prewitt According to a 2022 study, Americans pay higher prices for prescription drugs than any other country in the world, with prescription drug prices here in the U.S. more than 2.5 times as high as those in other high-income nations. As a result, 1 out of every 3 adults on prescription drugs …

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Reverse Process: Where Was the Fact Checking of Israel's "Dodgy" UNRWA Dossier? 59:31

5M ago59:31

59:31

FPA’s briefing with Chris Gunness, former BBC UN World Correspondent and later UNRWA Spokesperson, and Ben Armbruster, Quincy Institute, on UNRWA considered the questions that far too many media failed to ask. Weeks after too many governments cut funding to UNRWA - in defiance of the ICJ’s admonitions - Israel has not offered the media, or the gove…

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Ep. 30 The Future Is Now: How Planners Are Using AI - Gabe Rissman [Founder] 17:02

5M ago17:02

17:02

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 --- FPA NCA News & Events: fpanca.org --- The Smarter Planner Podcast is a product of the Financial Planning Associat…

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#193 - TIFIN Wealth – AJ Boury 41:03

5M ago41:03

41:03

AJ Boury Hosts Brad Wright and Chris Boyd are joined by TIFIN Wealth COO AJ Boury. They discuss: * The AI and innovation platform for wealth that was founded by former Wharton Professor and successful entrepreneur Dr. Vinay Nair * How FPA members who manage under $100M in AUM can access the TIFIN Wealth platform for free *Scientific personality ass…

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