Best CMT Association Podcasts (2025)

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Tax Changes in the One Big Beautiful Bill Act: What’s Known and What’s Not - David Peters [CFP & CPA] 19:06

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20d ago19:06

19:06

In this episode of the Smarter Planner podcast, host Belle Osvath speaks with David Peters, CFP®, CPA, founder of David Peters Financial Group and Peters Tax Preparation & Consulting, about the sweeping changes in the One Big Beautiful Bill Act and their impact on financial planners and clients. With four master’s degrees, a national teaching role,…

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How to Use Market Cycles to Manage Portfolio Risk - Vincent Randazzo, CMT, [Founder] 19:47

1M ago19:47

19:47

In this episode, host Belle Osvath, CFP®, talks with Vincent Randazzo, CMT, founder of ViewRight Advisors and former Head of Technical Research at CFRA, about how financial advisors can better navigate market cycles and systemic risk using a disciplined, data-driven approach. Vincent explains that traditional static asset allocation models don't ac…

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Fake Fees & Phantom Advisors: What 5500s Reveal - Paul Sippil [CPA & Forensic 401(k) Consultant 28:26

2M ago28:26

28:26

In this episode of the Smarter Planner podcast, host Belle Osvath sits down with Paul Sippil, CPA, and founder of Paul Sippel & Associates, to explore the often-overlooked world of 401(k) plan fees, transparency, and fiduciary responsibility. As a self-described “forensic retirement consultant,” Paul has reviewed thousands of Form 5500 filings, unc…

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Episode 52: Vincent Randazzo, CMT 1:14:01

2M ago1:14:01

1:14:01

In this episode of Fill the Gap, we are joined by Vince Randazzo, CMT. Vincent emphasizes the importance of systematic risk management and the use of breadth indicators to improve upon traditional buy-and-hold strategies by spotting market deterioration, even if an index is making new all time highs. He also highlights the need for financial adviso…

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Why Clients Don’t Change—And What You Can Do About It - Dr. Christina Lynn [Financial Behavioral Strategist] 21:00

3M ago21:00

21:00

In this episode of the Smarter Planner podcast, host Belle Osvath talks with Dr. Christina Lynn, CFP®, AFC, CDFA, Director and Wealth Strategist at Mariner, about the transformative power of motivational interviewing in financial planning. A technique rooted in behavioral health, motivational interviewing is gaining momentum among financial profess…

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Sales Without the Sleaze: Aligning Values With Revenue - Tim Maurer [CFP & Chief Advisory Officer] 22:32

3M ago22:32

22:32

In this episode, host Belle Osvath, CFP®, interviews Tim Maurer, CFP®, Registered Life Planner and Chief Advisory Officer at Signature FD. Tim shares his expertise on the often-dreaded topic of sales in financial planning, offering insight into how financial professionals can approach business development in a way that aligns with their fiduciary r…

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Episode 2 (Revisited): A Preview of CMTA's Camp Footprint with Camp Director Jonah Berger 44:44

3M ago44:44

44:44

Simply CMT Podcast: Episode 2 (Revisited) As Camp Footprint draws near, we’re resharing one of our favorite episodes featuring Jonah Berger—CMTA’s National Youth Programs Manager and Director of Camp Footprint. Jonah opens up about life with CMTX, his work with the CMTA’s Youth and Young Adult Programs, and how Camp Footprint is changing lives by e…

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Episode 51: Exploring Dual Momentum with Gary Antonacci 59:11

4M ago59:11

59:11

Momentum remains one of the most persistent and powerful anomalies in financial markets. In this engaging fireside chat, recorded live at the West Coast Regional Summit in San Francisco, we sit down with Gary Antonacci, the renowned author of Dual Momentum Investing, to explore the evolution, application, and enduring effectiveness of momentum-base…

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Policy Chaos, Human Flaws, and Your Portfolio: The Case for Active Management - Matt Gelfand, PhD [Global Investment Strategist] 32:54

4M ago32:54

32:54

In this episode host Belle Osvath, CFP® interviews Matt Gelfand, PhD, CFA, CFP®, Managing Director and Global Strategist at Princeton Global. Matt brings deep insight into the age-old debate of active vs. passive investing. Matt shares how his academic background in economics initially led him to embrace the efficient market hypothesis, but his dec…

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Simply CMT Podcast Ep. 5: Jeana Sweeney on the power of fundraising, the CMT Community, and more! 19:38

4M ago19:38

19:38

CMTA's Chief Engagement & Gift Officer, Jeana Sweeney, joined Episode #5 of the Simply CMT Podcast presented by the Charcot-Marie-Tooth Association (CMTA). In this episode, Jeana shares her personal connection to CMT, and all the different ways you can support CMTA. From donating directly to support CMTA-STAR research programs and matching gifts to…

