Wicked Pissah Podcast

Jim Sinai - Vanilla Host Brad Wright is joined by Jim Sinai. Jim is Chief Marketing Officer at Vanilla, The Estate Advisory Platform, designed to transform how wealth advisors help their clients manage their estate and build their legacy. Jim is a seasoned cloud executive and experienced marketer, with a background in sales, business development, and a passion for new technology, telling the story and helping make complex software easy to understand. Jim is also a former college rugby player, at Brown. They discuss: -Adding estate planning software to an advisor’s arsenal -How it integrates with performance and tax planning software, as well as insurance -To what degree it can help with prospecting -And why Vanilla is NOT boring

Learn more about Vanilla:  www.justvanilla.com

Follow them on LinkedIn: https://www.linkedin.com/company/justvanilla/

For our 200th episode, we are joined by the legendary George Kinder, best known for creating the Registered Life Planner designation and curriculum through the Kinder Institute of Life Planning.  George is a pioneer who helped to shape what has become the financial planning industry.  Join past chapter president, Chris Boyd of Wealth Enhancement Group & Kathleen Kenealy, current chapter board member & founder of Katapult Financial Planning, for an uplifting and inspiring discussion about financial planning in the context of Life Planning.

Harvard-educated George Kinder started as a tax planner and a personal financial advisor (1973 - 2004) and subsequently became the founder and president of The Kinder Institute of Life Planning (2000—present), which has trained more than 5,000 professionals worldwide.  

He is the author of numerous books (https://www.amazon.com/George-Kinder/e/B001JRXW6M). George Kinder was the first winner of the Financial Planning Association's Heart of Financial Planning Award, recognizing "individuals who demonstrate commitment and passion in doing extraordinary work to contribute or give back to the financial planning community and the public." 

In this episode, George shares insights about life planning - considering how we communicate in client meetings - listening empathetically - and being careful not to direct clients & their priorities.  George elaborates on the 3 Questions for which he has become famous, common themes of responses, and how the Kinder Institutes helps advisors as Registered Life Planners become more & better advisors by assisting clients on their journey to fulfillment.  Even as the conversation concludes, George's enthusiasm & passion remain evident, considering the virtues of mindfulness & the fiduciary standard.  

Join us as we meet George Kinder & consider Life Planning on the Wicked Pissah Podcast!

Tiffany Markarian – Advantus Marketing Host Brad Wright is joined by Managing Director of Advantus Marketing, Tiffany Markarian. Tiffany has coached hundreds of wealth advisors, broker/dealers, brokerage and insurance firms in driving productivity, practice equity and overall growth. She draws from her deep field experience as a Director of Marketing for Allmerica Financial, Senior Consultant at New England Financial/MetLife, and Director of Marketing for John Hancock/Signator Investors, Inc. She additionally served as Director of Business Development for a Massachusetts wealth management firm for seven years prior to forming Advantus Marketing.

They discuss: -Branding and how to utilize it to develop profitable markets - How to develop your marketing team – Because Hope is not a plan - How many 45s fit in a Jukebox – hint: more than 50! Plus, you’ll learn how to run everything by JAMES

Contact Tiffany: tiffany@advantusmarketing.com

Website: www.advantusmarketing.com

"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.libsyn.com/episode-124-patty-kreamer-cpo-productivity-uncorked

https://discsimple.com/discsimple-usa/

Sharing 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 the financial planning process into writing her stories.

https://www.linkedin.com/in/katedore/

https://www.cnbc.com/kate-dore/

On 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 own consulting firm, AdvoKate IQ. 

https://www.linkedin.com/in/kateehealy/

"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/

https://www.linkedin.com/company/nifty-advisor-support/

https://www.linkedin.com/newsletters/wong-not-white-7049713992860131328/

https://www.facebook.com/meetnifty

https://twitter.com/meetnifty

Saving 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, a woman who is trying to help individuals and families find the best ways to reduce their prescription medication costs. Tune in to hear suggestions from Tricia on how to find discounts, apply for patient assistance programs, and why a consultation with her could be the perfect birthday or holiday gift you can give to that hard-to-shop-for person in your life. 

https://mypersonalrxadvisor.com/

https://www.linkedin.com/in/triciaprewitt/

https://www.goodrx.com/

https://www.singlecare.com/

https://www.needymeds.org/

AJ 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 hear AJ’s (former college football player) predictions on next season’s NY Giants.

TIFIN Wealth:

www.TIFINWealth.com

www.TIFINWealth.com/fpa

Erika 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.facebook.com/yourfinancialtherapy/

https://twitter.com/Fin_Therapist

https://www.instagram.com/yourfinancialtherapist/

https://www.youtube.com/@yourfinancialtherapist

On 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 of college planning. And she’s a mom to 5 kids, all with different goals for college!

