Episodes - Page 5 | Wicked Pissah Podcast

March 14, 2023

Episode 146 - Shawn Jacobson, Northrock Partners

We are joined by 2022 FPA Heart of Financial Planning Award winner Shawn Jacobson. Shawn is an Advisor at Northrock Partners where he leverages over 20 years of impactful and meaningful client relationships, Shawn continues to deliver extensive...

March 7, 2023

Episode 145 - Matthew Jarvis, The Perfect RIA

Matthew Jarvis, Co-Founder of The Perfect RIA and author of Delivering Massive Value, joins host Brad Wright to discuss helping financial advisors create hyper-efficient and profitable practices. Learn how you can become more efficient and increase...

Feb. 28, 2023

Episode 144 - Bob Veres, Inside Information

We are joined by writer and financial planning industry commentator Bob Veres. Bob is the owner, editor, and publisher of Inside Information, a newsletter of relevant curated content for the financial advisory profession and co-producer of the...

Feb. 21, 2023

Episode 143 - Dr. Mary Bell Carlson, Financial Behavior Keynote Group

This week, we are joined by financial behavior expert, and storyteller Dr. Mary Bell Carlson, CFP®, AFC®. Mary is the president of Financial Behavior Keynote Group, a source for keynote speakers centered on financial behavior, and the author of the...

Feb. 14, 2023

Episode 142 - Joel Bruckenstein, T3 Technology Tools for Today

Host and past FPA MA President, Jeff Tomaneng, CFP®, is joined by author, consultant, and Financial Services FinTech Expert Joel Bruckenstein. Joel is the founder and president of T3 Technology Tools for Today, the premier practice management and...

Feb. 9, 2023

Episode 141 - Mark Prendergast, Director of Tax Strategies at Inspired Financial

In this episode, hosts Kathleen Kenealy and Jeff Tomaneng are joined by 2022 FPA Heart of Financial Planning Award winner Mark Prendergast. Mark talks to us about his career over the years, how he works with clients in his role as Director of Tax...

Jan. 31, 2023

Episode 140 - Julie Fortin, Northstar Financial Planning

Host Jeff Tomaneng, CFP®, is joined by 2021 FPA Montgomery-Warschauer Award winner Julie Fortin, CFP®, FBS®, CeFT®. Julie is a partner and wealth advisor with Northstar Financial Planning, a financial life planning and wealth management firm...

Jan. 24, 2023

Episode 139 - Scott Kahan, Financial Asset Management Corporation

Host Jeff Tomaneng, CFP®, is joined by 2022 FPA P. Kemp Fain, Jr., Award winner Scott Kahan, CFP®. Scott is the owner and founder of Financial Asset Management Corporation, a financial planning and advisory firm he started in 1986 with the vision to...

Jan. 17, 2023

Episode 138 - Brian Portnoy, CFA®, Shaping Wealth

FPA Massachusetts Past President Jeff Tomaneng is joined by educator, entrepreneur, writer, and investor, Brian Portnoy, CFA®. Brian is the founder of Shaping Wealth, a learning technology platform transforming the human experience of money,...

Dec. 27, 2022

Episode 137 - Shaun Erickson, Kevin Williams and Marybeth Breed, FPA 2023 Incoming Executive Committee Leadership Team

Hosts Kathleen Kenealy and Brad Wright are joined by members of the FPA 2023 incoming executive committee leadership team, Shaun Erickson, Kevin Williams and Marybeth Breed. We ask them about their experiences as members of the FPA, how they found...

Dec. 20, 2022

Episode 136 - Jake Weinstein, Fidelity Asset Allocation Research Team

We are joined by Vice President of Fidelity's Asset Allocation Research Team, Jake Weinstein. Host Chris Boyd, CFP®, has a wide range conversation with Jake about issues that face investors today in regard to Asset Allocation. They discuss themes and...

Dec. 13, 2022

Episode 135 - Dan Galli & Karen McDade, FPA Board

We are joined by FPA Board Members, Karen McDade, CFP®, AIR®, CDFA®, and Dan Galli, CFP®, to discuss OneFPA and a culture of a Board, the meaning of being a FPA board member, what the Board's focus has been, Financial Planner title protection,...

