Wicked Pissah Podcast

Wicked Pissah Podcast

The Wicked Pissah Podcast, brought to you by the Financial Planning Association of New England (FPA of New England), features discussions for financial professionals including topics of financial planning, recent or future events in the financial services industry, and interactions with influential speakers from across the industry. Additionally, the educational program will review the latest updates and announcements surrounding the New England chapter of FPA. Join us and listen in for engaging discussions and insightful content!

Recent Episodes

Dec. 18, 2024

#229 - Reflecting on Money and Meaning – with Dr. Daniel Crosby

Reflecting on Money and Meaning – with Dr. Daniel Crosby   On this episode we speak with psychologist, behavioral finance expert and New York Times best-selling author, Dr. Daniel Crosby. Dr. Crosby is the Chief Behavioral O…
Dec. 3, 2024

#228 - Helping Financial Advisors Save on Taxes – with Catherine Tindall, CFA

Helping Financial Advisors Save on Taxes – with Catherine Tindall, CFA More and more I keep hearing from other financial planners that they are struggling to find good CPAs that they can send their clients to for tax prepara…
Nov. 26, 2024

#227 - Retirement Plans & Community Impact: Insights from Financial Planning Leader John McAvoy

Join us as we speak with FPA chapter past president, John McAvoy! John shares insights about working in the Retirement Plan space both with employers and participants.  Thinking of doing more with 401Ks or IRAs, then you’ll …
Nov. 19, 2024

#226 - Jenn Mayo: Direct of Gift Planning and Advisor Relations, Essex County Community Foundation

Jenn Mayo: Direct of Gift Planning and Advisor Relations, Essex County Community Foundation Hosts Michael Connaughton and Brad Wright are joined by Jenn Mayo of the Essex County Community Foundation Essex County Community Fo…
Nov. 12, 2024

#225 - Financial and Caregiving Challenges: Couples with and without Children-Bill & Paula Harris

Families with children may have more financial challenges in the accummulation phase, but couples without kids have different challenges more often later in life.  After each other, who is to become a healthcare proxy, or...
Nov. 8, 2024

#224 - International Investing with Nick Paul, MFS

The Case for International Investing with Nick Paul, MFS – Nicholas J. Paul, CFA who serves as the Equity Portfolio Manager for MFS joins Chris Boyd and Jeff Perry for an in-depth discussion about using mutual funds for inte…

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