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!

Recent Episodes

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Sept. 17, 2025

#263 - Finding Financial Clarity Using Monarch Money with Rachel Lawrence, CFP®

Finding Financial Clarity Using Monarch Money with Rachel Lawrence, CFP® Kathleen and Brad speak with Monarch Money’s Head of Advice and Planning, Rachel Lawrence, CFP®. With more than 20 years of experience working both dire...

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Sept. 2, 2025

#262 - Risk Management with Scott Heinila, CEO of Optimized Insurance

Risk Management with Scott Heinila, CEO of Optimized Insurance Hosts Brad Wright and Michael Connaughton are joined by Optimized Insurance CEO, Scott Heinila. After graduating from California State University Long Beach (CSUL...

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Aug. 26, 2025

#261 - Angel Investing with Stephen Schweich

Stephen Schweich Host Michael Connaughton is joined by Stephen Schweich. Stephen is Chairman of the Cherrystone Angel Group and held a 30 year career in Investment Banking. Stephen has been an active investor in venture capit...

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Aug. 19, 2025

#260 - Paw-sitive Planning: Estate Planning for Your Pets – with Liza Connelly

Paw-sitive Planning: Estate Planning for Your Pets – with Liza Connelly Kathleen speaks with Liza Connelly, director of trust and estate services for CIBC Private Wealth. Liza has more than 25 years of trust, estate and fiduc...

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Aug. 12, 2025

#259 - From Confused to Confident: Helping Families Navigate Aging with Parker Polidor

From Confused to Confident: Helping Families Navigate Aging with Parker Polidor Kathleen and Kevin speak with Parker Polidor, co-founder of CareAlly. CareAlly is a turnkey software solution that financial advisors can use to ...

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Aug. 5, 2025

Wallets and Waistlines with Reyna Gobel

Kathleen and Brad speak with freelance journalist, keynote speaker, and nutrition educator Reyna Gobel. Reyna is a nationally recognized expert in college funding, student loans, and financial wellness who brings a unique bac...

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Wicked Pissah Podcast

Recent Episodes

#263 - Finding Financial Clarity Using Monarch Money with Rachel Lawrence, CFP®

#262 - Risk Management with Scott Heinila, CEO of Optimized Insurance

#261 - Angel Investing with Stephen Schweich

#260 - Paw-sitive Planning: Estate Planning for Your Pets – with Liza Connelly

#259 - From Confused to Confident: Helping Families Navigate Aging with Parker Polidor

Wallets and Waistlines with Reyna Gobel

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