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From RSVP to ROI: Hosting High-Impact Client Events- Dr. Mary Carlson [Founder & Financial Behavioral Researcher] 31:49

4M ago31:49

31:49

In this episode, host Belle Osvath, CFP®, connects with Dr. Mary Bell Carlson, financial behavior expert and founder of the Financial Behavior Keynote Group. Dr. Carlson shares how financial advisors can deepen relationships and demonstrate value through thoughtful, engaging client events. She emphasizes that the “why” behind client events is cruci…

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Episode 50: Navigating Market Cycles with Dan Wantrobski, CMT 1:12:10

5M ago1:12:10

1:12:10

In our milestone 50th episode of Fill the Gap, we are honored to host Dan Wantrobski, CMT, Associate Director of Research at Janney Montgomery Scott. With over two decades of experience as a technical analyst and strategist, Dan offers a profound exploration into the long-term forces shaping today's markets. Key Discussion Points: Demographic Dynam…

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The Hidden Impact of Day Traders & Overnight Drift - Victor Hagani [Founder & Researcher] 33:53

5M ago33:53

33:53

In this episode, host Belle Osvath, CFP®, interviews Victor Hagani, founder of Elm Wealth, about his groundbreaking research into the "overnight drift" in stock markets. Victor, a seasoned finance expert, explains how a significant portion of the stock market's returns occurs during off-hours when markets are closed, despite the higher volatility t…

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Simply CMT Podcast Ep. 4: Laurel Richardson on life with CMT, support programs, and more! 28:38

5M ago28:38

28:38

Living fully with CMT is both a personal journey and a professional mission for Laurel Richardson, CMTA’s Director of Community Outreach. In this episode of Simply CMT, Laurel shares how Charcot-Marie-Tooth disease (CMT) has shaped her life and how bracing helped her reclaim her quality of life. She also reflects on what drives her work at CMTA and…

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The IRS Shake-Up: Tax Law Changes & Updates – David Peters [CFP & CPA] 26:39

6M ago26:39

26:39

In this episode, host Belle Osvath CFP® talks with David Peters, CFP®, CPA. They discuss the latest tax updates and what they mean for financial advisors. David covers: IRS Updates: How the recent cut of 6,000 employees may affect processing times, refunds, and overall IRS operations. Beneficial Ownership Information (BOI) Reporting: What the Corpo…

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Episode 49: Pulling Global Markets Together with Laurence Balanco, CMT 1:22:12

6M ago1:22:12

1:22:12

In this episode of Fill the Gap: The Official Podcast of the CMT Association, we welcome Laurence Balanco, CMT. Laurence Balanco, CMT is a Technical Analyst at CLSA Australia Pty Ltd. Lawrence has a broad array of knowledge of all the different markets, and a real unique perspective about pulling all these different markets together. Back in the da…

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How to Land Ultra-Wealthy Clients (From Someone Who’s Done It!) - Erin Botsford [Founder] 29:41

6M ago29:41

29:41

In this episode, host Belle Osvath, CFP®, speaks with Erin Botsford, CFP®, who shares valuable insights into how financial advisors can build more sustainable and lucrative practices. Erin discusses: The role of a financial director vs. a planner: How being a concierge for your client's financial needs can set you apart and create lasting, generati…

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Simply CMT Podcast Ep. 3: Dr. Katherine Forsey on CMT Research, CMTA-STAR, & More! 39:45

6M ago39:45

39:45

Welcome to Episode 3 of the Simply CMT Podcast! Join us as we talk with Dr. Katherine Forsey, CMTA's Chief Research Officer. Dr. Forsey shares her journey living with CMT, the impact of CMTA’s Strategy To Accelerate Research (CMTA-STAR), CMTA's Patients as Partners in Research platform, CMTA's Patient & Research Summit, and more! Don't forget to li…

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Episode 48: Wait for the Signal with Duke Jones, CMT 1:23:40

7M ago1:23:40

1:23:40

In this episode of Fill the Gap: The Official Podcast of the CMT Association, we welcome Duke Jones, CMT, a Senior Financial Analyst in the Private Banking and Investment Group of Merrill Lynch, where he directs financial research and portfolio allocations for over $4B in assets. Duke has been quoted in Barron’s, the Wall Street Journal, Bloomberg …

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Understanding Hacks: How Zero Trust Enhances Cyber Protection - Jeremiah Baker (Cybersercurity Expert) 30:33

