Wicked Pissah Podcast
201 episodes - English - Latest episode: 3 days ago - ★★★★★ - 8 ratingsThe Wicked Pissah Podcast, brought to you by the Financial Planning Association of New England (FPA of New England), features discussions for financial professionals including topics of financial planning, recent or future events in the financial services industry, and interactions with influential speakers from across the industry. Additionally, the educational program will review the latest updates and announcements surrounding the New England chapter of FPA. Join us and listen in for engaging discussions and insightful content!
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Episodes
#198 - Organization and efficiency expert Patty Kreamer of Productivity Uncorked
April 23, 2024 13:15 - 50 minutes - 69.3 MB"Clutter is nothing more than unmade decisions." - Patty Kreamer. Organization and efficiency expert Patty Kreamer of Productivity Uncorked joins us to share how to see between the steps and pull out the things that really don't matter and how you can use DiSC behavioral styles as a resource to enhance your daily relationships. https://productivityuncorked.com/ https://www.facebook.com/ProductivityUncorked https://www.linkedin.com/in/pattykreamer https://wickedpissahpodcast.l...
#197 - Personal Finance Through Writing with Kate Dore, CFP®
April 16, 2024 10:53 - 44 minutes - 60.8 MBSharing a Passion for Personal Finance Through Writing with Kate Dore, CFP® On this episode Kathleen and Jeff are joined by personal finance reporter Kate Dore, CFP®. We hear from Kate about how a career in music publishing led Kate to discover a passion for personal finance and eventually pursuing the Certified Financial Planner™ designation. We talk to Kate about how she gets her ideas for her articles, why she likes to collaborate with advisors, and how she incorporates aspects of t...
#196 - Developing Next Gen Talent with AdvoKate IQ consulting firms Kate Healy
April 09, 2024 10:45 - 55 minutes - 75.8 MBOn this episode of the Wicked Pissah Podcast we are joined by long time industry veteran, Kate Healy. You may know Kate from her long tenure at TD Ameritrade or perhaps you recognize her from one of the many industry awards she has been honored with over the years, but you may not know about what she’s up to now. Listen in as we talk with Kate about her career, why it’s so important to develop the next generation of talent in this industry, and what she’s doing now that she’s launched her ow...
#195 - Nifty Advisor Support- Michelle Wong
April 02, 2024 11:00 - 48 minutes - 66.2 MB"Do what you do best and outsource the rest." - Peter Drucker. Michelle Wong, CEO of Nifty Advisor Support, joins us to discuss how she strives to close the talent gap between advisors and non-advisors through inclusive communication and effective remote team management. Their virtual assistance, collective coaching, and on-demand recruiting solutions help advisory firms deliver a better client experience. https://www.niftyadvisorsupport.com/ https://www.linkedin.com/in/woahitsmiwo...
#194 - Saving Money on Prescription Drug Costs with Patricia Prewitt
March 27, 2024 09:29 - 52 minutes - 72 MBSaving Money on Prescription Drug Costs with Patricia Prewitt According to a 2022 study, Americans pay higher prices for prescription drugs than any other country in the world, with prescription drug prices here in the U.S. more than 2.5 times as high as those in other high-income nations. As a result, 1 out of every 3 adults on prescription drugs say they are unable to take them as prescribed due to the cost. On this episode of the Wicked Pissah Podcast, we speak with Patricia Prewitt,...
#193 - TIFIN Wealth – AJ Boury
March 20, 2024 09:30 - 41 minutes - 56.4 MBAJ Boury Hosts Brad Wright and Chris Boyd are joined by TIFIN Wealth COO AJ Boury. They discuss: * The AI and innovation platform for wealth that was founded by former Wharton Professor and successful entrepreneur Dr. Vinay Nair * How FPA members who manage under $100M in AUM can access the TIFIN Wealth platform for free *Scientific personality assessment (Risk Capacity, Risk Preference, and Portfolio Risk) and how they play into creating personalized investment proposals Plus, you’ll...
#192 - Your Financial Therapist- Erika Wasserman
March 13, 2024 20:22 - 40 minutes - 55.5 MBErika Wasserman, CEO of Your Financial Therapist, joins us to discuss how she addresses #financial #anxiety and #stress #management, #money and #relationshps, #mindset, and #behavior #change with her #FinancialTherapy clients and how she trains #FinancialPlanners to integrate these topics into their #client #conversations. https://yourfinancialtherapist.com/ https://www.linkedin.com/in/erikawasserman/ https://www.linkedin.com/company/your-financial-therapist/ https://www.face...
