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...

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.

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...

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...

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

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...

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.

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...

(or, what is Roger doing these days)

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 we talked about: A Ladder to the Sky – John Boyne  Thinking In Systems – Donella Meadows...