7M ago30:33

30:33

In this episode, host Belle Osvath, CFP®, interviews Jeremiah Baker, author of Confessions of a Hacker, about the evolving landscape of cybersecurity threats. With 17 years in the field, Jeremiah has worked with major casinos, banks, corporations, hospitals, and software firms worldwide to identify and mitigate security vulnerabilities. Jeremiah hi…

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Why Planners Should Treat Health as an Asset - Stevyn Guinnip [Founder] 25:39

7M ago25:39

25:39

In this episode, host Belle Osvath, CFP®, interviews Stevyn Guinnip, founder, and CEO of Grow Wellthy, a health and wellness consulting firm that works with financial advisors to improve their well-being. As the daughter of a financial advisor, Stevyn witnessed firsthand how the industry's pressures can negatively impact health. Her firm bridges th…

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Simply CMT Podcast Ep. 2: Jonah Berger on CMTA Youth Programs, Camp Footprint & Living with CMT 44:44

7M ago44:44

44:44

Welcome to Episode 2 of the Simply CMT Podcast! Join us as we talk with Jonah Berger, CMTA National Youth Programs Manager and Director of Camp Footprint. Jonah shares his journey living with CMTX, the impact of CMTA’s Youth and Young Adults Programs, and how CMTA's Camp Footprint empowers kids with Charcot-Marie-Tooth disease (CMT). Don't forget t…

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From Surrender to Sale: The Game-Changing Approach to Life Insurance - Scott Sanders [Founder] 31:46

8M ago31:46

31:46

In this episode, host Belle Osvath, CFP®, interviews Scott Sanders, founder of 1908 Advisors, a firm specializing in life insurance settlements. Scott explains how his company simplifies the process of selling cash-value life insurance policies that are no longer needed or wanted. He outlines three primary options for such policies: lapsing, surren…

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Smarter Planner Symposium 2025 Discount Code Available 20:08

8M ago20:08

20:08

In this episode of the Smarter Planner podcast, host Belle Osvath, CFP® speaks with Kelly McNerney, CFP®, and Kristin Beane, about the upcoming Smarter Planner Symposium, which will be held on January 24th, 2025 at the Archer Hotel in Tysons Corner, Virginia. The event promises a full day of learning, networking, and collaboration designed for fina…

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Episode #1: Sue Bruhn, PhD 21:22

8M ago21:22

21:22

CMTA's Chief Executive Officer, Dr. Sue Bruhn, discusses the work of the Charcot-Marie-Tooth Association (CMTA) and the impact the organization has on the global CMT community.By Charcot-Marie-Tooth Association (CMTA)

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Episode 47: Technicals Tell The Story with Jay Woods, CMT 1:14:03

8M ago1:14:03

1:14:03

In this episode of Fill the Gap: The Official Podcast of the CMT Association, we welcome Jay Woods, CMT, the Chief Global Strategist for Freedom Capital Markets. Prior to joining Freedom, he was the Chief Market Strategist at DriveWealth Institutional. He also served as an Executive Floor Governor at the NYSE, the highest elected position at the Ex…

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Episode 46: John Kosar, CMT 1:09:41

9M ago1:09:41

1:09:41

In this episode of Fill the Gap: The Official Podcast of the CMT Association, we welcome John Kosar, CMT, President and Chief Market Strategist at Asbury Research. After spending most of the first half of his 40-year career on the Chicago Mercantile Exchange trading floor, he has spent much of the second half trying to take emotions out of the equa…

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Episode 45: Cynthia Kase, CMT, MFTA 51:48

9M ago51:48

51:48

In this episode of Fill the Gap: The Official Podcast of the CMT Association, we sit down with Cynthia Kase, CMT, MFTA, Expert Consultant at Kase and Company, Inc. Cynthia A. Kase, CMT, MFTA, and Dean Rogers, CMT have worked together for nearly a quarter of a century. During that time, they have worked closely to develop trading indicators, custom …

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Tapping Hidden Wealth: AI that Uncovers Outside Assets - Jeannette Kuda [COO] 21:21

9M ago21:21

21:21

In this episode, host Belle Osvath, CFP®, interviews Jeannette Kuda, President and COO of TIFIN AG, a fintech company revolutionizing wealth management through supervised AI. Jeannette explains the differences between supervised (predictive) AI and generative AI, emphasizing the former's ability to analyze large datasets to identify growth opportun…

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The Fiduciary Revolution in Life Insurance: A New Era – Steven Zeiger [Speaker, Managing Director] 34:20