#191 - 2024 College Planning with Cozy Wittman
March 12, 2024 13:00 - 56 minutes - 77.8 MBOn today’s episode, Brad Wright and Jeff Tomaneng are joined by Cozy Wittman. Cozy is an education and partnership leader at College Inside Track. Cozy speaks nationally about college search, educating families and training financial advisors and other professionals who work with families with high schoolers. She is passionate about dispelling myths around how colleges accept students and how they price their product. She has been featured in The Journal of Financial Planning on the subject ...
#190 - Heart of Financial Planning Award Winner Virginia Asher
March 05, 2024 12:00 - 50 minutes - 69.8 MBThis week, we are joined by #FinancialPlanner, continuous #learner, #aspiring #teacher, and 2023 FPA Heart of Financial Planning Award winner Virginia Asher. Virginia practices financial planning at Chichester Financial Group and TrustBank Wealth Management and provides #financial #coaching, financial #literacy #education, #curriculum design, and #mentoring at Whealthy Living. Tune in to hear about her #career progression to align her practice with her #values. https://www.linkedin.co...
#189 - Nurturing a More Diverse Profession – with Rene Jarquin and JonPaul McBride
February 27, 2024 13:30 - 54 minutes - 74.6 MBNurturing a More Diverse Profession – with Rene Jarquin and JonPaul McBride According to data recently released by the CFP Board, less than 10% of the nearly 100,000 CFP® professionals report as Black, Hispanic, Latino, Asian or Pacific Islander. Only 24% are female. It’s not news that we have much work to do to encourage individuals from underrepresented communities to join our ranks. On this episode, Kathleen is joined by her fellow FPA of New England chapter members, Rene Jarquin and...
#188 - Trailblazing Transparency: Heart of FP Award Winner Greg Friedman
February 20, 2024 13:00 - 54 minutes - 75.1 MBThis week, we are joined by #technology #innovator, #author, and 2023 FPA Heart of Financial Planning Award winner Greg Friedman. Greg was at the forefront of the industry's shift to #transparent, non-hierarchical #leadership, and his candid approach to #communication within the advisory community has established him as a highly influential thought leader. Tune in to hear about his journey and thoughts on technology and the profession of #financial #planning. https://www.linkedin.com...
#187 - Risk Management Mastery: Insights from Northeast Brokerage Leaders Guy Ziriak and Mike Costello
February 13, 2024 13:33 - 44 minutes - 61.7 MBKathleen and Jeff speak with Guy Ziriak and Mike Costello. Guy is a Vice President, and Mike is a Senior Partner with FPA New England partner Northeast Brokerage, an employee-owned insurance brokerage general agency dedicated to providing relationship-based sales assistance in the areas of Life, Disability, Annuity, and LTC insurance. We'll hear their best practices for working with financial planners to address their clients' risk management needs. https://www.linkedin.com/in/mike-co...
#186 - Goal Setting and Business Success- Carson Group VP of Coaching and Consulting Sarah Cain
February 06, 2024 12:08 - 43 minutes - 59.4 MBBrad and Jeff speak with Leadership and Business Coach Sarah Cain. She is VP of Coaching and Consulting at FPA partner and sponsor Carson Group, where she leads a team of executive business coaches and practice management consultants who help successful financial advisors refine their vision, grow their business, and transition from advisor to CEO. https://www.linkedin.com/in/sarahmcain/ https://www.linkedin.com/company/carsoncoaching/ https://www.carsoncoaching.com/ https://...
#185 - Ross Levin - Not to be untethered from what you want.
January 16, 2024 12:00 - 42 minutes - 58.5 MBThis week, we are joined by personal financial advisor, author, and thought leader, 2023 FPA P. Kemp Fain, Jr., Award winner Ross Levin. Ross is the Founder and a Shareholder of Accredited Investors Wealth Management. Long an industry leader, Ross translates his expertise into meaningful conversations with clients about integrating their money and values. Stay tuned to hear about his journey and thoughts on the profession of financial planning. https://www.accredited.com/be-our-guest...
