Episodes

#233 - Social Security Fairness Act Kurt Czarnowski
Jan. 28, 2025

#233 - Social Security Fairness Act Kurt Czarnowski

Join special guest Kurt Czarnowski (Czarnowski Consulting) for a deep dive on the impact of the Social Security Fairness Act.  Some 2,000,000 current Social Security recipients are impacted by this legislation, not to mention those who previously...
#232 - iCapital’s James Costabile and Ryan Van Geons
Jan. 21, 2025

#232 - iCapital’s James Costabile and Ryan Van Geons

Hosts Brad Wright and Mike Connaughton are joined by James Costabile and Ryan Van Geons of iCapital. James Costabile is Managing Director and Head of US Alternative Investment Distribution and Ryan Van Geons is a Senior Vice President, who covers our...
#231 - Grandview and Company with Steve Tenney
Jan. 14, 2025

#231 - Grandview and Company with Steve Tenney

Hosts Michael Connaughton and Chris Boyd are joined by Steve Tenney, Founder of Grandview and Company. Steve Tenney is the Founder of Grandview & Company.  After 26 years as a Senior Portfolio Manager and Senior Vice President at UBS, Steve...
#230 - FPA-NE 2025 Chapter Leaders: Sam Gough & Abe Ringer
Dec. 24, 2024

#230 - FPA-NE 2025 Chapter Leaders: Sam Gough & Abe Ringer

FPA-NE 2025 Chapter Leaders: Sam Gough & Abe Ringer Hosts Brad Wright and Kathleen Kenealy are joined by Sam Gough and Abe Ringer. Sam is the 2025 incoming FPA-NE Chapter President and Abe will be President-Elect (2026 President). When not...
#229 - Reflecting on Money and Meaning – with Dr. Daniel Crosby
Dec. 18, 2024

#229 - Reflecting on Money and Meaning – with Dr. Daniel Crosby

Reflecting on Money and Meaning – with Dr. Daniel Crosby   On this episode we speak with psychologist, behavioral finance expert and New York Times best-selling author, Dr. Daniel Crosby. Dr. Crosby is the Chief Behavioral Officer at Orion...
#228 - Helping Financial Advisors Save on Taxes – with Catherine Tindall, CFA
Dec. 3, 2024

#228 - Helping Financial Advisors Save on Taxes – with Catherine Tindall, CFA

Helping Financial Advisors Save on Taxes – with Catherine Tindall, CFA More and more I keep hearing from other financial planners that they are struggling to find good CPAs that they can send their clients to for tax preparation. Too many CPAs are...
#227 - Retirement Plans & Community Impact: Insights from Financial Planning Leader John McAvoy
Nov. 26, 2024

#227 - Retirement Plans & Community Impact: Insights from Financial Planning Leader John McAvoy

Join us as we speak with FPA chapter past president, John McAvoy! John shares insights about working in the Retirement Plan space both with employers and participants.  Thinking of doing more with 401Ks or IRAs, then you’ll want to listen...
#226 - Jenn Mayo: Direct of Gift Planning and Advisor Relations, Essex County Community Foundation
Nov. 19, 2024

#226 - Jenn Mayo: Direct of Gift Planning and Advisor Relations, Essex County Community Foundation

Jenn Mayo: Direct of Gift Planning and Advisor Relations, Essex County Community Foundation Hosts Michael Connaughton and Brad Wright are joined by Jenn Mayo of the Essex County Community Foundation Essex County Community Foundation inspires...
#225 - Financial and Caregiving Challenges: Couples with and without Children-Bill & Paula Harris
Nov. 12, 2024

#225 - Financial and Caregiving Challenges: Couples with and without Children-Bill & Paula Harris

Families with children may have more financial challenges in the accummulation phase, but couples without kids have different challenges more often later in life.  After each other, who is to become a healthcare proxy, or...
#224 - International Investing with Nick Paul, MFS
Nov. 8, 2024

#224 - International Investing with Nick Paul, MFS

The Case for International Investing with Nick Paul, MFS – Nicholas J. Paul, CFA who serves as the Equity Portfolio Manager for MFS joins Chris Boyd and Jeff Perry for an in-depth discussion about using mutual funds for international investing....
#223 - Tax Policy Impacts and the Upcoming Election with Nicholas A. Papakyrikos, CPA, P.C
Nov. 5, 2024

#223 - Tax Policy Impacts and the Upcoming Election with Nicholas A. Papakyrikos, CPA, P.C

Nicholas A. Papakyrikos, CPA, P.C Host Michael Connaughton is joined by Nick Papakyrikos, CPA, P.C. Nick is the founder of Nicholas Papakyrikos CPA. He began his professional career with the international accounting and consulting firm currently known...
#222 - Nicole Wallace and Christopher Jensen – Franklin Templeton Investments
Oct. 22, 2024

