show episodes
 
The Wicked Pissah Podcast, brought to you by the Financial Planning Association of New England (FPA NE), 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 discuss ...
 
Dr. Stephen O Dean co-founded the Fusion Power Associates in 1979, with Drs. Nick Krall and Alvin Trivelpiece. Dr. Dean has led this organization since its' founding. The FPA has been providing coordination and communication among leading fusion research institutions for the past four decades. Dr. Dean holds a PhD in Physics from the University of Maryland and is the author of "Search for the Ultimate Energy Source." In our interview we discuss the history of fusion research stretching back ...
 
NexGen Perspectives -- FPA BE: Seattle 2014 submission Today, the field of Financial Planning finds itself at a key inflection point, when our country needs us the most. It is incumbent upon us to lead progress. Sustainable Career Development programs engage, inspire and empower tomorrow's leaders. This presentation offers meaningful context on industry trends and opportunities to support the pursuit of the highest degree of integrity and stewardship.
 
Freedom starts on your own front porch. Unfortunately, most people believe that's where it ends, not where it starts. Let me try to convince you otherwise. I don't discuss the philosophies of Marx, Spooner, Proudhon, etc. I'm a practical, real life anarchist. I'm not a communist. I don't break windows or start fires. I just want to share my experiences with you in an attempt to demystify anarchy and dispel all of the negative connotations that come with it. www.facebook.com/frontporchanarcha ...
 
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show series
 
Voting is violence. Taxation is theft. Orwell was right. You needed to hear that. This isn't a full episode. I was a guest on Getting Started.Life which is available on www.goingsolomedia.com. We discussed living off grid. If that sort of thing interests you, you can find video of the discussion at https://fb.watch/aCbaZGwGGl/ I'm also looking for …
 
For our last show of the year, Hannah Moore, CFP®, a 2021 FPA Heart of Financial Planning award recipient, shares her experiences creating the extraordinarily successful FPA Externship. Hannah tells the story of her career development, podcasting, and more. Website: guidingwealth.com Hannah's Contact Info: hannah@guidingwealth.com (214) 810-3835 ht…
 
In this milestone 100th episode, Chris Boyd, CFP®, is joined by a returned guest, David McPherson, CFP®, of Four Ponds Financial Planning LLC, to talk about the year ahead with COVID implications shifting processes of client meetings, hiring, marketing and office space needs. They further explore client perceptions of recent market volatility, alon…
 
Former FPA Chapter Presidents Donna Allard from Rhode Island and Kris Tower from Colorado share their thoughts on the OneFPA Advisory Council and how it facilitates better communication between the association and its members and how it provides macro strategic input from chapters to the Board of Directors on key issues impacting FPA and the profes…
 
Treasury departments grapple with RTP, or Real-time Payments, every day. How are your fellow treasury professionals dealing with RTP now, and what will the landscape look like in the future? In this episode of AFP Conversations, Tom Hunt, AFP’s director of Treasury and Payments Services, speaks with payments industry expert Steve Ledford from The C…
 
In this episode, Vanessa Oligino joins us from Absolute Engagement. Vanessa shares with our listeners some practice management and communication tips to start the year off strong and how she and her team help advisory firms design and implement a meaningful voice in their client engagement strategy. Contact through Website: https://absoluteengageme…
 
Kevin Belli thinks that great data is only great when it adds value, improves decision-making and resource prioritization, and enhances an organization’s financial health. The ability to promote the FP&A discipline and partner with internal customers are among a host of skills that are key to the development of that next finance rockstar. In this e…
 
Andrew Barninger, CFP®, CDFA®, is a financial planner and partner at Personal Wealth Advisory LLC. He’s also the founder of Next Phase Business Planning, where he helps business owners manage the unique aspects of exit planning. Andrew spoke with Hannah about how he became a partner so young, what partnership in a small firm is really like, and wha…
 
Galen Herbst de Cortina, CFP®, is the founder and lead planner of Buff Your Finances, a financial planning firm tailored toward millennials with a focus on Twitch streamers. Quite the niche, right? In the latest episode of YAFPNW, Galen and Hannah Moore, CFP®, talk about the unique challenges of planning for streamers, his experience running his ow…
 
This week, we are joined by 2021 FPA Heart of Financial Planning Award winner Laurie Dubchansky, CFP®. She's the owner and founder of Havaplan Financial, where she provides hourly and project-based financial planning services to help clients, regardless of their wealth accumulation needs. A career changer with a master's and experience in health ca…
 
Stephanie Bogan is a high-performance business coach at Limitless Advisor Coaching, where she helps advisors, leaders, and founders align their career with their ideal lifestyle. She spoke with Hannah Moore, CFP®, about how you can tweak your mindset to achieve more wealth and wellbeing in your practice and how you can mindfully craft your work lif…
 
LIBOR is set to be discontinued by the end of this year, and it’s important that corporates are ready for the transition. Libor is written into over 220 trillion dollars in contracts around the world. Most of those are set to mature before mid-2023. That being said, the Alternative Reference Rates Committee has estimated that about a third won't ma…
 
