Episodes

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 & 2021 Chairs of the OneFPA Advisory Council Executive Committee,...

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 () and past president of the FPA MA, joins host Chris Boyd to discuss Bill’s new...

Meet Lucia Reed, the Director of the chapter’s newly created Diversity Equity & Inclusion committee.  Lucia shares her personal experience with focus on concerns for social justice, how she came to financial planning, concerns for the...

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 advisors for not only FinStream, but also The Street’s Retirement Daily, &...

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, Stuart has focused on serving the LGBTQ+ community and addressing their changing...

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.  Current FPA President, Martin Seay, PhD, CFP® also returns, as host Chris Boyd...

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 podcast to help listeners consider how best to market their services in the months...

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 virtual meeting of the Cape Cod Practice Group, Michaela Herlihy of Beacon Financial...

FPA’s 2020 President-Elect, Skip Schweiss, shares insights into potential tax policy implications of a Biden administration.  From Personal Tax Rates, Capital Gains, to Corporate Tax Rates and more.  Skip discusses his observations as...

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 women in the profession to use of language in a gender-neutral setting to the...

Ron Carson, industry icon, shares his story and his insights for how advisors can succeed professionally and in life.  Author of Proven In The Trenches: 11 Principles to Maximize Advisor Value and Transform Your Firm's Future, Ron shares insights...

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.  Hear how our panel developed their approach,...

Katie MacDonald, Jake Northrup, & Brad Wright

with Jason Lilly of Cape Cod Five Wealth Management

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 create their Masters of Personal Financial Planning...

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 and professional journey leading her from Ukraine to US citizenship and to...

Skip Schweiss, 2020 President-Elect of the Financial Planning Association discusses a variety of subjects: FPA CEO search, the custodian landscape, public policy issues facing planners & investors, 2020 election impact, why aren’t more advisors...

Dave McPherson & Misty Lynch

This week we focus on technology.  First, Chris interviews Shaun Erickson (FPA MA Advocacy Director) & Dave Connolly, creators of Knudge, the new program for financial advisors.  Learn about the inspiration and process of moving the...

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 advisors to stand out and gain the expertise needed to become a leader in this new...

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 Planning at MEFA about all aspects of paying for college.  Suitable for...

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.  Our esteemed panel discusses how to approach the needs of those going through...

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 members on August 5th.  Learn more in this...

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 embraced virtual meetings, but will this become a permanent tool for the future?...