Episodes

Jan. 16, 2024

#185 - Ross Levin - Not to be untethered from what you want.

This week, we are joined by personal financial advisor, author, and thought leader, 2023 FPA P. Kemp Fain, Jr., Award winner Ross Levin. Ross is the Founder and a Shareholder of Accredited Investors Wealth Management. Long an industry leader, Ross...

Jan. 9, 2024

#184 - 2024 FPA National President Claudia Kane – From Challenges to Pioneering Leadership

Jeff and Kathleen are joined by 2024 FPA National President Claudia Kane of Beacon Wealth Strategies. We'll hear about her journey overcoming personal struggles early in life to build a financial advisory practice from wirehouse to independent...

Dec. 26, 2023

#183 - Maximizing Value: Selling Your Financial Advisory Business

As a financial advisor, would you sell your business if you found out it might be worth nearly twice what you thought? That might be true. In this episode, host Brad Wright is joined by guest, Scott DiGiammarino of JPTD Partners, and WPP...

Dec. 19, 2023

#182 - The Power of Managed Futures

Alex Fratila, CFA speaks with host Chris Boyd about Managed Futures. Learn what are the benefits of use of futures in designing an investment portfolio. How they work, what asset classes can be represented, and how inclusion of a managed...

Dec. 12, 2023

#181 - Collaborating with a Daily Money Manager to Enhance Client Relationships

Collaborating with a Daily Money Manager to Enhance Client Relationships We all have clients that don’t always know where their money goes each month, who struggle to find important documents when they need them, who hate opening their mail and...

Dec. 5, 2023

#180 - Delivering Value with Ongoing Tax Planning

Sometimes it can be hard finding a CPA or tax professional that actually does tax planning for clients, not just tax preparation. This challenge has only grown over the last few years as more and more accountants have retired or left the industry and...

Nov. 21, 2023

#179 - Balancing Act: Thriving as a Financial Advisor with Jennifer Gray

On this episode of the Wicked Pissah Podcast we speak with licensed professional counselor Jennifer Gray. Jennifer focuses her counseling work on helping financial advisors find balance and authenticity between their personal and professional selves;...

Nov. 14, 2023

#178 - Creating Tax Alpha- Cantor Fitzgerald's Jay Frank

Learn how to help your clients utilize various tax benefits from real estate investments - including benefits of depreciation, capital gains deferrals, & more. Energetic and entertaining guest, Jay Frank, Pres. & COO of Cantor Fitzgerald...

Nov. 7, 2023

#177 - Beyond Finance: Planning for your life in Retirement

Beyond Finance: Planning for Your Life In Retirement Host Chris Boyd, CFP® is joined by Jennifer Simes, CFP®, long time FPA member who suggested today’s topic and guests. Nan Ives & Lisa Stornaielo share the challenges of...

Oct. 31, 2023

#176 - Monte-Carlo Analysis with Income Lab co-founder Johnny Poulsen

Hosts Brad Wright and Jeff Tomaneng are joined by Income Lab co-founder Johnny Poulsen, CFP®. They discuss: Whether or not advisors have been looking at retirement distributions the wrong way What Guardrails are and how they can help a retiree...

Oct. 24, 2023

#175 - Marketing advice to stand out -Kristen Luke of Kaleido Creative Studio

Kathleen and Jeff speak with advisor marketing thought leader and author Kristen Luke of Kaleido Creative Studio. Kaleido Creative Studio is a marketing agency that helps Registered Investment Advisors market themselves to a niche, making it easier...

Oct. 17, 2023

#174 - Helping women become more financially confident - Purse Strings

Hosts Brad Wright and Kathleen Kenealy are joined by Purse Strings founders Dr. Barb Provost and her daughter Maggie Nielsen, MBA. They discuss: What led Barb and Maggie to found a financial services organization for women How the gender wealth...

Oct. 10, 2023

#173 - Time to pay those student loans- Dan Rooker

According to studentaid.gov, there are a whopping 45 million borrowers in the US who have Federal student loan debt – that’s almost 15% of the country’s population. Pretty soon those borrowers are going to need to start making loan payments...

Oct. 3, 2023

#172 - Grieving Clients and how Financial Advisors can help - Kathi Balasek

As part of this journey we call life, all of us will experience and grieve a loss or know someone who has. What do you say? How do you say it? Acknolwedging the loss and grief of another person can be uncomfortable and awkward, but it doesn’t have...

Sept. 26, 2023

#171 - "The Why of Wealth" and "Haisley's Birthday Money" Authors and FPA Members

From Planning to Publishing: Educating Others by Writing from the Heart Have you ever thought about writing a book but you’re not sure where to start? How do you figure out what to write about? How do you go about getting published? How do you...

Sept. 19, 2023

#170 - FPA Update: So Many Benefits of Membership - Ben Lewis

Ben Lewis, Chief Communications Officer of the Financial Planning Association joins the podcast to share new member resources and remind us about many more. We discuss: New Media Training advanced modules & MediaSource PR...

Sept. 12, 2023

#169 - Divorce Financial Planning - Diane Pappas

Kathleen and Jeff speak with Diane Pappas of Solutions for Divorce. Solutions for Divorce is a boutique fee-only Divorce Financial Planning firm on the North Shore of Boston dedicated to improving the divorce process for individuals and couples going...

Sept. 5, 2023

#168 - Helping Yourself Before You Can Help Others – Dr. Sarah Newcomb

Did you know that before Dr. Sarah Newcomb became an applied scientist in behavioral economics she was an aspiring opera singer? No? Then tune in to this episode of the Wicked Pissah Podcast to find out what else you might not know about Sarah! We...

Aug. 29, 2023

#167- The Current Equity and Fixed Income Environment with MRB- Bob Hanney and Phil Colmar

Chris and Jeff speak with Bob Hanney and Phil Colmar of MRB, The Macro Research Board. MRB is an independent research firm providing integrated global multi-asset investment strategy as well as actionable, absolute-return ideas. We hear their thoughts...

#166- Protecting your clients' property and wealth-Holly Gately

Aug. 21, 2023