Latest Investmentadvisors Podcast Episodes
#198 - Organization and efficiency expert Patty Kreamer of Productivity Uncorked
Wicked Pissah Podcast - April 23, 2024 13:15 - 50 minutes ★★★★★ - 8 ratings"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 ...
Inflation can Deflate Your Retirement, Plan to Avoid it.
Plan Today Own Tomorrow with Garry Thurman - April 20, 2024 12:00 - 48 minutes ★★★★★ - 3 ratingsOn this week’s show we jump on the dangers of inflation and what it could mean to retirees. We have questions you need to be asking your advisor if you haven’t already. Everybody could make some mistakes when it comes to retirement so we thought we would point out some big boo-boos so you can av...
#197 - Personal Finance Through Writing with Kate Dore, CFP®
Wicked Pissah Podcast - April 16, 2024 10:53 - 44 minutes ★★★★★ - 8 ratingsSharing 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...
Taxes in Retirement, What’s Taxable, What’s Not, Important Things to Know.
Plan Today Own Tomorrow with Garry Thurman - April 13, 2024 12:00 - 48 minutes ★★★★★ - 3 ratingsOn this week’s show we discuss navigating taxes in retirement. The Roth is one tool that has been around since the late 90’s and we will discuss the benefits. We talk bucket list and the importance of incorporating that list into your overall plan. If you have any questions call Guardian Inves...
#196 - Developing Next Gen Talent with AdvoKate IQ consulting firms Kate Healy
Wicked Pissah Podcast - April 09, 2024 10:45 - 55 minutes ★★★★★ - 8 ratingsOn 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 wha...
No Mulligans/Do-overs in Retirement Planning
Plan Today Own Tomorrow with Garry Thurman - April 06, 2024 12:00 - 48 minutes ★★★★★ - 3 ratingsOn this week’s show we discuss the parallels between the game of golf and retirement planning. We get into life lessons we can learn from planning for our retirement years. If you have any questions call Guardian Investment Advisors 800-517-1575 or click here to visit our website. Retirement...
#195 - Nifty Advisor Support- Michelle Wong
Wicked Pissah Podcast - April 02, 2024 11:00 - 48 minutes ★★★★★ - 8 ratings"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...
Worst Financial Advice On Social Media, Watch Out
Plan Today Own Tomorrow with Garry Thurman - March 30, 2024 12:00 - 48 minutes ★★★★★ - 3 ratingsOn this week’s program we tackle big old social media and influencers that spout potentially harmful advice when it come to your retirement planning. Planning for retirement will include many pieces to your retirement puzzle and missing even the smallest piece can cause big problems. We will go ...
#194 - Saving Money on Prescription Drug Costs with Patricia Prewitt
Wicked Pissah Podcast - March 27, 2024 09:29 - 52 minutes ★★★★★ - 8 ratingsSaving 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 ...
Retirement Planning Concerns that Matter
Plan Today Own Tomorrow with Garry Thurman - March 23, 2024 12:00 - 48 minutes ★★★★★ - 3 ratingsOn this week’s show how the higher cost of living we are experiencing will impact you in retirement. We discuss the big three hurdles you will need to clear. The 4% rule that many follow when withdrawing funds in retirement is dated and we will explain why. We will also throw questions out that ...
#193 - TIFIN Wealth – AJ Boury
Wicked Pissah Podcast - March 20, 2024 09:30 - 41 minutes ★★★★★ - 8 ratingsAJ 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 T...
Are You Ready to Retire Early? Do You Even Know if You Can?
Plan Today Own Tomorrow with Garry Thurman - March 16, 2024 12:00 - 48 minutes ★★★★★ - 3 ratingsOn this week’s show we discuss retiring early and what it will take before you pull the trigger. Making your money last through your retirement is the goal, and having a customized retirement plan can guide you. We will also tackle some real tough questions that many don’t want to tackle. If yo...
#192 - Your Financial Therapist- Erika Wasserman
Wicked Pissah Podcast - March 13, 2024 20:22 - 40 minutes ★★★★★ - 8 ratingsErika 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 t...
#191 - 2024 College Planning with Cozy Wittman
Wicked Pissah Podcast - March 12, 2024 13:00 - 56 minutes ★★★★★ - 8 ratingsOn 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 h...
Avoid the Madness in Retirement, Have a Plan
Plan Today Own Tomorrow with Garry Thurman - March 09, 2024 13:00 - 48 minutes ★★★★★ - 3 ratingsOn this edition we dive into hoops, analogies, and tie it to retirement planning. Sound fun? Buckle up and learn something. Knowing and mastering fundamentals in basketball is a key to success and the same can be said for planning for retirement. Learning from the legends of coaching can help in...
#190 - Heart of Financial Planning Award Winner Virginia Asher
Wicked Pissah Podcast - March 05, 2024 12:00 - 50 minutes ★★★★★ - 8 ratingsThis 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, fin...
