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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#300 - 300 Episodes Later: What Financial Advisors Have Learned Along the Way

300

Sept. 15, 2026

#300 - 300 Episodes Later: What Financial Advisors Have Learned Along the Way

What can 300 conversations teach you about becoming a better financial advisor? For the 300th episode of the Wicked Pissah Podcast, past and present hosts come together for a conversation about the ideas, people and experiences that have shaped the show and, in many cases, their own careers and practices. Michael Connaughton and Corey Christiana are joined by former hosts Chris Boyd, Brad Wright and Kathleen Keneally to look back at how a podcast that began as a way to extend the reach of FPA

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#301 - Going Independent Without Going It Alone with Bridget Grimes, CFP®

301

Sept. 8, 2026

#301 - Going Independent Without Going It Alone with Bridget Grimes, CFP®

What does it really take to leave an established firm and build a financial planning practice on your own terms? In this episode of the Wicked Pissah Podcast, Jackie Walsh, CFP®, founder of 30 Point Financial and Treasurer of FPA New England, sits down with Bridget Grimes, CFP®, President of WealthChoice and co-founder of Equita Financial Network. Bridget shares her journey from working as an employee at a fee-only RIA to launching WealthChoice nearly a decade ago. She explains why she wanted

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#299 - When Student Loans Get Complicated: What Advisors Need to Know with Emma Crawford, CFP®, CSLP®

299

Aug. 25, 2026

#299 - When Student Loans Get Complicated: What Advisors Need to Know with Emma Crawford, CFP®, CSLP®

Federal student loan planning has become increasingly complex, and for financial advisors, keeping up with changing repayment plans, forgiveness programs, eligibility rules, and deadlines can feel like a specialty all its own. In this episode of the Wicked Pissah Podcast, Jackie Walsh, CPA, CFP®, sits down with Emma Crawford, CFP®, CSLP®, founder of October Loan Strategies, a firm dedicated exclusively to helping borrowers navigate federal student loan repayment and forgiveness. Emma has consu

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#298 - Inside CFP Board: CEO K. Dane Snowden Talks Awareness, Inclusion, and What's Next

298

Aug. 18, 2026

#298 - Inside CFP Board: CEO K. Dane Snowden Talks Awareness, Inclusion, and What's Next

K. Dane Snowden, CEO of CFP Board Show Notes On this episode of the Wicked Pissah Podcast, Kevin Williams is joined by K Dane Snowden, Chief Executive Officer of the CFP Board to discuss the organization's priorities and the future of the financial planning profession. Dane shares his vision for CFP Board, emphasizing the importance of raising public awareness of CFP professionals and increasing their value proposition. He highlights key priorities such as strengthening the value for current c

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#297 - Long-Term Care Planning: Helping Clients Navigate Risk, Cost, and Coverage

297

Aug. 11, 2026

#297 - Long-Term Care Planning: Helping Clients Navigate Risk, Cost, and Coverage

Host Chris Boyd is joined by Russ Ball and Luke Bagley for a conversation about one of the biggest financial risks facing retirees: the rising cost of long-term care. Long-term care can have a significant impact on retirement savings, but deciding how to prepare for those expenses is not always straightforward. Chris, Russ, and Luke break down the options families should understand and the financial considerations that can help shape a long-term care strategy. They discuss: · The growing cost

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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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