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 Can…
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…
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 …
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…
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…
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 maki…
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 awkwa…
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 p…
Ben Lewis, Chief Communications Officer of the Financial Planning Association joins the podcast to share new member resources and remind us about many more. We discuss: New Media Training advanced modules & MediaSource …
Kathleen and Jeff speak with Diane Pappas of Solutions for Divorce. Solutions for Divorce is a boutique fee-only Divorce Financial Planning firm on the North Shore of Boston dedicated to improving the divorce process for ind…
Did you know that before Dr. Sarah Newcomb became an applied scientist in behavioral economics she was an aspiring opera singer? No? Then tune in to this episode of the Wicked Pissah Podcast to find out what else you might n…
Chris and Jeff speak with Bob Hanney and Phil Colmar of MRB, The Macro Research Board. MRB is an independent research firm providing integrated global multi-asset investment strategy as well as actionable, absolute-return id…
Protecting your clients’ property and wealth with Personal Risk Advisor Holly Gately When was the last time you took your clients through a comprehensive risk assessment? Can’t remember? Then tune into this episode of the Wi…
Host Brad Wright is joined by Holistiplan’s Chief Growth Officer, Chris Field. They’ll walk you through Holistiplan's tax planning software (even if you’re not a CPA or an EA). You’ll learn how the software can help you: …
Are you an advisor working with baby boomer business owner clients? According to the US Small Business Administration, there are 33.2 million small businesses in America representing 99.9% of all US businesses. Obviously s…
In this episode, our esteemed guest is Jeffrey Kleintop, CFA, Chief Global Investment Strategist and Managing Director of Charles Schwab & Company, Inc. Listen in as Jeff reminds advisors of the virtues of international expo…
Returning guest, Kristin Beane of Endeavor Consulting, LLC and FPA of New England's executive director joins the podcast for an update on what's been happening in the chapter the first half of the year and for a preview of t…
Brad Wright CFP® and Jeff Tomaneng CFP® speak with Joe Messinger CFP®, ChFC®, CLU®, CCFC. Joe is a trusted authority in the areas of college planning and funding. He’s on a mission to "Change the way America shops for colleg…
As a financial professional, are you working in your business, or are you working on your business? Today we are joined again by renowned professional coach and author, Duncan McPherson. Chapter Past Presidents Brad Wright…
This week, we talk with Ric Edelman about Cryptocurrency & Digital Assets. The questions abound: Is it safe? Who should and shouldn’t own it? How much for a client’s portfolio? How do I deal with the logistics of ownership…
With more than $47M American retirees, and 10,000 BabyBoomers reaching retirement age every day … let’s talk RETIREMENT. Join our guest, Bob Powell, renowned Retirement columnist for USA Today & MarketWatch, publisher/editor…
Kathleen and Jeff speak with Dr. Sarah Fallaw. Sarah is a psychologist, researcher, and founder-president of DataPoints, the first behavioral assessment company for financial services. DataPoints uses tools that pinpoint fin…
On this episode of the Wicked Pissah Podcast we are joined by representatives from Dimensional Fund Advisors, Althea Trevor and Dillon Hewitt-Castillo. During our conversation with Althea and Dillon we learn about Dimensiona…
On this episode of the Wicked Pissah Podcast we speak with Brooklyn Brock, founder of Ellevate Advisors. Brooklyn is a Certified Financial Planner™ practitioner who provides financial planning services to a unique set of cli…
