Episodes

Episode 137 - Shaun Erickson, Kevin Williams and Marybeth Breed, FPA 2023 Incoming Executive Committee Leadership Team
Dec. 27, 2022

Episode 137 - Shaun Erickson, Kevin Williams and Marybeth Breed, FPA 2023 Incoming Executive Committee Leadership Team

Hosts Kathleen Kenealy and Brad Wright are joined by members of the FPA 2023 incoming executive committee leadership team, Shaun Erickson, Kevin Williams and Marybeth Breed. We ask them about their experiences as members of the FPA, how they found...
Episode 136 - Jake Weinstein, Fidelity Asset Allocation Research Team
Dec. 20, 2022

Episode 136 - Jake Weinstein, Fidelity Asset Allocation Research Team

We are joined by Vice President of Fidelity's Asset Allocation Research Team, Jake Weinstein. Host Chris Boyd, CFP®, has a wide range conversation with Jake about issues that face investors today in regard to Asset Allocation. They discuss themes and...
Episode 135 - Dan Galli & Karen McDade, FPA Board
Dec. 13, 2022

Episode 135 - Dan Galli & Karen McDade, FPA Board

We are joined by FPA Board Members, Karen McDade, CFP®, AIR®, CDFA®, and Dan Galli, CFP®, to discuss OneFPA and a culture of a Board, the meaning of being a FPA board member, what the Board's focus has been, Financial Planner title protection,...
Episode 134 - Ed Rodbro, American Heart Association
Dec. 6, 2022

Episode 134 - Ed Rodbro, American Heart Association

We are joined by Senior Advisor of the American Heart Association’s Charitable Estate Planning Team in the eastern states region, Ed Rodbro, CAP®. Ed shares with us his perspective on philanthropy and gift planing. You’ll learn about the why...
Episode 133 - Bruce Brumberg, MyStockOptions.com
Nov. 29, 2022

Episode 133 - Bruce Brumberg, MyStockOptions.com

FPA Massachusetts Past Presidents Brad Wright and Jeff Tomaneng are joined by their fellow FPA New England chapter member Bruce Brumberg. Bruce is an expert on equity compensation, a contributor to Forbes, and Co-Founder and Editor-in-Chief...
Episode 132 - BLX Internship Program with Chloe Moore and Luis Rosa
Nov. 22, 2022

Episode 132 - BLX Internship Program with Chloe Moore and Luis Rosa

In this episode, Kathleen Kenealy and Rene Jarquin, Director of the FPA of New England’s Diversity, Equity & Inclusion Committee, are joined by Chloe Moore, CFP® and Luis Rosa, CFP®, EA, two of the co-founders of the BLX Internship program....
Episode 131 - Special Needs Planning with Alexandria Dunn, Cynthia Haddad, John Nadworny of Affinia Financial Group
Nov. 8, 2022

Episode 131 - Special Needs Planning with Alexandria Dunn, Cynthia Haddad, John Nadworny of Affinia Financial Group

Co-hosts Jeff Tomaneng, CFP®, CDFA® and Kathleen Kenealy, CFP®, CPWA® are joined by Alexandria Dunn, CFP®, CTFA, Cynthia Haddad, CFP®, ChSNC®, and John Nadworny, CFP®, CTFA of Affinia Financial Group to discuss their expertise in Special Needs...
Episode 130 - Alayna Van Tassel, MA Deputy Treasurer and Director of the Office of Economic Empowerment
Oct. 26, 2022

Episode 130 - Alayna Van Tassel, MA Deputy Treasurer and Director of the Office of Economic Empowerment

Brad speaks with Massachusetts Deputy Treasurer and Director of the Office of Economic Empowerment, Alayna Van Tassel. Alayna discusses her path into state politics. She delves into the status of Bill H.578 An Act establishing a personal financial...
Episode 129 - Ana Limon & Jamie Hopkins, Carson Group
Oct. 4, 2022

Episode 129 - Ana Limon & Jamie Hopkins, Carson Group

Ana Limon and Jamie Hopkins from Carson Group join us to discuss the future of the financial planning profession, their partnership with FPA, and how they're coaching financial planners, financial advisors, and investment advisory firms to better...
Episode 128 - Dennis Moore & Patrick Mahoney, Title Protection for Financial Planners
Sept. 27, 2022

Episode 128 - Dennis Moore & Patrick Mahoney, Title Protection for Financial Planners

The Financial Planning Association® is examining a multi year effort to have title protection for Financial Planners. Considering the merits and challenges in this discussion with 2022 FPA President, Dennis Moore, CFP®, and CEO and Secretary of the...
Episode 127 - Melody Ramsey, Heifer Foundation
Sept. 21, 2022

Episode 127 - Melody Ramsey, Heifer Foundation

In this episode of the Wicked Pissah Podcast, we'll hear from Melody Ramsey of Heifer Foundation. She shares with us the work and mission of Heifer International and how she works with corporations, individuals, and their financial and legal advisors...
Episode 126 - Belle Osvath, Certified Student Loan Professional
Sept. 7, 2022

