#291 - Before It Breaks: Spotting Financial Red Flags in Aging Parents
Wicked Pissah Podcast
Nobody plans for the call—but sooner or later, it comes. In this episode of the Wicked Pissah Podcast, Chris Boyd sits down with award-winning financial journalist and author Beth Pinsker to talk about the moment everything shifts—when you go from “concerned family member” to full-on financial caregiver. Drawing from her book My Mother’s Money, Beth shares the early warning signs families often overlook, why having the “right” documents doesn’t always mean you’re actually prepared, and how quickly the emotional and financial weight can hit. As Beth puts it: “Financial...
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#290 - Longevity Planning with Eliot Weissberg
Wicked Pissah Podcast
Longevity Planning with Eliot Weissberg Hosts Brad and Cory speak with Eliot Weissberg of The Investors Center Our guest on this episode is Eliot Weissberg. Eliot is President of The Investors Center, a financial planning and longevity planning practice. Their goal is to guide people to discover and leverage their capacity to age confidently, in part by utilizing “TimeLining” which Eliot created and trademarked in 2009. Eliot is a CFP and a CAPS (Certified Aging in Place Specialist). He is a member of the National Aging In Place Council (NAIPC) and the MIT AgeLab They discuss: What a...
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#289 - Treating Your Health Like a Financial Asset - with Stevyn Guinnip
Wicked Pissah Podcast
In this episode, Kathleen speaks with Stevyn Guinnip, founder and CEO of Grow Wellthy. Stevyn is a certified wellness coach and exercise physiologist who helps financial advisors approach their health with the same intentionality they bring to financial planning. Stevyn's path to this work is anything but ordinary: she grew up as the daughter of a financial advisor and watched many of his clients retire, only to lose their health before they could enjoy their retirement. After surviving a near-death experience, Stevyn went back to the research to rethink what true health actually means. Stevyn...
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#288 -Andrea Schlapia: Founder and CEO of Ironstone Business Coaching
Wicked Pissah Podcast
Andrea Schlapia: Founder and CEO of Ironstone Business Coaching Hosts Michael Connaughton and Kathleen Kenealy are joined by Andrea Schlapia Founder and CEO of Ironstone Business Coaching. Andrea Schlapia began her career in banking, then rose through the ranks of global investment firms like Dreyfus, Prudential, and Deutsche Bank. In 2008, she launched Ironstone, which specializes in helping financial advisors. Andrea is the go-to practice management expert for independent financial advisory firms. She is the founder of Ironstone and creator of Ironstone’s Fundamental 4™ blueprint, a...
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#287 - The AI-Powered Growth Playbook for Advisors with Michael Barrasso
Wicked Pissah Podcast
Hello and welcome to this episode of the Wicked Pissah Podcast. I’m Michael Connaughton co-founder of Lead Advisor and I serve on the Partnerships committee of the New England FPA and co-hosting with me today is Amy Mohan fellow chapter member and Certified Financial Planner with Daniel J Galli and Associates. Joining us today is Michael Barrasso. Michael Barrasso is the Co-Founder and CEO of WealthReach, an AI- powered growth platform built for financial advisors and wealth management firms. The company helps firms modernize organic growth through tools designed to improve visibility,...
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#286 - Save Time, Add Value: How Advisors Are Using AI-Powered Tax Research with Blue J
Wicked Pissah Podcast
Ankit Dhawan-Partnerships at Blue J Hosts Michael Connaughton and Kevin Williams are joined by Ankit Dhawan Ankit is Partnerships Manager at Blue J. Blue J is one of the New England FPA’s newest partners and he shares details around: How advisors and tax professionals are leveraging Blue J for tax research Ways to utilize the tool How Blue J’s AI is used to create time savings for advisors and add value to their clients. And much more. Blue J’s website: https://www.bluej.com/ Ankit’s LinkedIn: https://www.linkedin.com/in/ankit-dhawan/ As a FPA New England member, you can...
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#285 - Hidden Assets, Red Flags, and the Truth in the Numbers – with Sara Nanchanatt, CPA/CFF
Wicked Pissah Podcast
Hidden Assets, Red Flags, and the Truth in the Numbers – with Sara Nanchanatt, CPA/CFF On this episode, I talk with Sara Nanchanatt, founder of SN Forensics, about her path into forensic accounting—from an uninspiring audit internship to a transformative Peace Corps experience that ultimately led her to a field blending accounting, law, data analytics, and investigative work. We discuss her move from corporate roles to launching her own firm, and how she built a consulting practice while still working full-time. We also dig into the practical side of forensic accounting, including...
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#284- Solving the Financial Planning Gaps for Child-Free Clients with Dr. Jay Zigmont, PhD, MBA, CFP®
Wicked Pissah Podcast
Kathleen and Amy speak with Dr. Jay Zigmont, PhD, CFP®, founder of Child Free Wealth and Child Free Trust, a fiduciary solution built specifically for the growing population of adults without children. Dr. Zigmont is on a mission to address what he calls the “fiduciary void” for the roughly 25% of U.S. adults who are child-free yet are still served by an industry that typically assumes every client has (or will have) kids. Jay shares his personal path from healthcare leadership and academia to financial planning, and what he discovered while earning his CFP®: the standard planning...
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#283 - Getting Your Paying For College Plan in Place and Appealing Financial Aid Offers with Cozy Wittman of College Inside Track
Wicked Pissah Podcast
Hosts Brad and Kevin speak with Cozy Wittman of College Inside Track. Our guest on this episode is Cozy Wittman. As Education and Partnership leader at College Inside Track, Cozy speaks nationally about college search, educating families and training financial advisors and other professionals who work with families with high schoolers. Cozy is passionate about dispelling myths around how colleges accept students and how they price their product. She has been featured in The Journal of Financial Planning on the subject of college planning. And she’s a mom of 5 kids, who all had different...
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#282 - AI’s Impact on Advisory Practice Business Transactions
Wicked Pissah Podcast
“AI’s Impact on Advisory Practice Business Transactions” On this episode of the Wicked Pissah Podcast, we are joined by Brian Goodhart, Director of Capstone Strategic’s M&A Advisory Services Practice. Artificial Intelligence is increasingly impacting Advisory Practices, and its impact on potential business transactions is not immune to this quickly changing landscape. Brian shares with us his tremendous background and experience with Advisory Practice transactions, how AI has changed the landscape of due diligence and target acquisition for Advisory Practices, and what...
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 | ginaarons@gmail.com | www.drginaarons.com
Chris Chen, CFP® CDFA, Insight Financial Strategists, Newton, MA 781-489-3014 | bostonfinancialplanner@gmail.com | http://insightfinancialstrategists.com/
Atty. David Kellem – Divorce Attorney & Mediator, Hingham 781.304.4001 | dkellem@kellemlawgroup.com | https://www.kellemlawgroup.com/