Episodes - Page 4 | Wicked Pissah Podcast

Sept. 19, 2023

#170 - FPA Update: So Many Benefits of Membership - Ben Lewis

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 PR...

Sept. 12, 2023

#169 - Divorce Financial Planning - Diane Pappas

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 individuals and couples going...

Sept. 5, 2023

#168 - Helping Yourself Before You Can Help Others – Dr. Sarah Newcomb

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 not know about Sarah! We...

Aug. 29, 2023

#167- The Current Equity and Fixed Income Environment with MRB- Bob Hanney and Phil Colmar

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 ideas. We hear their thoughts...

Aug. 21, 2023

#166- Protecting your clients' property and wealth-Holly Gately

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 Wicked Pissah Podcast and...

Aug. 15, 2023

#165 - Scale and Gain Clients with Chris Field-Holistiplan's Chief Growth Officer and Disruptor

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: scale gain...

Aug. 3, 2023

#164 John Leonetti- Preparing to sell or exit your company

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 small businesses are a...

July 27, 2023

#163 - Jeffrey Kleintop - Global Economy - Potential Opportunities and Risks (2023.07.27)

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 exposure, not just from the...

July 19, 2023

#162 - Kristin Beane - FPA of New England Update

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 things to come....

July 11, 2023

#161 - College Planning with Joe Messinger (2023.06.26)

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 college." He created the...

July 4, 2023

#160 - Duncan MacPherson - The Blue Square Method (2023.06.21)

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 & Chris Boyd...

June 28, 2023

#159 - Ric Edelman - Cryptocurrency & Digital Assets - 2023.06.20

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, rebalancing,...

June 22, 2023

#158 - Let's Talk Retirement with Bob Powell

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 of The Street's...

June 13, 2023

#157 - Sarah Stanley Fallaw - "The Next Millionaire Next Door"

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 financial attitudes,...

June 5, 2023

#156 - DFA Dimensional Fund Advisors - Althea Trevor & Dillon Hewitt-Castillo

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 Dimensional’s investment...

May 24, 2023

#155 - Succession Planning - Brooklyn Brock - Financial Planner & Exit Coach to Independent RIAs

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 clients – other financial...

May 16, 2023

#154 - Ginnie Baker, Beaird Harris Wealth Management

We are joined by Ginnie Baker, CFP®, Partner of Beaird Harris Wealth Management and head of the FPA® Advisory Council, to discuss what the role of the Advisory Council is, its importance, and how it’s impacting the Financial Planning Association®...

May 9, 2023

#153 - Rick Fingerman, Financial Planning Solutions

On this episode we are joined by our fellow FPA of New England member, Rick Fingerman, CFP®, CDFA®, CCPS™. Rick is the Managing Partner and Co-Founder of Financial Planning Solutions where he helps create Financial Wellness for Widowed or...

April 25, 2023

#152 - David Marra, Markin Asset Management

David Marra of Markin Asset Management speaks with us not only about quantitative asset management but also about the recession worry, changing long-term economic & market conditions, recency bias, building portfolios that act as clients expect, this...

April 19, 2023

#151 - Traci Brown, Body Language Expert/Trainer

We are joined by body language expert, keynote speaker, and author Traci Brown. She uses her body language expertise to help banks, credit unions and financial, insurance and safety groups stop fraud losses by detecting deception that happens right...

April 12, 2023

#150 - Celeste Revelli, Fidelity Investments

We are joined by 2022 Heart of Financial Planning Award winner Celeste Revelli. She is the director of digital planning within planning advice services at Fidelity Investments. She will share her thoughts on how democratizing financial wellness and...

April 4, 2023

#149 - Karen Van Voorhis, Membership Director, and Kayla Holland, Next Gen Director

On this episode, host Kathleen Kenealy speaks with two of the FPA New England chapter’s board members: Membership Director Karen Van Voorhis, CFP® and Kayla Holland, CFP®, head of the Next Gen Committee. We hear from Kayla and Karen about the...

March 28, 2023

Episode 148 - Robert Glovsky, The Colony Group

We are joined by award-winning financial advisor, educator, and thought leader Robert Glovsky. Robert is Vice Chair and a Principal of The Colony Group. Stay tuned to hear about his professional journey and thoughts on CFP education and the profession...

March 23, 2023

Episode 147 - Kevin Keller & Dan Moisand, CFP Board

We are joined by CFP Board CEO Kevin Keller and CFP Board Chair and CFP Professional Dan Moisand. We'll hear about CFP Board's strategic priorities, the relationship between FPA and CFP Board, and Dan and Kevin's thoughts on the evolution of the...