HeyJaredSmarter 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…
- Indexed episodes, last 90 days
- 6
- Latest publication
- Sep 16, 2026
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- Jul 15, 2026
Latest episodes
The Money Is Never Really About the Money: Financial Therapy with Nicky Amore, CFP®, CFT™ (opens the original)
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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 exam coursework, serves as an adjunct college professor, and works with families navigating disability, caregiving, and long-term care. In this conversation, Nicky draws a clear line between three practices that often get blurred together. Financial counseling adds skills around bud
Prenups: Not Just About Divorce - Mike Whitty, J.D. [ Partner] (opens the original)
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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 approach these conversations thoughtfully and early. Mike has spent his career helping families navigate the legal and personal complexities of wealth transfer, family governance, and business succession planning. He is also the former president and current director of Attorneys for
The Missing Market: The Real Costs of 401(k) Plans - Paul Sippil, CPA [Forensic 401k Consultant] (opens the original)
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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 relationships, and incentives behind their retirement plans. Paul has reviewed thousands of Form 5500 filings and documented thousands of conversations with employers. Through that work, he has identified what he calls "The Missing Market" in the retirement plan industry. Paul ex
Family Governance: Helping Clients Build Lasting Legacies - Jason Howell CFP®, CPWA®, CSRIC® [Founder] (opens the original)
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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 Financial Planning: Seven Strategies for Transforming Your Finances and Reclaiming Your American Dream. Jason has dedicated his career to helping families build meaningful financial legacies by combining sound planning with intentional conversations about values, communication, and
Social Security, Lightly Toasted, Not Burnt - Marcia Mantel RMA®, NSSA® [Retirement Consultant] (opens the original)
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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 the author of Social Security, Lightly Toasted, Not Burnt: How to Make Your Best Claiming Decision and has spent nearly three decades helping advisors and consumers navigate complex retirement decisions. As headlines surrounding Social Security's financial future intensify, Marcia
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