Episodes

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...

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)...

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...

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...

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,...

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...

March 4, 2025

#238 - Investing In Private Markets with Michael Bell of Meketa Capital

Hosts Brad Wright and Chris Boyd are joined by Michael Bell, CEO of Meketa Capital Michael has more than 25 years of experience in the investment management and wealth management industries. He is the Chief Executive Officer of Meketa Capital as well...

Feb. 25, 2025

#237 - Scott Gottlieb of U.S. Compliance Consultants: Outside Compliance for RIAs

Hosts Brad Wright and Kevin Williams are joined by Scott Gottlieb of U.S. Compliance Consultants. Scott is President of U.S. Compliance Consultants, a full-service compliance consulting company that focuses exclusively on state and SEC-registered...

Feb. 18, 2025

#236 - Direct Indexing Strategies with Greg Kanarian, JD, CFA

Direct Indexing Strategies with Greg Kanarian, JD, CFA Hosts Kathleen Kenealy and Chris Boyd speak with Greg Kanarian, an Investment Strategist at Natixis Investment Managers representing the firm’s Direct Indexing strategies. Greg joins the...

Feb. 11, 2025

#235 - Nick Gudz, Co-Founder of Fin.Link

Nick Gudz Hosts Michael Connaughton and Brad Wright are joined by Nick Gudz, Co- Founder of Fin.Link. Nick has been in the industry for 20 plus years holding multiple positions. He co-founded Succession Link in 2012, a platform he developed connecting...

Feb. 4, 2025

#234 - MileMarker’s Jud Mackrill

MileMarker’s Jud Mackrill Host Brad Wright is joined by Jud Mackrill, CMO and co-founder of MileMarker, a data aggregation firm. As co-founder of Milemarker, Jud is driving change in financial advice and alternative investments. By blending...

Jan. 28, 2025

#233 - Social Security Fairness Act Kurt Czarnowski

Join special guest Kurt Czarnowski (Czarnowski Consulting) for a deep dive on the impact of the Social Security Fairness Act. Some 2,000,000 current Social Security recipients are impacted by this legislation, not to mention those who previously...

Jan. 21, 2025

#232 - iCapital’s James Costabile and Ryan Van Geons

Hosts Brad Wright and Mike Connaughton are joined by James Costabile and Ryan Van Geons of iCapital. James Costabile is Managing Director and Head of US Alternative Investment Distribution and Ryan Van Geons is a Senior Vice President, who covers our...

Jan. 14, 2025

#231 - Grandview and Company with Steve Tenney

Hosts Michael Connaughton and Chris Boyd are joined by Steve Tenney, Founder of Grandview and Company. Steve Tenney is the Founder of Grandview & Company. After 26 years as a Senior Portfolio Manager and Senior Vice President at UBS, Steve...

Dec. 24, 2024

#230 - FPA-NE 2025 Chapter Leaders: Sam Gough & Abe Ringer

FPA-NE 2025 Chapter Leaders: Sam Gough & Abe Ringer Hosts Brad Wright and Kathleen Kenealy are joined by Sam Gough and Abe Ringer. Sam is the 2025 incoming FPA-NE Chapter President and Abe will be President-Elect (2026 President). When not...

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 Officer at Orion...

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 preparation. Too many CPAs are...

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 want to listen...

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 Foundation inspires...

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 international investing....

Nov. 5, 2024

#223 - Tax Policy Impacts and the Upcoming Election with Nicholas A. Papakyrikos, CPA, P.C

Nicholas A. Papakyrikos, CPA, P.C Host Michael Connaughton is joined by Nick Papakyrikos, CPA, P.C. Nick is the founder of Nicholas Papakyrikos CPA. He began his professional career with the international accounting and consulting firm currently known...

Oct. 22, 2024

#222 - Nicole Wallace and Christopher Jensen – Franklin Templeton Investments

Nicole Wallace and Christopher Jensen – Franklin Templeton Investments Host Michael Connaughton is joined by Nicole Wallace and Christopher Jensen of Franklin Templeton Investments. Nicole is Vice President and Private Wealth Director covering the...

Oct. 15, 2024

#221 - Jack Heintzelman – FPA National Board of Directors

Jack Heintzelman – FPA National Board of Directors Hosts Brad Wright and Kathleen Kenealy are joined by Jack Heintzelman. Jack is a financial planner with Boston Wealth Strategies, where he has been since 2018. Jack has been serving on the FPA...