Episodes

Episode 89 - Joan McGrath, MA-RI Plan
Nov. 2, 2021

Episode 89 - Joan McGrath, MA-RI Plan

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...
Episode 88 - Paula Harris; Adam Minsky
Oct. 28, 2021

Episode 88 - Paula Harris; Adam Minsky

On this week’s episode, attorney Adam Minsky gives us an overview of the latest happenings around student loan cancellation, including eligibility and who benefits. We also hear from Paula Harris, financial advisor and author of Rise Up: A...
Episode 87 - Wicked Tech Talks - Ben Flood
Oct. 19, 2021

Episode 87 - Wicked Tech Talks - Ben Flood

FPA Northern New England board member Ben Flood joins us to share with us the new Wicked Tech Talks webinar series coming to FPA Massachusetts and FPA Northern New England. The quarterly series will focus on how financial advisors and planners can use...
Episode 86 - ETF & Active Share Investing with Changebridge
Oct. 5, 2021

Episode 86 - ETF & Active Share Investing with Changebridge

Ross Klein and Vince Lorusso from Changebridge Capital join us to discuss the advantages of active ETFs vs. mutual funds, the use of Active Share in investment management, and the inefficiencies in the ESG ecosystem. You'll hear about a process to...
Episode 85 - FPA MA BOD - Past, Present, & Future
Sept. 21, 2021

Episode 85 - FPA MA BOD - Past, Present, & Future

Hear from the leadership of one of FPA's largest chapters. Massachusetts President Inna Rivilis shares with us what they're doing to improve their value proposition to members and partners and how their chapter is delivering content, programs, and...
Episode 84 - Client Engagement & Referals - Julie Littlechild
Sept. 15, 2021

Episode 84 - Client Engagement & Referals - Julie Littlechild

Client experience expert Julie Littlechild is our guest, and she shares with us best practices for gathering feedback from clients and her recent research on referral marketing. We discuss what has changed in the financial advisory profession as a...
Episode 83 - Revolutionize Retirement - Dr. Dorian Mintzer
Sept. 8, 2021

Episode 83 - Revolutionize Retirement - Dr. Dorian Mintzer

Psychologist and financial coach Dr. Dorian Mintzer joins us to discuss the changing landscape of retirement and how it’s no longer a destination, but more of a transition and journey. You’ll hear about the different pieces of the retirement...
Episode 82 - Portfolios & Public Policy - Michael Townsend, Charles Schwab, WashingtonWise Investor
Aug. 5, 2021

Episode 82 - Portfolios & Public Policy - Michael Townsend, Charles Schwab, WashingtonWise Investor

Michael Townsend joins WPP to update listeners on what's happening in Washington, DC and how that may impact portfolios.  Included in our discussion are: impending volatility around extending the Debt Ceiling, 2022 government budget &...
Episode 81 - Donna McKeon, Mortgage Network
Aug. 3, 2021

Episode 81 - Donna McKeon, Mortgage Network

Returning to the podcast, Donna McKeon of Mortgage Network () discusses residential mortgages. Starting with rates, the conversation turns to qualifications, cash out refinancing, first time home buyers, and some great tips regarding credit and...
Episode 80 - State of the Financial Planning Association
July 27, 2021

Episode 80 - State of the Financial Planning Association

For a review of their recent webinar presentation on the state of the Financial Planning Association, Skip Schweiss, FPA 2021 President, Dennis Moore, FPA President-Elect, and Patrick Mahoney, FPA CEO, return to WPP with this week’s hosts Chris Boyd...
Episode 79 - Emily Shull, Me Myself and Money, Money Relationship Coaching
June 29, 2021

Episode 79 - Emily Shull, Me Myself and Money, Money Relationship Coaching

Emily Shull of Me Myself and Money joins us this episode to share how Money Relationship Coaching can help financial planning clients get to the root of their money issues. We hear about irrational decisions, personal vows, conversation starters, and...
Jeff Tomaneng - Fireside Chat w Tom Lester
June 10, 2021

Jeff Tomaneng - Fireside Chat w Tom Lester

In this episode, Tom Lester of Hines speaks with Jeff Tomaneng to share his thoughts and his outlook on commercial real estate. We'll hear about working from home and how it affects commercial office space, apartment homes, the hotel sector, and malls...
Telling Your StoryBrand - Steve Wershing
June 1, 2021

