Episodes - Page 6 | Wicked Pissah Podcast

July 11, 2023

#161 - College Planning with Joe Messinger (2023.06.26)

Brad Wright CFP® and Jeff Tomaneng CFP® speak with Joe Messinger CFP®, ChFC®, CLU®, CCFC. Joe is a trusted authority in the areas of college planning and funding. He’s on a mission to "Change the way America shops for college." He created the...

July 4, 2023

#160 - Duncan MacPherson - The Blue Square Method (2023.06.21)

As a financial professional, are you working in your business, or are you working on your business? Today we are joined again by renowned professional coach and author, Duncan McPherson. Chapter Past Presidents Brad Wright & Chris Boyd...

June 28, 2023

#159 - Ric Edelman - Cryptocurrency & Digital Assets - 2023.06.20

This week, we talk with Ric Edelman about Cryptocurrency & Digital Assets. The questions abound: Is it safe? Who should and shouldn’t own it? How much for a client’s portfolio? How do I deal with the logistics of ownership, rebalancing,...

June 22, 2023

#158 - Let's Talk Retirement with Bob Powell

With more than $47M American retirees, and 10,000 BabyBoomers reaching retirement age every day … let’s talk RETIREMENT. Join our guest, Bob Powell, renowned Retirement columnist for USA Today & MarketWatch, publisher/editor of The Street's...

June 13, 2023

#157 - Sarah Stanley Fallaw - "The Next Millionaire Next Door"

Kathleen and Jeff speak with Dr. Sarah Fallaw. Sarah is a psychologist, researcher, and founder-president of DataPoints, the first behavioral assessment company for financial services. DataPoints uses tools that pinpoint financial attitudes,...

June 5, 2023

#156 - DFA Dimensional Fund Advisors - Althea Trevor & Dillon Hewitt-Castillo

On this episode of the Wicked Pissah Podcast we are joined by representatives from Dimensional Fund Advisors, Althea Trevor and Dillon Hewitt-Castillo. During our conversation with Althea and Dillon we learn about Dimensional’s investment...

May 24, 2023

#155 - Succession Planning - Brooklyn Brock - Financial Planner & Exit Coach to Independent RIAs

On this episode of the Wicked Pissah Podcast we speak with Brooklyn Brock, founder of Ellevate Advisors. Brooklyn is a Certified Financial Planner™ practitioner who provides financial planning services to a unique set of clients – other financial...

May 16, 2023

#154 - Ginnie Baker, Beaird Harris Wealth Management

We are joined by Ginnie Baker, CFP®, Partner of Beaird Harris Wealth Management and head of the FPA® Advisory Council, to discuss what the role of the Advisory Council is, its importance, and how it’s impacting the Financial Planning Association®...

May 9, 2023

#153 - Rick Fingerman, Financial Planning Solutions

On this episode we are joined by our fellow FPA of New England member, Rick Fingerman, CFP®, CDFA®, CCPS™. Rick is the Managing Partner and Co-Founder of Financial Planning Solutions where he helps create Financial Wellness for Widowed or...

April 25, 2023

#152 - David Marra, Markin Asset Management

David Marra of Markin Asset Management speaks with us not only about quantitative asset management but also about the recession worry, changing long-term economic & market conditions, recency bias, building portfolios that act as clients expect, this...

April 19, 2023

#151 - Traci Brown, Body Language Expert/Trainer

We are joined by body language expert, keynote speaker, and author Traci Brown. She uses her body language expertise to help banks, credit unions and financial, insurance and safety groups stop fraud losses by detecting deception that happens right...

April 12, 2023

#150 - Celeste Revelli, Fidelity Investments

We are joined by 2022 Heart of Financial Planning Award winner Celeste Revelli. She is the director of digital planning within planning advice services at Fidelity Investments. She will share her thoughts on how democratizing financial wellness and...

