#226 - Jenn Mayo: Direct of Gift Planning and Advisor Relations, Essex County Community Foundation
Wicked Pissah Podcast
Jenn Mayo: Direct of Gift Planning and Advisor Relations, Essex County Community Foundation Hosts Michael Connaughton and Brad Wright are joined by Jenn Mayo of the Essex County Community Foundation Essex County Community Foundation inspires philanthropy that strengthens the communities of Essex County. ECCF helps donors of all sizes elevate their giving by managing charitable assets, sharing their local expertise and providing philanthropic guidance and education. Additionally, ECCF strengthens and supports Essex County’s 4000+ nonprofit organizations with education, resources and funding...
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#225 - Financial and Caregiving Challenges: Couples with and without Children-Bill & Paula Harris
Wicked Pissah Podcast
Families with children may have more financial challenges in the accummulation phase, but couples without kids have different challenges more often later in life. After each other, who is to become a healthcare proxy, or trustee? In this conversation our panelists include Bill & Paula Harris and co-host, Kathleen Kenealy. We discuss a variety of the challenges and possible solutions. Bill Harris, CFP®, RMA® Paula Harris Kathleen Kenealy Chris Boyd, CFP®, CASL®
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#224 - International Investing with Nick Paul, MFS
Wicked Pissah Podcast
The Case for International Investing with Nick Paul, MFS – Nicholas J. Paul, CFA who serves as the Equity Portfolio Manager for MFS joins Chris Boyd and Jeff Perry for an in-depth discussion about using mutual funds for international investing. Related topics covered include the potential impacts from the recent election, the growing national debt, tariffs, deglobalization, emerging markets, and currency risk. During the episode Chris and Nick also discuss the benefits of active management for international investing.
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#223 - Tax Policy Impacts and the Upcoming Election with Nicholas A. Papakyrikos, CPA, P.C
Wicked Pissah Podcast
Nicholas A. Papakyrikos, CPA, P.C Host Michael Connaughton is joined by Nick Papakyrikos, CPA, P.C. Nick is the founder of Nicholas Papakyrikos CPA. He began his professional career with the international accounting and consulting firm currently known as PriceWaterhouseCoopers, where his clients included financial services, manufacturers and communication companies. He has been in private practice continuously since 1987, working with small businesses owners and high net worth individuals. For more than 36 years he has proactively worked with small business owners to help them identify,...
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#222 - Nicole Wallace and Christopher Jensen – Franklin Templeton Investments
Wicked Pissah Podcast
Nicole Wallace and Christopher Jensen – Franklin Templeton Investments Host Michael Connaughton is joined by Nicole Wallace and Christopher Jensen of Franklin Templeton Investments. Nicole is Vice President and Private Wealth Director covering the New England States for Franklin Templeton Investments. Christopher Jensen is the Director of Digital Asset Research for Franklin Templeton. With over 15 years of technology investing experience spanning venture capital, private equity, and private credit, Christopher’s focus is on developing and leading the fundamental research efforts for...
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#221 - Jack Heintzelman – FPA National Board of Directors
Wicked Pissah Podcast
Jack Heintzelman – FPA National Board of Directors Hosts Brad Wright and Kathleen Kenealy are joined by Jack Heintzelman. Jack is a financial planner with Boston Wealth Strategies, where he has been since 2018. Jack has been serving on the FPA NexGen National Leadership Committee, for the past two years, and has just been elected to the FPA National Board of Directors for a three-year term, beginning in 2025. Jack has his B.A. in Finance from Saint Anselm College, where he was also captain of the varsity soccer team. They discuss: - Things a NexGen advisor should value when looking to join a...
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#220 - Crystal Lee Butler- Crystal Marketing Solutions
Wicked Pissah Podcast
Crystal Lee Butler- Crystal Marketing Solutions. Host Michael Connaughton is joined by Crystal Lee Butler of Crystal Marketing Solutions. Crystal is founder of Crystal Marketing Solutions, LLC also known as CMS. CMS specializes in offering comprehensive marketing strategy and services for independent financial advisors. Crystal and CMS have been featured in Kitces.com, Investor’s Business Daily, and The Financial Planning Association to name a few for their work and thought leadership on advisor marketing. Crystal has over two decades of entrepreneurial and marketing experience. She founded...
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#219 - Julie Casey - Definiti
Wicked Pissah Podcast
Julie Casey - Definiti Hosts Brad Wright and Mike Connaughton are joined by Julie Casey of Definiti. Julie is Regional Sales Director - New England Territory, for Definiti, which is a national retirement services firm that helps workplace organizations with retirement plan expertise, actuarial consulting, pension outsourcing and recordkeeping. Definiti partners with financial advisors to provide third-party administration services on clients retirement plans. Julie has 25 years of experience helping financial advisors create new retirement plans, win existing retirement plans, and clean up...
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#218 - Donna McKeown - Mortgages & Interest rate movement
Wicked Pissah Podcast
In this episode our guest is Donna McKeown of Movement Mortgage. The discussion starts by considering the recent change in the Fed Funds Rate and what impact it has had on the current interest rate environment. We discuss what moves Mortgage rates. Donna shared the benefit is the Pre-Approval process along with some personal anecdotes. She also shared some best practices for advisors to consider, and how she works with financial planners. Finally, Donna shared some thoughts around things to consider with the new National Association of Realtors...
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#217 - Chuck Failla: Sovereign Advisor Solutions + goRIA
Wicked Pissah Podcast
Chuck Failla: Sovereign Advisor Solutions + goRIA Hosts Brad Wright and Mike Connaughton are joined by Chuck Failla. Chuck is Founder + CEO of Sovereign Financial Group in Stamford, CT. as well as Director of Sovereign Advisor Solutions. Chuck moved from the independent broker-dealer side of the business to the independent side and has since taken many other advisors with him, causing Investment News to label him Broker-Dealers’ Public Enemy #1! In addition to working with other financial advisors and clients, he's also a regular speaker and commentator on financial topics and has...
info_outlineIn 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/