Zebra Smash - Real Financial Planners | Real Conversations

Zebra Smash - Real Financial Planners | Real Conversations

www.zebrasmash.com
Real Financial Planners | Real Conversations


92 - The End
Nov 17, 2019 • 43 min
After nearly 3 years, we are closing shop for good at Zebra Smash. In this episode, we revisit some of our favorite memories, favorite songs, and lessons learned. Thank you for listening over the past 3 years. We’ve learned a ton and we appreciate all of…
91 - 2019 Fall NAPFA Conference Recap - Lauren Zangardi Haynes
Nov 3, 2019 • 56 min
In this mildly belated Halloween edition conference recap episode, we spoke with Lauren Zangardi Haynes about her experiences at the recent NAPFA conference. Enjoy! We’ll see you all in Denver at the NAPFA Spring Conference.
90 - Nina O’Neal - Founder, Female Advisor Network
Nov 3, 2019 • 64 min
We spoke with Nina O’Neal, founder of the Female Advisor Network about the organization and what female advisors face as practitioners and conference attendees. There were some eye-opening moments in there. To learn more about the Female Advisor Network,…
89 - David Lyon - Founder of Oranj
Oct 14, 2019 • 65 min
Did we talk to David Lyon, founder of Oranj, for an entire hour and completely forget to ask him how he came up with the name Oranj? Yes. Yes we did. That one will have to remain a mystery. But we covered just about everything else in this conversation.…
88 - Wealth Stack Conferece Recap - Allison Berger
Sep 26, 2019 • 72 min
Wealth Stack is a brand new conference, entering an already crowded late-summer conference market. Is it worth attending? We got the inside scoop from attendee Allison Berger
87 - #XYPNLive 2019 Conference Review
Sep 15, 2019 • 58 min
Roger just got back from his first (but likely not last) XYPNLive conference. He was there under special circumstances, which you’ll hear all about in the episode. He also wasn’t there for the whole event, so this review misses a pretty big chunk of the…
86 - August 2019 Journal Review
Aug 20, 2019 • 46 min
Listen in as we review 2 of the latest journal articles from the CFP Board. We read the academic articles so you don’t have to. Special thanks to Hayworth and Woolsey for their continued support of our Academic Edition podcasts.
85 - Sabbaticals - Bethany Griffith
Aug 1, 2019 • 44 min
In what turned out to be our most technically challenging episode ever, we talked about sabbaticals for financial planners. Ben recorded this on week two of his sabbatical, and we were joined by sabbatical veteran Bethany Griffith from Abacus Planning…
84 - Holistiplan.com
Jul 7, 2019 • 42 min
(or, what is Roger doing these days)
83 - Zebra Book Club - Summer Edition
Jun 24, 2019 • 44 min
We covered both our favorite recent reads, and those reads we’ve got lined up for the coming months.
82 - 2019 Spring NAPFA Conference Recap - Laura Davis and Michael Baughman
Jun 3, 2019 • 61 min
Anyone who follows Zebra Smash knows our roots are in NAPFA, and specifically in NAPFA’s conferences. In fact, Ben and Roger met at a NAPFA conference all those years ago. In this episode we recap the 2019 Spring conference, with help from two friends,…
81 - Live at the NAPFA 2019 Spring Conference
May 22, 2019 • 79 min
This show was recorded in front of a live audience at the 2019 NAPFA Spring Conference in Austin, Texas. Joined by Dave O’brien, we talked about what it takes to get started in podcasting. We made the case that 1) A podcast is worth doing, and 2) any…
80 - Metasode - Spring Break Edition!
