Episodes

July 29, 2025

#257 - 5 to 9 Things You Don’t Know About 529 Plans with Chris Stack

5 to 9 Things You Don’t Know About 529 Plans with Chris Stack Hosts Brad Wright and Kevin Williams are joined by attorney and consultant, Chris Stack. -Chris is managing consultant, Savingforcollege.com, is a nationally recog...

July 22, 2025

#256 - Breaking Money Silence with Kathleen Burns Kingsbury

Breaking Money Silence with Kathleen Burns Kingsbury Kathleen and Kevin speak with money psychology expert Kathleen Burns Kingsbury. Kathleen is the founder of KBK Wealth Connection and a leading voice on women and money and ...

July 16, 2025

#255 - Navigating Egos and Emotions During the College Planning Process – With Jack Wang

Navigating Egos and Emotions During the College Planning Process – With Jack Wang Hosts Kathleen Kenealy and Michael Connaughton speak with Jack Wang, a nationally recognized college funding expert who helps families answer t...

July 11, 2025

#254 - The Human Side of Wealth: Navigating Family Dynamics – with Emily Bouchard

The Human Side of Wealth: Navigating Family Dynamics – with Emily Bouchard Kathleen and Brad speak with Emily Bouchard, founder of Bouchard Bespoke Consulting. Emily is a Chief Learning Officer and Family Dynamics Advisor for...

July 2, 2025

#253 - Bringing the Human Element Back to Human Resources – with Angela Sarver

Bringing the Human Element Back to Human Resources – with Angela Sarver Hosts Kathleen Kenealy and Kevin Williams are joined by Angela Sarver, founder of EllieBlu HR Consulting. Angela is a human resources expert who speciali...

June 24, 2025

#252 - FIRE for Dummies Author Jackie Cummings Koski on Financial Independence

Host Brad Wright is joined by Jackie Cummings Koski. Jackie is the author of FIRE for Dummies and co-host of the Catching Up to FI podcast, focused on financial independence for late starters. She serves as Chapter President ...

June 18, 2025

#251 - Paul Gaudio-President NexGen FPA-Client guidance and network expansion opportunities.

Paul Gaudio Host Michael Connaughton is joined by Paul Gaudio. Paul is a CFP® and Client Advisor at Crestwood Advisors with 8 years of experience helping individuals and families make smart choices with their money. Paul is p...

June 12, 2025

#250 - Dan Galli & Dennis Moore- Catching up with FPA Leadership

Catching up with FPA Leadership - with Dan Galli & Dennis Moore On this episode Kathleen and Kevin are joined by FPA national president-elect Dan Galli as well as long-time member, supporter and now acting CEO of FPA National...

June 3, 2025

#249 - What you need to know about Reverse Mortgages with Stephen Pepe

On this episode of the Wicked Pissah Podcast , we are joined by Stephen Pepe of Longbridge Financial, L LC, where he is a top producing Loan Officer , Reverse Mortgage Consultant and industry expert in r everse m ortgages. St...

May 27, 2025

#248 - Reassuring Clients About Social Security – with Marcia Mantell

Reassuring Clients About Social Security – with Marcia Mantell On this episode, Kathleen and Kevin speak with Social Security and retirement planning expert Marcia Mantell to talk about how clients’ anxiety about Social Secur...

May 20, 2025

#247 - Federal Employee Retirement Benefits Explained: Insights from Micah Shilanski, CFP®

If you’ve seen the news this year, you know why we wanted to talk about this topic. Whether DOGE layoffs or early retirements or concerns about future job security, Federal employees may be looking to financial advisors for ...

May 13, 2025

#246 - Jordan Jackson, J.P. Morgan Global Market Strategist: Tariffs, Trade and Taxes… Oh My!

Jordan Jackson, J.P. Morgan Global Market Strategist: Tariffs, Trade and Taxes… Oh My! Hosts Kathleen Kenealy and Kevin Williams are joined by JP Morgan Global Market Strategist, Jordan Jackson. Jordan is an Executive Directo...

