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Divorce Planning - Panel Discussion

Wicked Pissah Podcast

Release Date: 08/02/2020

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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Crypto Currency - Fad or Disrupting Impact - Steve Sanduski show art Crypto Currency - Fad or Disrupting Impact - Steve Sanduski

Wicked Pissah Podcast

Guest Steve Sanduski - author, coach, speaker & podcast host, Steve has had a career on the cutting edge and brought financial advisors along with great insights and counsel through his newsletters, services, and podcasts.  Now he’s set his sights on Digital Money with his new podcast The Digital Money Advisor. Learn about Steve, his past successes, and the future as we discuss Crypto Currency.     Steve Sanduski: LinkedIn: @stevesanduski Twitter: @SteveSanduski YouTube: https://www.youtube.com/channel/UCNzbnkL70J9HsKsQ77O2rnw    Podcasts: The Digital...

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What Every Woman Needs to Know About Social Security - Marcia Mantell show art What Every Woman Needs to Know About Social Security - Marcia Mantell

Wicked Pissah Podcast

Marcia Mantell shares a depth of insights about "What's the Deal with Social Security for Women". This content is for all. Marcia reviews the 4 Gaps women in particular tend to face & planners need to know, but she also explains several myths and common questions.

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OneFPA Advisory Council - Byrke Sestok & Kris Tower show art OneFPA Advisory Council - Byrke Sestok & Kris Tower

Wicked Pissah Podcast

FPA’s “participatory governance” has had one year with the establishment of the OneFPA Advisory Council. Byrke Sestok, CFP® & Kris Tower, CFP®, AIF®, the 2020 & 2021 Chairs of the OneFPA Advisory Council Executive Committee, respectively, share successes and plans of the AC.

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Inheriting Your Spouse's IRA - Bill Harris show art Inheriting Your Spouse's IRA - Bill Harris

Wicked Pissah Podcast

Bill Harris RMA®, CFP®, author of “Inheriting Your Spouse’s IRA: The Widow’s Guide to Keeping More of Her Assets”, founder of WHCornerstone Investments & FPA MA 2017 President, discusses his book. A resource for issues widows face in dealing with IRA’s it is written to be accessible. Bill shares why & how he wrote the book (with tips for advisors for how to write with relatively modest expense), & how to a book can help marketing. Listen for insights in spouses inheriting IRAs and for marketing

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Diversity Equity & Inclusion (DEI) Committee - Lucia Reed show art Diversity Equity & Inclusion (DEI) Committee - Lucia Reed

Wicked Pissah Podcast

Meet Lucia Reed, the Director of the chapter’s newly created Diversity Equity & Inclusion committee. Lucia shares her personal experience with focus on concerns for social justice, how she came to financial planning, concerns for the racial wealth gap, and the initial plans for the committee which seeks to coordinate priorities with the other chapter committees.

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Retirement Planning Resources For Advisors & Consumers - Bob Powell show art Retirement Planning Resources For Advisors & Consumers - Bob Powell

Wicked Pissah Podcast

Bob Powell is one busy individual. He is on the ground floor of a streaming financial channel, FinStream.TV. Some content he creates, but much is contributed by advisors for not only FinStream, but also The Street’s Retirement Daily, & Retirement Management Journal. Additionally, he hosts podcasts for the Investment & Wealth Institute’s “The Exceptional Advisor Podcast” & Callaway Climate Insights podcast. Listen about great resources & opportunities with Bob Powell.

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Profile Stuart Armstrong, II -  LGBTQ Market Focus show art Profile Stuart Armstrong, II - LGBTQ Market Focus

Wicked Pissah Podcast

Get to know Stuart H. Armstrong, II, CFP®, a pioneer in financial planning within the LGBTQ+ community. Since the mid-1980’s, Stuart has focused on serving the LGBTQ+ community & addressing their changing needs as society has recognized gay marriage. From his work with Pride Planners, to the FPA Diversity Committee, to the FPA Board of Directors, & now the Center for Financial Planning, Stuart has been actively serving financial planners, the LGBTQ+ community, & his clients for more than thirty years.

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FPA Leadership - Meet the New CEO show art FPA Leadership - Meet the New CEO

Wicked Pissah Podcast

This week the FPA announced the selection of a new CEO, Patrick Mahoney. In this podcast, we meet Patrick and 2021 FPA President-Elect, Dennis Moore, CFP®, MBA. Current FPA President, Martin Seay, PhD, CFP® also returns, as host Chris Boyd asks questions about the health and future of FPA. Opportunities and Challenges are discussed from financials to membership, from staffing at Denver’s HQ to the FPA “value proposition”. Listen in and get a glimpse of the future of FPA.

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Growth Planning for 2021 - Mike Byrnes show art Growth Planning for 2021 - Mike Byrnes

Wicked Pissah Podcast

As we move to the end of 2020, it’s time to start thinking about Planning for 2021. Mike Byrnes of Byrnes Consulting and the FPA Coaches Corner returns to the podcast to help listeners consider how best to market their services in the months and year ahead. Discussed are use of video and social media marketing, digital advertising, webinars and in-person events, developing referral from clients, centers of influence, & more. Get ideas for how you plan for the coming year and right away.

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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/