Episodes

#218 - Donna McKeown - Mortgages & Interest rate movement
Sept. 24, 2024

#218 - Donna McKeown - Mortgages & Interest rate movement

In this episode our guest is Donna McKeown of Movement Mortgage. The discussion starts by considering the recent change in the Fed Funds Rate and what impact it has had on the current interest rate environment.  We discuss what moves...
#217 - Chuck Failla: Sovereign Advisor Solutions + goRIA
Sept. 17, 2024

#217 - Chuck Failla: Sovereign Advisor Solutions + goRIA

Chuck Failla: Sovereign Advisor Solutions + goRIA Hosts Brad Wright and Mike Connaughton are joined by Chuck Failla. Chuck is Founder + CEO of Sovereign Financial Group in Stamford, CT. as well as Director of Sovereign Advisor Solutions. Chuck moved...
#216 - Navigating the College Selection Process with Todd Weaver
Sept. 10, 2024

#216 - Navigating the College Selection Process with Todd Weaver

Navigating the College Selection Process with Todd Weaver   On this episode of the Wicked Pissah Podcast Kathleen speaks with Todd Weaver, President of Strategies for College, to talk about the work Todd does helping students and their families...
#215 - Stephanie Aliaga – J.P. Morgan
Aug. 27, 2024

#215 - Stephanie Aliaga – J.P. Morgan

Stephanie Aliaga – J.P. Morgan Hosts Brad Wright and Kathleen Kenealy are joined by Stephanie Aliaga, Global Market Strategist on the JP Morgan Asset Management Market Insights Team, based out of New York. Stephanie helps formulate and communicate...
#214 - Richard LeFauve – Client Edge
Aug. 20, 2024

#214 - Richard LeFauve – Client Edge

Richard LeFauve – Client Edge Host Brad Wright along with Guest Co-Host Mike Connaughton are joined by performance coach Richard “Rick” LeFauve. Rick founded Client Edge for performance coaching after compiling extensive experience in...
#213 - Difficult Conversations
Aug. 13, 2024

#213 - Difficult Conversations

This week we’re talking about Difficult Conversations.  Whether telling clients they don’t have enough and need to get back to work, talking clients through market down turns, or speaking with clients at times of loss, some conversation...
#212 - Bonds vs. Bond Funds- Vanguard with Ted Dinucci
Aug. 6, 2024

#212 - Bonds vs. Bond Funds- Vanguard with Ted Dinucci

Vanguard Hosts Brad Wright and Chris Boyd are joined by Ted Dinucci, an investment strategist with Vanguard’s Investment Advisory Research Center, the team tasked with creating thought leadership for their intermediary advisory partners across a...
#211 - Approaching Business Owners' Insurance concerns and opportunities
July 30, 2024

#211 - Approaching Business Owners' Insurance concerns and opportunities

In this week’s episode of the Wicked Pissah Podcast, Kim Furnald, CLU returns to the program.  Using a holistic approach after a career in financial services, Kim for the past decade has been working with advisors on Estate and Business...
#210 - Valuing Your Life’s Work with Aaron Wells of FP Transitions
July 23, 2024

#210 - Valuing Your Life’s Work with Aaron Wells of FP Transitions

Valuing Your Life’s Work with Aaron Wells of FP Transitions   Hosts Kathleen Kenealy and Chris Boyd are joined by Aaron Wells, Director of Financial Analysis at FP Transitions, to discuss how Aaron and the team at FP Transitions help advisors...
#209 - Xtrackers
July 16, 2024

#209 - Xtrackers

Xtrackers Hosts Brad Wright and Chris Boyd are joined by John O’Connor and C. Allen Parker of JH Whitney Investment management who together with Xtrackers have created the “Geostrategic Risk Rating” system. John is CEO of JH Whitney and was...
#208 - Financial Education with NE Chapter President Marybeth Breed & Mass State Treasurer Deborah Goldberg,
July 9, 2024

#208 - Financial Education with NE Chapter President Marybeth Breed & Mass State Treasurer Deborah Goldberg,

Kathleen speaks with FPA of New England chapter President Marybeth Breed and Massachusetts State Treasurer Deborah Goldberg about the various initiatives Treasurer Goldberg has worked on to promote financial education across the Commonwealth of...
#207 - Michael Connaughton – Lead Advisor
July 2, 2024

#207 - Michael Connaughton – Lead Advisor

7Michael Connaughton – Lead Advisor Hosts Brad Wright and Kathleen Kenealy are joined by Michael Connaughton. Mike is co- founder of Lead Advisor, a wealth management collective that specializes in building firms, practices and careers. They provide...
#206 - Setting Charitable Intentions with Erinn Andrews of The Give Team
June 25, 2024