Apr 29, 2019 • 35 min
It was just Ben and Roger in the studio this time, and the subject was the podcast itself. Yes, this is the next edition of our Metasode series, in which we get meta and talk about the ins and outs of making Zebra Smash. Listen in for answers to burning…
79 - Extreme Efficiency - Eden Bowen
Apr 4, 2019 • 54 min
In an episode that originally was meant to be a T3 and tech strategy discussion, we ended up interrogating Eden Bowen about how her firm has reached such insane levels of efficiency. Is it their process? Their tech stack? Is it superhuman advisors?…
78 - NAPFA South Region Symposium Recap with Steve Wykoff
Mar 21, 2019 • 72 min
Steve Wykoff joins us in answering the age-old question, “Is there really anything new to say about Roth conversions? As it turns out, there is. Listen in as we uncover this revelation, along with several others as we recap the 2019 NAPFA South Region…
77 - Old School Cool with Jim Whiddon
Mar 8, 2019 • 67 min
We’ve covered “soft skills” in a number of episodes, but our guest Jim Whiddon has spent the last few years really digging in on the topic. He even wrote a book on the subject. That book is The Old School Advantage. Listen in as we cover topics like how a…
76 - T3 Conference Recap with Vince Barbera
Feb 27, 2019 • 53 min
You may not have attended T3. You may have no interest in attending T3 personally. But you know that a lot of the news coming out of T3 will impact you and your practice for years to come. We talked with financial advisor Vince Barbera, a tech enthusiast…
75 - Veres Technology Survey
Feb 20, 2019 • 73 min
The new technology survey from Bob Veres and Joel Bruckenstein has some jaw-dropping findings. Can it possibly be true that only 7.8% of advisors use tax planning software? Find out which software solutions are up, which ones are down, and which ones…
74 - What does a Certified Divorce Financial Analyst Do? - Chuck Clifton
Jan 31, 2019 • 65 min
From a planning perspective, a divorce can really upend a client’s financial life. But as financial advisors we frequently get pulled into the transactional aspects of the divorce proceedings? In this episode we talk with Chuck Clifton, who holds the…
73 - Death of a Client Checklist
Jan 23, 2019 • 72 min
As a financial planner, you are likely to be one of the first people the family calls when your client dies. Depending on the demographics of your practice, you may even scan the obituary section of the local paper, just to be sure you are fully ready…
72 - Diversity and Inclusion in Financial Planning - Lazetta Rainey Braxton
Jan 17, 2019 • 61 min
It usually only takes one look around a conference ballroom to figure out that the majority of the financial planning industry consists of middle-aged white men. That’s a problem, because the demographics of our society are changing. Shouldn’t the…
71 - William Playfair, The Musical: Continued
Jan 9, 2019 • 12 min
We revisit our soon-to-be-a-hit musical about the life and times of William Playfair, the inventor of the pie chart, line graph, and bar chart. Be warned that listeners have been known to spontaneously start tap dancing, so be sure to stretch before…
70 - Zebra Book Club - Pre-Suasion by Robert Cialdini
Dec 29, 2018 • 60 min
Robert Cialdini wrote the groundbreaking book Influence back in the 1980s. Over 30 years later, he’s back with what he’s calling a pre-quel, Pre-Suasion. Does this one deliver better than the Star Wars prequels did? Find out in our…
69 - Introducing HumanCapville.com (aka What Has Roger Been Up To?)
Dec 8, 2018 • 51 min
What will it take to bring financial planning to the mass market in a truly scalable way? Roger has been pondering this idea for several months now, and is beta testing his attempt at an answer. Listen in as we discuss the origin story of this…
68 - The Life of a Conference Exhibitor - Paige Uher
Nov 27, 2018 • 56 min
We talk with Paige Uher, who tells us what it’s like to work a conference as a vendor.
67 - Generating Referrals Without Asking - Stacey Brown Randall
Nov 7, 2018 • 60 min
Referrals are the most powerful and cost effective component of a successful business development strategy. But are we thinking about referrals correctly? Are we thinking about them at all? Stacey Brown Randall has some great common-sense tips for…
66 - NAPFA Fall 2018 Conference Recap
Oct 31, 2018 • 84 min
Ben takes us through all three days of the NAPFA conference, at times in excruciating detail. This is your chance to benefit from his detailed note-taking.
65 - Fincon 2018 Conference Review - Chad Smith
Oct 27, 2018 • 68 min
We talked with Chad Smith about the 2018 Fincon conference in Orlando.
