Podcasts by Wicked Pissah Podcast
The Wicked Pissah Podcast, brought to you by the Financial Planning Association of New England (FPA of New England), features discussions for financial professionals including topics of financial planning, recent or future events in the financial services industry, and interactions with influential speakers from across the industry. Additionally, the educational program will review the latest updates and announcements surrounding the New England chapter of FPA. Join us and listen in for engaging discussions and insightful content!
Further podcasts by FPA MA
Podcast on the topic Geldanlage
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#181 - Collaborating with a Daily Money Manager to Enhance Client Relationships from 2023-12-12T12:00
Collaborating with a Daily Money Manager to Enhance Client Relationships
We all have clients that don’t always know where their money goes each month, who struggle to ...
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#180 - Delivering Value with Ongoing Tax Planning from 2023-12-05T12:00
Sometimes it can be hard finding a CPA or tax professional that actually does tax planning for clients, not just tax preparation. This challenge has only grown over the last few years ...
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#179 - Balancing Act: Thriving as a Financial Advisor with Jennifer Gray from 2023-11-21T12:53
On this episode of the Wicked Pissah Podcast we speak with licensed professional counselor Jennifer Gray. Jennifer focuses her counseling work on helping financial advisors find balanc...
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#178 - Creating Tax Alpha- Cantor Fitzgerald's Jay Frank from 2023-11-14T12:20
Learn how to help your clients utilize ...
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#177 - Beyond Finance: Planning for your life in Retirement from 2023-11-07T12:00
Beyond Finance: Planning for Your Life In Retirement
Host Chris Boyd, CFP® is joined by Jennifer Simes, CFP®, long time FPA member who sugges...
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#176 - Adjustment-Based Income Planning, During Retirement with Income Lab Co-Founder Johnny Poulsen from 2023-10-31T11:00
Hosts Brad Wright and Jeff Tomaneng are joined by Income Lab co-founder Johnny Poulsen, CFP®. They discuss:
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Whet...
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#175 - Marketing advice to stand out -Kristen Luke of Kaleido Creative Studio from 2023-10-24T12:00
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 R...
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#174 - Helping women become more financially confident - Purse Strings from 2023-10-17T11:00
Hosts Brad Wright and Kathleen Kenealy are joined by Purse Strings founders Dr. Barb Provost and her daughter Maggie Nielsen, MBA. They discuss:
- ... Listen
#173 - Time to pay those student loans- Dan Rooker from 2023-10-10T11:00
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 b...
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#172 - Grieving Clients and how Financial Advisors can help - Kathi Balasek from 2023-10-03T11:00
As part of this journey we call lif...
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#171 - "The Why of Wealth" and "Haisley's Birthday Money" Authors and FPA Members from 2023-09-26T12:00
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 wr...
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#170 - FPA Update: So Many Benefits of Membership - Ben Lewis from 2023-09-19T16:15
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:
#169 - Divorce Financial Planning - Diane Pappas from 2023-09-12T12:00
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 Bosto...
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#168 - Helping Yourself Before You Can Help Others – Dr. Sarah Newcomb from 2023-09-05T11:00
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 P...
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#167 - The Current Equity and Fixed Income Environment with MRB- Bob Hanney and Phil Colmar from 2023-08-29T12:00
Chris and Jeff speak with Bob Hanney and Phil Colmar of MRB, The Macro Research Board.
MRB is an independent research firm providing integ...
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#166 - Protecting your clients' property and wealth-Holly Gately from 2023-08-21T09:17
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 assessme...
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#165 - Scale and Gain Clients with Chris Field-Holistiplan's Chief Growth Officer and Disruptor from 2023-08-15T17:26
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).
#164 - John Leonetti - Preparing to sell or exit your company from 2023-08-03T19:50
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 r...
#163 - Jeffrey Kleintop - Global Economy - Potential Opportunities and Risks from 2023-07-27T20:14
In this episode, our esteemed guest is Jeffrey Kleintop, CFA, Chief Global Investment Strategist and Managing Director of Charles Schwab & Company, Inc. Listen...
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#162 - Kristin Beane - FPA of New England Update from 2023-07-18T23:07
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#161 - College Planning with Joe Messinger from 2023-07-11T10:00
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 ...
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#160 - Duncan MacPherson - The Blue Square Method (2023.06.21) from 2023-07-04T12:00
As a financial professional, are you working in your business, or are you working on your business?
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#159 - Ric Edelman - Cryptocurrency&Digital Assets - 2023.06.20 from 2023-06-28T22:27
This week, we talk with Ric Edelman about Cryptocurrency & Digital Assets.