#206 - Setting Charitable Intentions with Erinn Andrews of The Give Team

Setting Charitable Intentions with Erinn Andrews of The Give Team   Education, food insecurity, climate change, humanitarian and disaster relief… There are countless  causes and more than a million and a half charities in the US looking...
#205 - Incorporating Long Term Care Into Your Long-Term Planning
June 11, 2024

#205 - Incorporating Long Term Care Into Your Long-Term Planning

Incorporating Long Term Care Into Your Long-Term Planning   There are some grim statistics out there regarding long term care: 70% of adults who live until age 65 will develop a need for long term care services in their lifetime The average...
#204 - Scams & Schemes with Bob Powell
June 4, 2024

#204 - Scams & Schemes with Bob Powell

In this episode, Chris Boyd CFP®CASL®catches up with Bob Powell to discuss the pressing issue of financial exploitation, focusing on scams and schemes. Bob Powell highlights the prevalence of financial scams, particularly those targeting...
#203 - Succession Planning with Jessica Polito
May 28, 2024

#203 - Succession Planning with Jessica Polito

As an advisor, you may have a considerable part of your personal wealth connected to your business. How and when will you obtain that wealth by selling your business? Will you sell internally or to another firm? Will that firm be larger...
#202 - Recession? Commodities? Deficit? Mike Arone – State Street Global Advisors
May 21, 2024

#202 - Recession? Commodities? Deficit? Mike Arone – State Street Global Advisors

Mike Arone – State Street Global Advisors Hosts Brad Wright and Kathleen Kenealy are joined by Mike Arone. Mike is Managing Director and Chief Investment Strategist for State Street Global Advisors US Intermediary Business Group. Michael is a highly...
#201 - Estate Management and Legacy Building with Vanilla's Jim Sinai
May 14, 2024

#201 - Estate Management and Legacy Building with Vanilla's Jim Sinai

Jim Sinai - Vanilla Host Brad Wright is joined by Jim Sinai. Jim is Chief Marketing Officer at Vanilla, The Estate Advisory Platform, designed to transform how wealth advisors help their clients manage their estate and build their legacy. Jim is a...
#200 - Life Planning with George Kinder
May 7, 2024

#200 - Life Planning with George Kinder

For our 200th episode, we are joined by the legendary George Kinder, best known for creating the Registered Life Planner designation and curriculum through the Kinder Institute of Life Planning.  George is a pioneer who helped to shape...
#199 - Branding and Marketing with Tiffany Markarian
May 1, 2024

#199 - Branding and Marketing with Tiffany Markarian

Tiffany Markarian – Advantus Marketing Host Brad Wright is joined by Managing Director of Advantus Marketing, Tiffany Markarian. Tiffany has coached hundreds of wealth advisors, broker/dealers, brokerage and insurance firms in driving productivity,...
#198 - Organization and efficiency expert Patty Kreamer of Productivity Uncorked
April 23, 2024

#198 - Organization and efficiency expert Patty Kreamer of Productivity Uncorked

"Clutter is nothing more than unmade decisions." - Patty Kreamer. Organization and efficiency expert Patty Kreamer of Productivity Uncorked joins us to share how to see between the steps and pull out the things that really don't matter and how you can...
#197 - Personal Finance Through Writing with Kate Dore, CFP®
April 16, 2024

#197 - Personal Finance Through Writing with Kate Dore, CFP®

Sharing a Passion for Personal Finance Through Writing with Kate Dore, CFP®   On this episode Kathleen and Jeff are joined by personal finance reporter Kate Dore, CFP®. We hear from Kate about how a career in music publishing led Kate to...
#196 - Developing Next Gen Talent with AdvoKate IQ consulting firms Kate Healy
April 9, 2024

#196 - Developing Next Gen Talent with AdvoKate IQ consulting firms Kate Healy

On this episode of the Wicked Pissah Podcast we are joined by long time industry veteran, Kate Healy. You may know Kate from her long tenure at TD Ameritrade or perhaps you recognize her from one of the many industry awards she has been honored with...
#195 - Nifty Advisor Support- Michelle Wong
April 2, 2024

#195 - Nifty Advisor Support- Michelle Wong

"Do what you do best and outsource the rest." - Peter Drucker. Michelle Wong, CEO of Nifty Advisor Support, joins us to discuss how she strives to close the talent gap between advisors and non-advisors through inclusive communication and effective...