We discuss:

Contact Cozy at www.collegeinsidetrack.com     

This 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.com/in/virginiaasher/

https://www.chichesterfinancial.com/team/virginia-asher-cfp

https://www.financialplanningassociation.org/press-room/releases-announcements/2023-fpa-heart-of-financial-planning-award

Nurturing 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 JonPaul McBride, to talk about their involvement with the New England chapter’s Diversity, Equity & Inclusion committee and the work they are doing to advance diversity within our profession. Tune in to learn more about the various initiatives the DE&I committee is pursuing to attract more candidates from diverse backgrounds into the industry, what their experience was like attending the CFP Board’s Diversity Summit, and how they continually adjust and improve their outreach efforts by listening to feedback they have gotten from the students they are trying to reach. 

https://www.linkedin.com/in/jonpaulmcbride/

https://www.linkedin.com/in/rene-jarquin-66016/

https://www.mentimeter.com/

https://www.cfp.net/knowledge/reports-and-statistics/diversity-and-womens-research/racial-diversity-in-financial-planning-where-we-are-and-where-we-must-go

https://wickedpissahpodcast.libsyn.com/episode-132-blx-internship-program-with-chloe-moore-and-luis-rosa

This 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/in/greg-friedman-ms/

https://www.wealthspire.com/our-team/greg-friedman-ms/

https://twitter.com/GregFriedmanCEO

Kathleen 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-costello-375790a/

https://www.linkedin.com/in/guy-w-ziriak/

https://www.linkedin.com/company/northeast-brokerage/

https://nb-bga.com/

This 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

https://www.linkedin.com/in/ross-levin-b818885/

https://twitter.com/spendyourlifewi

https://www.accredited.com/ross-levin

https://www.financialplanningassociation.org/press-room/releases-announcements/2023-pkf-award-ross-levin

#FinancialPlanning #PersonalFinance, #WealthManagement, #FinancePodcast #RossLevin, #FPAAwardWinner #MoneyValues #FinancialAdv #FPA2024 #KempFainAward #FinancialTalk

Jeff 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.financialplanningassociation.org/about/board/claudia-cypher-kane

#FinancialFrontiers

#ClaudiaKaneJourney

#FPA2024

#IndependentBrokerDealer

#BeaconWealth

Financial Planning Association (FPA)

Claudia Kane

Beacon Wealth Strategies

Personal Struggles

Financial Advisory Practice

Wirehouse to Independent Broker-Dealer

Leadership in Financial Planning

2024 National President

Career Journey

Financial Industry Insights

As 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 financial advisor, we often urge clients to diversify and not keep too much of a single holding, yet for many of us, our business interests represent our largest asset and source of income.  In this episode, Scott ("DiGi") DiGiammarino provides tips as to which firms can fetch top dollar and how to make improvements when necessary.  Having a consultant's help can enable you to look at your business in a way that will attract buyers and find firms offering higher deal structures.  What are the questions you should consider to determine which buyer might be the best fit for you?  Listen in.  We hope this episode will provide you helpful considerations as you might be planning for yourself as we transition from one year to the next.   Reach Scott ("DiGi") DiGiammarino and JPTD Partners at: Web: https://www.jptdpartners.com/ Email:  ScottDiGi@JPTDPartners.com Cell:  703-851-1244   . .

#DiversifyYourAssets #TopDollarAdvisoryFirms #ConsultantAdvantage #AdvisoryBusinessSale #MaximizeBusinessValue #PlanningForTransition

Alex 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 uncorrelated returns with public market-like liquidity. The firm is headed by ex-CSS trader, Alex Fratila. Fratila & Company attempts to further the concepts utilized at CSS, which was founded by the original UBS O’Connor team after Swiss Bank purchased O’Connor in 1992.

Join us for an interesting discussion as you contemplate how you might manage risk in your client accounts as we round out 2023 and move toward a new year. 

email: Alex@fratilaco.com

website: www.fratilaco.com

LinkedIn: https://www.linkedin.com/in/afratila/

#InvestmentStrategies #ManagedFutures #FinancialInsights #RiskManagement #AlternativeInvestments #AlexFratilaCFA #FratilaAndCompany #VolatilityReduction #PortfolioDesign #UncorrelatedReturns #2023Investments #FinancialTalk

Collaborating 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. Luckily, there are other people out there that do! On this episode of the Wicked Pissah Podcast, host Kathleen Kenealy speaks with Jeremy Zizmor, founder of Assurance Family Partners, a firm that provides Daily Money Management services to clients who don’t have the time or desire to manage their day-to-day financial matters. We talk about how Jeremy works with his clients to provide bill pay, mail management and bookkeeping services; how collaborating with a daily money manager can enhance the services that planners offer to their clients; as well as questions to ask if you are considering using a daily money manager to help relieve the day-to-day money management stress that your clients face. Learn more: https://assurancefamilypartners.com/

Book time with Jeremy: https://assurancefamilypartners.com/consult

Take the Assessment: https://assurancefamilypartners.com/fpane

Connect with Jeremy: https://www.linkedin.com/in/jeremyzizmor/details/experience/

#MoneyManagement #ClientRelationships #DailyMoneyManager #FinancialSupport #FinancialPlanning #WickedPissahPodcast #FinancialServices #BillPay #MailManagement #FinancialMatters #ClientCare #FinancialAdvisor #FinancialAssistance  #FinancialOrganization #FinancialWellness #FinancialRelief #ClientNeeds #FinancialHelp #FinancialStress 

Sometimes 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 as a separate service. Join us as we nerd out on taxes with Katrina – we revisit some of the lesser-known aspects of SECURE 2.0, we discuss tax and retirement planning opportunities that small business owners should consider, and we hear how Katrina uses the “Rule of 3” to help her clients focus on accomplishing meaningful tasks that will help advance their businesses without getting overwhelmed.

More Information:

https://onpointnh.com/

https://www.linkedin.com/in/katrina-kowalski-cpa-a269011/

#TaxPlanningPros #CPAInsights #TaxPreparationVsTaxPlanning #FinancialAdvisors #TaxStrategies #RetirementPlanning #SmallBusinessOwners #SECURE2.0 #TaxNerds #FinancialStrategies #WickedPissahPodcast #TaxTips #CPAExpertise #BusinessGrowth

On 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 life and practice that you love, and how to slowly start loosening your grip on the reins of control to create more space in your life to take care of yourself, not just your clients.