#184 - 2024 FPA National President Claudia Kane – From Challenges to Pioneering Leadership
January 09, 2024 13:00 - 45 minutes - 61.9 MBJeff and Kathleen are joined by 2024 FPA National President Claudia Kane of Beacon Wealth Strategies. We'll hear about her journey overcoming personal struggles early in life to build a financial advisory practice from wirehouse to independent broker-dealer and her plans to lead FPA and advance the financial planning profession. Stay tuned to hear our conversation. https://www.linkedin.com/in/claudiacypherkane/ https://www.raymondjames.com/claudiacypherkane https://www.financialp...
#183 - Maximizing Value: Selling Your Financial Advisory Business
December 26, 2023 12:00 - 52 minutes - 71.6 MBAs a financial advisor, would you sell your business if you found out it might be worth nearly twice what you thought? That might be true. In this episode, host Brad Wright is joined by guest, Scott DiGiammarino of JPTD Partners, and WPP co-host, Chris Boyd, who is selling his practice, to talk about the potential environment for investment advisors thinking of selling. There are no shortage of worries in the world - the impact of AI, fee compression, market disruptions, and more. As a fi...
#182 - The Power of Managed Futures
December 19, 2023 12:00 - 47 minutes - 64.8 MBAlex Fratila, CFA speaks with host Chris Boyd about Managed Futures. Learn what are the benefits of use of futures in designing an investment portfolio. How they work, what asset classes can be represented, and how inclusion of a managed futures strategy into clients' portfolios has the potential to help reduce volatility and produce more appealing risk-adjusted returns, particularly in the most volatile of times. Fratila & Company is an alternative investment firm, seeking to generate...
#181 - Collaborating with a Daily Money Manager to Enhance Client Relationships
December 12, 2023 12:00 - 50 minutes - 69.4 MBCollaborating with a Daily Money Manager to Enhance Client Relationships We all have clients that don’t always know where their money goes each month, who struggle to find important documents when they need them, who hate opening their mail and paying their bills, and who stress around tax time trying to get information to their accountant. As advisors, we love helping our clients plan for the future, but we often don’t want to get into the weeds of managing their day-to-day finances. Luck...
#180 - Delivering Value with Ongoing Tax Planning
December 05, 2023 12:00 - 54 minutes - 74.3 MBSometimes it can be hard finding a CPA or tax professional that actually does tax planning for clients, not just tax preparation. This challenge has only grown over the last few years as more and more accountants have retired or left the industry and is likely to only get worse seeing as 70% of CPAs reached retirement age in 2020! On this episode of the Wicked Pissah Podcast we speak with Katrina Kowalski, a CPA who believes so firmly in the value of tax planning that she doesn’t bill it a...
#179 - Balancing Act: Thriving as a Financial Advisor with Jennifer Gray
November 21, 2023 12:53 - 50 minutes - 69.4 MBOn this episode of the Wicked Pissah Podcast we speak with licensed professional counselor Jennifer Gray. Jennifer focuses her counseling work on helping financial advisors find balance and authenticity between their personal and professional selves; manage and overcome burnout and overwhelm; and celebrate the success of building a fulfilling life and business. Keep listening to hear Jennifer’s tips for setting boundaries with your clients and your business, using your values to build a l...
#178 - Creating Tax Alpha- Cantor Fitzgerald's Jay Frank
November 14, 2023 12:20 - 1 hour - 89.7 MBLearn how to help your clients utilize various tax benefits from real estate investments - including benefits of depreciation, capital gains deferrals, & more. Energetic and entertaining guest, Jay Frank, Pres. & COO of Cantor Fitzgerald Asset Management, joins co-hosts Chris Boyd & Brad Wright. It may not be for CE, but you will learn important resources to help your clients. 'Like-kind" 1031 Exchanges of real estate transactions can seem to have complex rules, but Jay explains with eas...
#177 - Beyond Finance: Planning for your life in Retirement
November 07, 2023 12:00 - 49 minutes - 67.6 MBBeyond Finance: Planning for Your Life In Retirement Host Chris Boyd, CFP® is joined by Jennifer Simes, CFP®, long time FPA member who suggested today’s topic and guests. Nan Ives & Lisa Stornaielo share the challenges of retirement beyond finances. In the course of navigating challenges of identity and purpose, Nan & Lisa have found and developed resources for those in or near retirement to consider the next chapter of life and find fulfillment. Learn more about “The Future of You”...