#222 - Nicole Wallace and Christopher Jensen – Franklin Templeton Investments

Nicole Wallace and Christopher Jensen – Franklin Templeton Investments Host Michael Connaughton is joined by Nicole Wallace and Christopher Jensen of Franklin Templeton Investments. Nicole is Vice President and Private Wealth Director covering the...
#221 - Jack Heintzelman – FPA National Board of Directors
Oct. 15, 2024

#221 - Jack Heintzelman – FPA National Board of Directors

Jack Heintzelman – FPA National Board of Directors Hosts Brad Wright and Kathleen Kenealy are joined by Jack Heintzelman. Jack is a financial planner with Boston Wealth Strategies, where he has been since 2018. Jack has been serving on the FPA...
#220 - Crystal Lee Butler- Crystal Marketing Solutions
Oct. 8, 2024

#220 - Crystal Lee Butler- Crystal Marketing Solutions

Crystal Lee Butler- Crystal Marketing Solutions. Host Michael Connaughton is joined by Crystal Lee Butler of Crystal Marketing Solutions. Crystal is founder of Crystal Marketing Solutions, LLC also known as CMS. CMS specializes in offering...
#219 - Julie Casey - Definiti
Oct. 1, 2024

#219 - Julie Casey - Definiti

Julie Casey - Definiti Hosts Brad Wright and Mike Connaughton are joined by Julie Casey of Definiti. Julie is Regional Sales Director - New England Territory, for Definiti, which is a national retirement services firm that helps workplace...
#218 - Donna McKeown - Mortgages & Interest rate movement
Sept. 24, 2024

#218 - Donna McKeown - Mortgages & Interest rate movement

In this episode our guest is Donna McKeown of Movement Mortgage. The discussion starts by considering the recent change in the Fed Funds Rate and what impact it has had on the current interest rate environment.  We discuss what moves...
#217 - Chuck Failla: Sovereign Advisor Solutions + goRIA
Sept. 17, 2024

#217 - Chuck Failla: Sovereign Advisor Solutions + goRIA

Chuck Failla: Sovereign Advisor Solutions + goRIA Hosts Brad Wright and Mike Connaughton are joined by Chuck Failla. Chuck is Founder + CEO of Sovereign Financial Group in Stamford, CT. as well as Director of Sovereign Advisor Solutions. Chuck moved...
#216 - Navigating the College Selection Process with Todd Weaver
Sept. 10, 2024

#216 - Navigating the College Selection Process with Todd Weaver

Navigating the College Selection Process with Todd Weaver   On this episode of the Wicked Pissah Podcast Kathleen speaks with Todd Weaver, President of Strategies for College, to talk about the work Todd does helping students and their families...
#215 - Stephanie Aliaga – J.P. Morgan
Aug. 27, 2024

#215 - Stephanie Aliaga – J.P. Morgan

Stephanie Aliaga – J.P. Morgan Hosts Brad Wright and Kathleen Kenealy are joined by Stephanie Aliaga, Global Market Strategist on the JP Morgan Asset Management Market Insights Team, based out of New York. Stephanie helps formulate and communicate...
#214 - Richard LeFauve – Client Edge
Aug. 20, 2024

#214 - Richard LeFauve – Client Edge

Richard LeFauve – Client Edge Host Brad Wright along with Guest Co-Host Mike Connaughton are joined by performance coach Richard “Rick” LeFauve. Rick founded Client Edge for performance coaching after compiling extensive experience in...
#213 - Difficult Conversations
Aug. 13, 2024

#213 - Difficult Conversations

This week we’re talking about Difficult Conversations.  Whether telling clients they don’t have enough and need to get back to work, talking clients through market down turns, or speaking with clients at times of loss, some conversation...
#212 - Bonds vs. Bond Funds- Vanguard with Ted Dinucci
Aug. 6, 2024

#212 - Bonds vs. Bond Funds- Vanguard with Ted Dinucci

Vanguard Hosts Brad Wright and Chris Boyd are joined by Ted Dinucci, an investment strategist with Vanguard’s Investment Advisory Research Center, the team tasked with creating thought leadership for their intermediary advisory partners across a...
#211 - Approaching Business Owners' Insurance concerns and opportunities
July 30, 2024

#211 - Approaching Business Owners' Insurance concerns and opportunities

In this week’s episode of the Wicked Pissah Podcast, Kim Furnald, CLU returns to the program.  Using a holistic approach after a career in financial services, Kim for the past decade has been working with advisors on Estate and Business...
#210 - Valuing Your Life’s Work with Aaron Wells of FP Transitions
July 23, 2024

#210 - Valuing Your Life’s Work with Aaron Wells of FP Transitions

Valuing Your Life’s Work with Aaron Wells of FP Transitions   Hosts Kathleen Kenealy and Chris Boyd are joined by Aaron Wells, Director of Financial Analysis at FP Transitions, to discuss how Aaron and the team at FP Transitions help advisors...