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 project, the current state, and where it might go from here.
Stay tuned to the end for a rant about the Lean Startup.
What's it like to be an exhibitor at a financial planning conference? How do vendors make the most of the experience? And what can we as advisors and attendees do to make our interactions with vendors as valuable as possible?
Paige Uher, a longtime denizen of the NAPFA exhibit hall, was kind enough to talk with us the day before Thanksgiving to share her experiences.
Paige's firm, Zeo Capital Advisors, is not a sponsor of Zebra Smash. That said, it's only fair that we drop a link to her...
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 building that referral machinery.
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 so we can be ready?
We spoke with PK Carlton about what we can and should do. If you interact with other human beings in your business or in your life, this episode is worth listening to.
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 milestone nonetheless.
The big announcement in this episode is our newly revamped www.zebrasmash.com website. At last, we've combined all of our various websites into one. Find episodes there along with CFP CE credit quizzes. And maybe leave a tip in...
We continue living vicariously through friends who make the Investment News 40 Under 40 list by interviewing Jessica Hovis Smith of Longview Financial Advisors.
Jessica was part of the 2018 class, and in this episode she shares with us her career path of starting as an intern to now being in line to assume the presidency of her firm, the work she and the firm founder did using a business coach, and how her firm developed it's niche in helping clients achieve their philanthropic...
We originally planned to talk with Melissa Donovan for about an hour, but it became evident pretty quickly that we would need way more time than that. This episode is the second half of our conversation with her.
While we spent a good amount of time on Medicaid and special needs trusts in the first part, we cover a lot of good stuff on ABLE accounts in this episode, along with other options like pooled trusts. Melissa knows her stuff. We didn't come close to stumping her on any of our...
It might be a client, it might be a friend, or it might even be you. But someone you know has a special needs child, and their family is faced with some unique planning challenges as a result.
Our guest today, Melissa Donovan, an attorney at the Wiewel Law Firm in Austin Texas, takes us through the topic in amazing detail. She knows her stuff. In fact, there was so much to cover that we quickly realized that this would need to be a 2 Part series.
This episode is eligible for CFP CE credit,...
Does your estate plan handle your digital assets? Unless you've had your documents drawn up by a forward-thinking attorney in the last few years, the answer is probably no.
Your online assets are more than just your mobile banking accounts. We're talking email, social media, blogs, podcasts, frequent flyer miles...It's a complicated area, and it's only getting more complicated as more and more of our lives move online. Pictures of your kids? Your Facebook profile? That Pokemon Go collection...
Dave O'Brien - financial advisor, NAPFA board member, public policy junkie, and all around good guy - joins us for his second ZebraSmash appearance to provide an update on DOL, SEC and state-level approaches to fiduciary rules.
The high level summary:
1. The DOL fiduciary law is still the law. It's just not being enforced, like bedtime during the summer.
2. The SEC is taking a crack at the fiduciary concept with three proposed rules, all of which are in the public comment period. Nothing...
The AICPA planning conference is a solid event every year, but this year we had tax law changes, making it a must-attend event. Or if you couldn't attend, it's at least a listen-to-a-podcast-about-it-afterwards event.
Roger's colleagues John Bohnsack and Matt McKay were there, and have returned to Texas to give us a download of what they found.
Following are some links to the things we talked about:
Adam Grant’s website: http://www.adamgrant.net/
Adam Grant’s podcast:...
The CFP® Capstone requirement. If you're really old, normal old, or just a little bit old, you didn't go through it when you got your CFP®. We sure didn't go through it, so we think that makes us just a little bit old.
In any case, the capstone course is now required for all CFP® candidates. What is it? How hard is it, really? And does it really leave candidates better prepared for jobs in the industry?
In this episode we talk with Dr. Nathan Harness, who co-authored the capstone case...
In our research for our PowerPoint presentation episode, we learned about William Playfair, and the world hasn't been the same since. Loyal listeners will recall that, among other things, Playfair invented (yes, INVENTED) the bar chart, the line chart and the pie chart.
For most people, that "among other things" would be pretty insignificant. But not for William Playfair. Not only did he birth data visualization into the world, William claimed to have introduced the semaphore telegraph to...
Through the magic of podcasting, we find ourselves whisked away to sunny Phoenix for the 2018 FPA Retreat. Our guide on this mystical journey is our friend Holly Donaldson, who attended in person and took copious notes.
Here's Holly's post-conference reading list. Like we said, she took copious notes...
Richard Wagner, Financial Planning 3.0
George Kinder, A Golden Civilization (not published yet)
Martin Seligman, Well-Being Theory
George Leonard, The Master’s Journey
Our 50th episode and our 4th metasode! What is a metasodo? Well it's a meta-episode, in which we provide an update on everything going on behind the scenes here at Zebra Smash. Are our finances still terrible? (Answer: yes) Are we still having fun? (Answer: yes) Are people downloading the show? (Answer: We're not sure) We cover these questions and more.