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!

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#296 - Starting a Career in Financial Planning: Paul Gaudio, CFP® on FPA NexGen and Professional Growth

296

Aug. 4, 2026

#296 - Starting a Career in Financial Planning: Paul Gaudio, CFP® on FPA NexGen and Professional Growth

Paul Gaudio Host Michael Connaughton is joined by Paul Gaudio. Paul is a CFP® and Wealth Planner at Crestwood Advisors with 9 years of experience helping individuals and families make smart choices with their money. Paul is passionate about guiding clients through life's financial complexities with clarity and care. He also serves as the President of NexGen for FPA New England, where he supports the growth and development of emerging professionals in the financial planning community, and works

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#295 - Modern Portfolio Optimization, Direct Indexing & ETF Investing with Robert Michaud

295

July 28, 2026

#295 - Modern Portfolio Optimization, Direct Indexing & ETF Investing with Robert Michaud

Host Michael Connaughton is joined by Robert Michaud, Co-Founder and Chief Investment Officer of New Frontier. Robert Michaud is co-founder and Chief Investment Officer of New Frontier Advisors, LLC. He brings over 25 years of financial innovations and investment management experience to serve the needs of financial advisors and institutional clients for optimal financial outcomes with four U.S. patents in portfolio optimization and rebalancing technology. We discuss: Origins & Optimization:

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#294 - The New Growth Engine: How AI Is Reshaping Advisor Marketing with Ian Karnell

294

July 15, 2026

#294 - The New Growth Engine: How AI Is Reshaping Advisor Marketing with Ian Karnell

How will financial advisors grow their businesses in a digital-first world? In this episode of the Wicked Pissah Podcast, Chris Boyd is joined by Ian Karnell, co-founder of Vast Advisor, to break down how AI is transforming advisor marketing and client acquisition. This conversation goes beyond productivity tools and dives into how advisors can build scalable growth systems that align with how today’s clients actually search for advice. If you’ve ever wondered whether referrals alone are enoug

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June 23, 2026

The Social Security timeline may be shorter than expected so what does that mean for your retirement?

In this episode of Something More with Chris Boyd, Chris Boyd and Russ Ball are joined by Social Security expert Marcia Mantell to unpack the latest Trustees Report and its implications. With projections pointing to a potential shortfall by 2032, they explore what’s driving the change—and what it could mean for your future benefits. Marcia shares insights from decades of experience helping retirees navigate Social Security decisions and explains why some of the most common reactions—like claimi

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#292 - Research and Reporting with YCharts’ Jeff Juracka

292

May 5, 2026

#292 - Research and Reporting with YCharts’ Jeff Juracka

Our guest on today’s episode is Jeff Juracka, Senior Account Executive at YCharts. Jeff has been building and leading his team at YCharts for the past six years. He’s a graduate of Loyola University of Chicago and is a former rugby player, who also studied - YCharts was founded in 2009 to democratize investment research. They are an all-in-one platform for investment research and client communication, with tools that are easy to use, and data that is reliable and timely. They discuss: -The cur

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#291 - Before It Breaks: Spotting Financial Red Flags in Aging Parents

291

April 28, 2026

#291 - Before It Breaks: Spotting Financial Red Flags in Aging Parents

Nobody plans for the call—but sooner or later, it comes. In this episode of the Wicked Pissah Podcast, Chris Boyd sits down with award-winning financial journalist and author Beth Pinsker to talk about the moment everything shifts—when you go from “concerned family member” to full-on financial caregiver. Drawing from her book My Mother’s Money, Beth shares the early warning signs families often overlook, why having the “right” documents doesn’t always mean you’re actually prepared, and how qui

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