Episodes

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 establishi…
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 ad…
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 …
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 fi…
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…
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 benefi…
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…
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; b…
Aug. 2, 2022

Episode 122 - Amy Mariani, Mariani Mediation Services, LLC

We are joined by employment, business and personal injury mediator, and owner of Mariani Mediation Services, LLC, Amy Mariani, JD. We hear about when it makes sense to try mediation instead of litigation to resolve conflicts…
July 19, 2022

Episode 121 - Steven Ryder, True North Networks, Inc.

Steven Ryder, Founder of True North Networks, Inc. joins host Brad Wright to talk about current cybersecurity threats, SEC Audits, whether your VPN is good enough, and why you must use multifactor authentication, even though…
July 12, 2022

Episode 120 - Susan Danzig, Business Development Coaching for Financial Services Professionals

We are joined by Certified Business Development Coach, Business Growth Strategist for Financial Advisors and FPA National Board Member, Susan Danzig. Susan shares with us business development techniques and basic principals.…
July 5, 2022

Episode 119 - Turnkey Asset Management Program (TAMP) Panel

We talk to a Turnkey Asset Management Program (TAMP) panel. They discuss what a TAMP is, the pros and cons of using one, how to tell the difference between TAMP options that advisors can utilize, and how to evaluate a TAMP.
June 28, 2022

Episode 118 - Cozy Wittman, College Inside Track

We are joined by Cozy Wittman, Education and Partnership Manager at College Inside Track. She speaks nationally about college search and educates families, financial advisors and other professionals who work with families on…
June 21, 2022

Episode 117 - National FPA Leadership Team: Patrick Mahoney, Dennis Moore, James Lee

We’re joined by the leadership of the National FPA, CEO, Patrick Mahoney, 2022 President, Dennis Moore, and 2023 President Elect, James Lee.  We get to know the team, their journey, important things that have been happening …
June 14, 2022

Episode 116 - Dr. David Kelly, J.P. Morgan Asset Management

Dr. David Kelly, Chief Global Strategist and Head of the Global Market Insights Strategy Team for J.P. Morgan Asset Management, speaks about the impacts of inflation, Ukraine, and other shockwaves on the economy. He shares h…
June 7, 2022

Episode 115 - Tyrone Ross, Onramp Invest

On this episode we speak with cryptocurrency thought leader, former CEO and Co-founder of Onramp Invest, CEO and Co-founder of Turnqey Labs, Tyrone Ross. He shares with us why consumers and financial advisors should be aware…
May 31, 2022

Episode 114 - Donna McKeown, Mortgage Network; Natalie Wagner Willis, Finology

On this dual episode, we talk to Donna McKeown and learn the current interest rate environment as it relates to mortgages.  Donna’s Phone: 781-775-7172 We then connect with Natalie Wagner Willis, who is a Finologist (money t…
May 24, 2022

Episode 113 - Stacey Brown Randall, Generating Business Referrals Without Asking

In this episode, we are joined by business coach, author, and entrepreneur, Stacey Brown Randall. Stacey shares with us her journey of how she got to where she is today, how failing can lead to success and how to generate bu…
May 17, 2022

Episode 112 - Jerry Auippa, Longbridge Financial, LLC

In this episode, we are joined by returning guest Jerry Auippa, Senior Account Executive at Longbridge Financial, LLC and Platinum Partner with the FPA® of New England. We discuss reverse mortgages: how they can be a tool, h…
April 26, 2022

Episode 111 - Kathleen Burns Kingsbury, Breaking Money Silence

Wealth psychology expert and author Kathleen Burns Kingsbury joins us to discuss her book, Breaking Money Silence®: How to Shatter Money Taboos, Talk More Openly about Finances, and Live a Richer Life. She shares with us how…
April 19, 2022

Episode 110 - Brittney Castro

Jeff and Brad speak with Host, Speaker, Business Owner, and Brand Ambassador, Brittney Castro, CFP®. Brittney discusses her path from Salsa dancing - to CFP® - and back again. She enlightens us as to how she drew corporation…
April 12, 2022

Episode 109 - Duncan MacPherson, Pareto Systems

Meet Duncan MacPherson, author, coach, and speaker. Through his coaching firm, Pareto Systems, and books like “The Advisor Playbook”, Duncan helps advisors learn how to make their business serve their life. With great system…
April 5, 2022

Episode 108 - Zack Gould, G&N Insurance

Zack Gould, Co-Founder of G&N Insurance, joins us to talk about his journey and their innovative approach to the P&C Insurance experience and how it has lead to their significant growth. He shares ideas to for financial plan…
March 29, 2022

Episode 107 - Chris Chen, Insight Financial Strategists

We're joined by CFP Professional, Certified Divorce Financial Analyst, and Registered Life Planner Chris Chen from Insight Financial Strategists. He shares with us his journey from the technology field to working with financ…