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Episodes

Episode 54 - CFP Capstone Course - Nathan Harness, Karis Jochen

The CFP® Capstone requirement. If you're really old, normal old, or just a little bit old, you didn't go through it when you got your CFP®. We sure didn't go through it, so we think that makes us just a little bit old.

In any case, the capstone course is now required for all CFP® candidates. What is it? How hard is it, really? And does it really leave candidates better prepared for jobs in the industry?

In this episode we talk with Dr. Nathan Harness, who co-authored the capstone case study for Texas A&M's financial planning program. We also talk with Karis Jochen, one of his students who just completed that very same capstone case study. Anybody looking to add younger talent to their teams should listen in to see how they're learning about the profession.



Episode 52 - William Playfair, The Musical: A Sneak Peak

In our research for our PowerPoint presentation episode, we learned about William Playfair, and the world hasn't been the same since. Loyal listeners will recall that, among other things, Playfair invented (yes, INVENTED) the bar chart, the line chart and the pie chart.

For most people, that "among other things" would be pretty insignificant. But not for William Playfair. Not only did he birth data visualization into the world, William claimed to have introduced the semaphore telegraph to England, blackmailed a Scottish lord, and participated in the storming of the Bastille. Not bad for a day's work.

In honor of this Scottish Rogue of the Enlightenment, we're releasing the first song from our upcoming musical about the life of Playfair, where he contemplates the potential love of his life, Alexa Bisoap. This one's a keeper.

For those interested in learning more about Playfair, Cara Giaimo wrote this piece on Atlas Obscura in 2016: The Scottish Scoundrel Who Changed How We See Data

For even more, Bruce Berkowitz published a book about Playfair earlier this year, available on Amazon.com. Good stuff!


Episode 51 - 2018 FPA Retreat with Holly Donaldson

Through the magic of podcasting, we find ourselves whisked away to sunny Phoenix for the 2018 FPA Retreat. Our guide on this mystical journey is our friend Holly Donaldson, who attended in person and took copious notes.

Here's Holly's post-conference reading list. Like we said, she took copious notes...

Richard Wagner, Financial Planning 3.0

George Kinder, A Golden Civilization (not published yet)

Martin Seligman, Well-Being Theory

George Leonard, The Master’s Journey

Cindy Wiggelsworth, Deep Change, Inc.

Ken Wilber, Integral Approach to Money

Ed Schein, Helping

Chip and Dan Heath, Switch

Chip and Dan Heath, Decisive

Sidney Homan, A History of Interest Rates

Melanie Swan, Blockchain

Marianna Mazzucato, The Value of Everything

Dennis Stearns, Fourth Quarter Fumbles

Paul Kalanithi, When Breath Becomes Air

Peter Diamandis, Steven Kotler, Abundance

Lisa Feldman Barnett, How Emotions Are Made (mentioned in 2 different sessions)

Jacob Needleman, Money and The Meaning of Life

Groopman and Hartzband, Your Medical Mind

Michael Lewis, The Undoing Project

Roger Fisher, Getting to Yes

Mikhail Czikszentmihalyi, Flow

Fernando Flores, Conversation for Action and Collected Essays

Flores and Robert Solomon, Building Trust in Business, Politics, Relationships, and Life

Flores and Jerry Winograd, Understanding Computers and Cognition

Flores, et al, Disclosing New Worlds

Humberto Maturana and Francisco Varela, The Tree of Knowledge

Daniel Kahneman, Thinking Fast and Slow


Episode 50 - Metasode 4

Our 50th episode and our 4th metasode! What is a metasodo? Well it's a meta-episode, in which we provide an update on everything going on behind the scenes here at Zebra Smash. Are our finances still terrible? (Answer: yes) Are we still having fun? (Answer: yes) Are people downloading the show? (Answer: We're not sure) We cover these questions and more.