For more information:

https://www.linkedin.com/in/jennifergraylpc/

https://www.jennifergraycounseling.com/therapy-for-financial-professionals

Learn 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 ease.  Learn more about things like:  721 exchanges, what is a DST or a TIC.  You've probably heard of a Qualified Opportunity Zone, but did you know clients can defer capital gains from real estate, stocks, or other investments by investing in one? Whet your appetite to learn more and help your clients.

Cantor Fitzgerald Asset Management

https://www.cantor.com/our-business/asset-management/

Jay Frank

President & Chief Operating Officer 

Cantor Fitzgerald Asset Management

jfrank@cantor.com

https://www.linkedin.com/in/jay-frank-b52b624/

Allan Sheahan, CFP®

Senior Vice President - Regional Director

Cantor Fitzgerald Asset Management

Allan.sheahan@cantor.com

(mobile) 785-221-1202 / (text) 617-371-8303

https://www.linkedin.com/in/allan-sheahan-cfp%C2%AE-06b895158/

Beyond 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” in this episode of the Wicked Pissah Podcast.

Jennifer Simes:

Email: JSimes@CarlPSherr.com

https://www.linkedin.com/in/jennifer-simes-cfp%C2%AE-a5246911/

https://carlpsherr.com/ 

Nan Ives:

Email: Nan@TheFutureOfYou.com 

https://www.linkedin.com/in/nanives/

https://www.thefutureofyou.com/ 

Lisa Stornaielo:

Email: Lisa@TheFutureOfYou.com 

https://www.linkedin.com/in/lisa-stornaielo/

https://www.thefutureofyou.com/ 

Chris Boyd:

Email: Chris@amrfinancial.com 

https://linkedin.com/in/chris-boyd-562504299/

Hosts 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 better understood and provide more certainty. 

For more info on Income Lab, visit www.incomelab.io

Kathleen 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.kaleidocreative.com/

https://www.OnNiche.com/

https://www.fpanewengland.org/wicked-good-half-day-talks/

Hosts 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 skills required.

For more info on Purse Strings, visit www.pursestrings.co   

Reach Barb and Maggie, info@pursestrings.co 

Become a Purse Strings Approved Professional, https://pursestrings.co/be-purse-strings-approved-2023/

Purse Strings Podcast, https://pursestrings.co/podcast/

According 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 Financial Planner™ practitioner and Certified Student Loan Professional™, Dan Rooker. Dan will give us an overview of the new SAVE plan and how it differs from prior repayment plans, actions that borrowers can take today to prepare for their payments to start up again, and resources that advisors can leverage to learn more about planning for clients with student loans.

For more information:

https://www.linkedin.com/in/danrooker/

https://www.studentloanplanner.com/

https://slpwealth.com/

Double Consolidation Guide

Double Consolidation - PSLF

As 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 communicate with empathy, and how to create a safe space and better connect with those who are grieving. This episode may help you be a better advisor, but it likely will help you be a better human, too.

For more information about Kathi:

https://www.kathibalasek.com/

The Well Widow Podcast: https://www.kathibalasek.com/podcast

https://www.linkedin.com/in/kathibalasek/

From 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 financial advisory practices. Cassandra and Nycole share with us what inspired them to become authors, what the writing process was like for each of them, things they learned along their publishing journey and words of wisdom they have for other aspiring advisors-turned-authors.

"Haisley's Birthday Money"

"The Why of Wealth"

Contact / Follow Cassandra and Nycole:

Nycole Freer - Eden Financial

You can find Nycole on LinkedIn, Instagram, YouTube and Facebook.

Cassandra Smalley - Cassandra Smalley Wealth Management

You can find Cassandra on LinkedIn, Instagram, YouTube and Facebook.

Resources Mentioned During the Conversation

Reedsy

Children's Book Authors and Illustrations Facebook Group 

Purple Diamond Press

Manuscripts

New Degree Press

"The Why of Wealth" Book Club Discussion Guide 

Ben 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:

… and much more.  

Kathleen 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/september-13-wicked-good-half-day-talks-boston-ma/

Did 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 help coach their clients into healthier financial behavior. We’ll also get a sneak-peek into her “Financial Life Modes” presentation to the FPA of New England coming up on October 5th in York, Maine. https://www.linkedin.com/in/sarahcnewcomb/

https://www.thrive-financial.net/

Loaded: Money, Psychology, and How to Get Ahead without Leaving Your Values Behind

Register for Wicked Good Talks: October 5, 2023 in York, Maine

Chris 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/

https://www.linkedin.com/in/robert-hanney-448b3ab8/

https://www.mrbpartners.com/

https://www.fpanewengland.org/2023/07/september-13-wicked-good-half-day-talks-boston-ma/

Protecting 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 approach Holly takes to make sure clients are properly insured, how advisors can make the insurance review experience better for clients, why you might want to think twice about buying that condo in Florida, and more. HOLLY GATELY Personal Risk Advisor

CA Individual License No. 4106472

USI Insurance Services, LLC

CA Agency License No. 0G11911 

holly.gately@usi.com | www.usi.com 

https://www.linkedin.com/in/hollyoconnor/ https://www.linkedin.com/company/usi-insurance-services/ https://www.usi.com/property-casualty/ https://www.usi.com/personal-risk/

Host 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 on Holistiplan: www.Holistiplan.com 

To reach Chris: Chris@Holistiplan.com

Are 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 held business owners prepare to eventually sell or exit their company?

On this episode of the Wicked Pissah Podcast, we are joined by speaker, author and exit planning expert John Leonetti, Founder and CEO of Beacon Hill Equity Group and the International Exit Planning Association.