10M ago34:20

34:20

In this episode, host Belle Osvath, CFP®, interviews Steven Zeiger, Managing Director at KB Financial, about the complexities of life insurance in the "fiduciary era." Steven discusses the importance of transparent and unbiased evaluation in life insurance, noting the need for more standardization and the potential for misleading information in tra…

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Episode 44: Tactical Insights with Dan Russo, CMT 1:23:34

10M ago1:23:34

1:23:34

In this episode of Fill the Gap: The Official Podcast of the CMT Association, we sit down with Dan Russo, CMT, Portfolio Manager at Potomac Fund Management. Dan shares his tactical approach to navigating today’s markets, emphasizing the critical role of technical analysis in portfolio management. With over two decades of experience in financial mar…

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Identifying Climate Risk: Preparing Clients for a Changing World – Dan Carreno [Founder] 24:59

10M ago24:59

24:59

In this episode, host Belle Osvath, CFP®, speaks with Dan Carreno, cofounder of 0-Six Impact Partners and cohost of the Rewilding Wall Street podcast. They explore the critical intersection of climate change and financial planning, discussing how extreme weather events impact insurance costs and property values. Dan shares his personal experiences …

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Episode 43: Navigating Markets with Todd Sohn, CMT 1:15:09

10M ago1:15:09

1:15:09

In this episode of Fill the Gap: The Official Podcast of the CMT Association, we welcome Todd Sohn, CMT, a leading ETF strategist and technical market analyst at Strategas. Todd shares his unique perspective on the ever-evolving $10 trillion ETF landscape, which has seen explosive growth in recent years. We explore the rapid rise of actively manage…

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From Data to Decisions: AI’s Role in Portfolio Management - Brooke Juniper [FinTech Leader &CEO] 35:51

11M ago35:51

35:51

In this episode of the Smarter Planner podcast, host Belle Osvath, CFP®, talks with Brooke Juniper, CEO of Sage, about the evolving role of AI in the wealth advisory industry. Brooke shares insights on how AI has been part of portfolio management for over 20 years, starting with quantitative equity strategies and sentiment analysis from company ear…

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From Planner to Personal Brand: How to Make Your Mark - Derek Pollard, PdD [Founder & Writer] 28:06

11M ago28:06

28:06

In this episode of the Smarter Planner podcast, host Belle Osvath, CFP®, interviews Derek Pollard, Ph.D., founder of Constellar Creative, about the importance of personal branding for financial planners. They dive into strategies for crafting a unique, consistent brand that reflects your story and expertise, even if you're part of a larger organiza…

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How to Build Trust More Quickly - Michael Clarke [Co-founder & Author] 24:38

12M ago24:38

24:38

In this episode, host Belle Osvath, CFP® interviews Michael Clarke, co-founder of Protection Point Advisors and the National Referral Network, and author of A Firm Worth Building. The discussion revolves around the concept of "trust compression," which refers to building trust with clients not through long interactions over time, but by creating a …

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Beyond Politics: Integrating Social Justice Investing into Your Practice - Andrea Longton, CFA [Author] 23:45

1y ago23:45

23:45

In this episode, host Belle Osvath, CFP®, speaks with Andrea Longton, a CFA and award-winning author who specializes in social justice investing. Andrea has raised over $1 billion for social justice investments in the U.S. and advised on an additional $1.5 billion globally. She authored a book titled The Social Justice Investor: Advance Your Values…

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Episode 42: Frank Cappelleri, CMT, CFA 1:09:21

1y ago1:09:21

1:09:21

In Episode #42 of the CMT Association’s "Fill the Gap" podcast, we sit down with Frank Cappelleri, CMT, CFA, Founder of Capp Thesis LLC. In this engaging conversation, Frank provides his insights into the current market landscape, sharing his perspective on key trends and developments. We delve into Darvas Boxes, a classic yet powerful tool in tech…

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From “Got Milk?” to “It's Gotta Be a CFP®”: The Strategy Behind CFP Board’s Public Awareness Campaign – Kevin Keller [CEO, CFP Board] 21:39

1y ago21:39

21:39

In this episode, host Belle Osvath, CFP®, interviews Kevin Keller, CAE, the CEO of CFP Board, about their latest public awareness campaign. Keller shares insights into the campaign's goal of increasing consumer recognition of the CFP® certification with the tagline, "It's Gotta Be a CFP®." Keller discusses the campaign's development and budget and …

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The Evolving Advisor: How Value-Centric Planning Is Changing the Game - Andy Baxley [Certified Financial Transitionist] 25:58

1y ago25:58

25:58

In this episode, host Belle Osvath, CFP®, speaks with Andy Baxley, MS, CFP®, CIMA®, a Certified Financial Transitionist, about the evolving role of financial advisors. Andy, an independent financial planner at the Planning Center, discusses how changes in people's lives, work, and retirement necessitate a shift in financial planning approaches. He …

