Episodes

Elder Planning Specialist Program - Bob Mauterstock, CFP® & Annalee Kruger
Aug. 17, 2020

Elder Planning Specialist Program - Bob Mauterstock, CFP® & Annalee Kruger

With the pending wave of an aging population, Bob Mauterstock and Annalee Kruger tell us about the new course curriculum they’ve devised intended to aid financial advisors to stand out and gain the expertise needed to become a leader in this new...
Funding College - Julie Shields-Rutyna, Dir. of College Planning @ MEFA
Aug. 8, 2020

Funding College - Julie Shields-Rutyna, Dir. of College Planning @ MEFA

From 529 Plan savings for young children to loans for college students, in this week’s episode host Chris Boyd speaks with Julie Shields-Rutyna, Dir. of College Planning at MEFA about all aspects of paying for college.  Suitable for...
Divorce Planning - Panel Discussion
Aug. 2, 2020

Divorce Planning - Panel Discussion

In times of Coronavirus, will divorces increase due to more time together?  Learn about the challenges and benefits of working with clients going through divorce.  Our esteemed panel discusses how to approach the needs of those going through...
Implicit Bias with Rachel Goldman
July 23, 2020

Implicit Bias with Rachel Goldman

As the Financial Planning Association of Massachusetts takes up questions of race, diversity, equity, and inclusion, we sit down with Rachel Goldman, presenter and facilitator for an event for members on August 5th.  Learn more in this...
July 13, 2020

"The Power of Going Virtual" with Russell Investments' Cory Christiana

Cory Christiana of Russell Investments joins host Chris Boyd as they discuss The Power of Going Virtual.  In the midst of the pandemic, our industry has rapidly embraced virtual meetings, but will this become a permanent tool for the future?...
Conversation about Race, Wealth, & the Profession with Malik Lee, CFP®
July 3, 2020

Conversation about Race, Wealth, & the Profession with Malik Lee, CFP®

With issues of race receiving increased attention, Malik Lee, CFP® joins the conversation.  Malik shares his professional story, reveals challenges for African Americas in growing wealth, the need for greater representation of minorities in...
Give Up the FPA? FPA President Responds & Shares Insight On The CEO Search
June 28, 2020

Give Up the FPA? FPA President Responds & Shares Insight On The CEO Search

Martin Seay, PhD
Kristin Beane - The Role of Executive Director -
June 20, 2020

Kristin Beane - The Role of Executive Director - "The Glue"

Kristin Beane acts as Executive Director of both the Financial Planning Association of Massachusetts and Northern New England chapters.  As this week’s guest, Kristin shares the story of her experience with the chapter over the past 20 years:...
Tool Kit - for the CFP's
June 14, 2020

Tool Kit - for the CFP's

Paul Brahim, CFP®, AIFA® & Rochelle Truzzi, CFP®
Important Conversations
June 6, 2020

Important Conversations

Panel Discussion: Dr. Amy D'Aprix, Susan Turnbull, & Bob Mauterstock
Social Security update with Kurt Czarnowski
May 31, 2020

Social Security update with Kurt Czarnowski

Always informative, Kurt Czarnowski, formerly Regional Communications Director for the Social Security Administration (SSA) in New England, now principal of Czarnowski Consulting, shares insights useful to all on decisions about Social Security. Hear...
A Life of Service - Dick Powers, CFP®
May 23, 2020

A Life of Service - Dick Powers, CFP®

As we celebrate Memorial Day weekend, join host Chris Boyd as he speaks with Dick Powers, CFP®, retired Army Colonel, to hear about his lifetime of service, both to our nation and our profession.  After his military career, Dick helped create...
FPA's Hidden Gems & Advisor Resources - Ben Lewis & Buffy Fletcher
May 17, 2020

FPA's Hidden Gems & Advisor Resources - Ben Lewis & Buffy Fletcher

Ben Lewis & Buffy Fletcher of the Financial Planning Association (FPA) join host Chris Boyd to share some of the great underutilized resources for FPA member practitioners ... from the Coaches Corner, massive Member Discounts on Insurance other...
Student Debt during COVID-19 - Atty. Adam Minsky
May 8, 2020

Student Debt during COVID-19 - Atty. Adam Minsky

Recently, the CARES Act made provisions to help borrowers of student loans … but not all student loans qualify for these benefits.  Atty. Adam Minsky joins us to explain. Lear more about student loans and what to do when borrowers can’t pay....
Panel Discussion: Response to Recent Events (Boston South Practice Group)
May 2, 2020

Panel Discussion: Response to Recent Events (Boston South Practice Group)

Join us for the recent panel discussion on how advisors have been handling recent events  and challenges - isolation policies, market volatility, client contact, marketing and more.  Following the panel, outstanding advisor resources...
COVID & Compliance - Consider This!
April 26, 2020

COVID & Compliance - Consider This!

with Ellen Bruno of Compliance Advisor Professionals, LLC
Continuity Planning - Especially Now
April 19, 2020

Continuity Planning - Especially Now

Today more than 34,000 have died from the Coronavirus in the US while more than 717,000 have been confirmed to have contracted the virus.  If not now, when is a better time to think about your Continuity planning? If something happened to you,...
Success Story - Marc Freedman; & CARES Act Overview
April 11, 2020

Success Story - Marc Freedman; & CARES Act Overview

This week we enjoy one of our chapter’s many success stories.  Marc Freedman of Freedman Financial shares his story and that of his firm. With great candor and detail, Marc shares insights into their financial planning approach, marketing...
Help Is On The Way
March 29, 2020

Help Is On The Way

In addition to insights into the help available through the Small Business Administration (SBA), we asked our partners for what resources they have available for our members.  In this episode, hear from T. Rowe Price’s Karen Igler and portfolio...
FPA MA Has Something For Everyone
March 21, 2020

FPA MA Has Something For Everyone

From 23 to 90 - How the FPA MA Helps
FPA Resources & Response to Coronavirus - Pres. Martin Seay, PhD
March 15, 2020

FPA Resources & Response to Coronavirus - Pres. Martin Seay, PhD

Financial Planning Association President, Martin Seay, PhD, returns to the podcast to share what resources the FPA is providing for advisors in response to the developing challenges brought on by the Coronavirus.  Listen in the conversation as...
Coronavirus - How Are You Communicating With Clients?
March 8, 2020

Coronavirus - How Are You Communicating With Clients?

Over the past 2 weeks or so the Coronavirus outbreak has captured the attention of the U.S. population and investors, specifically.  David McPherson, FPA MA Programming Director and owner of Four Ponds Financial joins host Chris Boyd in...
Frank Pare’ - FPA PAC
March 2, 2020

Frank Pare’ - FPA PAC

Join host Chris Boyd, CFP® as he interviews Frank Pare’, CFP®.  Frank is the immediate past chair of the national Financial Planning Association and now the Chairman of the FPA PAC.  Learn about the importance of having a strong...
The SECURE Act & Estate Planning Implications with Estate Planning Atty. F. Keats Boyd, III
Feb. 15, 2020

The SECURE Act & Estate Planning Implications with Estate Planning Atty. F. Keats Boyd, III

Guest estate planning attorney, F. Keats Boyd, III, brother of host Chris Boyd and owner of the law firm, Boyd & Boyd, PC, reviews key provisions of the new #SECUREAct and its impact for retirement accounts.  Keats shares greater detail on...