#206 - Setting Charitable Intentions with Erinn Andrews of The Give Team
Wicked Pissah Podcast
Setting Charitable Intentions with Erinn Andrews of The Give Team Education, food insecurity, climate change, humanitarian and disaster relief… There are countless causes and more than a million and a half charities in the US looking for support. We all have limited time and resources, so how do you possibly decide which organizations to donate to? On this episode we are joined by Erinn Andrews, founder and CEO of the Give Team, to talk about how she helps clients be more strategic and intentional in their charitable giving. We talk with Erinn about how and why advisors should...
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#205 - Incorporating Long Term Care Into Your Long-Term Planning
Wicked Pissah Podcast
Incorporating Long Term Care Into Your Long-Term Planning There are some grim statistics out there regarding long term care: 70% of adults who live until age 65 will develop a need for long term care services in their lifetime The average annual cost of a private room in a nursing home facility runs more than $100,000 a year. How can you help your clients prepare for what can be catastrophic costs of care during their lifetimes? On this episode, we speak with Linda Thalheimer, an independent expert in long term care planning. Tune in to hear our conversation about who should...
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#204 - Scams & Schemes with Bob Powell
Wicked Pissah Podcast
In this episode, Chris Boyd CFP®, CASL, CEPS catches up with Bob Powell to discuss the pressing issue of financial exploitation, focusing on scams and schemes. Bob Powell highlights the prevalence of financial scams, particularly those targeting elderly individuals, with statistics showing significant financial losses and many cases going unreported. -Common ScamsThe discussion covers various scams such as AI-generated deep fakes, phishing emails, romance scams, and "pig butchering" investment scams, illustrating the sophistication and creativity of modern scammers. -Risk...
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#203 - Succession Planning with Jessica Polito
Wicked Pissah Podcast
As an advisor, you may have a considerable part of your personal wealth connected to your business. How and when will you obtain that wealth by selling your business? Will you sell internally or to another firm? Will that firm be larger and backed by private equity? How soon do you want to exit or how long do you want to stay active and what restrictive covenants will impact you? Is it important to you to keep your brand … technology … control of portfolio management? These and many other considerations are discussed in this episode as co-hosts Chris Boyd & Brad Wright...
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#202 - Recession? Commodities? Deficit? Mike Arone – State Street Global Advisors
Wicked Pissah Podcast
Mike Arone – State Street Global Advisors Hosts Brad Wright and Kathleen Kenealy are joined by Mike Arone. Mike is Managing Director and Chief Investment Strategist for State Street Global Advisors US Intermediary Business Group. Michael is a highly regarded speaker at industry conferences and is the author of several articles related to investment management practices. He is a member of the firm's Senior Leadership Team and has worked extensively with the firm's global institutional and intermediary clients to help them identify investment solutions that enable them to meet their long-term...
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#201 - Estate Management and Legacy Building with Vanilla's Jim Sinai
Wicked Pissah Podcast
Jim Sinai - Vanilla Host Brad Wright is joined by Jim Sinai. Jim is Chief Marketing Officer at Vanilla, The Estate Advisory Platform, designed to transform how wealth advisors help their clients manage their estate and build their legacy. Jim is a seasoned cloud executive and experienced marketer, with a background in sales, business development, and a passion for new technology, telling the story and helping make complex software easy to understand. Jim is also a former college rugby player, at Brown. They discuss: -Adding estate planning software to an advisor’s arsenal -How it integrates...
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#200 - Life Planning with George Kinder
Wicked Pissah Podcast
For our 200th episode, we are joined by the legendary George Kinder, best known for creating the Registered Life Planner designation and curriculum through the Kinder Institute of Life Planning. George is a pioneer who helped to shape what has become the financial planning industry. Join past chapter president, Chris Boyd of Wealth Enhancement Group & Kathleen Kenealy, current chapter board member & founder of Katapult Financial Planning, for an uplifting and inspiring discussion about financial planning in the context of Life Planning. ...
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#199 - Branding and Marketing with Tiffany Markarian
Wicked Pissah Podcast
Tiffany Markarian – Advantus Marketing Host Brad Wright is joined by Managing Director of Advantus Marketing, Tiffany Markarian. Tiffany has coached hundreds of wealth advisors, broker/dealers, brokerage and insurance firms in driving productivity, practice equity and overall growth. She draws from her deep field experience as a Director of Marketing for Allmerica Financial, Senior Consultant at New England Financial/MetLife, and Director of Marketing for John Hancock/Signator Investors, Inc. She additionally served as Director of Business Development for a Massachusetts wealth management...
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#198 - Organization and efficiency expert Patty Kreamer of Productivity Uncorked
Wicked Pissah Podcast
"Clutter is nothing more than unmade decisions." - Patty Kreamer. Organization and efficiency expert Patty Kreamer of Productivity Uncorked joins us to share how to see between the steps and pull out the things that really don't matter and how you can use DiSC behavioral styles as a resource to enhance your daily relationships.
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#197 - Personal Finance Through Writing with Kate Dore, CFP®
Wicked Pissah Podcast
Sharing a Passion for Personal Finance Through Writing with Kate Dore, CFP® On this episode Kathleen and Jeff are joined by personal finance reporter Kate Dore, CFP®. We hear from Kate about how a career in music publishing led Kate to discover a passion for personal finance and eventually pursuing the Certified Financial Planner™ designation. We talk to Kate about how she gets her ideas for her articles, why she likes to collaborate with advisors, and how she incorporates aspects of the financial planning process into writing her stories.
info_outlineAs an advisor, you may have a considerable part of your personal wealth connected to your business. How and when will you obtain that wealth by selling your business? Will you sell internally or to another firm? Will that firm be larger and backed by private equity? How soon do you want to exit or how long do you want to stay active and what restrictive covenants will impact you? Is it important to you to keep your brand … technology … control of portfolio management? These and many other considerations are discussed in this episode as co-hosts Chris Boyd & Brad Wright speak with today’s guest, Jessica Polito (http://linkedin.com/in/
FPA NE - Wicked Good Succession Summit | June 5th, 2024
Location: The Artisan at Tuscan Village, Salem, a Tribute Portfolio Hotel, 17 Via Toscana, Salem, NH 03079
Date and time: Wed, Jun 5, 2024 8:00 AM - 6:30 PM
Organizer: Kristin Beane, (508) 320-1685, [email protected]
Price: $150 (member)/$200 (non-member)