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Divorce Planning - Panel Discussion

Wicked Pissah Podcast

Release Date: 08/02/2020

Episode 81 - Donna McKeon, Mortgage Network show art Episode 81 - Donna McKeon, Mortgage Network

Wicked Pissah Podcast

Returning to the podcast, Donna McKeon of Mortgage Network (http://www.mortgagesbydonna.com/) discusses residential mortgages. Starting with rates, the conversation turns to qualifications, cash out refinancing, first time home buyers, and some great tips regarding credit and strategies for this competitive real estate market. Join hosts Chris Boyd & Jeff Tomaneng for this Wicked Pissah Podcast.

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Episode 80 - State of the Financial Planning Association show art Episode 80 - State of the Financial Planning Association

Wicked Pissah Podcast

For a review of their recent webinar presentation on the state of the Financial Planning Association, Skip Schweiss, FPA 2021 President, Dennis Moore, FPA President-Elect, and Patrick Mahoney, FPA CEO, return to WPP with this week’s hosts Chris Boyd & Jeff Tomaneng.  

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Episode 79 - Emily Shull, Me Myself and Money, Money Relationship Coaching show art Episode 79 - Emily Shull, Me Myself and Money, Money Relationship Coaching

Wicked Pissah Podcast

Emily Shull of Me Myself and Money joins us this episode to share how Money Relationship Coaching can help financial planning clients get to the root of their money issues. We hear about irrational decisions, personal vows, conversation starters, and mental blocks regarding personal finance. Join us to hear how addressing emotions, values, and money history can lead to a better financial planning client experience and outcome.

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Jeff Tomaneng - Fireside Chat w Tom Lester show art Jeff Tomaneng - Fireside Chat w Tom Lester

Wicked Pissah Podcast

In this episode, Tom Lester of Hines speaks with Jeff Tomaneng to share his thoughts and his outlook on commercial real estate. We'll hear about working from home and how it affects commercial office space, apartment homes, the hotel sector, and malls and retail real estate.

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Telling Your StoryBrand - Steve Wershing show art Telling Your StoryBrand - Steve Wershing

Wicked Pissah Podcast

This week, we welcome Steve Wershing of The Client Driven Practice. Steve is the author of Stop Asking For Referrals & co-host of the Becoming Referable podcast. Learn how to build your brand and how it can help you grow your Financial Advisory business. Define your niche & clearly express their challenges.

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Episode 76 - Big News: Chapter Merger Announcement show art Episode 76 - Big News: Chapter Merger Announcement

Wicked Pissah Podcast

Board Chairs for both FPA Northern New England (Jami Bisson of People's United Advisors) and FPA Massachusetts (Brad Wright of Launch Financial Planning, LLC) share the big news as they announce the merging of the chapters.  Jami and Brad share plans for the combined entity, logistical considerations, and invite members of both chapters to a webinar Q&A to learn more. You can also win a prize if you suggest a new name!

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Episode 75 - Insurance Strategies: SECURE Act & LTC - Kim Furnald show art Episode 75 - Insurance Strategies: SECURE Act & LTC - Kim Furnald

Wicked Pissah Podcast

Chris Boyd & Jeff Tomaneng hear from Kim Furnald about the applications of insurance. As a life & health broker, Kim shares her story, & useful tips for how to overcome the tax consequences from the SECURE Act’s move from a lifetime stretch out to a 10-Years. Discussed are techniques for mitigating risks to one’s wealth from costs of long-term care.

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Defining Your Ideal Client & Why It Matters - Adam Kornegay show art Defining Your Ideal Client & Why It Matters - Adam Kornegay

Wicked Pissah Podcast

This week, cohosts Chris Boyd and Jeff Tomaneng speak with guest Adam Kornegay of Pathfinder Advisor. Adam shares his thoughts on defining or redefining your ideal client, how to better connect with them, and how to create a better client experience.

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Episode 73 - Process & People - Cheryl Holland - Abacus Planning Group show art Episode 73 - Process & People - Cheryl Holland - Abacus Planning Group

Wicked Pissah Podcast

Cheryl Holland of Abacus Planning Group in Columbia, SC shares some ingredients of the success of herself and her company - people and process. From starting a financial planning firm to a $1.6B in AUM, Cheryl has cultivated success by putting clients and team members’ development at the heart of her organization. Hear about the importance of a culture of gratitude, contributing to community, and an eye for process.

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Marketing for Advisors - Marie Swift & Jonny Swift, Impact Communications show art Marketing for Advisors - Marie Swift & Jonny Swift, Impact Communications

Wicked Pissah Podcast

Marketing perspective and tips are shared by Marie Swift & Jonny Swift of Impact Communications. Social Media, websites, communications, and more. Learn the P E S O of marketing priorities & the 4C's. Join hosts Chris Boyd and Jeff Tomaneng and bring depth to your marketing planning.

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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/