Episodes - Page 4 | Wicked Pissah Podcast

July 16, 2024

#209 - Xtrackers

Xtrackers Hosts Brad Wright and Chris Boyd are joined by John O’Connor and C. Allen Parker of JH Whitney Investment management who together with Xtrackers have created the “Geostrategic Risk Rating” system. John is CEO of JH Whitney and was...

July 9, 2024

#208 - Financial Education with NE Chapter President Marybeth Breed & Mass State Treasurer Deborah Goldberg,

Kathleen speaks with FPA of New England chapter President Marybeth Breed and Massachusetts State Treasurer Deborah Goldberg about the various initiatives Treasurer Goldberg has worked on to promote financial education across the Commonwealth of...

July 2, 2024

#207 - Michael Connaughton – Lead Advisor

7Michael Connaughton – Lead Advisor Hosts Brad Wright and Kathleen Kenealy are joined by Michael Connaughton. Mike is co- founder of Lead Advisor, a wealth management collective that specializes in building firms, practices and careers. They provide...

June 25, 2024

#206 - Setting Charitable Intentions with Erinn Andrews of The Give Team

Setting Charitable Intentions with Erinn Andrews of The Give Team Education, food insecurity, climate change, humanitarian and disaster relief… There are countless causes and more than a million and a half charities in the US looking...

June 11, 2024

#205 - Incorporating Long Term Care Into Your Long-Term Planning

Incorporating Long Term Care Into Your Long-Term Planning There are some grim statistics out there regarding long term care: 70% of adults who live until age 65 will develop a need for long term care services in their lifetime The average...

June 4, 2024

#204 - Scams & Schemes with Bob Powell

In this episode, Chris Boyd CFP®CASL®catches up with Bob Powell to discuss the pressing issue of financial exploitation, focusing on scams and schemes. Bob Powell highlights the prevalence of financial scams, particularly those targeting...

May 28, 2024

#203 - Succession Planning with Jessica Polito

As an advisor, you may have a considerable part of your personal wealth connected to your business. How and when will you obtain that wealth by selling your business? Will you sell internally or to another firm? Will that firm be larger...

May 21, 2024

#202 - Recession? Commodities? Deficit? Mike Arone – State Street Global Advisors

Mike Arone – State Street Global Advisors Hosts Brad Wright and Kathleen Kenealy are joined by Mike Arone. Mike is Managing Director and Chief Investment Strategist for State Street Global Advisors US Intermediary Business Group. Michael is a highly...

May 14, 2024

#201 - Estate Management and Legacy Building with Vanilla's Jim Sinai

Jim Sinai - Vanilla Host Brad Wright is joined by Jim Sinai. Jim is Chief Marketing Officer at Vanilla, The Estate Advisory Platform, designed to transform how wealth advisors help their clients manage their estate and build their legacy. Jim is a...

May 7, 2024

#200 - Life Planning with George Kinder

For our 200th episode, we are joined by the legendary George Kinder, best known for creating the Registered Life Planner designation and curriculum through the Kinder Institute of Life Planning. George is a pioneer who helped to shape...

May 1, 2024

#199 - Branding and Marketing with Tiffany Markarian

Tiffany Markarian – Advantus Marketing Host Brad Wright is joined by Managing Director of Advantus Marketing, Tiffany Markarian. Tiffany has coached hundreds of wealth advisors, broker/dealers, brokerage and insurance firms in driving productivity,...

April 23, 2024

#198 - Organization and efficiency expert Patty Kreamer of Productivity Uncorked

"Clutter is nothing more than unmade decisions." - Patty Kreamer. Organization and efficiency expert Patty Kreamer of Productivity Uncorked joins us to share how to see between the steps and pull out the things that really don't matter and how you can...

April 16, 2024

#197 - Personal Finance Through Writing with Kate Dore, CFP®

Sharing a Passion for Personal Finance Through Writing with Kate Dore, CFP® On this episode Kathleen and Jeff are joined by personal finance reporter Kate Dore, CFP®. We hear from Kate about how a career in music publishing led Kate to...

April 9, 2024

#196 - Developing Next Gen Talent with AdvoKate IQ consulting firms Kate Healy

On this episode of the Wicked Pissah Podcast we are joined by long time industry veteran, Kate Healy. You may know Kate from her long tenure at TD Ameritrade or perhaps you recognize her from one of the many industry awards she has been honored with...

April 2, 2024

#195 - Nifty Advisor Support- Michelle Wong

"Do what you do best and outsource the rest." - Peter Drucker. Michelle Wong, CEO of Nifty Advisor Support, joins us to discuss how she strives to close the talent gap between advisors and non-advisors through inclusive communication and effective...

March 27, 2024

#194 - Saving Money on Prescription Drug Costs with Patricia Prewitt

Saving Money on Prescription Drug Costs with Patricia Prewitt According to a 2022 study, Americans pay higher prices for prescription drugs than any other country in the world, with prescription drug prices here in the U.S. more than 2.5 times as high...

March 20, 2024

#193 - TIFIN Wealth – AJ Boury

AJ Boury Hosts Brad Wright and Chris Boyd are joined by TIFIN Wealth COO AJ Boury. They discuss: * The AI and innovation platform for wealth that was founded by former Wharton Professor and successful entrepreneur Dr. Vinay Nair * How FPA members...

March 13, 2024

#192 - Your Financial Therapist- Erika Wasserman

Erika Wasserman, CEO of Your Financial Therapist, joins us to discuss how she addresses #financial #anxiety and #stress #management, #money and #relationshps, #mindset, and #behavior #change with her #FinancialTherapy clients and how she trains...

March 12, 2024

#191 - 2024 College Planning with Cozy Wittman

On today’s episode, Brad Wright and Jeff Tomaneng are joined by Cozy Wittman. Cozy is an education and partnership leader at College Inside Track. Cozy speaks nationally about college search, educating families and training financial...

March 5, 2024

#190 - Heart of Financial Planning Award Winner Virginia Asher

This week, we are joined by #FinancialPlanner, continuous #learner, #aspiring #teacher, and 2023 FPA Heart of Financial Planning Award winner Virginia Asher. Virginia practices financial planning at Chichester Financial Group and TrustBank Wealth...

Feb. 27, 2024

#189 - Nurturing a More Diverse Profession – with Rene Jarquin and JonPaul McBride

Nurturing a More Diverse Profession – with Rene Jarquin and JonPaul McBride According to data recently released by the CFP Board, less than 10% of the nearly 100,000 CFP® professionals report as Black, Hispanic, Latino, Asian or Pacific Islander....

Feb. 20, 2024

#188 - Trailblazing Transparency: Heart of FP Award Winner Greg Friedman

This week, we are joined by #technology #innovator, #author, and 2023 FPA Heart of Financial Planning Award winner Greg Friedman. Greg was at the forefront of the industry's shift to #transparent, non-hierarchical #leadership, and his candid approach...

Feb. 13, 2024

#187 - Risk Management Mastery: Insights from Northeast Brokerage Leaders Guy Ziriak and Mike Costello

Kathleen and Jeff speak with Guy Ziriak and Mike Costello. Guy is a Vice President, and Mike is a Senior Partner with FPA New England partner Northeast Brokerage, an employee-owned insurance brokerage general agency dedicated to providing...

Feb. 6, 2024

#186 - Goal Setting and Business Success- Carson Group VP of Coaching and Consulting Sarah Cain

Brad and Jeff speak with Leadership and Business Coach Sarah Cain. joined by Sarah Cain, VP of Coaching and Consulting of FPA partner and sponsor Carson Group, where she leads a team of executive business coaches and practice management consultants...