Guardian Investment Advisors Travels To Nashville
Plan Today Own Tomorrow with Garry Thurman - March 02, 2024 13:00 - 48 minutes ★★★★★ - 3 ratingsOn this week's Plan Today Own Tomorrow, Garry recounts the firms trip to Nashville. Also today what steps should you be taking to strengthen your finances in the new year? Women and retirement, have some differences that need to be factored in and we will discuss. Achieving financial happiness ...
#189 - Nurturing a More Diverse Profession – with Rene Jarquin and JonPaul McBride
Wicked Pissah Podcast - February 27, 2024 13:30 - 54 minutes ★★★★★ - 8 ratingsNurturing 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...
Is it Time to Breakup with your Advisor?
Plan Today Own Tomorrow with Garry Thurman - February 24, 2024 13:00 - 48 minutes ★★★★★ - 3 ratingsComing up on this week's show, is it time to breakup with your current advisor? We will discuss by starting the conversation with Tiger Woods and the split with Nike. We will dive into signs that may indicate it's time to consider a change. If you have any questions call Guardian Investment Ad...
#188 - Trailblazing Transparency: Heart of FP Award Winner Greg Friedman
Wicked Pissah Podcast - February 20, 2024 13:00 - 54 minutes ★★★★★ - 8 ratingsThis 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 communi...
An Estate Plan is Essential to Your Retirement Plan
Plan Today Own Tomorrow with Garry Thurman - February 17, 2024 13:00 - 48 minutes ★★★★★ - 3 ratingsComing up on this week’s show we will go over an important piece of your retirement planning puzzle, the estate plan. What goes into a complete estate plan? We will discuss the ingredients to a solid estate plan. We will also cover the worst retirement advice and what to do if you are following ...
#187 - Risk Management Mastery: Insights from Northeast Brokerage Leaders Guy Ziriak and Mike Costello
Wicked Pissah Podcast - February 13, 2024 13:33 - 44 minutes ★★★★★ - 8 ratingsKathleen 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,...
What’s in store for 2024 if You are nearing the Financial Red zone
Plan Today Own Tomorrow with Garry Thurman - February 10, 2024 13:00 - 48 minutes ★★★★★ - 3 ratingsOn this edition we dive in on Secure Act 2.0 provisions already in play, plus what is coming in 2024. We will also focus on often overlooked questions that can have a big impact on your retirement. If you have any questions concerning your own retirement scenario call Guardian Investment Advis...
#186 - Goal Setting and Business Success- Carson Group VP of Coaching and Consulting Sarah Cain
Wicked Pissah Podcast - February 06, 2024 12:08 - 43 minutes ★★★★★ - 8 ratingsBrad 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, gr...
The Parallels Between Retirement Planning and Football
Plan Today Own Tomorrow with Garry Thurman - February 03, 2024 13:00 - 48 minutes ★★★★★ - 3 ratingsOn this week’s show we have some fun discussing the similarities between game planning for football and mapping out your retirement. We will give you some memorable quotes from the game of football and how we can apply that to retirement. Retire like a champ in 4 easy steps. If you have any qu...
Retirement is all About Change, are you Ready?
Plan Today Own Tomorrow with Garry Thurman - January 27, 2024 13:00 - 48 minutes ★★★★★ - 3 ratingsOn this week’s show we will discuss changes that will be coming when you enter retirement. How you choose to deal with the changes is vital. Having a plan will help navigate. Retirement and retirement planning has evolved over the last 50 years, we will discuss the Modern Retirement compared to ...
You've Heard of The Bucket List for Retirement, But Have You heard of the Un-bucket List?
Plan Today Own Tomorrow with Garry Thurman - January 20, 2024 13:00 - 48 minutes ★★★★★ - 3 ratingsOn this week’s show we will discuss the “Un-bucket” list and why you may want to avoid this list if you can. Retirement with a partner can be seamless, but it will take a plan and teamwork. We will discuss getting on the same page for retirement as a couple. How do you know if you’re ready for r...
#185 - Ross Levin - Not to be untethered from what you want.
Wicked Pissah Podcast - January 16, 2024 12:00 - 42 minutes ★★★★★ - 8 ratingsThis 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 convers...
New Year's Financial Resolutions
Plan Today Own Tomorrow with Garry Thurman - January 13, 2024 13:00 - 48 minutes ★★★★★ - 3 ratingsOn this week’s show new year financial resolutions. What steps should you be taking to strengthen your finances in the new year? Women and retirement, have some differences that need to be factored in and we will discuss. Achieving financial happiness in retirement is possible, but will a diffe...
#184 - 2024 FPA National President Claudia Kane – From Challenges to Pioneering Leadership
Wicked Pissah Podcast - January 09, 2024 13:00 - 45 minutes ★★★★★ - 8 ratingsJeff 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 ...
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