Federal student loan planning has become increasingly complex, and for financial advisors, keeping up with changing repayment plans, forgiveness programs, eligibility rules, and deadlines can feel like a specialty all its own. In this episode of the Wicked Pissah Podcast, Jackie Walsh, CPA, CFP®, sits down with Emma Crawford, CFP®, CSLP®, founder of October Loan Strategies, a firm dedicated exclusively to helping borrowers navigate federal student loan repayment and forgiveness. Emma has consu

What does it take to enjoy not just a longer life, but a better one? In this episode of Something More with Chris Boyd, Chris welcomes Joan Harris and Kristine Callahan of Symphony Care Management for an insightful conversation about aging well, preparing for life's inevitable transitions, and building a plan that supports both independence and quality of life. While financial planning is an important part of retirement, it is only one piece of the puzzle. Joan and Kristine discuss the critica

After another strong year for investors, many are asking the same question: should we expect the momentum to continue, or is it time to become more cautious? In this episode of Something More with Chris Boyd, Chris sits down with Brian Regan to discuss the forces shaping markets as we head into the final months of the year. The conversation explores the growing role of artificial intelligence in both the economy and the markets, the challenges of evaluating today's valuations, and why tradition

K. Dane Snowden, CEO of CFP Board Show Notes On this episode of the Wicked Pissah Podcast, Kevin Williams is joined by K Dane Snowden, Chief Executive Officer of the CFP Board to discuss the organization's priorities and the future of the financial planning profession. Dane shares his vision for CFP Board, emphasizing the importance of raising public awareness of CFP professionals and increasing their value proposition. He highlights key priorities such as strengthening the value for current c

How much cash should you really keep on hand? We often hear that "cash is king," but determining the right amount of cash to hold is one of the most common questions investors face. In this episode of Something More with Chris Boyd, Chris Boyd, Russ Ball, and Luke Bagley explore the balance between maintaining liquidity for peace of mind and putting money to work for long-term growth. The conversation examines how cash reserve needs differ during your working years versus retirement. The team d

Host Chris Boyd is joined by Russ Ball and Luke Bagley for a conversation about one of the biggest financial risks facing retirees: the rising cost of long-term care. Long-term care can have a significant impact on retirement savings, but deciding how to prepare for those expenses is not always straightforward. Chris, Russ, and Luke break down the options families should understand and the financial considerations that can help shape a long-term care strategy. They discuss: · The growing cost