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Divorce Planning - Panel Discussion

Wicked Pissah Podcast

Release Date: 08/02/2020

Episode 112 - Jerry Auippa, Longbridge Financial, LLC show art Episode 112 - Jerry Auippa, Longbridge Financial, LLC

Wicked Pissah Podcast

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: Contact: LinkedIn: Email:

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Episode 111 - Kathleen Burns Kingsbury, Breaking Money Silence show art Episode 111 - Kathleen Burns Kingsbury, Breaking Money Silence

Wicked Pissah Podcast

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: Her Book: Twitter: @KBKSpeaks

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Episode 110 - Brittney Castro show art Episode 110 - Brittney Castro

Wicked Pissah Podcast

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...

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Episode 109 - Duncan MacPherson, Pareto Systems show art Episode 109 - Duncan MacPherson, Pareto Systems

Wicked Pissah Podcast

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: App: LinkedIn:

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Episode 108 - Zack Gould, G&N Insurance show art Episode 108 - Zack Gould, G&N Insurance

Wicked Pissah Podcast

Zack Gould, Co-Founder of G&N Insurance, joins us to talk about his journey and their innovative approach to the P&C Insurance experience and how it has lead to their significant growth. He shares ideas to for financial planners to consider in dealing with clients, and some great marketing ideas that advisors can use!

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Episode 107 - Chris Chen, Insight Financial Strategists show art Episode 107 - Chris Chen, Insight Financial Strategists

Wicked Pissah Podcast

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: LinkedIn: Twitter: @financialtrivia His Podcast: Divorce Friday Email:

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Episode 106 - Jed Collins, Money Vehicle show art Episode 106 - Jed Collins, Money Vehicle

Wicked Pissah Podcast

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...

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Episode 105 - Harley Gordon, Long-Term Care show art Episode 105 - Harley Gordon, Long-Term Care

Wicked Pissah Podcast

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: His Book: LinkedIn: Email:

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Episode 104 - Deborah Nason, Freelance Business Journalist show art Episode 104 - Deborah Nason, Freelance Business Journalist

Wicked Pissah Podcast

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: Her Book: LinkedIn: Twitter: @dnason Email:

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Episode 103 - Abbey Henderson, Abaris Financial Group show art Episode 103 - Abbey Henderson, Abaris Financial Group

Wicked Pissah Podcast

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: LinkedIn:  

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More Episodes

In times of Coronavirus, will divorces increase due to more time together?  Learn about the challenges and benefits of working with clients going through divorce.  Our esteemed panel discusses how to approach the needs of those going through divorce in a holistic manner.  Whether Collaborative law, mediation, or litigation, hear about the possibilities.  Panel includes Gina Arons, Psy.D., Atty. David Kellem, & Chris Chen, CFP® CDFA. Kristin Beane co-hosts with Chris Boyd.

Chris Chen shares insights for financial professionals focusing their practice around clients going through divorce.

Gina Arons, Psy.D. (Psychologist, Collaborative Law Coach, Mediator), Lincoln, MA 781-259-3434 | [email protected] | www.drginaarons.com

 Chris Chen, CFP® CDFA, Insight Financial Strategists, Newton, MA                         781-489-3014 | [email protected] | http://insightfinancialstrategists.com/

Atty. David Kellem – Divorce Attorney & Mediator, Hingham                                              781.304.4001 | [email protected] | https://www.kellemlawgroup.com/