The questions abound:
#158 - Let's Talk Retirement with Bob Powell from 2023-06-22T02:41
With more than $47M American retirees, and 10,000 BabyBoomers reaching retirement age every day … let’s talk RETIREMENT.
Joi...
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#157 - Sarah Stanley Fallaw - "The Next Millionaire Next Door" from 2023-06-13T04:00
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. DataPoint...
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#156 - DFA Dimensional Fund Advisors - Althea Trevor&Dillon Hewitt-Castillo from 2023-06-05T00:07
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 ...
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#155 - Succession Planning - Brooklyn Brock - Financial Planner&Exit Coach to Independent RIAs from 2023-05-24T03:56
#154 - Ginnie Baker, Beaird Harris Wealth Management from 2023-05-16T14:44
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 ho...
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#153 - Rick Fingerman, Financial Planning Solutions from 2023-05-09T13:36
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 Sol...
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#152 - David Marra, Markin Asset Management from 2023-04-25T13:52
David Marra of Markin Asset Management speaks with us not only about quantita...
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#151 - Traci Brown, Body Language Expert/Trainer from 2023-04-19T16:08
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 ...
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#150 - Celeste Revelli, Fidelity Investments from 2023-04-12T14:39
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 he...
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#149 - Karen Van Voorhis, Membership Director, and Kayla Holland, Next Gen Director from 2023-04-04T17:49
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 C...
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Episode 148 - Robert Glovsky, The Colony Group from 2023-03-28T21:37
We are joined by award-winning financial advisor, educator, and thought leade...
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Episode 147 - Kevin Keller&Dan Moisand, CFP Board from 2023-03-23T17:17
We are joined by CFP Board CEO Kevin Keller and CFP Board Chair and CFP Profe...
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Episode 146 - Shawn Jacobson, Northrock Partners from 2023-03-14T20:35
We are joined by 2022 FPA Heart of Financial Planning Award winner Shawn Jaco...
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Episode 145 - Matthew Jarvis, The Perfect RIA from 2023-03-07T17:49
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 pr...
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Episode 144 - Bob Veres, Inside Information from 2023-02-28T16:50
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 c...
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Episode 143 - Dr. Mary Bell Carlson, Financial Behavior Keynote Group from 2023-02-21T21:39
This week, we are joined by financial behavior expert, and storyteller Dr. Ma...
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Episode 142 - Joel Bruckenstein, T3 Technology Tools for Today from 2023-02-14T18:25
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 ...
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Episode 141 - Mark Prendergast, Director of Tax Strategies at Inspired Financial from 2023-02-09T14:46
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 ov...
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Episode 140 - Julie Fortin, Northstar Financial Planning from 2023-01-31T15:17
Host Jeff Tomaneng, CFP®, is joined by 2021 FPA Montgomery-Warschauer Award w...
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Episode 139 - Scott Kahan, Financial Asset Management Corporation from 2023-01-24T18:44
Host Jeff Tomaneng, CFP®, is joined by 2022 FPA P. Kemp Fain, Jr., Award winn...
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Episode 138 - Brian Portnoy, CFA®, Shaping Wealth from 2023-01-17T18:21
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 platf...
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Episode 137 - Shaun Erickson, Kevin Williams and Marybeth Breed, FPA 2023 Incoming Executive Committee Leadership Team from 2022-12-27T14:00
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 th...
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Episode 136 - Jake Weinstein, Fidelity Asset Allocation Research Team from 2022-12-20T14:56
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 toda...
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Episode 135 - Dan Galli&Karen McDade, FPA Board from 2022-12-13T17:32
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 fo...
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Episode 134 - Ed Rodbro, American Heart Association from 2022-12-06T21:32
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 philanthro...
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Episode 133 - Bruce Brumberg, MyStockOptions.com from 2022-11-29T18:38
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 c...
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Episode 132 - BLX Internship Program with Chloe Moore and Luis Rosa from 2022-11-22T18:32
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 Lu...
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Episode 131 - Special Needs Planning with Alexandria Dunn, Cynthia Haddad, John Nadworny of Affinia Financial Group from 2022-11-08T18:21
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®, ...
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Episode 130 - Alayna Van Tassel, MA Deputy Treasurer and Director of the Office of Economic Empowerment from 2022-10-26T15:10
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 s...
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Episode 129 - Ana Limon&Jamie Hopkins, Carson Group from 2022-10-04T19:30
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, financi...
