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Step 2: Listen to episodes as you work out, sit in traffic or on the bus, or during your lunch break.

Step 3: Take a quiz when you get to your desk.


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The Zebra Smash CE Course Catalog

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ZebraSmash Episode 59 - Special Needs Planning - Part 2

A conversation with attorney Melissa Donovan

Special needs planning is most certainly going to come up with your clients or in your own personal life. This episode, the second of two parts, covers some of the issues a family with a special needs child may face.

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ZebraSmash Episode 58 - Special Needs Planning - Part 1

A conversation with attorney Melissa Donovan

Special needs planning is most certainly going to come up with your clients or in your own personal life. This episode, the first of two parts, covers some of the issues a family with a special needs child may face.

Listen to Episode

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ZebraSmash Episode 49 - Safe Savings Rate

Safe savings rates explored

Dr. Wade Pfau published research in 2011 suggesting there is a safe minimum savings rate, just as there is a safe maximum withdrawal rate in retirement. This podcast episode, with Dr. Pfau as a guest, explored this research, including its history, its methodology, and its key findings.

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ZebraSmash Episode 45 - Philanthropy Planning

How to talk philanthropy with clients

This course covers the steps an advisor would take to build a dedicated philanthropy plan for a client. It starts with the goal setting phase, then continues on to implementation and evaluation

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ZebraSmash Episode 41 - Senior Living and Financial Planning

A discussion on CCRCs and aging in place

Brad Breeding, an expert in living arrangements for elderly clients, most notably Continuous Care Retirement Communities (CCRCs), takes us through the options available to our clients, the financial and lifestyle implications of each, and how to have meaningful conversations with clients about the options

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ZebraSmash Episode 33 - Government Employee Benefits

Retirement and fringe benefits for gov't employees

This Zebra Smash episode covers the 2 varieties of retirement benefits offered to federal employees, along with a discussion of the health and other fringe benefits you might come across as a planner.

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ZebraSmash Episode 27 - Modern Portfolio Theory

History and applications of MPT

This episode is an interview with Stephen Craffen, a practitioner who uses MPT in his practice. We discuss the academic grounding for MPT, some of its more problematic assumptions, and how practitioners can incorporate its principles when building client portfolios.

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ZebraSmash Episode 26 - Risks in Advanced Age

Literature review of older client behavior

This episode is a panel discussion between two practitioners and two academics on the subject of client behavior as clients age. The conversation was built around a paper by Michael Guillemette. A link to the paper is available on the Zebra Smash episode show notes.

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ZebraSmash Episode 24 - Required Minimum Distributions

An exhaustive and exhausting review of RMDs

This course covers all of the basics and ALL of the crazy edge cases that make up required minimum distribution rules. A mistake in this area can be very costly to your client or their family, so it is critical to know the more obscure rules that might trip you up.

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ZebraSmash Episode 14 - Oil and Gas

Royalties, working interests, and tax implications

An exploration of the ins and outs of oil and gas investing at the wellhead. The podcast episode covers mineral rights, working interests, special planning implications, and tax considerations. Perfect for an advisor with clients in oil producing regions of the country.

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ZebraSmash Episode 10 - Tax Return Reviews

Tax return reviews for fun and profit

This course covers a US Form 1040 tax return, line by line, in search of common mistakes and planning opportunities.

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ZebraSmash Episode 7: Persuasive Writing

Tips and tricks for more effective writing

Financial advisors write. A lot. Sometimes they even use fragment sentences. In this episode, we talk with Ben Opipari, PhD, about what it takes to improve writing among both individual advisors and advisory firms.

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ZebraSmash Episode 6: Profit Sharing Plans

Designing and implementing profit sharing plans

With guest Dave O'Brien, the Zebra Smash podcast walks through the various options available to advisors looking to offer retirement plan solutions. The episode starts with plan design, and proceeds to describe how advisors can build a fully contained solution for clients, including the investment management responsibilities.

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ZebraSmash Episode 2: Bonds 102

Part 2 of an overview on bonds by Zebra Smash

Yes, another hour all about bonds! As presented by the Zebra Smash podcast, this is an hour-long course covering the ins and outs of investing in bonds. Listen to the podcast, then come back to Cheetah Smash to take the quiz and get that hour of CE credit. You can subscribe to the Zebra Smash podcast using your favorite podcasting app.

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ZebraSmash Episode 1: Bonds 101

Part 1 of an overview on bonds by Zebra Smash

As presented by the Zebra Smash podcast, this is an hour-long course covering the ins and outs of investing in bonds. Listen to the podcast, then come back to Cheetah Smash to take the quiz and get that hour of CE credit. You can subscribe to the Zebra Smash podcast using your favorite podcasting app.

Listen to Episode