In an effort to facilitate the development of community among newer advisors, NexGen was formed. This is a community of younger planners and career changers. Meet our guests, Kevin Clark, CFP®, CIMA®, EA, the NexGen 2022 President and national leader, along with FPA New England’s 2022 chapter committee leader and Director, Kayla Holland, CFP®. Thro…
 
Scott McKenna is the Vice President of Osprey Funds, a digital asset investment firm that offers secure, cost-effective access to select crypto. In this new episode of YAFPNW, Scott and Matt Fizell, CFP®, discuss why crypto funds are so important to the profession and why financial planners should learn as much as they can about crypto and blockcha…
 
Author and retirement business consultant Marcia Mantell, RMA®, Boston Private Director of Financial Planning Kathleen Kenealy, CFP®, and FPA MA Director of Programming Andrew Cipro, CIMA®, join us to discuss the importance of Social Security knowledge in financial and retirement planning. We'll hear their thoughts on what financial planners should…
 
Justin Green, CFP®, MSPFP, is a financial planner and founder of Assist Financial Planning, a firm that caters to millennials and fitness entrepreneurs. In the latest episode of YAFPNW, Justin and Hannah Moore, CFP®, discuss the launch of his firm, important skills like networking, how Assist FP caters to a younger clientele, and more.…
 
In this episode, we're joined by Boston Private's Chief Investment Officer Shannon Saccocia, CFA®, CIMA®. She shares with us her observations on how the COVID-19 pandemic has affected consumers and her asset allocation, and the impact of digital experience and technology on consumer behavior and how we invest. We also hear her thoughts on interest …
 
This week, we chat with author, teacher, and financial planner Bonnie Kirchner, CFP®, MST about her personal and professional journey, ethics in Financial Services, and her passion for the Financial Planning profession. Bonnie shares with us how she persevered after finding out her ex-husband was the architect of a $32 million Ponzi scheme and how …
 
Greg Goin CFP®, CIMA®, CLU®,CRPC®, is the Regional Vice President of RIA Markets at Allianz Life. Schyler Adams, CFP®, is the Director of Advanced Strategies and Planning Platforms at Allianz Life. Alongside Hannah Moore, CFP®, they dive into how their CFP® training brought them to unexpected roles and how professionals can look for their dream wor…
 
In this episode, we chat with marketing strategist and bestselling author of 12 books, including Fanocracy, The New Rules of Marketing & PR, and Marketing Lessons from the Grateful Dead, David Meerman Scott. David shares with us his thoughts on marketing no-no's, breaking down barriers with your prospects, building identity to become more than a pr…
 
Simon Tryzna is the Chief Investment Officer at ClearPath Capital Partners, a $300 million RIA, and a CFA® Charterholder. In the latest episode of YAFPNW, Matt Fizell, CFP®, and Simon discuss his passion for numbers, understanding your strengths as a financial planner, and new trends in the financial planning space.…
 
Host Chris Boyd, CFP®, is joined by Chris Woods, CFP®, founder of Lifepoint Financial Group, and chairman of the Diversity & Inclusion (D&I) committee for the Financial Planning Association. Chris shares his inclusive approach to leading the D&I committee, its composition, current & planned initiatives, the diverse knowledge circles, and much more.…
 
Tremaine Wills is the Chief Operating Officer of Mind Over Money, an RIA firm. Tremaine and Hannah Moore, CFP®, discuss how she discovered financial planning, the challenges of being an entrepreneur, and how she serves the public through comprehensive financial planning and financial literacy.By Financial Planning Association
 
In this week’s episode, we’re joined by Joan McGrath, Executive Director of Planned Lifetime Assistance Network (PLAN) of Massachusetts and Rhode Island. PLAN MA RI is a 501©(3) organization, which just celebrated its 50th anniversary of helping family members of individuals with special needs and disabled individuals themselves. Joan shares with u…
 
Mariana Llamas, AIF®, is an associate planner at Xena Financial Planning, where she helps young professionals manage their money and life on their own terms. With Hannah Moore, CFP®, she talks about what it’s like to be at the early stages of crafting her career and the path she took through professional designations. They also discuss how nurturin…
 
Steve & Jack discuss planning’s crunch time in the 4th quarter and the operationalization of FP&A inside different business functions. Featuring FP&A Insights & Commentary from Planning Aces: Sameer Ralhan, CFO, The Chemours Company, Chris Kuehn, CFO, Trane Technologies, Laurence Capone, CFO, Pipedrive. Akash Palkhiwala, CFO Qualcomm.…
 
On this week’s episode, attorney Adam Minsky gives us an overview of the latest happenings around student loan cancellation, including eligibility and who benefits. We also hear from Paula Harris, financial advisor and author of Rise Up: A Widow’s Journal. She shares with us her work with widows and how she helps them navigate their journey after l…
 