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Episode 128 - Dennis Moore&Patrick Mahoney, Title Protection for Financial Planners from 2022-09-27T18:57:16
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 Presi...
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Episode 127 - Melody Ramsey, Heifer Foundation from 2022-09-21T11:00:32
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 corporati...
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Episode 126 - Belle Osvath, Certified Student Loan Professional from 2022-09-07T19:04:47
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 imp...
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Episode 125 - Kurt Czarnowski, Czarnowski Consulting from 2022-08-23T15:58:23
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 c...
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Episode 124 - Patty Kreamer, CPO, Productivity Uncorked from 2022-08-16T18:42:01
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 K...
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Episode 123 - Christine Benz&Jeffrey Ptak, Morningstar from 2022-08-09T15:53:34
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®, Mornings...
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Episode 122 - Amy Mariani, Mariani Mediation Services, LLC from 2022-08-02T16:48:10
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 l...
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Episode 121 - Steven Ryder, True North Networks, Inc. from 2022-07-19T14:40:18
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 multifact...
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Episode 120 - Susan Danzig, Business Development Coaching for Financial Services Professionals from 2022-07-12T16:14:18
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 te...
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Episode 119 - Turnkey Asset Management Program (TAMP) Panel from 2022-07-05T18:09:05
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...
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Episode 118 - Cozy Wittman, College Inside Track from 2022-06-28T16:15:52
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 professio...
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Episode 117 - National FPA Leadership Team: Patrick Mahoney, Dennis Moore, James Lee from 2022-06-21T17:56:02
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...
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Episode 116 - Dr. David Kelly, J.P. Morgan Asset Management from 2022-06-14T15:13:20
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 shockwav...
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Episode 115 - Tyrone Ross, Onramp Invest from 2022-06-07T18:28:29
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 fina...
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Episode 114 - Donna McKeown, Mortgage Network; Natalie Wagner Willis, Finology from 2022-05-31T22:08:49
On this dual episode, we talk to Donna McKeown and learn the current interest rate environment as it relates to mortgages.
Donna’s Phone: 781-7...
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Episode 113 - Stacey Brown Randall, Generating Business Referrals Without Asking from 2022-05-24T15:53:14
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 ...
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Episode 112 - Jerry Auippa, Longbridge Financial, LLC from 2022-05-17T19:40:40
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 mortga...
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Episode 111 - Kathleen Burns Kingsbury, Breaking Money Silence from 2022-04-26T15:10:51
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...
Episode 110 - Brittney Castro from 2022-04-19T19:01:20
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 enlight...
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Episode 109 - Duncan MacPherson, Pareto Systems from 2022-04-12T18:53:15
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...
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Episode 108 - Zack Gould, G&N Insurance from 2022-04-05T20:48:16
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 ...
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Episode 107 - Chris Chen, Insight Financial Strategists from 2022-03-29T04:14:46
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 technolog...
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Episode 106 - Jed Collins, Money Vehicle from 2022-03-22T12:00:29
Brad speaks with Author/Business Owner/Former NFL Player, Jed Collins, CFP®.
Jed discusses his path from NFL to CFP®. He delves into how his eight-year career as a professional football player i...
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Episode 105 - Harley Gordon, Long-Term Care from 2022-03-15T20:54:37
In this episode, we're joined by Long-Term Care planning thought leader, Harley Gordon. Harley is the creator of the CLTC (Certified in Long-Term Care) designation, a founding member of NAELA (N...
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Episode 104 - Deborah Nason, Freelance Business Journalist from 2022-03-08T19:34:13
In this episode, we're joined by author and CNBC and Investment News journalist Deborah Nason. Deb shares with us how she finds sources for he...
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Episode 103 - Abbey Henderson, Abaris Financial Group from 2022-02-22T21:38:27
We hear from wealth advisor and coach Abbey Henderson. Abbey is CEO of Abaris Financial Group in Concord, MA. You’ll hear about her journey from tax prep to financial advisor at an accounting fi...
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Episode 102 - Cat Goughnour, Prosperity Now from 2022-02-15T17:38:36
In this episode, we hear from racial equity professional and thought-leader, Cat Goughnour. She shares with us how her organization, Prosperity Now, advocates for people of color who've been adv...
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Episode 101 - Jeff Rattiner, JR Financial Group from 2022-02-01T16:58:27
Author, teacher, CPA, and CFP® certificant Jeff Rattiner joins us to share his journey from public accounting to pioneering CFP® education training for the financial ad...