Episode 126 - Belle Osvath, Certified Student Loan Professional

Host, Chris Boyd, CFP®, and colleague and co-host, Jeff Perry, JD, are joined by Certified Student Loan Professional, Belle Osvath, CFP®, CSLP®, to discuss and explain the proposed plans and implications of President Biden's student debt...
Episode 125 - Kurt Czarnowski, Czarnowski Consulting
Aug. 23, 2022

Episode 125 - Kurt Czarnowski, Czarnowski Consulting

Kurt Czarnowski, Principle at Czarnowski Consulting, joins host Brad Wright to discuss the current state of Social Security. With 75 million baby boomers set to retire in the next 15 years and claiming Social Security benefits, will there be enough...
Episode 124 - Patty Kreamer, CPO, Productivity Uncorked
Aug. 16, 2022

Episode 124 - Patty Kreamer, CPO, Productivity Uncorked

Are you inundated with emails or general clutter that prevents you from growing or handling your business on a day-to-day basis? We are joined by author, speaker, and productivity coach, Patty Kreamer, Certified Professional Organizer, from...
Episode 123 - Christine Benz & Jeffrey Ptak, Morningstar
Aug. 9, 2022

Episode 123 - Christine Benz & Jeffrey Ptak, Morningstar

Joining us is Christine Benz, Morningstar's Director of Personal Finance and author of 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances, and Jeffrey Ptak, CFA®, Morningstar's Chief Ratings Officer; both are hosts of The Long...
Episode 122 - Amy Mariani, Mariani Mediation Services, LLC
Aug. 2, 2022

Episode 122 - Amy Mariani, Mariani Mediation Services, LLC

We are joined by employment, business and personal injury mediator, and owner of Mariani Mediation Services, LLC, Amy Mariani, JD. We hear about when it makes sense to try mediation instead of litigation to resolve conflicts in business and personal...
Episode 121 - Steven Ryder, True North Networks, Inc.
July 19, 2022

Episode 121 - Steven Ryder, True North Networks, Inc.

Steven Ryder, Founder of True North Networks, Inc. joins host Brad Wright to talk about current cybersecurity threats, SEC Audits, whether your VPN is good enough, and why you must use multifactor authentication, even though it’s super annoying....
Episode 120 - Susan Danzig, Business Development Coaching for Financial Services Professionals
July 12, 2022

Episode 120 - Susan Danzig, Business Development Coaching for Financial Services Professionals

We are joined by Certified Business Development Coach, Business Growth Strategist for Financial Advisors and FPA National Board Member, Susan Danzig. Susan shares with us business development techniques and basic principals. She covers ways to work...
Episode 119 - Turnkey Asset Management Program (TAMP) Panel
July 5, 2022

Episode 119 - Turnkey Asset Management Program (TAMP) Panel

We talk to a Turnkey Asset Management Program (TAMP) panel. They discuss what a TAMP is, the pros and cons of using one, how to tell the difference between TAMP options that advisors can utilize, and how to evaluate a TAMP.
Episode 118 - Cozy Wittman, College Inside Track
June 28, 2022

Episode 118 - Cozy Wittman, College Inside Track

We are joined by Cozy Wittman, Education and Partnership Manager at College Inside Track. She speaks nationally about college search and educates families, financial advisors and other professionals who work with families on the college process....
Episode 117 - National FPA Leadership Team: Patrick Mahoney, Dennis Moore, James Lee
June 21, 2022

Episode 117 - National FPA Leadership Team: Patrick Mahoney, Dennis Moore, James Lee

We’re joined by the leadership of the National FPA, CEO, Patrick Mahoney, 2022 President, Dennis Moore, and 2023 President Elect, James Lee.  We get to know the team, their journey, important things that have been happening in the FPA, value...
Episode 116 - Dr. David Kelly, J.P. Morgan Asset Management
June 14, 2022

Episode 116 - Dr. David Kelly, J.P. Morgan Asset Management

Dr. David Kelly, Chief Global Strategist and Head of the Global Market Insights Strategy Team for J.P. Morgan Asset Management, speaks about the impacts of inflation, Ukraine, and other shockwaves on the economy. He shares his outlook, including his...
Episode 115 - Tyrone Ross, Onramp Invest
June 7, 2022

Episode 115 - Tyrone Ross, Onramp Invest

On this episode we speak with cryptocurrency thought leader, former CEO and Co-founder of Onramp Invest, CEO and Co-founder of Turnqey Labs, Tyrone Ross. He shares with us why consumers and financial advisors should be aware of digital...
Episode 114 - Donna McKeown, Mortgage Network; Natalie Wagner Willis, Finology
May 31, 2022

Episode 114 - Donna McKeown, Mortgage Network; Natalie Wagner Willis, Finology

On this dual episode, we talk to Donna McKeown and learn the current interest rate environment as it relates to mortgages.  Donna’s Phone: 781-775-7172 We then connect with Natalie Wagner Willis, who is a Finologist (money theorist),...