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Episode 42 - Financial Planning Unplugged (from Investments) with Holly Donaldson

Holly Donaldson, (for NAPFA members listening, you know her as Holly Thomas), built her business as a plug and play operation. Clients would go to her for financial planning, but with her help they could plug into whichever 3rd party investment manager they saw fit. Why did she go that route, and how did it work out? And what sorts of clients were drawn to her approach?

Episode 41 - Financial Planning and Senior Living, with Brad Breeding - [CFP CE Credit Eligible]

Fresh off of his presentation at the NAPFA 2017 Fall National Conference, Brad Breeding, CFP(R) of myLifeSite.net joins Ben and Roger to talk about aspects that planners need to consider when discussing aging plans/living arrangements with clients.

Brad has a unique perspective in this area, having worked as an advisor for 14 years before launching myLifeSite.net. In that time, he fielded so many questions about Continuing Care Retirement Communities (CCRCs) that that identified a need for resources and databases related to general questions about CCRCs, various contract types, the application process, and how to research specific communities.

In this episode, Brad touches on:

  • The age/life phase when most folks need to seriously consider long-term aging plans
  • Pros and cons of "Aging in Place"
  • Considerations of defaulting to a family caregiver, and the limitations of direct home care providers
  • Defining elements of most Continuing Care Retirement Communities
  • Differences between the three primary CCRC contract types
  • Aspects to consider regarding refundable entry fees

While discussing home care providers, we stumbled on the right name for case managers who can help coordinate health and other care-related activities for older folks. The term we were looking for was "geriatric care managers." Brad wrote a great post about geriatric care managers at myLifeSite.net You can also find more information at the webpage of the Aging Life Care Association (formerly the National Association of Professional Geriatric Care Managers).

Episode 40 - Linda Leitz PhD

On a cold January 2nd, 2018, we spoke with Linda Leitz over Skype about why she went back to school to get her PhD, and how that experience has shaped her as a practitioner and as someone who serves in leadership roles within the profession. Linda has done great work for financial planners for years, so its no surprise that one of her motivations behind going back to school was to look for new ways to help the profession grow and improve.


Linda's Dissertation - She said it couldn't be found! Google said otherwise.

Heat Pumps in Cold Weather - A lot of articles say they work fine, but we know better.

Episode 39 - Super Self-Indulgent Holiday Episode

This is the first in what will be a two part series, in which your co-hosts interview each other. This time around, Ben interviewed Roger. Here's your chance to learn the origin story of the curmudgeon you've heard in your earbuds over the past year.

Part One of this series took place near Roger's birthday on Christmas Eve. Part Two will be coming soon on or near Ben's birthday.

Episode 38 - Extreme Remote Working

One 2017 business story you might have caught was IBM's decision to eliminate all remote work. They announced it during the spring, but basically if you want to work at IBM, you have to work in the office. No more working from home.

No financial advisory firm has reached IBM's size and complexity just yet, but we grapple with the pros and cons of remote work just like they do.

In this episode, we chat with Bethany Griffith of the Abacus Planning Group, who continues to work for her South Carolina firm while living in Germany.

Bethany mentions two helpful systems that keep her connected to her firm, which we've linked to below:

  • Allworx phone systems
  • Yammer, an internal chat/social media solution