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Episode 100 - David McPherson, Four Ponds Financial Planning LLC from 2022-01-25T19:00
In this milestone 100th episode, Chris Boyd, CFP®, is joined by a returned guest, David McPherson, CFP®, of Four Ponds Financial Planning LLC, to talk about the year ahead with COVID implication...
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Episode 99 - Donna Allard&Kris Tower, OneFPA Advisory Council from 2022-01-18T18:50:09
Former FPA Chapter Presidents Donna Allard from Rhode Island and Kris Tower from Colorado share their thoughts on the OneFPA Advisory Council and how it facilitates better communication between ...
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Episode 98 - Vanessa Oligino , Absolute Engagement from 2022-01-11T21:21:19
In this episode, Vanessa Oligino joins us from Absolute Engagement. Vanessa shares with our listeners some practice management and communication tips to start the year off strong and how she and...
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Episode 97 - Hannah Moore, Heart of Financial Planner Award, FPA Externship from 2021-12-28T19:48:30
Episode 96 - Laurie Dubchansky, Havaplan Financial from 2021-12-21T20:02:13
This week, we are joined by 2021 FPA Heart of Financial Planning Award winner Laurie Dubchansky, CFP®. She's the owner and founder of Havaplan Financial, where she provides hourly and project-ba...
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Episode 95 - Kayla Holland, Kevin Clark, NexGen from 2021-12-14T14:00
Episode 94 - Boston Private, Social Security from 2021-12-07T14:15:50
Author and retirement business consultant Marcia Mantell, RMA®, Boston Private Director of Financial Planning Kathleen Kenealy, CFP®, and FPA MA Director of Programming Andrew Cipro, CIMA®, join...
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Episode 93 - Shannon Saccocia, Boston Private from 2021-11-30T15:30:17
In this episode, we're joined by Boston Private's Chief Investment Officer Shannon Saccocia, CFA®, CIMA®. She shares with us her observations on how the COVID-19 pandemic has affected consumers...
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Episode 92 - Bonnie Kirchner, Professional Ethics from 2021-11-23T12:00
This week, we chat with author, teacher, and financial planner Bonnie Kirchner, CFP®, MST about her personal and professional journey, ethics in Financial Services, and her passion for the Finan...
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Episode 91 - David Meerman Scott, Marketing Strategies from 2021-11-16T13:00
In this episode, we chat with marketing strategist and bestselling author of 12 books, including Fanocracy, The New Rules of Marke...
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Episode 90 - Chris Woods, FPA Diversity Committee from 2021-11-09T15:49:02
Host Chris Boyd, CFP®, is joined by Chris Woods, CFP®, founder of Lifepoint Financial Group, and chairman of the Diversity & Inclusion (D&I) committee for the Financial Planning Association. Chr...
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Episode 89 - Joan McGrath, MA-RI Plan from 2021-11-02T13:22:49
In this week’s episode, we’re joined by Joan McGrath, Executive Director of Planned Lifetime Assistance Network (PLAN) of Massachusetts and Rhode Island. PLAN MA RI is a 501©(3) organization, wh...
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Episode 88 - Paula Harris; Adam Minsky from 2021-10-28T17:33:33
On this week’s episode, attorney Adam Minsky gives us an overview of the latest happenings around student loan cancellation, including eligibilit...
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Episode 87 - Wicked Tech Talks - Ben Flood from 2021-10-19T19:54:53
FPA Northern New England board member Ben Flood joins us to share with us the new Wicked Tech Talks webinar series coming to FPA Massachusetts and FPA Northern New England. The quarterly series ...
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Episode 86 - ETF&Active Share Investing with Changebridge from 2021-10-05T17:49:57
Ross Klein and Vince Lorusso from Changebridge Capital join us to discuss the advantages of active ETFs vs. mutual funds, the use of Active Share in investment management, and the inefficiencies...
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Episode 85 - FPA MA BOD - Past, Present,&Future from 2021-09-21T20:41:09
Hear from the leadership of one of FPA's largest chapters. Massachusetts President Inna Rivilis shares with us what they're doing to improve their value proposition to members and partners and h...
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Episode 84 - Client Engagement&Referals - Julie Littlechild from 2021-09-15T13:25:01
Client experience expert Julie Littlechild is our guest, and she shares with us best practices for gathering feedback from clients and her recent research on referral marketing. We discuss what ...
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Episode 83 - Revolutionize Retirement - Dr. Dorian Mintzer from 2021-09-08T17:21:55
Psychologist and financial coach Dr. Dorian Mintzer joins us to discuss the changing landscape of retirement and how it’s no longer a destination, but more of a transition and journey. You’ll he...