We’ll hear from John about what exit planning is and why business owners need it, why demand for exit planning continues to increase amongst baby boomer business owners, and how advisors can better engage with business owners to help them through what is both a financial and emotional process. You’ll also hear a story from John about a recent transaction he facilitated that gave me goosebumps and helps support his claim that exit planning is the greatest work there is.

https://www.linkedin.com/in/john-leonetti-421b83a/

https://theiepa.com/

https://beaconhillequitygroup.com/

https://www.amazon.com/Exiting-Your-Business-Protecting-Wealth/dp/0692016228

In 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, geopolitical concerns, or others), We’ll be reminded that even domestic investors may not be exempt from many of these same concerns, but are we entering a period of foreign markets outpacing US markets?  

Let’s talk about Global Markets and International Investing! 

To connect further with Jeffrey you can find him below:

https://www.linkedin.com/in/jeffrey-kleintop-36427a9/

https://www.schwab.com/learn/author/jeffrey-kleintop

https://twitter.com/jeffreykleintop

To find out about the educational opportunities we discussed in this episode and more:

https://www.fpanewengland.org/

Returning 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 to some of the largest chapters along the east coast.

https://www.fpanewengland.org/

Admin@FPAMA.org

https://www.linkedin.com/company/financial-planning-association-of-massachusetts?trk=company_logo

http://www.facebook.com/pages/Financial-Planning-Association-of-Massachusetts/180236272033414

Brad 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 tuition

How to calculate net costs at over 3,000 schools across the country

How late is too late to begin planning for college

Joe’s “College Planning Made Easy Certificate Program for Advisors” 

Contact Joe:

https://www.joethemessinger.com/ 

https://www.linkedin.com/in/joemessinger/

https://capstonewealthpartners.com/

https://twitter.com/capstonewealth

https://www.facebook.com/mycapstoneplan/

As 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 clients effectively, efficiently, and compellingly so that they become raving fans with branded processes, all while building a business that serves your life well.  Additionally, Duncan shares about the virtues of professional coaching services for financial advisors and his team at Pareto Systems. 

Okay, let’s get started and learn more about the Blue Square Method!

https://www.linkedin.com/in/duncanmacpherson/

https://www.thebluesquaremethod.com/

https://www.paretosystems.com/

This week, we talk with Ric Edelman about Cryptocurrency & Digital Assets.

The questions abound: 

Join chapter past-presidents Chris Boyd & Jeff Tomaneng as we hear about Ric's journey from journalist to national radio show host, to best selling author, to building the nation’s largest RIA firm.  We’ll also hear about Ric’s latest endeavor to educate financial professionals about digital assets.  Whether you agree or disagree about the uses of cryptocurrency, you’ll enjoy Ric Edelman’s passion and enthusiasm for this emerging asset class.  Let us know what you think?  Let’s talk about Cryptocurrency! 

https://www.linkedin.com/in/ricedelman/

https://dacfp.com/

https://www.amazon.com/Truth-About-Crypto-Easy-Understand/dp/1668002329

With 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 retirees face, or the needs for an elder plan, Bob provides insights for advisors consideration when working with clients in retirement based on his extensive expertise from a career of financial reporting as well as having conversations with many today’s great financial minds.

Listen for the end of the podcast as Bob indicates how advisors can get published, and benefit from credentials aimed at helping advisors work with retirees.

https://www.linkedin.com/in/powellrobert/

https://www.thestreet.com/retirement-daily/

http://finstream.tv/

Kathleen 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.linkedin.com/in/sarahfallaw/ https://twitter.com/sarahfallaw https://www.facebook.com/datapoints

On 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-professionals

dillon.hewitt-castillo@dimensional.com

We 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.

On 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 Cancer Institute (DFCI). Tune in to hear about how Rick became involved with the DFCI coaching program and why he gives so much of his time back through volunteering. We also talk about the June 2nd training session for those that are interested in becoming a pro-bono coach for Dana Farber patients, what it is like working with patients and the many resources that are available to support you in your coaching efforts.

https://www.linkedin.com/in/rickfingerman/

https://planwithfps.com/who-we-are/meet-the-team

https://www.fpanewengland.org

David 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

We 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/

We 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/

On 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 firm. Karen shares her tips for finding a position as a planner without ever actually applying for a job and Kayla tells us about all the great events the Next Gen committee is planning for this year. We also hear about their experiences being involved with the FPA, the benefits that the FPA provides to its members, and how the FPA as an organization can benefit from welcoming Next Gen members to our community.

https://www.linkedin.com/in/karenvanvoorhis/

https://www.linkedin.com/in/kayla-holland-cfp%C2%AE-031a0435/

https://www.fpanewengland.org/

We are joined by award-winning financial advisor, educator, and thought leader Robert Glovsky. Robert is Vice Chair and a Principal of The Colony Group. Stay tuned to hear about his professional journey and thoughts on CFP education and the profession of financial planning.

https://www.linkedin.com/in/robert-glovsky-265a205a/

https://www.thecolonygroup.com/your-team/robert-j-glovsky-jd-llm-cfp/

We are joined by CFP Board CEO Kevin Keller and CFP Board Chair and CFP Professional Dan Moisand. We'll hear about CFP Board's strategic priorities, the relationship between FPA and CFP Board, and Dan and Kevin's thoughts on the evolution of the financial planning profession. Stay tuned to hear our conversation.