64 - Academic Edition! - Reading the New CFP Board Academic Journal
Oct 12, 2018 • 57 min
Join us as we read through the brand new financial planning academic journal from the CFP Board.
63 - Should I Be Doing Taxes? - Lane Keller
Oct 5, 2018 • 55 min
A conversation with CPA and CFP Lane Keller on the pros and cons of doing client tax returns within a financial advisory practice.
62 - REAL Life Planning - Lt. General (ret) PK Carlton
Sep 10, 2018 • 46 min
When we talk about life planning here at Zebra Smash, we don’t mess around. LIFE planning. Is your office prepared for a medical emergency on the premises? What is the moral case for preparing for a medical emergency, and what options are available to us…
61 - The Metasode
Aug 19, 2018 • 30 min
If our calculations are correct, this is episode 61, which puts us one episode away from being able to claim Social Security early. Of course, we know not to claim Social Security until episode 70, but surely you’ll agree we’re at an important…
60 - From Intern to VP & Philanthropy as a Niche - Jessica Hovis Smith
Aug 9, 2018 • 55 min
A conversation with Investment News Top 40 Under 40 Jessica Hovis Smith, who has made a mark on the profession since she started out as an intern not too long ago. Our conversation covers her career to date, with special emphasis on the the philanthropy…
59 - Special Needs Planning Part 2 - Melissa Donovan [CFP CE Credit Eligible]
Jul 28, 2018 • 57 min
The second episode in a two part series on special needs planning. CFP CE eligible!
58 - Special Needs Planning Part 1 - Melissa Donovan [CFP CE Credit Eligible]
Jul 24, 2018 • 52 min
Chances are, you know somebody with a family member who has special needs. It might be a client, a friend, or even you yourself. Melissa Donovan takes through a 2 part discussion on the topic, with a lot of great stuff for financial planners.
57 - Your Digital Estate with Shirley Diefenbach
Jul 16, 2018 • 57 min
In this episode, we cover the ins and outs of managing your digital estate. We enlisted the help of a lawyer, Shirley Diefenbach, who has built a specialty around this topic.
56 - Public Policy Update with Dave O’Brien
Jun 27, 2018 • 31 min
Remember when nobody would stop talking about the Department of Labor Fiduciary Rule? Well they finally stopped talking about it. But public policy marches on, and the fiduciary movement appears to have at least a tiny bit of momentum.
55 - 2018 AICPA Conference - John Bohnsack and Matt McKay
Jun 25, 2018 • 57 min
Part of our conference recap series
54 - CFP Capstone Course - Nathan Harness, Karis Jochen
Jun 6, 2018 • 67 min
We chatted with Dr. Nathan Harness about the capstone course he developed at Texas A&M University, along with Karis Jochen, one of his students who recently completed that capstone. Many of us never had to go through a capstone course, so this is a chance…
53 - 2018 NAPFA Spring Conference Recap - Will Kaplan
May 25, 2018 • 63 min
A recap of the recent NAPFA national conference
52 - William Playfair, The Musical: A Sneak Peak
May 17, 2018 • 15 min
One of the great mysteries of our time is why nobody has yet staged a Broadway musical based on the life of William Playfair, inventor of the line graph, bar chart, and pie chart. Well fortunately Zebra Smash is on the case. Please enjoy this world…
51 - 2018 FPA Retreat with Holly Donaldson
May 9, 2018 • 73 min
A conference recap of the 2018 FPA Retreat. Thank you to Holly Donaldson for stopping by to tell us about it.
50 - Metasode 4
Apr 20, 2018 • 29 min
In which we talk about the show, its terrible finances, and the episodes we’ve enjoyed the most.
49 - Safe Savings Rates with Dr. Wade Pfau [CFP CE Credit Eligible]
Apr 13, 2018 • 56 min
We interview Dr. Wade Pfau about his 2011 Safe Savings Rate paper, its methodology, and its findings. For CFP CE credit, go to www.cheetahsmash.com to take a 10 question quiz.
