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Episodes

Episode 85 - Sabbaticals - Bethany Griffith

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 Planning Group.

How did we handle recording on multiple continents and multiple languages?  Not well.  Not well at all.


Episode 84 - Introducing Holistiplan.com - (Or, what is Roger up to these days...)

We check back into see what Roger has been working on in his mad scientist lab.  His newest venture is a service for advisors called Holistiplan.

Enough people ask Ben what Roger is up to that we feel an occasional update is episode-worthy.  And the product Roger has rolled out genuinely is something new and different in the financial planning space.  We didn't meant this to be an infomercial, in other words, and we think you'll find Roger is bad enough at sales that it doesn't sound much like an infomercial either.

www.holistiplan.com is open and taking new subscribers. Sign up today for a 7 day free trial, then it's $50 per month, with the option to cancel at any time.


Episode 83 - Zebra Book Club - Summer Edition

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

 Boomtown – Sam Anderson

Impossible to Ignore: Creating Memorable Content to Influence Decisions – Carmen Simon

How to Read a Book - Mortimer Adler

Get to the Point: Sharpen Your Message and Make Your Words Matter - Joel Schwartzberg

Educated: A Memoir - Tara Westover

How to Change Your Mind: What the New Science of Psychedelics Teaches Us About Consciousness, Dying, Addiction, Depression, and Transcendence - Michael Pollan



Episode 81 - Live at the NAPFA 2019 Spring Conference


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, and 2) any dummy can do it if they just start.

We covered a lot of specifics that newcomers to podcasting might find helpful, so below is a listing of all the products and services we talked about.  Much to our disappointment, we received no promotional compensation for plugging any of these things.

Dave O'Brien's firm, Evolution Advisers

We used Fiverr.com to find a lot of our helpers at the beginning.  We recommend starting with Level 2 sellers or higher.  It's cheap enough that you could hire two people for the same work then use the one you like better.  (We hired a guy with the Fiverr handle of awwyeah to do our editing.  He was fantastic.)

Libsyn.com and Podbean are two hosting companies you can use for your podcast.

Cashflow Podcasting is a turn key solution for creating a podcast from scratch.  They're more expensive than a DIY approach, of course, but it's an option if you've got more budget than time/energy.

Ben uses this microphone (be sure to read reviews before buying. There have been compatibility issues with Windows 10)

Audacity is a free, open source recording and editing software that about 99% of podcasters use.  It's a perfect tool to use when you're just starting out.  Audacity on a laptop plus a gamer headset microphone is a great setup.

Ecamm, Zencastr, and CleanFeed are products you can use to record guests.  None of them are perfect.

The Zoom H6 is the best recorder out there.  Worth the investment.

And finally, if you don't know about NAPFA, we HIGHLY recommend learning more about them.