Episodes

In this episode, we are joined by returning guest Jerry Auippa, Senior Account Executive at Longbridge Financial, LLC and Platinum Partner with the FPA® of New England. We discuss reverse mortgages: how they can be a tool, how much you can access,...

Wealth psychology expert and author Kathleen Burns Kingsbury joins us to discuss her book, Breaking Money Silence®: How to Shatter Money Taboos, Talk More Openly about Finances, and Live a Richer Life. She shares with us how we as financial planners...

Jeff and Brad speak with Host, Speaker, Business Owner, and Brand Ambassador, Brittney Castro, CFP®. Brittney discusses her path from Salsa dancing - to CFP® - and back again. She enlightens us as to how she drew corporations to seek her out versus...

Meet Duncan MacPherson, author, coach, and speaker. Through his coaching firm, Pareto Systems, and books like “The Advisor Playbook”, Duncan helps advisors learn how to make their business serve their life. With great systems and ideas for...

Zack Gould, Co-Founder of G&N Insurance, joins us to talk about his journey and their innovative approach to the P&C Insurance experience and how it has lead to their significant growth. He shares ideas to for financial planners to consider in...

We're joined by CFP Professional, Certified Divorce Financial Analyst, and Registered Life Planner Chris Chen from Insight Financial Strategists. He shares with us his journey from the technology field to working with financial planning clients at the...

Brad speaks with Author/Business Owner/Former NFL Player, Jed Collins, CFP®. Jed discusses his path from NFL to CFP®. He delves into how his eight-year career as a professional football player ignited his passion for teaching other athletes and...

In this episode, we're joined by Long-Term Care planning thought leader, Harley Gordon. Harley is the creator of the CLTC (Certified in Long-Term Care) designation, a founding member of NAELA (National Academy of Elder Law Attorneys), and author of...

In this episode, we're joined by author and CNBC and Investment News journalist Deborah Nason. Deb shares with us how she finds sources for her personal finance articles, her thoughts on the financial advise industry, and why she...

We hear from wealth advisor and coach Abbey Henderson. Abbey is CEO of Abaris Financial Group in Concord, MA. You’ll hear about her journey from tax prep to financial advisor at an accounting firm to wealth advisor at a law firm to her own fee-based...

In this episode, we hear from racial equity professional and thought-leader, Cat Goughnour. She shares with us how her organization, Prosperity Now, advocates for people of color who've been adversely affected by the racial wealth divide. We'll learn...

Author, teacher, CPA, and CFP® certificant Jeff Rattiner joins us to share his journey from public accounting to pioneering CFP® education training for the financial advisory profession. We’ll hear about how he started the...

In this milestone 100th episode, Chris Boyd, CFP®, is joined by a returned guest, David McPherson, CFP®, of Four Ponds Financial Planning LLC, to talk about the year ahead with COVID implications shifting processes of client meetings, hiring,...

Former FPA Chapter Presidents Donna Allard from Rhode Island and Kris Tower from Colorado share their thoughts on the OneFPA Advisory Council and how it facilitates better communication between the association and its members and how it provides macro...

In this episode, Vanessa Oligino joins us from Absolute Engagement. Vanessa shares with our listeners some practice management and communication tips to start the year off strong and how she and her team help advisory firms design and implement a...

For our last show of the year, Hannah Moore, CFP®, a 2021 FPA Heart of Financial Planning award recipient, shares her experiences creating the extraordinarily successful FPA Externship. Hannah tells the story of her career development, podcasting,...

This week, we are joined by 2021 FPA Heart of Financial Planning Award winner Laurie Dubchansky, CFP®. She's the owner and founder of Havaplan Financial, where she provides hourly and project-based financial planning services to help clients,...

In an effort to facilitate the development of community among newer advisors, NexGen was formed. This is a community of younger planners and career changers. Meet our guests, Kevin Clark, CFP®, CIMA®, EA, the NexGen 2022 President and national...

Author and retirement business consultant Marcia Mantell, RMA®, Boston Private Director of Financial Planning Kathleen Kenealy, CFP®, and FPA MA Director of Programming Andrew Cipro, CIMA®, join us to discuss the importance of Social Security...

In this episode, we're joined by Boston Private's Chief Investment Officer Shannon Saccocia, CFA®, CIMA®.  She shares with us her observations on how the COVID-19 pandemic has affected consumers and her asset allocation, and the impact of...

This week, we chat with author, teacher, and financial planner Bonnie Kirchner, CFP®, MST about her personal and professional journey, ethics in Financial Services, and her passion for the Financial Planning profession. Bonnie shares with us how she...

In this episode, we chat with marketing strategist and bestselling author of 12 books, including Fanocracy, The New Rules of Marketing & PR, and Marketing Lessons from the Grateful Dead, David Meerman Scott. David shares with us his...

Host Chris Boyd, CFP®, is joined by Chris Woods, CFP®, founder of Lifepoint Financial Group, and chairman of the Diversity & Inclusion (D&I) committee for the Financial Planning Association. Chris shares his inclusive approach to leading the...

In this week’s episode, we’re joined by Joan McGrath, Executive Director of Planned Lifetime Assistance Network (PLAN) of Massachusetts and Rhode Island. PLAN MA RI is a 501©(3) organization, which just celebrated its 50th anniversary of helping...