We are joined by 2022 FPA Heart of Financial Planning Award winner Shawn Jacobson. Shawn is an Advisor at Northrock Partners where he leverages over 20 years of impactful and meaningful client relationships, Shawn continues to deliver extensive education and advice in retirement, estate planning, insurance and investments to affluent clients.

https://www.linkedin.com/in/shawn-jacobson/

https://www.northrockpartners.com/

Matthew Jarvis, Co-Founder of The Perfect RIA and author of Delivering Massive Value, joins host Brad Wright to discuss helping financial advisors create hyper-efficient and profitable practices. Learn how you can become more efficient and increase your firm’s capacity, how to “graduate” clients who are no longer a fit, and how to achieve all of this while charging a premium.

You’ll also find out who Matt turns to for advice, what he’s reading, and how he spends all of his time off.

Contact Matt:

 https://theperfectria.com/

Buy the book:

Amazon

Other References:

https://theperfectria.com/podcasts/

https://www.kitces.com/blog/matthew-jarvis-financial-podcast-building-profitable-lifestyle-practice-by-age-35/

We are joined by writer and financial planning industry commentator Bob Veres. Bob is the owner, editor, and publisher of Inside Information, a newsletter of relevant curated content for the financial advisory profession and co-producer of the Insiders Forum. Bob is a frequent industry speaker, delivering insightful and entertainment keynote sessions that explore the features and trends of the financial advisory profession. In addition to winning several national awards as a journalist, Bob has been named as one of the most influential people in the financial planning profession by Investment Advisor Magazine and Financial Planning Magazine. We learn about how he got to where he is today and hear about the evolution of the financial planning profession.

https://bobveres.com/

https://www.linkedin.com/in/bob-veres-b4813611

This week, we are joined by financial behavior expert, and storyteller Dr. Mary Bell Carlson, CFP®, AFC®. Mary is the president of Financial Behavior Keynote Group, a source for keynote speakers centered on financial behavior, and the author of the newly released book, Anchors, Ostriches, and a Hot Pair of Scissors: Navigating Human Behavior as a Financial Professional. We'll hear about her diverse professional experiences, working with financial planning firms, professional associations, government organizations, human resources firms, and higher education institutions.

Her contact info:

Email: Mary@keynote.financial

LinkedIn: https://www.linkedin.com/in/marybellcarlson

Twitter: @MaryBellConsult

Website: https://keynote.financial/

Host and past FPA MA President, Jeff Tomaneng, CFP®, is joined by author, consultant, and Financial Services FinTech Expert Joel Bruckenstein. Joel is the founder and president of T3 Technology Tools for Today, the premier practice management and consulting firm for the financial planning profession and the financial services industry. Stay tuned to hear about his journey and the evolution of financial technology.

T3 Advisor Conference: March 13-16, 2023

Conference discount code: T3Z200

Register for Conference here: https://www.t3conferences.com/

Joel's LinkedIn: https://www.linkedin.com/in/joelbruckenstein/

In this episode, hosts Kathleen Kenealy and Jeff Tomaneng are joined by 2022 FPA Heart of Financial Planning Award winner Mark Prendergast. Mark talks to us about his career over the years, how he works with clients in his role as Director of Tax Strategies at Inspired Financial, and how he’s developing the next generation of planners and leaders at his firm. We also learn about what he’s looking forward to in retirement, what inspires him to tirelessly give back through volunteering and pro bono efforts, and how he found love through the FPA.

Mark's links:

https://www.financialplanningassociation.org/lead/awards-scholarships/heart-of-financial-planning-award

https://www.linkedin.com/in/mark-prendergast-6974aa9/

https://www.inspiredfinancial.biz/

https://www.savvyladies.org/about-us/helpline-volunteers/

Host Jeff Tomaneng, CFP®, is joined by 2021 FPA Montgomery-Warschauer Award winner Julie Fortin, CFP®, FBS®, CeFT®. Julie is a partner and wealth advisor with Northstar Financial Planning, a financial life planning and wealth management firm dedicated to helping women and couples successfully navigate life transitions while cultivating financial security and well-being. She specializes in wealth psychology and the neuroscience of financial decision making. Stay tuned to hear about her journey and how interpersonal neurobiology integrates with the profession of financial planning.

Her Award Winning Paper:

https://www.financialplanningassociation.org/article/integrating-interpersonal-neurobiology-financial-planning-practical-applications-facilitate

Her LinkedIn:

https://www.linkedin.com/in/julie-fortin-cfp/

Host Jeff Tomaneng, CFP®, is joined by 2022 FPA P. Kemp Fain, Jr., Award winner Scott Kahan, CFP®. Scott is the owner and founder of Financial Asset Management Corporation, a financial planning and advisory firm he started in 1986 with the vision to provide individuals, families, and small businesses with the tools and resources to make and implement informed financial decisions in a fee-only model. Hear about his journey and thoughts on the evolution of the financial planning profession, the importance of pro-bono work and giving back, being client-centric, financial planning not being about a product sale, and financial life planning.

Scott's info:

https://www.famcorporation.com/

https://www.linkedin.com/in/scottkahancfp/

https://www.famcorporation.com/

https://www.facebook.com/FinancialAssetManagementCorp

FPA Massachusetts Past President Jeff Tomaneng is joined by educator, entrepreneur, writer, and investor, Brian Portnoy, CFA®. Brian is the founder of Shaping Wealth, a learning technology platform transforming the human experience of money, combining science and story to show people how to underwrite a meaningful life through "Funded Contentment."

https://www.shapingwealth.com/

https://www.linkedin.com/in/brianportnoy/

https://twitter.com/brianportnoy

Hosts Kathleen Kenealy and Brad Wright are joined by members of the FPA 2023 incoming executive committee leadership team, Shaun Erickson, Kevin Williams and Marybeth Breed. We ask them about their experiences as members of the FPA, how they found themselves in leadership positions, and what they find most valuable about the FPA community. We take a look back at 2022 as the year comes to a close and reminisce about being back in person again for Wicked Good Talks and Gala for a Goal. We hear from them about what it is like serving on the board and what the chapter has in store for 2023.