April 30, 2025

#245 - Jeff Johnson, Appleton, and Fixed Income Markets

Jeff Johnson Hosts Michael Connaughton and Brad Wright are joined by Jeff Johnson, Senior Vice President of Appleton Partners. Jeff is a member of Appleton’s Fixed Income Investment Committee and is responsible for business development and managing...

April 22, 2025

#244 - John Finney - Overvue and how it creates client and advisor efficiency

John Finney Host Michael Connaughton is joined by John Finney Co-Founder Overvue. John Finney is the co-founder of Overvue, a software company that helps financial advisors streamline their client onboarding. Before starting Overvue, John spent over...

April 15, 2025

# 243 - Andy Ives– Navigating Net Unrealized Appreciation (NUA) Strategies

Andy Ives, CFP®, AIF® – Navigating Net Unrealized Appreciation (NUA) Strategies Host Chris Boyd is joined by Andy Ives, CFP®, AIF®, an IRA Analyst at Ed Slott and Company, LLC, to delve into the intricacies of Net Unrealized Appreciation (NUA)...

April 1, 2025

#242 - Joy Slabaugh; The Financial Conflict Resolution Institute

Hosts Michael Connaughton and Kathleen Keneally are joined by Joy Slabaugh founder of The Financial Conflict Resolution Institute. Joy is a CFP® professional with 20 years financial of planning experience that includes providing advice to...

March 25, 2025

#241 - Keith Garte talks Personal Risk Management and answers advisors questions

Keith Garte Hosts Michael Connaughton and Kathleen Keneally are joined by Keith Garte, Personal Risk Management Advisor with Assured Partners. Keith Garte is a Personal Risk Management Advisor with Assured Partners working out of their Natick...

March 18, 2025

#240 - Advisor Tech with Jump Advisor AI CEO Parker Ence

Advisor Tech with Jump Advisor AI CEO Parker Ence Hosts Brad Wright and Kevin Williams are joined by Parker Ence, CEO and cofounder of Jump Advisor AI. Parker is an entrepreneur and operator with 12 years CEO/cofounder experience across advisor tech,...

March 11, 2025

#239 - From Office to Anywhere: Erica Feldblum of LPL

Have you thought about making your business fully remote? Or perhaps it is and you’ve wanted to relocate? That’s the story of today’s guest, Erica Feldblum, and LPL advisor, on this week’s episode of the WPP. Listen in has...

March 4, 2025

#238 - Investing In Private Markets with Michael Bell of Meketa Capital

Hosts Brad Wright and Chris Boyd are joined by Michael Bell, CEO of Meketa Capital Michael has more than 25 years of experience in the investment management and wealth management industries. He is the Chief Executive Officer of Meketa Capital as well...

Feb. 25, 2025

#237 - Scott Gottlieb of U.S. Compliance Consultants: Outside Compliance for RIAs

Hosts Brad Wright and Kevin Williams are joined by Scott Gottlieb of U.S. Compliance Consultants. Scott is President of U.S. Compliance Consultants, a full-service compliance consulting company that focuses exclusively on state and SEC-registered...

Feb. 18, 2025

#236 - Direct Indexing Strategies with Greg Kanarian, JD, CFA

Direct Indexing Strategies with Greg Kanarian, JD, CFA Hosts Kathleen Kenealy and Chris Boyd speak with Greg Kanarian, an Investment Strategist at Natixis Investment Managers representing the firm’s Direct Indexing strategies. Greg joins the...

Feb. 11, 2025

#235 - Nick Gudz, Co-Founder of Fin.Link

Nick Gudz Hosts Michael Connaughton and Brad Wright are joined by Nick Gudz, Co- Founder of Fin.Link. Nick has been in the industry for 20 plus years holding multiple positions. He co-founded Succession Link in 2012, a platform he developed connecting...

Feb. 4, 2025

#234 - MileMarker’s Jud Mackrill

MileMarker’s Jud Mackrill Host Brad Wright is joined by Jud Mackrill, CMO and co-founder of MileMarker, a data aggregation firm. As co-founder of Milemarker, Jud is driving change in financial advice and alternative investments. By blending...