#176 - Adjustment-Based Income Planning, During Retirement with Income Lab Co-Founder Johnny Poulsen
October 31, 2023 11:00 - 49 minutes - 67.4 MBHosts Brad Wright and Jeff Tomaneng are joined by Income Lab co-founder Johnny Poulsen, CFP®. They discuss: Whether or not advisors have been looking at retirement distributions the wrong way What Guardrails are and how they can help a retiree remain on track How uncertainty can be less stressful than the certainty of a negative event. You’ll also learn how Monte-Carlo analysis can work during a client’s accumulation phase, but adjustment-based income planning, during retirement, may be ...
#175 - Marketing advice to stand out -Kristen Luke of Kaleido Creative Studio
October 24, 2023 12:00 - 43 minutes - 60.3 MBKathleen and Jeff speak with advisor marketing thought leader and author Kristen Luke of Kaleido Creative Studio. Kaleido Creative Studio is a marketing agency that helps Registered Investment Advisors market themselves to a niche, making it easier for them to stand out from the competition and attract ideal clients. Stay tuned for a Wicked Pissah! (recorded 9/14/23) https://www.linkedin.com/in/kristenluke/ https://www.linkedin.com/company/kaleido-creative-studio/ https://www.kalei...
#174 - Helping women become more financially confident - Purse Strings
October 17, 2023 11:00 - 56 minutes - 77.2 MBHosts Brad Wright and Kathleen Kenealy are joined by Purse Strings founders Dr. Barb Provost and her daughter Maggie Nielsen, MBA. They discuss: What led Barb and Maggie to found a financial services organization for women How the gender wealth pay gap impacts women’s financial security, and how women can become more financially confident How you, as an advisor, can potentially team up with this organization You’ll also learn how to become comfortable working with female clients and the ...
#173 - Time to pay those student loans- Dan Rooker
October 10, 2023 11:00 - 45 minutes - 62 MBAccording to studentaid.gov, there are a whopping 45 million borrowers in the US who have Federal student loan debt – that’s almost 15% of the country’s population. Pretty soon those borrowers are going to need to start making loan payments again as the student loan payment pause is coming to an end after providing borrowers with payment relief for the last 3 plus years. To talk about what this means and the options that student loan borrowers currently face, we are joined by Certified Fi...
#172 - Grieving Clients and how Financial Advisors can help - Kathi Balasek
October 03, 2023 11:00 - 55 minutes - 76.6 MBAs part of this journey we call life, all of us will experience and grieve a loss or know someone who has. What do you say? How do you say it? Acknolwedging the loss and grief of another person can be uncomfortable and awkward, but it doesn’t have to be. Kathi Balasek is on a mission to help financial advisors relate to a person who is a grieving. As an educator and grief literacy communication coach, Kathi works with advisors to help them understand language around grief, how to better ...
#171 - "The Why of Wealth" and "Haisley's Birthday Money" Authors and FPA Members
September 26, 2023 12:00 - 49 minutes - 68.6 MBFrom Planning to Publishing: Educating Others by Writing from the Heart Have you ever thought about writing a book but you’re not sure where to start? How do you figure out what to write about? How do you go about getting published? How do you get people to buy and read your book? On this episode, Cassandra Smalley and Nycole Freer join us to help answer some of these questions. Cassandra and Nycole are two FPA members who each took the leap to write a book while also starting their own fi...
#170 - FPA Update: So Many Benefits of Membership - Ben Lewis
September 19, 2023 16:15 - 45 minutes - 62.8 MBBen Lewis, Chief Communications Officer of the Financial Planning Association joins the podcast to share new member resources and remind us about many more. We discuss: New Media Training advanced modules & MediaSource PR opportunities: https://www.financialplanningassociation.org/advocacy/media-engagement (this is the link to the current training. It will be relinked to the new one once launched!) Janus Henderson - 6 Keys To Growth For Today’s Advisor: https://www.financialplanni...
#169 - Divorce Financial Planning - Diane Pappas
September 12, 2023 12:00 - 41 minutes - 57.2 MBKathleen and Jeff speak with Diane Pappas of Solutions for Divorce. Solutions for Divorce is a boutique fee-only Divorce Financial Planning firm on the North Shore of Boston dedicated to improving the divorce process for individuals and couples going through this challenging time in their lives. https://www.linkedin.com/in/dianecpappas/ https://www.linkedin.com/company/solutions-for-divorce-llc/ https://solutionsfordivorce.com/ https://www.fpanewengland.org/2023/07/septe...