We are joined by Vice President of Fidelity's Asset Allocation Research Team, Jake Weinstein. Host Chris Boyd, CFP®, has a wide range conversation with Jake about issues that face investors today in regard to Asset Allocation. They discuss themes and the implications of inflation, debt, geopolitics and globalization, foreign exchange, aging demographics and more. If you’re thinking about portfolio construction for the next year and the years ahead, listen to this episode for great insight.

To see the Fidelity “Quarterly Market Update” research from Fidelity's Asset Allocation Research Team for the particular quarter, please visit this link: Quarterly Market Update.

Jake Weinstein LinkedIn: https://www.linkedin.com/in/jacob-weinstein-cfa-ab5b4a5

We are joined by FPA Board Members, Karen McDade, CFP®, AIR®, CDFA®, and Dan Galli, CFP®, to discuss OneFPA and a culture of a Board, the meaning of being a FPA board member, what the Board's focus has been, Financial Planner title protection, challenges and opportunities facing the profession today, and much more. Karen and Dan both share with us their journey of how they got to where they are today and what led them to want to serve as a FPA Board member.

We are joined by Senior Advisor of the American Heart Association’s Charitable Estate Planning Team in the eastern states region, Ed Rodbro, CAP®. Ed shares with us his perspective on philanthropy and gift planing. You’ll learn about the why behind his career in planned giving, the life saving work of the AHA, and how advisors can help their clients make an impact with philanthropic giving as we head into giving season. 

heart.org/waystogive

heart.org/lifes8

FPA Massachusetts Past Presidents Brad Wright and Jeff Tomaneng are joined by their fellow FPA New England chapter member Bruce Brumberg. Bruce is an expert on equity compensation, a contributor to Forbes, and Co-Founder and Editor-in-Chief of myStockOptions.com - the website devoted to equity compensation topics including basics, taxation, and financial planning. The website covers all types of stock grants: stock options, restricted stock/RSUs, performance shares, SARs, and ESPPs. He shares basics on stock options and non-qualified deferred compensation.

https://www.mystockoptions.com/

https://www.linkedin.com/in/bruce-brumberg-89345111/

https://www.forbes.com/sites/brucebrumberg/?sh=70e10dc526f7

In this episode, Kathleen Kenealy and Rene Jarquin, Director of the FPA of New England’s Diversity, Equity & Inclusion Committee, are joined by Chloe Moore, CFP® and Luis Rosa, CFP®, EA, two of the co-founders of the BLX Internship program. According to recent data published by the CFP Board, less than 5% of CFP® Professionals are Black, Hispanic or Latino. The mission of the BLX Internship Program is to make the demographics of the financial planning profession more representative of the population of the country by providing an entry point into financial planning for Black and LatinX individuals. Join us to learn more about the program, its goals over the next year, and how advisory firms can benefit from hiring an intern in their practice.

Co-hosts Jeff Tomaneng, CFP®, CDFA® and Kathleen Kenealy, CFP®, CPWA® are joined by Alexandria Dunn, CFP®, CTFA, Cynthia Haddad, CFP®, ChSNC®, and John Nadworny, CFP®, CTFA of Affinia Financial Group to discuss their expertise in Special Needs Planning. You’ll learn how Alex, Cynthia and John are uniquely qualified to guide families who have a loved one with a disability; how they work with their clients to keep them motivated and engaged in the planning process; how their practice and this type of planning has evolved over the years; and their suggestions for other advisors who are, or are considering, focusing their practices on families in this niche.

Please visit SpecialNeedsPlanning.com to learn more about Affinia Financial Group and to access their Knowledge Bank of free, downloadable publications and learning resources.

Use the discount code “SNP15” to get 15% off when you buy the 2nd edition of their book, “The Special Needs Planning Guide: How to Prepare for Every Stage of Your Child’s Life” from Brooke’s Publishing.   

Brad speaks with Massachusetts Deputy Treasurer and Director of the Office of Economic Empowerment, Alayna Van Tassel.

Alayna discusses her path into state politics. She delves into the status of Bill H.578 An Act establishing a personal financial literacy curriculum in schools and introduces us to the possibility of Baby Bonds (an at-birth publicly funded trust fund program for Massachusetts residents). Alayna also reflects on her tenure at the Office of Economic Empowerment; their accomplishments, how they measure success, and what happens to the office when eventually there is an administration change.

Listen to the end when Alayna divulges three things people don’t know about her, including her favorite quote and her dog’s name.

To find out more about the Office of Economic Empowerment visit: www.mass.gov/treasury/empowerment (links to all programs and social media).

For upcoming events visit: www.bit.ly/OEEevents    

Ana Limon and Jamie Hopkins from Carson Group join us to discuss the future of the financial planning profession, their partnership with FPA, and how they're coaching financial planners, financial advisors, and investment advisory firms to better serve their clients and advance the profession.