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Episode 82 - Portfolios&Public Policy - Michael Townsend, Charles Schwab, WashingtonWise Investor from 2021-08-05T19:43:12
Michael Townsend joins WPP to update listeners on what's happening in Washington, DC and how that may impact portfolios. Included in our discussion are: impending volatility around extending th...
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Episode 81 - Donna McKeon, Mortgage Network from 2021-08-03T14:04:54
Returning to the podcast, Donna McKeon of Mortgage Network ( Listen
Episode 80 - State of the Financial Planning Association from 2021-07-27T14:37
Episode 79 - Emily Shull, Me Myself and Money, Money Relationship Coaching from 2021-06-29T14:16:17
Emily Shull of Me Myself and Money joins us this episode to share how Money Relationship Coaching can help financial planning clients get to the root of their money issues. We hear about irratio...
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Jeff Tomaneng - Fireside Chat w Tom Lester from 2021-06-10T20:56:41
In this episode, Tom Lester of Hines speaks with Jeff Tomaneng to share his thoughts and his outlook on commercial real estate. We'll hear about working from home and h...
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Telling Your StoryBrand - Steve Wershing from 2021-06-01T17:41:42
This week, we welcome Steve Wershing, CFP® of The Client Driven Practice. Steve is the author of Stop Asking For Referrals Listen
Episode 76 - Big News: Chapter Merger Announcement from 2021-05-24T06:15:45
Board Chairs for both FPA Northern New England (Jami Bisson of People's United Advisors) and FPA Massachusetts (Brad Wright of Launch Financial Planning, LLC) share the big news as they announce...
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Episode 75 - Insurance Strategies: SECURE Act<C - Kim Furnald from 2021-05-11T06:04:05
Chris Boyd & Jeff Tomaneng hear from Kim Furnald about the applications of insurance (no pun intended). As a life & health broker, Kim shares her story, and usefu...
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Defining Your Ideal Client&Why It Matters - Adam Kornegay from 2021-04-30T22:15:35
This week, cohosts Chris Boyd and Jeff Tomaneng speak with guest Adam Kornegay of Pathfinder Advisor. Adam shares his thoughts on defining or redefining your idea...
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Episode 73 - Process&People - Cheryl Holland - Abacus Planning Group from 2021-04-11T22:13:09
Cheryl Holland of Abacus Planning Group in Columbia, SC (h...
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Marketing for Advisors - Marie Swift&Jonny Swift, Impact Communications from 2021-03-18T22:53:44
Marketing perspective and tips are shared by Marie Swift & Jonny Swift of Listen
Crypto Currency - Fad or Disrupting Impact - Steve Sanduski from 2021-03-03T23:17:09
Guest Steve Sanduski - author, coach, speaker & podcast host, Steve has had a career on the cutting edge and brought financial advisors along with great insights ...
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What Every Woman Needs to Know About Social Security - Marcia Mantell from 2021-02-20T05:44:06
Social Security Expert Marcia Mantell shares a depth of insights about "What's the Deal with Social Security for Women". This content is for all. Marcia reviews...
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OneFPA Advisory Council - Byrke Sestok&Kris Tower from 2021-02-07T21:15:28
FPA’s “participatory governance” has had one year with the establishment of the OneFPA Advisory Council. Byrke Sestok, CFP® & Kris Tower, CFP®, AIF®, the 2020 & ...
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Inheriting Your Spouse's IRA - Bill Harris from 2021-01-28T23:27:26
Bill Harris RMA®, CFP®, author of “Inheriting Your Spouse’s IRA: The Widow’s Guide to Keeping More of Her Assets”, founder of WHCornerstone Investments (
Diversity Equity&Inclusion (DEI) Committee - Lucia Reed from 2021-01-10T17:00
Meet Lucia Reed, the Director of the chapter’s newly created Diversity Equity & Inclusion committee. Lucia shares her personal experience with focus on concerns ...
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Retirement Planning Resources For Advisors&Consumers - Bob Powell from 2020-12-31T17:00
Bob Powell is one busy individual. He is on the ground floor of a streaming financial channel, FinStream.TV. Some content he creates, but much is contributed by a...
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Profile Stuart Armstrong, II - LGBTQ Market Focus from 2020-12-20T23:10:20
Get to know Stuart H. Armstrong, II, CFP®, a pioneer in financial planning within the LGBTQ+ community. Since the height of the AIDS epidemic in the mid-1980’s, ...
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FPA Leadership - Meet the New CEO from 2020-12-12T21:39:16
This week the FPA announced the selection of a new CEO, Patrick Mahoney. In this podcast, we meet Patrick and 2021 FPA President-Elect, Dennis Moore, CFP®, MBA. ...