48 - The Definitive (and Only) Radio Guide to PowerPoint
Apr 4, 2018 • 91 min
A podcast episode on powerpoint makes about as much sense as two guys reading a tax return, but we’re not ones to shrink away from a challenge.
47 - Ben Birken - The Man, The Slightly-Older Legend
Mar 23, 2018 • 49 min
We return for part 2 of our 2 part series in which we self-indulgently interview ourselves. This time around, Roger interviews Ben on his past in California, in kinesiology, and even in stand up comedy. The interview finishes with advice Ben would have…
46 - Announcing the Zebra Smash Conference Adventure Game on Your Amazon Alexa Device!
Mar 2, 2018 • 13 min
Ready for an action packed thrill ride? Zebra Smash now offers a turn by turn adventure game on your Alexa-enabled device. Simply tell Alexa to “enable Zebra Smash” and you’ll have access to the app.
45 - Philanthropy Planning with Patrick Briaud from Rockefeller Philanthropy Advisors - [CFP CE Credit Eligible]
Feb 23, 2018 • 62 min
A philanthropy plan looks a lot like a financial plan. It starts with an understanding of client goals and values, then it covers execution and quantitative measures of success. In this episode, we talk with Patrick Briaud, who works with ultra high net…
44 - 2018 NAPFA South Region Symposium Recap
Feb 19, 2018 • 83 min
We both attended the NAPFA South symposium. Ben was in live in Atlanta, and Roger was simulcasting in Texas. Our thoughts on the content and format follow. Congrats to the conference committee and thanks for all their hard work.
43 - 2018 TD Ameritrade Conference Recap
Feb 9, 2018 • 69 min
Ben attended the TD Ameritrade Conference, so he’s got an update for those of us custodying at Schwab and Fidelity.
42 - Financial Planning Unplugged (from Investments) with Holly Donaldson
Jan 21, 2018 • 37 min
Holly Donaldson, (formerly Holly Thomas), chose not to manage investments when she founded her practice over a decade ago. How did it work out? How do she serve clients who want investment help?
41 - Financial Planning and Senior Living, with Brad Breeding - [CFP CE Credit Eligible]
Jan 12, 2018 • 67 min
Brad Breeding has built his practice around advising clients and other advisors on CCRCs. We talk with him about what to look for and how to have a constructive conversation with clients on the topic. For CFP CE Credit, head to cheetahsmash.com to take a…
40 - Linda Leitz PhD
Jan 8, 2018 • 52 min
Join us as we talk with long time planner and industry leader Linda Leitz about her recent trip back to school to get a PhD in financial planning. At last, a view of academia through the eyes of a practitioner.
39 - Super Self-Indulgent Holiday Episode
Dec 31, 2017 • 54 min
Here’s your chance to learn the origin story behind the curmudgeon you’ve had in your earbuds over the past year. Ben interviews Roger on how he got into Financial Planning, what it’s like to work with one’s family, and what he’s got coming up next.
38 - Extreme Remote Working
Dec 20, 2017 • 50 min
Guest Bethany Griffith has been serving clients and managing employees for her South Carolina firm while living in Germany! How is that even possible, and what has she learned in the process?
37 - Learning Never Stops: Studying After the CFP® Exam
Dec 13, 2017 • 59 min
What steps should one take to further their career after dedicating years of study to the CFP? What are the lessons we wish we had learned earlier in our own careers? We try to answer these questions in this episode, and we each came up with very…
36 - 2017 FinCon Conference Review, with Chad Smith
Nov 25, 2017 • 71 min
Chad Smith attended the Fincon conference for financial bloggers and other content creators. There were plenty of financial advisors in attendance too. This episode follows Chad through the sessions he attended, and covers his high level impressions of…
35 - ZebraSmash Book Club - G2: Building the Next Generation
Nov 19, 2017 • 69 min
The Zebra Smash Book Club covers the new book by Philip Palaveev, G2.