LinkedIn

Ana Limon - https://www.linkedin.com/in/anatlimon/

Jamie Hopkins - https://www.linkedin.com/in/jamie-hopkins-esq-llm-cfp%C2%AE-chfc%C2%AE-clu%C2%AE-ricp%C2%AE-022a502a

Carson Group - https://www.linkedin.com/company/carsongroupllc/

Twitter

Ana Limon - https://twitter.com/AnaT_Edits

Jamie Hopkins - https://twitter.com/RetirementRisks

Carson Group's Podcast:

https://www.carsongroup.com/framework/

The Financial Planning Association® is examining a multi year effort to have title protection for Financial Planners. Considering the merits and challenges in this discussion with 2022 FPA President, Dennis Moore, CFP®, and CEO and Secretary of the FPA, Patrick Mahoney, on this episode of the Wicked Pissah Podcast hosted by Chris Boyd, CFP® and Kathleen Kenealy, CFP®.

In this episode of the Wicked Pissah Podcast, we'll hear from Melody Ramsey of Heifer Foundation. She shares with us the work and mission of Heifer International and how she works with corporations, individuals, and their financial and legal advisors to educate them on Heifer's work and philanthropic efforts.

Websites: Heiferfoundation.org  &  Heifer.org

LinkedIn: https://www.linkedin.com/in/melody-ramsey-401b6413

Email:

Melody.Ramsey@heiferfoundation.org

Host, Chris Boyd, CFP®, and colleague and co-host, Jeff Perry, JD, are joined by Certified Student Loan Professional, Belle Osvath, CFP®, CSLP®, to discuss and explain the proposed plans and implications of President Biden's student debt forgiveness plan: who it affects, what it means for those who qualify, what Pell Grants are, and more.

Belle's LinkedIn: https://www.linkedin.com/in/jenniferbelleschneider/

Kurt Czarnowski, Principle at Czarnowski Consulting, joins host Brad Wright to discuss the current state of Social Security. With 75 million baby boomers set to retire in the next 15 years and claiming Social Security benefits, will there be enough money? What are the best claiming strategies, and will you receive good advice by walking into a Social Security office? Kurt spent 34 years with the Social Security Administration and helps us define what Social Security is, what it isn’t, and dispel some common myths.

Website: http://www.czarnowskiconsulting.com/

Email: kurt.czarnowski@gmail.com

Are you inundated with emails or general clutter that prevents you from growing or handling your business on a day-to-day basis? We are joined by author, speaker, and productivity coach, Patty Kreamer, Certified Professional Organizer, from Productivity Uncorked. She shares with us how she got to this profession, what her practice looks like, and how she helps financial advisors feel in control of their business.

Website: https://productivityuncorked.com/

Facebook: https://www.facebook.com/ProductivityUncorked

LinkedIn: https://www.linkedin.com/in/pattykreamer

Joining us is Christine Benz, Morningstar's Director of Personal Finance and author of 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances, and Jeffrey Ptak, CFA®, Morningstar's Chief Ratings Officer; both are hosts of The Long View podcast. They share insights about what's happening in the world of personal finance, the valuation of markets, how to evaluate ESG and more.

Website: https://www.morningstar.com/

Podcast: https://www.morningstar.com/podcasts/the-long-view

LinkedIn:

Christine Benz - https://www.linkedin.com/in/christine-benz-b83b523

Jeffrey Ptak - https://www.linkedin.com/in/jeffrey-ptak-cfa-5977978

Twitter: 

Christine Benz - @christine_benz 

Jeffrey Ptak - @syouth1

*Episode recorded on Thursday, August 4th, 2022*

We are joined by employment, business and personal injury mediator, and owner of Mariani Mediation Services, LLC, Amy Mariani, JD. We hear about when it makes sense to try mediation instead of litigation to resolve conflicts in business and personal matters, saving time, money, and stress.

Website: MarianiMediation.com

Email: AMariani@marianimediation.com

Phone: 617-279-0540

LinkedIn: https://www.linkedin.com/in/amy-cashore-mariani/

Steven Ryder, Founder of True North Networks, Inc. joins host Brad Wright to talk about current cybersecurity threats, SEC Audits, whether your VPN is good enough, and why you must use multifactor authentication, even though it’s super annoying. He’ll guide you in what to ask when looking to hire an IT company and educate you on the difference between an Incident and a Breech.

Contact Steven:

(603) 624-6777

sryder@truenorthnetworks.com

www.TrueNorthNetworks.com

We are joined by Certified Business Development Coach, Business Growth Strategist for Financial Advisors and FPA National Board Member, Susan Danzig. Susan shares with us business development techniques and basic principals. She covers ways to work with clients, how to maintain a marketing focus, and how to grow your firm consistently. 

She encourages taking the Financial Advisor Success Quiz at financialadvisorsuccessquiz.com directly linked with her website.

Website: https://www.susandanzig.com/

Email: susan@susandanzig.com

Phone: 925-954-1773

LinkedIn: https://www.linkedin.com/in/susandanzig

We talk to a Turnkey Asset Management Program (TAMP) panel. They discuss what a TAMP is, the pros and cons of using one, how to tell the difference between TAMP options that advisors can utilize, and how to evaluate a TAMP. 

We are joined by Cozy Wittman, Education and Partnership Manager at College Inside Track. She speaks nationally about college search and educates families, financial advisors and other professionals who work with families on the college process.

Website: https://collegeinsidetrack.com/

Email: cwittman@collegeinsidetrack.com

LinkedIn: https://www.linkedin.com/in/cozettewittman

We’re joined by the leadership of the National FPA, CEO, Patrick Mahoney, 2022 President, Dennis Moore, and 2023 President Elect, James Lee.  We get to know the team, their journey, important things that have been happening in the FPA, value propositions and providers that assist FPA chapters and advisors.