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Growth Planning for 2021 - Mike Byrnes from 2020-12-02T18:59:54
As we move to the end of 2020, it’s time to start thinking about Planning for 2021. Mike Byrnes of Byrnes Consulting and the FPA Coaches Corner returns to the po...
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Succession - Michaela Herlihy shares her story - Cape Cod Practice Group replay from 2020-12-02T02:00:50
Thinking of your business succession plan, or possibly wanting to coordinate something with your employer? In this podcast, which is a rebroadcast of a recent vi...
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Skip Schweiss - Election&Policy Implications from 2020-11-22T05:26:29
FPA’s 2020 President-Elect, Skip Schweiss, shares insights into potential tax policy implications of a Biden administration. From Personal Tax Rates, Capital Gai...
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Women's Initiative&Issues - Karen Van Voorhis from 2020-11-09T12:00
In a far ranging discussion, Karen Van Voorhis, CFP®, FPA MA’s Director of the Women’s Committee, discusses women’s issues in our industry. From the numbers of wo...
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Ron Carson - Proven In The Trenches from 2020-11-01T13:00
Ron Carson, industry icon, shares his story and his insights for how advisors can succeed professionally and in life. Author of Listen
ESG Panel Discussion&ESG Pro from 2020-10-19T17:24:21
In this panel discussion, Chris Boyd & Inna Rivilis are joined by advisors who have actively engaged ESG investing for their clients. Discussion incorporates SRI, ESG, and Impact investing. He...
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Start Up - Going Independent - Panel Discussion from 2020-10-12T06:41:02
Over the last year, these three advisors have made the decision to break out on their own to form independent Registered Investment Advisor firms. In this discus...
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Client Conversations for the Back End of 2020 from 2020-09-28T04:19:46
In this episode, we discuss some of the challenging questions clients are asking & some possible responses. Jason Lilly, CFA, CFP, the Senior Vice President and ...
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Glenn Frank - TimeMoneyAndJoy.com from 2020-09-21T05:44:30
2019's FPA MA Financial Planner of the Year, Glenn Frank. Glenn tells about his professional experience culminating at Lexington Wealth Management. Glenn has taught at Bentley, helping to crea...
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Inna Rivillis - 2020 FPA MA President-Elect from 2020-09-14T01:13:37
Inna Rivilis, the 2020 FPA MA Presiden-Elect, joins host Chris Boyd to share priorities of the chapter and her vision for next year. Learn about Inna’s personal ...
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Skip Schweiss - 2020 FPA President-Elect from 2020-09-06T02:00:53
Skip Schweiss, 2020 President-Elect of the Financial Planning Association discusses a variety of subjects: FPA CEO search, the custodian landscape, public policy ...
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Coronavirus - How are you marketing your business? from 2020-08-30T05:25:29
Hindsight may be 20-20, but no one would have had the foresight to know the challenges of 2020. This is especially true in marketing for financial advisors. In ...
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Technology Impacting Planners - Knudge&Robos from 2020-08-23T20:09:19
This week we focus on technology. First, Chris interviews Shaun Erickson (FPA MA Advocacy Director) & Dave Connolly, creators of Knudge, the new program for fina...
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Elder Planning Specialist Program - Bob Mauterstock, CFP®&Annalee Kruger from 2020-08-17T03:32:25
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...
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Funding College - Julie Shields-Rutyna, Dir. of College Planning @ MEFA from 2020-08-08T20:10:49
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 P...
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Divorce Planning - Panel Discussion from 2020-08-02T20:29:27
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....
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Implicit Bias with Rachel Goldman from 2020-07-23T22:56:20
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 m...
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"The Power of Going Virtual" with Russell Investments' Cory Christiana from 2020-07-13T02:30:15
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 e...
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Conversation about Race, Wealth,&the Profession with Malik Lee, CFP® from 2020-07-03T21:11:46
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 ne...
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Give Up the FPA? FPA President Responds&Shares Insight On The CEO Search from 2020-06-28T04:18:44
Martin Seay, PhD, President of the Financial Planning Association, returns to the program to discuss recent criticism of the FPA and to confirm its value to members and the profession. Also disc...
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Kristin Beane - The Role of Executive Director - "The Glue" from 2020-06-20T20:29:11
Kristin Beane acts as Executive Director of both the Financial Planning Association of Massachusetts and Northern New England chapters. As this week’s guest, Kri...
