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 conference all those years ago. In this episode we recap the 2019 Spring conference, with help from two...

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 about what it takes to get started in podcasting.  We made the case that 1) A podcast is worth doing,...

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 series, in which we get meta and talk about the ins and outs of making Zebra Smash. Listen in for answers to...

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 reached such insane levels of efficiency.  Is it their process?  Their tech stack?  Is it...

Steve Wykoff joins us in answering the age-old question, "Is there really anything new to say about Roth conversions?"  As it turns out, there is.  Listen in as we uncover this revelation, along with several others as we recap the 2019 NAPFA...

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.  He even wrote a book on the subject.  That book is The Old School Advantage. Listen in as we cover...

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 impact you and your practice for years to come. We talked with financial advisor Vince Barbera, a...

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 advisors use tax planning software? Find out which software solutions are up, which ones are down, and which...

From a planning perspective, a divorce can really upend a client's financial life.  But as financial advisors we frequently get pulled into the transactional aspects of the divorce proceedings? In this episode we talk with Chuck Clifton, who...

Mr. Fiduciary