34 - 2017 Fall NAPFA Conference with Natalie Pine
Nov 13, 2017 • 65 min
Roger’s wife Natalie joins us for a review of the 2017 Fall NAPFA conference in Orlando. Ben Birken was the conference chair, so listen to him squirm.
33 - Government Employee Benefits, with Kevin Lozer [CFP CE Credit Eligible]
Nov 6, 2017 • 70 min
An exploration of the retirement and fringe benefits available to government employees, courtesy of Kevin Lozer of ClearLogic Financial. This episode is eligible for 1 hour of CFP CE credit.
32 - Metasode 3 - LIVE
Oct 25, 2017 • 37 min
Recorded in front of a live studio audience in Orlando, Florida, our third meta-episode, in which we discuss the business of podcasting.
31 - Multi-Pronged Marketing with Chad Smith
Oct 1, 2017 • 60 min
We have purposefully avoided firm growth and marketing topics here, since our goal is to focus primarily on being better practitioners, but when we heard what Chad Smith was doing, we couldn’t help ourselves. We had to dig in and learn more.
30 - Whealthcare: Financial Health Care Planning, with Carolyn McClanahan
Sep 27, 2017 • 56 min
Ben tried out Carolyn’s new software offering, so they sat down to talk about it. Lots of good planning advice in this episode, but the best part is really just hearing Ben confront his own mortality.
29 - Hurricanes, Earthquakes, and Rodents of Unusual Size - Business Continuity, with Cindi Hill
Sep 20, 2017 • 51 min
Is your business continuity plan hurricane and earthquake ready? What does the SEC have to say about business continuity? We talk about Hurricane Harvey, then we go into regulations and best practices.
28 - Conference Recap - 2017 Bob Veres Insiders Forum
Sep 14, 2017 • 66 min
Bethany Griffith takes us through the recent Bob Veres Insiders Forum, where she was both an attendee and speaker.
27 - Modern Portfolio Theory [CFP CE Credit Eligible]
Sep 12, 2017 • 69 min
We interview financial planner Stephen Craffen about Modern Portfolio Theory
26 - Risks in Advanced Age [CFP CE Credit Eligible]
Aug 23, 2017 • 79 min
Zebra Smash’s first attempt at a panel discussion, in which we invited professors Nathan Harness and Michael Guillemette to talk about a research review Michael recently put in for publication. Our discussion covers the latest research on aging and…
25 - Financial Journalism, with Bob Veres
Aug 11, 2017 • 50 min
A trip down memory lane with Bob Veres, with plenty of good thoughts about how to adjust in a changing marketplace. He had to do it in journalism, so he’s got lessons for us in financial services.
24 - Required Minimum Distributions From Qualified Accounts [CFP CE Credit Eligible]
Aug 7, 2017 • 75 min
An hour about required minimum distributions? Really? Yes, Really. At least it’s CFP CE eligible. Have a listen and then take the quiz at cheetahsmash.com.
23 - The DOL Fiduciary Rule with Cindi Hill (Hill Compliance Advisors)
Jul 27, 2017 • 42 min
A status update on the DOL rule after 2 months and what it means for financial advisors. Stick around for the world premiere of the Zebra Smash Disclaimer Anthem
22 - A Recap of 2017 AICPA Engage Conference, with Ann Gugle
Jul 21, 2017 • 36 min
The latest in our series of conference recaps. This time we visit the newly formed AICPA mega conference in Las Vegas, courtesy of Ann Gugle
21: Beach Read - Exceptional Service, Exceptional Profit
Jul 13, 2017 • 47 min
It sounds like an infomercial, but we both just really love this book. Hear the highlights.
20 - Metasode, Part Deux
Jun 30, 2017 • 29 min
Our second check in on how things are going at Zebra Smash headquarters. Lessons learned, numbers, and vague promises.
19 - Bob Veres 2017 Fee Study
Jun 24, 2017 • 51 min
A review of the 2017 fee study published by Bob Veres in May 2017.
