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A show hosted by real financial planning practitioners for fellow practitioners. It's like attending a financial planning conference on your time and on your schedule. With CFP CE credit, of...
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...
In this mildly belated Halloween edition conference recap episode, we spoke with Lauren Zangardi Haynes about her experiences at the recent...
We spoke with Nina O'Neal, founder of the Female Advisor Network about the organization and what female advisors face as practitioners and c...
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. Ye...
Wealth Stack is a brand new conference, entering an already crowded late-summer conference market. Is it worth attending? We got the inside...
Roger just got back from his first (but likely not last) XYPNLive conference. He was there under special circumstances, which you'll hear al...
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 than...
In what turned out to be our most technically challenging episode ever, we talked about sabbaticals for financial planners. Ben recorded thi...
We check back into see what Roger has been working on in his mad scientist lab. His newest venture is a service for advisors called Holistip...
We covered both our favorite recent reads, and those reads we've got lined up for the coming months. Here are some of the highlights of what...
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...
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 a...
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 ser...
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...
Steve Wykoff joins us in answering the age-old question, "Is there really anything new to say about Roth conversions?" As it turns out, ther...
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....
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...
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 adv...
From a planning perspective, a divorce can really upend a client's financial life. But as financial advisors we frequently get pulled into t...
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 o...
It usually only takes one look around a conference ballroom to figure out that the majority of the financial planning industry consists of m...
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 cha...
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,...
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 mon...
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 adv...
Referrals are the most powerful and cost effective component of a successful business development strategy. But are we thinking about referr...
Ben's recap of the 2018 fall NAPFA conference in Philadelphia. He took notes. Lots of notes.
Chad Smith returns after his inspiring 2017 review of the Fincon Conference. Was 2018 just as good? And does Roger have anything worthwhile...
Join us as we read and critique the new academic journal from the CFP Board. We combed through the details and footnotes so you don't have t...
A show hosted by real financial planning practitioners for fellow practitioners. It's like attending a financial planning conference on your...
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 o...
If our calculations are correct, this is episode 61, which puts us one episode away from being able to claim Social Security early. Of cours...
We continue living vicariously through friends who make the Investment News 40 Under 40 list by interviewing Jessica Hovis Smith of Longview...
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...
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 fac...
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 y...
Dave O'Brien - financial advisor, NAPFA board member, public policy junkie, and all around good guy - joins us for his second ZebraSmash app...
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 co...
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®....
What's this? A NAPFA conference with no representation from Zebra Smash? That's a first. Fortunately for us, Will Kaplan was there to give u...
In our research for our PowerPoint presentation episode, we learned about William Playfair, and the world hasn't been the same since. Loyal...
Through the magic of podcasting, we find ourselves whisked away to sunny Phoenix for the 2018 FPA Retreat. Our guide on this mystical journe...
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 be...
We chatted with Dr. Wade Pfau about his 2011 paper, Safe Savings Rates: A New Approach to Retirement Planning over the Lifecycle. It's reall...
Yes, a podcast episode about PowerPoint. There's a decent chance you dislike PowerPoint and everything it represents, but the truth is that...
We return to our not-very-popular series in which Ben and Roger interview themselves on or near their birthdays. In Part 1, Ben interviewed...
Tired of using your Alexa device just to check the weather and store your grocery list? We have a solution: the brand new Zebra Smash Alexa...
We visited with Patrick Briaud from Rockefeller Philanthropy Advisors . His firm works with mega donors from corporate entities, foundations...
Two conference recaps in a row? Do Ben and Roger ever do any actual work in their offices? Probably not, but that's for another episode. In...
We recorded this one fresh off the back of the TD Ameritrade conference. Ben, who attended, took a break from his overstuffed post-conferenc...