Today’s guest is Barry Streit, CLU, ChFC®, senior vice president at United Healthcare. Barry focuses on the practical information that financial planners need today in order to serve clients who are approaching … or are in retirement. If you don’t work with older clients just yet, don’t worry, there’s a lot of good information that will help you an…
 
FPA Northern New England board member Ben Flood joins us to share with us the new Wicked Tech Talks webinar series coming to FPA Massachusetts and FPA Northern New England. The quarterly series will focus on how financial advisors and planners can use technology to improve practice management and improve the client experience. Vendors, consultants,…
 
LIBOR has been at the forefront of our attention since 2012, when it was revealed that financial institutions were manipulating the rate for their own gain. The UK Financial Conduct Authority is set to discontinue LIBOR by the end of 2021, and it’s important we are ready for the transition. In this edition of the AFP Conversations Podcast, Tom Hunt…
 
In today’s episode Dr. Michael Kothakota joins Hannah Moore to discuss Michael’s previous military career and background that led him to become a planner. Once working with clients, Michael’s curiosity and desire for data driven decisions led him to challenge the assumptions financial planners make.By Financial Planning Association
 
Ross Klein and Vince Lorusso from Changebridge Capital join us to discuss the advantages of active ETFs vs. mutual funds, the use of Active Share in investment management, and the inefficiencies in the ESG ecosystem. You'll hear about a process to identify securities, utilizing both quantitative and fundamental research, that may complement your tr…
 
Since March 2020, many of us have been operating in crisis mode, leading to quick pivots to embracing new policies and processes on the fly. In this special edition of the AFP Conversations Podcast, John Gibson, director of Education and Content Strategy at AFP, sat down with Jennifer Moss, who is speaking at the AFP 2021 Wellness Keynote, sponsore…
 
Ed Rodbro, CAP®, is the senior advisor in charge of charitable estate planning at the American Heart Association. He helps wealth advisors, estate planning attorneys, and other financial professionals develop charitable giving solutions for their clients. Ed spoke with Hannah Moore, CFP®, about how philanthropy can help you manage your clients’ tax…
 
Mike Harris, MPASSM, CFP®, CRPC®, is the chair of retirement studies and a professor at the College for Financial Planning. He’s been in the profession for over forty years and has watched it evolve. He spoke with Hannah Moore, CFP®, about how the life of a financial advisor has changed, how professional designations will impact your career, and wh…
 
In order to be successful, every leader must develop a game plan that accounts for the politics and personalities of everyone involved. In this special edition of the AFP Conversations Podcast, Jim Kaitz, president and CEO of AFP, speaks with DeMaurice Smith, who will kick-off the AFP 2021 Executive Institute, sponsored by PNC. Smith has served as …
 
Hear from the leadership of one of FPA's largest chapters. Massachusetts President Inna Rivilis shares with us what they're doing to improve their value proposition to members and partners and how their chapter is delivering content, programs, and continuing education (CE). Chairman Brad Wright discusses board governance, including leadership trans…
 
Jasen Wallace, CFP® is a financial planner at Weinheimer Wealth Management and the Career Development Director for the FPA chapter in Austin. He sat down with Hannah Moore, CFP®, to talk about how new planners can navigate increasingly complex career decisions.By Financial Planning Association
 
Being a “backable” person means you are able to rally others around a new idea in a way that inspires action, and great leaders invest in backability because it makes their people more adaptable to addressing complex problems. In this special edition of the AFP Conversations Podcast, Jim Kaitz, president and CEO of AFP, sits down with Suneel Gupta,…
 
Client experience expert Julie Littlechild is our guest, and she shares with us best practices for gathering feedback from clients and her recent research on referral marketing. We discuss what has changed in the financial advisory profession as a result of COVID 19, including which of those changes are temporary vs. a permanent shift. You’ll gain …
 
Spenser Liszt, CFP®, is a financial planner at Paradigm Advisors. These days, he helps young families make informed decisions about their money. His journey to this work wasn’t linear, as you’ll hear. Spenser sat down with Hannah Moore, CFP®, to talk about how he worked his way out of his previous musician lifestyle to become a champion of financia…
 
Voting is violence. Taxation is theft. Orwell was right. You needed to hear that. In this episode: Biden is a nut job. Aussies are killing dogs to keep people from spreading the COVIDs. Biden is a nut job. Vaxxed Arkansas school kids offered raffle for being raffled. Shaman Chris Gaylord gets bent because my Mewe profile picture isn't of my face. J…
 
Psychologist and financial coach Dr. Dorian Mintzer joins us to discuss the changing landscape of retirement and how it’s no longer a destination, but more of a transition and journey. You’ll hear about the different pieces of the retirement puzzle, like finances, health, wellness, relationships, purpose, spirituality, and legacy, and how they fit …
 
Steven Jarvis, CPA, is the co-founder, CEO, and head CPA at Retirement Tax Services. He also hosts their podcast, where he aims to bridge the gap between tax professionals and financial planners to better serve mutual clients. He sat down with Matt Fizzell, CFP®, to talk about how collaboration can provide enhanced value to both professions. They a…
 
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