#168 - Helping Yourself Before You Can Help Others – Dr. Sarah Newcomb
September 05, 2023 11:00 - 48 minutes - 66.6 MBDid you know that before Dr. Sarah Newcomb became an applied scientist in behavioral economics she was an aspiring opera singer? No? Then tune in to this episode of the Wicked Pissah Podcast to find out what else you might not know about Sarah! We will hear how Sarah’s effort to get her financial situation in order led her to realize she needed to first heal her own attitudes and unhealthy thinking about money. She’ll give us some tips on how advisors can use psychological frameworks to he...
#167 - The Current Equity and Fixed Income Environment with MRB- Bob Hanney and Phil Colmar
August 29, 2023 12:00 - 49 minutes - 67.5 MBChris and Jeff speak with Bob Hanney and Phil Colmar of MRB, The Macro Research Board. MRB is an independent research firm providing integrated global multi-asset investment strategy as well as actionable, absolute-return ideas. We hear their thoughts on the current equity and fixed income environment and how they help financial advisors with their research. (recorded 8/24/23) https://www.linkedin.com/company/mrb-partners/ https://www.linkedin.com/in/phillip-colmar-b3a82514/ h...
#166 - Protecting your clients' property and wealth-Holly Gately
August 21, 2023 09:17 - 42 minutes - 58.4 MBProtecting your clients’ property and wealth with Personal Risk Advisor Holly Gately When was the last time you took your clients through a comprehensive risk assessment? Can’t remember? Then tune into this episode of the Wicked Pissah Podcast and hear from Personal Risk Advisor Holly Gately. Holly is a risk management specialist with USI Insurance Services who focuses on personal property and casualty insurance for successful individuals and families. We’ll learn about the holistic a...
#165 - Scale and Gain Clients with Chris Field-Holistiplan's Chief Growth Officer and Disruptor
August 15, 2023 17:26 - 42 minutes - 58.4 MBHost Brad Wright is joined by Holistiplan’s Chief Growth Officer, Chris Field. They’ll walk you through Holistiplan's tax planning software (even if you’re not a CPA or an EA). You’ll learn how the software can help you: scale gain clients justify your fees You’ll also learn about two books Chris has written on becoming a “Disruptor” and the non-profit Mercy Project, which he founded to use sustainability and empowerment to help rescue children out of slavery in Ghana. For more info...
#164 - John Leonetti - Preparing to sell or exit your company
August 03, 2023 19:50 - 46 minutes - 63.8 MBAre you an advisor working with baby boomer business owner clients? According to the US Small Business Administration, there are 33.2 million small businesses in America representing 99.9% of all US businesses. Obviously small businesses are a critical part of our local, state, and national economies. But what happens when someone who has spent their life building and growing their business decides they are finally ready to let go of the reins and do something different? How do privately...
#163 - Jeffrey Kleintop - Global Economy - Potential Opportunities and Risks
July 27, 2023 20:14 - 29 minutes - 27.4 MBIn this episode, our esteemed guest is Jeffrey Kleintop, CFA, Chief Global Investment Strategist and Managing Director of Charles Schwab & Company, Inc. Listen in as Jeff reminds advisors of the virtues of international exposure, not just from the perspective of company domicile or sales exposure. Jeff will share their perspective on the state of the global economy, including the potential opportunities (attractive multiples or recovery from recession) and risks (whether climate, geopolitica...
#162 - Kristin Beane - FPA of New England Update
July 18, 2023 23:07 - 35 minutes - 48.2 MBReturning guest, Kristin Beane of Endeavor Consulting, LLC and FPA of New England's executive director joins the podcast for an update on what's been happening in the chapter the first half of the year and for a preview of things to come. Whether for the Free CE Day for members (on 8/1 & 8/2), upcoming half-day educational programs, community building, or pro bono offerings, the FPA of New England has loads to offer members. Hear how Kristin and her team have grown from serving one chapter...