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Tool Kit - for the CFP's from 2020-06-14T04:29:56
Learn about the 5 model documents in the new Toolkit for CFPs who are members of the FPA. Paul Brahim, CFP®, AIFA® and Rochelle Truzzi, CFP® share insights both into the new expectations of CFP...
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Important Conversations from 2020-06-06T16:15:46
Join host Chris Boyd for an exceptional panel to discuss - Important Conversations. Consider various conversations to have with clients about their life’s legacy,...
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Social Security update with Kurt Czarnowski from 2020-05-31T17:14:59
Always informative, Kurt Czarnowski, formerly Regional Communications Director for the Social Security Administration (SSA) in New England, now principal of Czarn...
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A Life of Service - Dick Powers, CFP® from 2020-05-23T10:00
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 ...
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FPA's Hidden Gems&Advisor Resources - Ben Lewis&Buffy Fletcher from 2020-05-17T02:44:49
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 prac...
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Student Debt during COVID-19 - Atty. Adam Minsky from 2020-05-08T04:52:12
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 ...
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Panel Discussion: Response to Recent Events (Boston South Practice Group) from 2020-05-02T16:52:29
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 t...
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COVID&Compliance - Consider This! from 2020-04-26T03:05:45
Ellen Bruno, founder of Compliance Advisor Professionals, LLC, discusses compliance challenges facing advisors particularly now in the time of Coronavirus. Topic...
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Continuity Planning - Especially Now from 2020-04-19T05:13:07
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 b...
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Success Story - Marc Freedman;&CARES Act Overview from 2020-04-11T18:32:01
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 de...
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Help Is On The Way from 2020-03-29T05:48:28
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 ...
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FPA MA Has Something For Everyone from 2020-03-21T18:36:31
In our new Coronavirus world of social distancing and isolation, host Chris Boyd speaks with Jen Goldman about staying connected with good habits and helpful tips...
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FPA Resources&Response to Coronavirus - Pres. Martin Seay, PhD from 2020-03-15T21:35:14
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 dev...
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Coronavirus - How Are You Communicating With Clients? from 2020-03-08T22:11:43
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 Progr...
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Frank Pare’ - FPA PAC from 2020-03-02T20:50:11
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 Chair...
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The SECURE Act&Estate Planning Implications with Estate Planning Atty. F. Keats Boyd, III from 2020-02-15T18:10:09
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 #SECU...
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Client Referrals with Mike Byrnes from 2020-02-15T17:55:31
Mike Byrnes of Byrnes Consulting shares numerous ideas with host Chris Boyd on how to improve your marketing to be a more effective financial advisor. Topics inc...
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Vanguard - Behavioral Coaching - Michael DiJoseph from 2020-02-05T13:43:51
Revisiting the Advisor Alpha study and reminding advisors of the 3-P’s. Keeping clients focused first on the “why” & the planning can help keep clients on track ...
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Women&Diversity with Meredith Jones from 2020-01-24T01:30:24
Meredith Jones is an alternative investment consultant and an award winning author of Women of The Street: Why Female M...
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FPA MA Media Training&Media Panel from 2020-01-13T03:39:15
At the recent Wicked Cool Talks, Brad Wright (FPA MA chapter 2020 President) and Brendan Malloy (Public Relations/Marketing Director) discuss the virtues of the m...
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FPA MA Leadersip - Reflecting Back&Looking Ahead from 2019-12-31T15:38:05
Out with the old and in with the new! As we transition into a New Year and new decade, Financial Planning Association of Massachusetts chapter leaders, Jeff Tomaneng (2019 President), Brad Wrig...
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Business Planning with Vanessa Oligino from 2019-12-19T00:14:12
Year-end and the start of a new year bring great opportunities to plan for the future. Vanessa Oligino, Director of Business Performance Solutions at TD Ameritra...
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Social Security - Karen Ireland of MFS from 2019-12-10T01:54:24
Guest Karen Ireland of MFS joins Programming Director, David McPherson & host Chris Boyd to share ways to talk about Social Security. “Maximizing benefits” is bet...
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FPA MA Membership Committee&Public Relations Marketing Committee from 2019-12-02T02:55:07
Meet leaders of the two key committees of FPA MA, the Membership & Public Relations Committees. Brandan Maloy shares insights into the dual role of the PR committ...
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FPA MA Community Outreach - A Veterans' Day Special from 2019-11-11T05:00
In this Veterans’ Day special podcast,hear about some of the great work of FPA MA members in support of our veterans and active duty military families, as well a...
