Dec 12, 2022
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...
Nov 22, 2022
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...
Nov 22, 2022
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...