Telling Your StoryBrand - Steve Wershing

This week, we welcome Steve Wershing, CFP® of The Client Driven Practice. Steve is the author of Stop Asking For Referrals & co-host of the Becoming Referable podcast. Learn how to build your brand and how it can help you grow your Financial...
Episode 76 - Big News: Chapter Merger Announcement
May 24, 2021

Episode 76 - Big News: Chapter Merger Announcement

Board Chairs for both FPA Northern New England (Jami Bisson of People's United Advisors) and FPA Massachusetts (Brad Wright of Launch Financial Planning, LLC) share the big news as they announce the merging of the chapters.  Jami and Brad share...
Episode 75 - Insurance Strategies: SECURE Act & LTC - Kim Furnald
May 11, 2021

Episode 75 - Insurance Strategies: SECURE Act & LTC - Kim Furnald

Chris Boyd & Jeff Tomaneng hear from Kim Furnald about the applications of insurance (no pun intended). As a life & health broker, Kim shares her story, and useful tips for how to overcome the tax consequences from the SECURE Act’s move from...
Defining Your Ideal Client & Why It Matters - Adam Kornegay
April 30, 2021

Defining Your Ideal Client & Why It Matters - Adam Kornegay

This week, cohosts Chris Boyd and Jeff Tomaneng speak with guest Adam Kornegay of Pathfinder Advisor. Adam shares his thoughts on defining or redefining your ideal client, how to better connect with them, and how to create a better client experience....
Episode 73 - Process & People - Cheryl Holland - Abacus Planning Group
April 11, 2021

Episode 73 - Process & People - Cheryl Holland - Abacus Planning Group

Cheryl Holland of Abacus Planning Group in Columbia, SC () shares some ingredients of the success of herself and her company - people and process.  From starting a financial planning firm to a $1.6B in AUM, Cheryl has cultivated success by...
Marketing for Advisors - Marie Swift & Jonny Swift, Impact Communications
March 18, 2021

Marketing for Advisors - Marie Swift & Jonny Swift, Impact Communications

Marketing perspective and tips are shared by Marie Swift & Jonny Swift of . Social Media, websites, communications, and more. Learn the PESO marketing model and the 4C's of content marketing. Join hosts Chris Boyd and Jeff Tomaneng to bring depth...
Crypto Currency - Fad or Disrupting Impact - Steve Sanduski
March 3, 2021

Crypto Currency - Fad or Disrupting Impact - Steve Sanduski

Guest Steve Sanduski - author, coach, speaker & podcast host, Steve has had a career on the cutting edge and brought financial advisors along with great insights and counsel through his newsletters, services, and podcasts.  Now he’s set his...
What Every Woman Needs to Know About Social Security - Marcia Mantell
Feb. 20, 2021

What Every Woman Needs to Know About Social Security - Marcia Mantell

Social Security Expert Marcia Mantell shares a depth of insights about "What's the Deal with Social Security for Women".  This content is for all.  Marcia reviews the 4 Gaps women in particular tend to face and that planners need to know....
OneFPA Advisory Council - Byrke Sestok & Kris Tower
Feb. 7, 2021

OneFPA Advisory Council - Byrke Sestok & Kris Tower

FPA’s “participatory governance” has had one year with the establishment of the OneFPA Advisory Council.  Byrke Sestok, CFP® & Kris Tower, CFP®, AIF®, the 2020 & 2021 Chairs of the OneFPA Advisory Council Executive Committee,...
Inheriting Your Spouse's IRA - Bill Harris
Jan. 28, 2021

Inheriting Your Spouse's IRA - Bill Harris

Bill Harris RMA®, CFP®, author of “Inheriting Your Spouse’s IRA: The Widow’s Guide to Keeping More of Her Assets”, founder of WHCornerstone Investments () and past president of the FPA MA, joins host Chris Boyd to discuss Bill’s new...
Diversity Equity & Inclusion (DEI) Committee - Lucia Reed
Jan. 10, 2021

Diversity Equity & Inclusion (DEI) Committee - Lucia Reed

Meet Lucia Reed, the Director of the chapter’s newly created Diversity Equity & Inclusion committee.  Lucia shares her personal experience with focus on concerns for social justice, how she came to financial planning, concerns for the...
Retirement Planning Resources For Advisors & Consumers - Bob Powell
Dec. 31, 2020

Retirement Planning Resources For Advisors & Consumers - Bob Powell

Bob Powell is one busy individual. He is on the ground floor of a streaming financial channel, FinStream.TV. Some content he creates, but much is contributed by advisors for not only FinStream, but also The Street’s Retirement Daily, &...