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Hannah Moore - FPA NexGen Engagement ... So Much Moore!!! from 2019-11-07T00:41:58
You know her as the host of the podcast, "You're A Financial Planner, Now What?", but Hannah Moore has been up to so much more. Hear a little bit about Hannah's ...
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OneFPA Network - Advisory Council&Beta Test Updates from 2019-11-03T23:27:47
Host Chris Boyd interviews Evelyn Zohlen (FPA 2019 President) & Martin Seay (FPA 2020 President) for an update on the OneFPA Network. They discuss the start of "participatory governance" with t...
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Career Development's Mentor Match Program from 2019-10-29T05:54:45
Join Jennifer Moran, Director of the Career Development Committee, & Jamie Ebersole as they describe the efforts of the Career Development Committee of the FPA MA to meet the needs of new planne...
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Planning For Medicare from 2019-10-20T16:00
FPA of Massachusetts partner, Blue Cross Blue Shield’s Peta Shephard shares details about the complementary educational presentation available to advisors' client...
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Is Now A Good Time For Clients To Get A Mortgage? from 2019-10-08T00:59:54
Financial Planning Association of Massachusetts' partner, The Mortgage Network's Donna B. McKeown join’s host & chapter Chairman Chris Boyd & Chapter President, J...
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Pillars of International Equity from 2019-10-08T00:55:42
Financial Planning Association of Massachusetts partner T. Rowe Price professionals, Karen Igler & Terry Davis, MBA, join the show to share insights into the meri...
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FPA Group Health Plan w/ John Ryan of Ryan Insurance Strategy Consultants from 2019-09-29T12:00
Host Chris Boyd speaks with John Ryan of Ryan Insurance Strategy Consultants about the new group health plan available to FPA members looking to cover their company's needs. John reviews detail...
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FPA MA NexGen&Programming, then Collaboration with FPA NNE from 2019-09-22T23:44:58
Join host Chris Boyd, CFP for a discussion on happenings within the chapter. Jake Northrup, CFP®, CFA, Director of NexGen for FPA MA, shares details about the NexGen's signature events. Hear a...
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Coaches Corner with Mike Byrnes from 2019-09-14T15:43:33
Mike Byrnes, national speaker, President, Byrnes Consulting, LLC and part of the Financial Planning Association’s Coaches Corner, is interviewed by Chris Boyd, Chair of the FPA of MA board of di...
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Dan Candura - Lessons, Ethics, and a Career from 2019-09-06T09:00
In this episode, enjoy a thoughtful discussion with Dan Candura about the arc of his career. We discuss changes impacting CFPs, the ethics of varying compensation models, and the challenges of ...
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Tax Uncertainty&Retirement Savings Diversification from 2019-08-23T09:00
David Brown, professor of Finance at the University of Arizona, presents "Tax Uncertainty and Retirement Savings Diversification". He suggests that investors may be benefited by diversifying no...
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WPP - Ep 6 - Advocacy&IRA Deductibility In MA from 2019-08-09T03:10:03
Hear from Shaun Erickson, the chapter's Advocacy Director about the Advocacy Committee's work and benefits. That leads to a discussion with Bill Harris, chapter Past-President (2017) about his p...
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WPP - Ep 5 - "Membership Has Its Privileges"&"Tools for the Aging" from 2019-07-25T13:46:47
In this edition of the Wicked Pissah Podcast, we start with a conversation from chapter leaders discussing some of the often overlooked benefits of being a member of FPA MA. As much as we have ...
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WPP - Episode 4 - "Are You Relevant In These Changing Times" with Jagdish ("Jag") Dalal from 2019-06-30T16:24:51
"Are you relevant in these changing times?" As we recognize the massive changes brought about by technological innovation and its impact on numerous other industries, Jag shares insigh...
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WPP - Episode 3 - "Your Brand Is You" with Kristine McManus from 2019-06-10T22:51:38
"Your Brand Is You" was the topic of our discussion for this podcast with Kristine McManus, Chief Business Development Officer at COMMONWEALTH financial group. Learn practical and insightful ti...
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WPP - Season 1, Episode 2 - Glenn Frank, Karen Van Voorhis, & Nationwide from 2019-05-21T03:20:27
It's all about a happy life! Hear how Glenn Frank helps clients and encourages advisors to consider client happiness as part of what financial planning should really consider. Glenn gives some ...
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Episode 1 - April 2019 from 2019-04-24T13:08:51
Join us for our initial podcast, a production of the Financial Planning Association of Massachusetts. Host Chris Boyd speaks with Dave McPherson of Four Ponds Financial, current chapter Program...
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