18 - Software Quick Hitter - Two Programs We’ve Found Helpful
Jun 15, 2017 • 14 min
Ben and Roger are both off on summer vacations, so here’s a quick book report each of us recorded on a free software program we use in our firms.
17 - John Gugle (Alpha Financial Advisors) Recaps FPA Retreat
Jun 8, 2017 • 34 min
Missed the FPA Retreat conference? So did we. But our friend John Gugle went, so this is his recap of the event.
16 - A Recap of the NAPFA National Spring Conference
Jun 2, 2017 • 60 min
Roger delivers yet another curmudgeonly review of a conference, this time the 2017 Spring NAPFA conference in Seattle.
15 - A Conversation with Bill Bengen, Originator of the “4% Rule”
May 25, 2017 • 29 min
We talk to Bell Bengen, discoverer of the famous 4% rule.
14 - There Will Be Blood - The Oil Episode [CFP CE Credit Eligible]
May 17, 2017 • 60 min
Roll down the windows and crank up the air conditioner on your Humvee to 11, because we’re talking about oil and gas.
13 - Back to School, with Dr. Nathan Harness
May 12, 2017 • 56 min
Dr. Nathan Harness heads up the financial planning program at Texas A&M University. He’s already a rock star in our profession, so listen up so you can say you were listening to him before he got (even more) famous.
12 - Caleb Brown Sets us Straight on Hiring
May 4, 2017 • 62 min
We talk to Caleb Brown of New Planner Recruiting about how to win the War For Talent
11 - Death by Proxy
Apr 27, 2017 • 30 min
Is a fiduciary obligated to vote proxies? If so, how should they implement a proxy voting policy? Our profession needs answers to these questions. Let’s start the conversation with this episode.
10 - The Tax Man Cometh [CFP CE Credit Eligible]
Apr 20, 2017 • 66 min
Two guys reading a tax return? That’s podcasting gold right there.
9 - The Metasode
Apr 16, 2017 • 32 min
We take a quick trip down memory lane as we describe some of the decisions that have gone into building this podcast empire.
8 - Angry Man Yells at Cloud
Apr 8, 2017 • 26 min
A shorter episode in which Roger complains and makes unfair generalizations about cloud computing
7 - Persuasive Writing [CFP CE Credit Eligible]
Mar 29, 2017 • 72 min
We sit down with Ben Opipari, PhD, a full time writing instructor and coach for professionals like us. We can all improve our writing a little more, right? We cover a ton of ground in this episode. We hope you enjoy the conversation as much as we did
6 - I’m Ok, You’re Ok, 401k: Dave O’Brien Talks About Advising Workplace Retirement Plans [CFP CE CREDIT ELIGIBLE]
Mar 23, 2017 • 73 min
With the help of colleague Dave O’Brien, we explore the design and implementation of client workplace retirement plans
5 - An Opinionated T3 Conference Recap
Mar 6, 2017 • 50 min
Roger attended the February 2017 Technology Tools for Today conference in California. It was his first visit to this event. He returned wiser, sicker, and with a whole bunch of new stuff to complain about.
4 - An Evening With Andy Millard, Video Expert
Feb 20, 2017 • 43 min
We chat with financial advisor Andy Millard, who has started a business to help advisors incorporate video into their practices.
3 - Recap of the 2017 NAPFA South Region Symposium
Feb 11, 2017 • 58 min
Through the power of radio, we magically transport you to the 2017 NAPFA South Symposium.
0 - The Prequel
Feb 11, 2017 • 18 min
A quick Who Am I that is most definitely not eligible for CFP CE credit
2 - All About Bonds, Part 2 [CFP CE Credit Eligible]
Feb 2, 2017 • 71 min
We discuss some of the lessons we’ve learned when using bonds in our client portfolios.
1 - All About Bonds Part 1 [CFP CE Credit Eligible]
Jan 30, 2017 • 65 min
We discuss the common properties of bonds, and delve into some of the risks and tradeoffs one must consider as an investor. For information on CFP CE credit, see the show notes at zebrasmash.com