April 4, 2023

#149 - Karen Van Voorhis, Membership Director, and Kayla Holland, Next Gen Director

On this episode, host Kathleen Kenealy speaks with two of the FPA New England chapter’s board members: Membership Director Karen Van Voorhis, CFP® and Kayla Holland, CFP®, head of the Next Gen Committee. We hear from Kayla and Karen about the...

March 28, 2023

Episode 148 - Robert Glovsky, The Colony Group

We are joined by award-winning financial advisor, educator, and thought leader Robert Glovsky. Robert is Vice Chair and a Principal of The Colony Group. Stay tuned to hear about his professional journey and thoughts on CFP education and the profession...

March 23, 2023

Episode 147 - Kevin Keller & Dan Moisand, CFP Board

We are joined by CFP Board CEO Kevin Keller and CFP Board Chair and CFP Professional Dan Moisand. We'll hear about CFP Board's strategic priorities, the relationship between FPA and CFP Board, and Dan and Kevin's thoughts on the evolution of the...

March 14, 2023

Episode 146 - Shawn Jacobson, Northrock Partners

We are joined by 2022 FPA Heart of Financial Planning Award winner Shawn Jacobson. Shawn is an Advisor at Northrock Partners where he leverages over 20 years of impactful and meaningful client relationships, Shawn continues to deliver extensive...

March 7, 2023

Episode 145 - Matthew Jarvis, The Perfect RIA

Matthew Jarvis, Co-Founder of The Perfect RIA and author of Delivering Massive Value, joins host Brad Wright to discuss helping financial advisors create hyper-efficient and profitable practices. Learn how you can become more efficient and increase...

Feb. 28, 2023

Episode 144 - Bob Veres, Inside Information

We are joined by writer and financial planning industry commentator Bob Veres. Bob is the owner, editor, and publisher of Inside Information, a newsletter of relevant curated content for the financial advisory profession and co-producer of the...

Feb. 21, 2023

Episode 143 - Dr. Mary Bell Carlson, Financial Behavior Keynote Group

This week, we are joined by financial behavior expert, and storyteller Dr. Mary Bell Carlson, CFP®, AFC®. Mary is the president of Financial Behavior Keynote Group, a source for keynote speakers centered on financial behavior, and the author of the...

Feb. 14, 2023

Episode 142 - Joel Bruckenstein, T3 Technology Tools for Today

Host and past FPA MA President, Jeff Tomaneng, CFP®, is joined by author, consultant, and Financial Services FinTech Expert Joel Bruckenstein. Joel is the founder and president of T3 Technology Tools for Today, the premier practice management and...

Feb. 9, 2023

Episode 141 - Mark Prendergast, Director of Tax Strategies at Inspired Financial

In this episode, hosts Kathleen Kenealy and Jeff Tomaneng are joined by 2022 FPA Heart of Financial Planning Award winner Mark Prendergast. Mark talks to us about his career over the years, how he works with clients in his role as Director of Tax...

Jan. 31, 2023

Episode 140 - Julie Fortin, Northstar Financial Planning

Host Jeff Tomaneng, CFP®, is joined by 2021 FPA Montgomery-Warschauer Award winner Julie Fortin, CFP®, FBS®, CeFT®. Julie is a partner and wealth advisor with Northstar Financial Planning, a financial life planning and wealth management firm...

Jan. 24, 2023

Episode 139 - Scott Kahan, Financial Asset Management Corporation

Host Jeff Tomaneng, CFP®, is joined by 2022 FPA P. Kemp Fain, Jr., Award winner Scott Kahan, CFP®. Scott is the owner and founder of Financial Asset Management Corporation, a financial planning and advisory firm he started in 1986 with the vision to...

Jan. 17, 2023

Episode 138 - Brian Portnoy, CFA®, Shaping Wealth

FPA Massachusetts Past President Jeff Tomaneng is joined by educator, entrepreneur, writer, and investor, Brian Portnoy, CFA®. Brian is the founder of Shaping Wealth, a learning technology platform transforming the human experience of money,...