Episodes

#194 - Saving Money on Prescription Drug Costs with Patricia Prewitt
March 27, 2024

#194 - Saving Money on Prescription Drug Costs with Patricia Prewitt

Saving Money on Prescription Drug Costs with Patricia Prewitt According to a 2022 study, Americans pay higher prices for prescription drugs than any other country in the world, with prescription drug prices here in the U.S. more than 2.5 times as high...
#193 - TIFIN Wealth – AJ Boury
March 20, 2024

#193 - TIFIN Wealth – AJ Boury

AJ Boury Hosts Brad Wright and Chris Boyd are joined by TIFIN Wealth COO AJ Boury. They discuss: * The AI and innovation platform for wealth that was founded by former Wharton Professor and successful entrepreneur Dr. Vinay Nair * How FPA members...
#192 - Your Financial Therapist- Erika Wasserman
March 13, 2024

#192 - Your Financial Therapist- Erika Wasserman

Erika Wasserman, CEO of Your Financial Therapist, joins us to discuss how she addresses #financial #anxiety and #stress #management, #money and #relationshps, #mindset, and #behavior #change with her #FinancialTherapy clients and how she trains...
#191 - 2024 College Planning with Cozy Wittman
March 12, 2024

#191 - 2024 College Planning with Cozy Wittman

On today’s episode, Brad Wright and Jeff Tomaneng are joined by Cozy Wittman. Cozy is an education and partnership leader at College Inside Track. Cozy speaks nationally about college search, educating families and training financial...
#190 - Heart of Financial Planning Award Winner Virginia Asher
March 5, 2024

#190 - Heart of Financial Planning Award Winner Virginia Asher

This week, we are joined by #FinancialPlanner, continuous #learner, #aspiring #teacher, and 2023 FPA Heart of Financial Planning Award winner Virginia Asher. Virginia practices financial planning at Chichester Financial Group and TrustBank Wealth...
#189 - Nurturing a More Diverse Profession – with Rene Jarquin and JonPaul McBride
Feb. 27, 2024

#189 - Nurturing a More Diverse Profession – with Rene Jarquin and JonPaul McBride

Nurturing a More Diverse Profession – with Rene Jarquin and JonPaul McBride According to data recently released by the CFP Board, less than 10% of the nearly 100,000 CFP® professionals report as Black, Hispanic, Latino, Asian or Pacific Islander....
#188 - Trailblazing Transparency: Heart of FP Award Winner Greg Friedman
Feb. 20, 2024

#188 - Trailblazing Transparency: Heart of FP Award Winner Greg Friedman

This week, we are joined by #technology #innovator, #author, and 2023 FPA Heart of Financial Planning Award winner Greg Friedman. Greg was at the forefront of the industry's shift to #transparent, non-hierarchical #leadership, and his candid approach...
#187 - Risk Management Mastery: Insights from Northeast Brokerage Leaders Guy Ziriak and Mike Costello
Feb. 13, 2024

#187 - Risk Management Mastery: Insights from Northeast Brokerage Leaders Guy Ziriak and Mike Costello

Kathleen and Jeff speak with Guy Ziriak and Mike Costello. Guy is a Vice President, and Mike is a Senior Partner with FPA New England partner Northeast Brokerage, an employee-owned insurance brokerage general agency dedicated to providing...
#186 - Goal Setting and Business Success- Carson Group VP of Coaching and Consulting Sarah Cain
Feb. 6, 2024

#186 - Goal Setting and Business Success- Carson Group VP of Coaching and Consulting Sarah Cain

Brad and Jeff speak with Leadership and Business Coach Sarah Cain. joined by Sarah Cain, VP of Coaching and Consulting of FPA partner and sponsor Carson Group, where she leads a team of executive business coaches and practice management consultants...
#185 - Ross Levin - Not to be untethered from what you want.
Jan. 16, 2024

#185 - Ross Levin - Not to be untethered from what you want.

This week, we are joined by personal financial advisor, author, and thought leader, 2023 FPA P. Kemp Fain, Jr., Award winner Ross Levin. Ross is the Founder and a Shareholder of Accredited Investors Wealth Management. Long an industry leader, Ross...
#184 - 2024 FPA National President Claudia Kane – From Challenges to Pioneering Leadership
Jan. 9, 2024

#184 - 2024 FPA National President Claudia Kane – From Challenges to Pioneering Leadership

Jeff and Kathleen are joined by 2024 FPA National President Claudia Kane of Beacon Wealth Strategies. We'll hear about her journey overcoming personal struggles early in life to build a financial advisory practice from wirehouse to independent...
#183 - Maximizing Value: Selling Your Financial Advisory Business
Dec. 26, 2023