#161 - College Planning with Joe Messinger
July 11, 2023 10:00 - 52 minutes - 95.6 MBBrad 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 innovative College Pre-Approval™ system to seamlessly guide families through the college funding maze and ensure that every student graduates with manageable student loan debt without robbing retirement. We discuss: The rising costs of college tuitio...
#160 - Duncan MacPherson - The Blue Square Method (2023.06.21)
July 04, 2023 12:00 - 1 hour - 119 MBAs 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 discuss with Duncan some of the powerful insights from the book, The Blue Square Method, which he co-authored with Chris Jeppesen. The Blue Square Method is about building a business and a life … finding that balance and developing a business that serves ...
#159 - Ric Edelman - Cryptocurrency & Digital Assets - 2023.06.20
June 28, 2023 22:27 - 1 hour - 135 MBThis 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, digital wallets, and compliance oversight? What about bad actors - be it platforms like FTX, failed coins, or even illicit uses? Join chapter past-presidents Chris Boyd & Jeff Tomaneng as we hear about Ric's journey from journalist to national ra...
#158 - Let's Talk Retirement with Bob Powell
June 22, 2023 02:41 - 1 hour - 118 MBWith 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 Retirement Daily, host of Exceptional Advisor, Co-Founder of FinStream.TV, Curriculum Director of the Elder Plan Specialist certification program, & Director of Retirement Education for Sensible Money. Whether about spending in retirement, the risks r...
#157 - Sarah Stanley Fallaw - "The Next Millionaire Next Door"
June 13, 2023 04:00 - 49 minutes - 91.5 MBKathleen 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, wealth-building behaviors, and investor risk tolerance to uncover client money mindset. She co-authored The Next Millionaire Next Door, continuing the study of wealth in America started by Thomas J. Stanley, Ph.D. https://datapoints.com/ https://www....
#156 - DFA Dimensional Fund Advisors - Althea Trevor & Dillon Hewitt-Castillo
June 05, 2023 00:07 - 58 minutes - 107 MBOn 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 philosophy, strategy, and the process they use when building portfolios. We also learn about the numerous resources that Dimensional provides to advisors to help support their practices and client work. https://www.dimensional.com/us-en/financial-prof...
#155 - Succession Planning - Brooklyn Brock - Financial Planner & Exit Coach to Independent RIAs
May 24, 2023 03:56 - 55 minutes - 101 MBOn 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 planners. Brooklyn is also a Certified Exit Planning Advisor and works with other planners to coach them through putting continuity and succession plans in place. Tune in to learn more about why Brooklyn brings a unique perspective to succession pla...
#154 - Ginnie Baker, Beaird Harris Wealth Management
May 16, 2023 14:44 - 51 minutes - 46.8 MBWe 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® going forward.
#153 - Rick Fingerman, Financial Planning Solutions
May 09, 2023 13:36 - 45 minutes - 41.5 MBOn 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 Divorced Women™ and works to empower clients that are seeking a more secure financial life. Rick was awarded the 2014 Heart of Financial Planning Award for the work he does overseeing our chapter’s pro bono financial coaching program with the Dana Farber Ca...
#152 - David Marra, Markin Asset Management
April 25, 2023 13:52 - 1 hour - 59.6 MBDavid 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 quarter’s earnings, and recent banking insecurity. Benefit from David’s insights and perspective, and learn more about Markin’s approach & offerings. https://markinfunds.com/ https://www.linkedin.com/in/david-marra-8693b44
#151 - Traci Brown, Body Language Expert/Trainer
April 19, 2023 16:08 - 47 minutes - 43.4 MBWe 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 before their eyes. She also shares with us some tips to better understand and communicate with others and facilitate better relationships. https://www.bodylanguagetrainer.com/ https://www.linkedin.com/in/bodylanguageexpert1/
#150 - Celeste Revelli, Fidelity Investments
April 12, 2023 14:39 - 45 minutes - 41.8 MBWe 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 closing wealth gaps via technology can lead to greater financial peace of mind and a society that operates at its optimal potential. https://www.linkedin.com/in/celestehernandezrevelli https://www.fidelity.com/go/youth-account/
#149 - Karen Van Voorhis, Membership Director, and Kayla Holland, Next Gen Director
April 04, 2023 17:49 - 45 minutes - 41.2 MBOn 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 different paths they each almost took before pursuing a career in financial planning. We talk about the value of starting a career in a small firm that provides you with an opportunity to experience many different aspects of running a wealth management ...