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The AI Edge: Augmenting Your Practice – Rachel Witkowski (Reporter) 24:03

1y ago24:03

24:03

In this episode, host Belle Osvath, CFP®, interviews Rachel Witkowski, an award-winning financial tech and AI reporter, about the integration of AI in financial planning. They discuss current AI applications, upcoming innovations, and the security concerns surrounding these technologies. They also touch upon the Advise AI conference, which is dedic…

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Episode 41: Navigating Strategic Global Bond Portfolios with Brian Decker, CMT 1:03:04

1y ago1:03:04

1:03:04

Join us on Fill the Gap for a deep dive into the world of global fixed income portfolio management with Brian Decker, CMT, a distinguished market strategist from Wellington Management in Boston. A seasoned market expert with a background in rates trading, thematic investing, and market analysis, Brian brings a wealth of experience in navigating the…

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Beyond Advising: The Essential Role of Daily Money Managers - Christine Dolan [Founder & Daily Money Manager] 22:43

1y ago22:43

22:43

In this episode, host Belle Osvath, CFP® interviews Christine Dolan, the founder of C. Dolan and Associates Financial Organizing. Christine explains the role of a daily money manager and how they provide essential day-to-day financial management services that complement the work of financial advisors. Christine details how her firm helps clients ma…

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The Only Marketing Left for Financial Advisors - Matt Halloran [Founder] 14:20

1y ago14:20

14:20

In this episode host Belle Osvath interviews Matt Halloran, Co-founder, and Chief Relationship Officer at ProudMouth, on the power of influence in financial planning marketing. Matt discusses how the marketing landscape has fundamentally changed, emphasizing that traditional selling methods are being replaced by content-driven influence that allows…

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Episode 40: Janine Guenther, CMT, CFA 1:11:56

1+ y ago1:11:56

1:11:56

In the podcast interview for CMT Association's Fill The Gap, Janine Guenther, CMT, CFA, a seasoned financial professional based in Vancouver, shared her extensive expertise at the intersection of technical analysis and fundamental research. With a background that includes roles at prominent financial institutions and a deep commitment to the CMT an…

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Ep 34. Investing in Education: The Future of Wealth Management - Mike Alves [Founder] 21:34

1+ y ago21:34

21:34

In this episode, host Belle Osvath, CFP® speaks with Mike Alves, MSAFP, CFP®, CEPA, CRPC®, founder of Vida Private Wealth. Mike shares his unique approach to integrating financial education into wealth management by developing a curriculum tailored to young people from childhood through adulthood. He discusses the genesis of this initiative, which …

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Ep. 33 Searching for Alpha: Strategies Amidst Market Overvaluation - David Marra [Founder & CIO] 17:48

1+ y ago17:48

17:48

In this episode, host Belle Osvath, CFP® welcomes David Marra, Chief Investment Officer at Markin Asset Management, back to discuss the current state of U.S. equity markets and investment strategies in the context of perceived market overvaluation. David shares insights into the cyclically adjusted PE ratio (CAPE) and its implications for future ma…

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Ep 32. The Missing Billionaires - Victor Haghani [Founder & Author] 24:41

1+ y ago24:41

24:41

In this episode host, Belle Osvath, CFP®, chats with Victor Haghani, co-author of "The Missing Billionaires: A Guide to Better Financial Decisions" and founder of Elm Wealth. Victor discusses the intriguing phenomenon of America's wealthiest families losing their fortunes over generations despite favorable investment conditions. He explores these f…

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Episode 39: Mark Newton, CMT 58:39

1+ y ago58:39

58:39

Mark Newton, CMT, a distinguished market analyst and strategist at Fundstrat Global Advisors, brought his wealth of experience and analytical prowess to the forefront in a compelling podcast interview on the CMT Association's Fill The Gap series. With a career spanning significant roles at firms like Morgan Stanley Wealth Management and Greywolf Ex…

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Episode 38: Live from CMT 2024 Summit Dubai with FRANK TEIXEIRA, CMT, CFA & DAVID LUNDGREN, CMT, CFA 1:24:22

1+ y ago1:24:22

1:24:22

This episode of Fill the Gap features a live Fireside Chat with special guests Frank Teixeira, CMT, CFA & David Lundgren, CMT, CFA moderated by Tyler Wood, CMT. Recorded at the CMT 2024 Summit in Dubai, UAE on February 29, 2024 inside the Museum of the Future. In this special live release of Fill the Gap, Frank Teixeira, CMT, CFA, and David Lundgre…