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

View all

April 22, 2025

#244 - John Finney - Overvue and how it creates client and advisor efficiency

John Finney Host Michael Connaughton is joined by John Finney Co-Founder Overvue. John Finney is the co-founder of Overvue, a software company that helps financial advisors streamline their client onboarding. Before starting Overvue, John spent over...

Listen to the Episode

April 15, 2025

# 243 - Andy Ives– Navigating Net Unrealized Appreciation (NUA) Strategies

Andy Ives, CFP®, AIF® – Navigating Net Unrealized Appreciation (NUA) Strategies Host Chris Boyd is joined by Andy Ives, CFP®, AIF®, an IRA Analyst at Ed Slott and Company, LLC, to delve into the intricacies of Net Unrealized Appreciation (NUA)...

Listen to the Episode

April 1, 2025

#242 - Joy Slabaugh; The Financial Conflict Resolution Institute

Hosts Michael Connaughton and Kathleen Keneally are joined by Joy Slabaugh founder of The Financial Conflict Resolution Institute. Joy is a CFP® professional with 20 years financial of planning experience that includes providing advice to...

Listen to the Episode

March 25, 2025

#241 - Keith Garte talks Personal Risk Management and answers advisors questions

Keith Garte Hosts Michael Connaughton and Kathleen Keneally are joined by Keith Garte, Personal Risk Management Advisor with Assured Partners. Keith Garte is a Personal Risk Management Advisor with Assured Partners working out of their Natick...

Listen to the Episode

March 18, 2025

#240 - Advisor Tech with Jump Advisor AI CEO Parker Ence

Advisor Tech with Jump Advisor AI CEO Parker Ence Hosts Brad Wright and Kevin Williams are joined by Parker Ence, CEO and cofounder of Jump Advisor AI. Parker is an entrepreneur and operator with 12 years CEO/cofounder experience across advisor tech,...

Listen to the Episode

March 11, 2025

#239 - From Office to Anywhere: Erica Feldblum of LPL

Have you thought about making your business fully remote? Or perhaps it is and you’ve wanted to relocate? That’s the story of today’s guest, Erica Feldblum, and LPL advisor, on this week’s episode of the WPP. Listen in has...

Listen to the Episode

View all Episodes

Join the Email List