Episodes

Out with the old and in with the new!  As we transition into a New Year and new decade, Financial Planning Association of Massachusetts chapter leaders, Jeff Tomaneng (2019 President), Brad Wright (2020 President), and Kristin Beane (Executive...

2020 Vision

Guest Karen Ireland of MFS joins Programming Director, David McPherson & host Chris Boyd to share ways to talk about Social Security. “Maximizing benefits” is better than “delaying benefits”. Help your clients think about their Social...

Planning for FPA MA's future

Learn how FPA MA supports our members of the military and more

A Conversation with Hannah Moore

A conversation with Evelyn Zohlen (FPA 2019 President) & Martin Seay (FPA 2020 President)

Starting soon - Be a Mentor or Be Mentored

Discussion with FPA MA partner Blue Cross Blue Shield of Massachusetts

Discussion with FPA MA partner The Mortgage Network

Insights from FPA MA Partner - T. Rowe Price

Learn about the new group benefit for FPA members - health coverage for member employers' companies

Hear from guests Jake Northrop (FPA MA Dir. NexGen), Dave McPherson (FPA MA Dir. Programming), & FPA NNE's Kelly Orr (Dir. Membership)

Business Branding, Marketing, and Coaching - It's all about business development

In this episode, enjoy a thoughtful discussion with Dan Candura about the arc of his career. We discuss changes impacting CFPs, the ethics of varying compensation models, and the challenges of advisor rankings. Are we measuring success the right way? From Dan's personal efforts to lead by example in his professional ethics in addition to teaching for CE. Dan shares his professional journey, the results of "doing the right thing" in the face of revealing his health concerns, and insights for all ...

How lower tax rates may impact your planning strategies

FPA MA Advocacy, the Legislative Process, & H3663 to make IRA Contributions Deductible in MA

FPA MA membership benefits, Longbridge Financial on Reverse Mortgage features, & content from a Panel on Aging

Jagdish Dalal - Futurist & Speaker

Kristine McManus, Chief Business Development Officer at COMMONWEALTH financial group explains how "Your Brand is You"; & Tom Lester of Hines Securities

Recorded at FPA MA's Wicked Good Talks on May 3, 2019

Join us for our initial podcast, a production of the Financial Planning Association of Massachusetts. Host Chris Boyd speaks with Dave McPherson of Four Ponds Financial, current chapter Programming Director, about the upcoming "Wicked Good Talks" program with a great lineup of speakers (www.fpama.org). Next we hear from one of the key note speakers, economist Allison Schrager, about her new book, An Economist Walks Into A Brothel. In addition, we check-in with two of the chapter's long-time part...