#183 - Maximizing Value: Selling Your Financial Advisory Business

As a financial advisor, would you sell your business if you found out it might be worth nearly twice what you thought?  That might be true.  In this episode, host Brad Wright is joined by guest, Scott DiGiammarino of JPTD Partners, and WPP...
#182 - The Power of Managed Futures
Dec. 19, 2023

#182 - The Power of Managed Futures

Alex Fratila, CFA speaks with host Chris Boyd about Managed Futures.  Learn what are the benefits of use of futures in designing an investment portfolio.  How they work, what asset classes can be represented, and how inclusion of a managed...
#181 - Collaborating with a Daily Money Manager to Enhance Client Relationships
Dec. 12, 2023

#181 - Collaborating with a Daily Money Manager to Enhance Client Relationships

Collaborating with a Daily Money Manager to Enhance Client Relationships We all have clients that don’t always know where their money goes each month, who struggle to find important documents when they need them, who hate opening their mail and...
#180 - Delivering Value with Ongoing Tax Planning
Dec. 5, 2023

#180 - Delivering Value with Ongoing Tax Planning

Sometimes it can be hard finding a CPA or tax professional that actually does tax planning for clients, not just tax preparation. This challenge has only grown over the last few years as more and more accountants have retired or left the industry and...
#179 - Balancing Act: Thriving as a Financial Advisor with Jennifer Gray
Nov. 21, 2023

#179 - Balancing Act: Thriving as a Financial Advisor with Jennifer Gray

On this episode of the Wicked Pissah Podcast we speak with licensed professional counselor Jennifer Gray. Jennifer focuses her counseling work on helping financial advisors find balance and authenticity between their personal and professional selves;...
#178 - Creating Tax Alpha- Cantor Fitzgerald's Jay Frank
Nov. 14, 2023

#178 - Creating Tax Alpha- Cantor Fitzgerald's Jay Frank

Learn how to help your clients utilize various tax benefits from real estate investments - including benefits of depreciation, capital gains deferrals, & more.  Energetic and entertaining guest, Jay Frank, Pres. & COO of Cantor Fitzgerald...
#177 - Beyond Finance: Planning for your life in Retirement
Nov. 7, 2023

#177 - Beyond Finance: Planning for your life in Retirement

Beyond Finance: Planning for Your Life In Retirement   Host Chris Boyd, CFP® is joined by Jennifer Simes, CFP®, long time FPA member who suggested today’s topic and guests.  Nan Ives & Lisa Stornaielo share the challenges of...
#176 - Monte-Carlo Analysis with Income Lab co-founder Johnny Poulsen
Oct. 31, 2023

#176 - Monte-Carlo Analysis with Income Lab co-founder Johnny Poulsen

Hosts Brad Wright and Jeff Tomaneng are joined by Income Lab co-founder Johnny Poulsen, CFP®. They discuss: Whether or not advisors have been looking at retirement distributions the wrong way What Guardrails are and how they can help a retiree...
#175 - Marketing advice to stand out -Kristen Luke of Kaleido Creative Studio
Oct. 24, 2023

#175 - Marketing advice to stand out -Kristen Luke of Kaleido Creative Studio

Kathleen and Jeff speak with advisor marketing thought leader and author Kristen Luke of Kaleido Creative Studio. Kaleido Creative Studio is a marketing agency that helps Registered Investment Advisors market themselves to a niche, making it easier...
#174 - Helping women become more financially confident - Purse Strings
Oct. 17, 2023

#174 - Helping women become more financially confident - Purse Strings

Hosts Brad Wright and Kathleen Kenealy are joined by Purse Strings founders Dr. Barb Provost and her daughter Maggie Nielsen, MBA. They discuss: What led Barb and Maggie to found a financial services organization for women How the gender wealth...
#173 - Time to pay those student loans- Dan Rooker
Oct. 10, 2023

#173 - Time to pay those student loans- Dan Rooker

According to studentaid.gov, there are a whopping 45 million borrowers in the US who have Federal student loan debt – that’s almost 15% of the country’s population. Pretty soon those borrowers are going to need to start making loan payments...
#172 - Grieving Clients and how Financial Advisors can help - Kathi Balasek
Oct. 3, 2023

#172 - Grieving Clients and how Financial Advisors can help - Kathi Balasek

As part of this journey we call life, all of us will experience and grieve a loss or know someone who has. What do you say? How do you say it? Acknolwedging the loss and grief of another person can be uncomfortable and awkward, but it doesn’t have...
#171 -
Sept. 26, 2023

#171 - "The Why of Wealth" and "Haisley's Birthday Money" Authors and FPA Members

From Planning to Publishing: Educating Others by Writing from the Heart  Have you ever thought about writing a book but you’re not sure where to start? How do you figure out what to write about? How do you go about getting published? How do you...