Website: onefpa.org

Dr. David Kelly, Chief Global Strategist and Head of the Global Market Insights Strategy Team for J.P. Morgan Asset Management, speaks about the impacts of inflation, Ukraine, and other shockwaves on the economy. He shares his outlook, including his take on interest rates, bonds, the Federal Reserve, and some key take aways on investing in 2022 and beyond. Listen in to this candid and insightful interview as you consider how best to guide your clients in these volatile markets.

On this episode we speak with cryptocurrency thought leader, former CEO and Co-founder of Onramp Invest, CEO and Co-founder of Turnqey Labs, Tyrone Ross. He shares with us why consumers and financial advisors should be aware of digital assets and how they fit into investment portfolios. He also shares his thoughts on Diversity Equity & Inclusion within the Financial Services industry.

Website: http://tyroneross.io/

Company: https://onrampinvest.com/

LinkedIn: https://www.linkedin.com/in/tyroneross/

On this dual episode, we talk to Donna McKeown and learn the current interest rate environment as it relates to mortgages. 

Donna’s Phone: 781-775-7172

We then connect with Natalie Wagner Willis, who is a Finologist (money theorist), philosopher, money-wellness coach, and founder of Vital Financials. She is a “Certified Financial Recovery Counselor”, and helps people match their money lives with their authentic selves – through cash flow management.

Natalie’s Contact:

Website: WhatIsFinology.org / VitalFinancials.com

Email: natalie@whatisfinology.org

Phone: 303-507-9250

In this episode, we are joined by business coach, author, and entrepreneur, Stacey Brown Randall. Stacey shares with us her journey of how she got to where she is today, how failing can lead to success and how to generate business referrals without asking.

Website: https://www.staceybrownrandall.com/

Email: stacey@staceybrandall.com

LinkedIn: https://www.linkedin.com/in/staceybrandall/

Her Book: https://www.amazon.com/Generating-Business-Referrals-Without-Asking-ebook/dp/B07D99KJ6H/ref=sr_1_1?ie=UTF8&qid=1540925029&sr=8-1&keywords=stacey+brown+randall

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, how they are calculated, and the role of credit through the process.

Website: https://longbridge-financial.com/

Contact: https://longbridge-financial.com/our-team/team-members/jerry-auippa/

LinkedIn: https://www.linkedin.com/in/jerry-auippa-crmp-a2b21952

Email: jauippa@longbridge-financial.com

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 can break money talk taboos, so we can build more profitable businesses, negotiate more confidently, and add value to our client relationships.

Website: https://www.breakingmoneysilence.com/financial-professionals/

Her Book: https://www.breakingmoneysilence.com/books/

Twitter: @KBKSpeaks

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 needing to pitch herself to them. And she reveals why the onset of COVID didn’t change her business at all.

Brittney goes on to talk about her six-month Business Bootcamp designed to teach financial advisors how to build an online business that generates leads, and how to become a company spokesperson and obtain speaking gigs.

Listen to the end when Brittney divulges three things people don’t know about her.

Website: https://www.brittneycastrobb.com/

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 marketing and referrals, there is something for all financial planners in this episode!

Website: https://paretosystems.com/

App: https://paretosystems.com/app.html

LinkedIn: https://www.linkedin.com/in/duncanmacpherson/

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 intersection of divorce financial planning and retirement planning.

Website: https://insightfinancialstrategists.com/

LinkedIn: https://www.linkedin.com/in/chrischencfp

Twitter: @financialtrivia

His Podcast: Divorce Friday

Email: Chris.Chen@InsightFinancialStrategists.com

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 students about personal finance. He reveals what Rookie camp taught him about finance and what he spent his entire first NFL paycheck on.

Jed goes on to talk about his book Your Money Vehicle (2020 Houndstooth Press) and subsequent Money Vehicle financial education program that he delivers to high schools and colleges across the country. He inspires us all with his ultimate vision and invites the financial planning community to jump on board and help.

Listen to the end when Jed divulges three things people don’t know about him and tries out a Boston accent.

Website: https://yourmoneyvehicle.com/

Preview of Entertainment HERE

Testimonials

Free DEMO: Use this LINK to sign up and enter this Coupon Code: USEMONEY

Book: https://www.amazon.com/Your-Money-Vehicle-Driving-Financial/dp/1544506287/ref=sr_1_1?adgrpid=1331509143546497&hvadid=83219536476734&hvbmt=be&hvdev=c&hvlocphy=51382&hvnetw=o&hvqmt=e&hvtargid=kwd-83219661652055%3Aloc-190&hydadcr=18883_13353354&keywords=your+money+vehicle+book&qid=1647624493&sr=8-1

Email: info@yourmoneyvehicle.com

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 the book The Conversation. He shares with us best practices in discussing Long-Term Care planning with our financial planning clients and their families.

Website: https://www.ieadvisors.net/

His Book: https://www.ieadvisors.net/the-book

LinkedIn: https://www.linkedin.com/in/harley-gordon-a7bb0710

Email: insuranceadvisorsedu@gmail.com

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 wrote the book, "The People's Guide to Finding the Right Financial Advisor: Demystifying the Financial Advice Industry for Everyday People."

Deborah Nason's Contact:

Website: http://c4sb.com/

Her Book: https://www.findtherightfinancialadvisor.com/

LinkedIn: https://www.linkedin.com/in/deborahnason/

Twitter: @dnason

Email: dnason@c4sb.com

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 financial advisory practice. Over the years, her business has transformed into a financial life planning, coaching, and financial wellness practice.

Abbey Henderson's Contact:

Website: www.abarisfinancialgroup.com/team-members/abbey-henderson/

Email: abbey@abarisfinancialgroup.com

LinkedIn: https://www.linkedin.com/in/abbeylhenderson