Smarter Planner Podcast

Publicly listed emails

info@onefpa.org

jbosvath@gmail.com

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What You Need to Know About Today's Mortgage Market - Rob Heltzel [Mortgage Banker]

September 30, 2026

In this episode, Belle Osvath, CFP®, talks with Rob Heltzel, a mortgage banker with more than 40 years of experience, about the changing housing market and how buyers can think strategically about financing. Rob shares his perspective on rising mortgage rates, increasing inventory, home prices, and the growing role of seller concessions and rate buydowns. He explains why, in some situations, using cash to lower the mortgage rate may have a greater impact on a buyer's monthly payment than putt...

The Money Is Never Really About the Money: Financial Therapy with Nicky Amore, CFP®, CFT™

September 16, 2026

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 ...

Prenups: Not Just About Divorce - Mike Whitty, J.D. [ Partner]

September 02, 2026

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 f...

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How do I get in touch with Smarter Planner Podcast?

Smarter Planner Podcast is hosted by Belle Osvath. Its publicly listed emails are info@onefpa.org and jbosvath@gmail.com. For guest bookings, the host or producer is usually the best person to reach. Podseeker helps you find direct host and producer contacts and pitch from your own inbox.

What is the email for Smarter Planner Podcast?

The publicly listed emails for Smarter Planner Podcast: info@onefpa.org and jbosvath@gmail.com.

How many listeners does Smarter Planner Podcast have?

Podseeker estimates Smarter Planner Podcast reaches 100 to 1,000 listeners per episode. Only the publisher has exact numbers.

Who is an ideal guest for Smarter Planner Podcast?

Smarter Planner Podcast typically books industry leaders. Typical guest background: Credentialed financial planning, investment, retirement, tax, or wealth-management professionals; academics and authors with specialized expertise are also suitable. Common among recent guests: Senior leadership or specialized practice in financial services; Professional designations such as CFP, CFA, CPWA, RMA, or NSSA; Published books or established educational work. Recent guests include Jason Howell, Marcia Mantel, and Matt Gelfand.

How hard is it to get booked on Smarter Planner Podcast?

Medium. Guests usually need solid credentials in the topic and an idea that fits the show.

What topics does Smarter Planner Podcast cover?

Recent episodes cover Financial Planning, Retirement, Investing, Portfolio Management, and Wealth Management. Pitch an idea tied to one of these topics and mention a recent episode.