Smart Money Conversations

By Brett Croft, CFP®, CFA®, CTFA®

Smart Money Conversations: an advice-only podcast hosted by Brett Croft, CFP®, CFA®, CTFA®, and entrepreneur Chris Tabish CCO (Chief Comedic Officer) delivers expert financial strategies for UHNW fami... more

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FAQs about Smart Money Conversations:

How many episodes does Smart Money Conversations have?

The podcast currently has 32 episodes available.

Smart Money Conversations episodes:

August 28, 2025 Episode 2: Emotions, UTMA's, and Stay the Course
In episode 2 we teach you how to keep emotions from overtaking your investment decision making. Use a UTMA to gift assets to minors, stay the course with a long-term investment perspective.
Send us a question to: [email protected]

...more
1h
August 28, 2025 Episode 1: Introduction to the Advice-only model of Financial Education and Advice.
What is the real value of a financial advisor? How can I find an advisor that is aligned with my goals and interests? How do I find an advisor with (what Dave Ramsey calls) the "heart of a teacher" ? Find out about the advice-only model for financial advising and why it best and least conflicted of all advising models. Learn how to take control of your financial life and exit the "fee-matrix".

Send us a question to: [email protected]

...more
1h

FAQs about Smart Money Conversations:

How many episodes does Smart Money Conversations have?

The podcast currently has 32 episodes available.