Dec. 6, 2022

Episode 134 - Ed Rodbro, American Heart Association

We are joined by Senior Advisor of the American Heart Association’s Charitable Estate Planning Team in the eastern states region, Ed Rodbro, CAP®. Ed shares with us his perspective on philanthropy and gift planing. You’ll learn about the why...

Nov. 29, 2022

Episode 133 - Bruce Brumberg, MyStockOptions.com

FPA Massachusetts Past Presidents Brad Wright and Jeff Tomaneng are joined by their fellow FPA New England chapter member Bruce Brumberg. Bruce is an expert on equity compensation, a contributor to Forbes, and Co-Founder and Editor-in-Chief...

Nov. 22, 2022

Episode 132 - BLX Internship Program with Chloe Moore and Luis Rosa

In this episode, Kathleen Kenealy and Rene Jarquin, Director of the FPA of New England’s Diversity, Equity & Inclusion Committee, are joined by Chloe Moore, CFP® and Luis Rosa, CFP®, EA, two of the co-founders of the BLX Internship program....

Nov. 8, 2022

Episode 131 - Special Needs Planning with Alexandria Dunn, Cynthia Haddad, John Nadworny of Affinia Financial Group

Co-hosts Jeff Tomaneng, CFP®, CDFA® and Kathleen Kenealy, CFP®, CPWA® are joined by Alexandria Dunn, CFP®, CTFA, Cynthia Haddad, CFP®, ChSNC®, and John Nadworny, CFP®, CTFA of Affinia Financial Group to discuss their expertise in Special Needs...

Oct. 26, 2022

Episode 130 - Alayna Van Tassel, MA Deputy Treasurer and Director of the Office of Economic Empowerment

Brad speaks with Massachusetts Deputy Treasurer and Director of the Office of Economic Empowerment, Alayna Van Tassel. Alayna discusses her path into state politics. She delves into the status of Bill H.578 An Act establishing a personal financial...

Oct. 4, 2022

Episode 129 - Ana Limon & Jamie Hopkins, Carson Group

Ana Limon and Jamie Hopkins from Carson Group join us to discuss the future of the financial planning profession, their partnership with FPA, and how they're coaching financial planners, financial advisors, and investment advisory firms to better...

Sept. 27, 2022

Episode 128 - Dennis Moore & Patrick Mahoney, Title Protection for Financial Planners

The Financial Planning Association® is examining a multi year effort to have title protection for Financial Planners. Considering the merits and challenges in this discussion with 2022 FPA President, Dennis Moore, CFP®, and CEO and Secretary of the...

Sept. 21, 2022

Episode 127 - Melody Ramsey, Heifer Foundation

In this episode of the Wicked Pissah Podcast, we'll hear from Melody Ramsey of Heifer Foundation. She shares with us the work and mission of Heifer International and how she works with corporations, individuals, and their financial and legal advisors...

Sept. 7, 2022

Episode 126 - Belle Osvath, Certified Student Loan Professional

Host, Chris Boyd, CFP®, and colleague and co-host, Jeff Perry, JD, are joined by Certified Student Loan Professional, Belle Osvath, CFP®, CSLP®, to discuss and explain the proposed plans and implications of President Biden's student debt...

Aug. 23, 2022

Episode 125 - Kurt Czarnowski, Czarnowski Consulting

Kurt Czarnowski, Principle at Czarnowski Consulting, joins host Brad Wright to discuss the current state of Social Security. With 75 million baby boomers set to retire in the next 15 years and claiming Social Security benefits, will there be enough...

Aug. 16, 2022

Episode 124 - Patty Kreamer, CPO, Productivity Uncorked

Are you inundated with emails or general clutter that prevents you from growing or handling your business on a day-to-day basis? We are joined by author, speaker, and productivity coach, Patty Kreamer, Certified Professional Organizer, from...

Aug. 9, 2022

Episode 123 - Christine Benz & Jeffrey Ptak, Morningstar

Joining us is Christine Benz, Morningstar's Director of Personal Finance and author of 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances, and Jeffrey Ptak, CFA®, Morningstar's Chief Ratings Officer; both are hosts of The Long...