Episodes

FPA MA NexGen & Programming, then Collaboration with FPA NNE
Sept. 22, 2019

FPA MA NexGen & Programming, then Collaboration with FPA NNE

Hear from guests Jake Northrop (FPA MA Dir. NexGen), Dave McPherson (FPA MA Dir. Programming), & FPA NNE's Kelly Orr (Dir. Membership)
Coaches Corner with Mike Byrnes
Sept. 14, 2019

Coaches Corner with Mike Byrnes

Business Branding, Marketing, and Coaching - It's all about business development
Dan Candura - Lessons, Ethics, and a Career
Sept. 6, 2019

Dan Candura - Lessons, Ethics, and a Career

In this episode, enjoy a thoughtful discussion with Dan Candura about the arc of his career. We discuss changes impacting CFPs, the ethics of varying compensation models, and the challenges of advisor rankings. Are we measu...
Tax Uncertainty & Retirement Savings Diversification
Aug. 23, 2019

Tax Uncertainty & Retirement Savings Diversification

How lower tax rates may impact your planning strategies
WPP - Ep 6 - Advocacy & IRA Deductibility In MA
Aug. 8, 2019

WPP - Ep 6 - Advocacy & IRA Deductibility In MA

FPA MA Advocacy, the Legislative Process, & H3663 to make IRA Contributions Deductible in MA
WPP - Ep 5 - "Membership Has Its Privileges" & "Tools for the Aging"
July 25, 2019

WPP - Ep 5 - "Membership Has Its Privileges" & "Tools for the Aging"

FPA MA membership benefits, Longbridge Financial on Reverse Mortgage features, & content from a Panel on Aging
WPP - Episode 4 - "Are You Relevant In These Changing Times" with Jagdish ("Jag") Dalal
June 30, 2019

WPP - Episode 4 - "Are You Relevant In These Changing Times" with Jagdish ("Jag") Dalal

Jagdish Dalal - Futurist & Speaker
WPP - Episode 3 - "Your Brand Is You" with Kristine McManus
June 10, 2019

WPP - Episode 3 - "Your Brand Is You" with Kristine McManus

Kristine McManus, Chief Business Development Officer at COMMONWEALTH financial group explains how "Your Brand is You"; & Tom Lester of Hines Securities
WPP - Season 1, Episode 2 - Glenn Frank, Karen Van Voorhis, & Nationwide
May 20, 2019

WPP - Season 1, Episode 2 - Glenn Frank, Karen Van Voorhis, & Nationwide

Recorded at FPA MA's Wicked Good Talks on May 3, 2019
Episode 1 - April 2019
April 24, 2019

Episode 1 - April 2019

Join us for our initial podcast, a production of the Financial Planning Association of Massachusetts. Host Chris Boyd speaks with Dave McPherson of Four Ponds Financial, current chapter Programming Director, about the upcomi...