#206 - Setting Charitable Intentions with Erinn Andrews of The Give Team
Release Date: 06/25/2024
#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...
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#216 - Navigating the College Selection Process with Todd Weaver
Wicked Pissah Podcast
Navigating the College Selection Process with Todd Weaver On this episode of the Wicked Pissah Podcast Kathleen speaks with Todd Weaver, President of Strategies for College, to talk about the work Todd does helping students and their families navigate the important yet often confusing college selection process. Todd describes the process he uses to determine what schools might be the best fit for students, why families should always start with figuring out a budget, as well as the factors schools take into consideration when choosing among their applicants.
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#215 - Stephanie Aliaga – J.P. Morgan
Wicked Pissah Podcast
Stephanie Aliaga – J.P. Morgan Hosts Brad Wright and Kathleen Kenealy are joined by Stephanie Aliaga, Global Market Strategist on the JP Morgan Asset Management Market Insights Team, based out of New York. Stephanie helps formulate and communicate economic views, deliver timely commentary and maintain forecasting models for weekly submissions to Bloomberg and the Wall Street Journal. She’s also responsible for publications such as the Guide to the Markets, On the Minds of Investors blog, and serves on the committee that produces the Long-Term Capital Market Assumptions underpinning J.P....
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#214 - Richard LeFauve – Client Edge
Wicked Pissah Podcast
Richard LeFauve – Client Edge Host Brad Wright along with Guest Co-Host Mike Connaughton are joined by performance coach Richard “Rick” LeFauve. Rick founded Client Edge for performance coaching after compiling extensive experience in management, recruiting, training, business development, and coaching at Morgan Stanley and American Express Financial Advisors (Ameriprise). He began his career as a high school teacher and coach. Rick is also a bestselling author and has written five books addressing the roles of financial advisors, accountants and CPA’s, and leaders of financial...
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#213 - Difficult Conversations
Wicked Pissah Podcast
This week we’re talking about Difficult Conversations. Whether telling clients they don’t have enough and need to get back to work, talking clients through market down turns, or speaking with clients at times of loss, some conversation are more challenging than others. We discuss challenging financial planning conversations with clients, employees/employers, or other professionals. Perhaps you can relate, or will gain insights from our panel’s experiences. Listen as we compare notes and share insights for how to deal with these Difficult...
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#212 - Bonds vs. Bond Funds- Vanguard with Ted Dinucci
Wicked Pissah Podcast
Vanguard Hosts Brad Wright and Chris Boyd are joined by Ted Dinucci, an investment strategist with Vanguard’s Investment Advisory Research Center, the team tasked with creating thought leadership for their intermediary advisory partners across a range of investment, wealth management, and financial planning topics. They discuss: -Individual bonds vs bond funds - How to utilize each for income during retirement -Which is better during a falling interest rate environment Learn more at: Join Vanguard at the following New England locations: -Vanguard RIA Social: Envio on the Rooftop –...
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#211 - Approaching Business Owners' Insurance concerns and opportunities
Wicked Pissah Podcast
In this week’s episode of the Wicked Pissah Podcast, Kim Furnald, CLU returns to the program. Using a holistic approach after a career in financial services, Kim for the past decade has been working with advisors on Estate and Business applications of insurance. In this episode, Kim brings to life some helpful scenarios that help to illustrate different business insurance concepts – like buy-sell funding (whether cross purchase or entity plans), executive bonus, split-dollar funding, and discussion of disability cases as well as for life coverage for these needs. Kim...
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#210 - Valuing Your Life’s Work with Aaron Wells of FP Transitions
Wicked Pissah Podcast
Valuing Your Life’s Work with Aaron Wells of FP Transitions Hosts Kathleen Kenealy and Chris Boyd are joined by Aaron Wells, Director of Financial Analysis at FP Transitions, to discuss how Aaron and the team at FP Transitions help advisors measure and assess the value of their life’s work. Aaron explains why it’s so important to “start with why,” what metrics help drive the value of a business, how different size practices should think about approaching valuation, the process FP Transitions uses to collect data to run a valuation on a firm, and the difference between value...
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#209 - Xtrackers
Wicked Pissah Podcast
Xtrackers Hosts Brad Wright and Chris Boyd are joined by John O’Connor and C. Allen Parker of JH Whitney Investment management who together with Xtrackers have created the “Geostrategic Risk Rating” system. John is CEO of JH Whitney and was previously Chairman of JP Morgan Alternative Asset Management. He’s a Senior Fellow at USMA West Point, has served as a member of the US Department of Defense Business Board, a Civilian Aide to the Secretary of the Army for New York, and has received awards from the Secretary of Defense, the Air Force, and the Navy. Allen is President of JH Whitney...
info_outlineSetting 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 bring up philanthropy in conversations with their clients, the process she uses with clients to develop a charitable mission statement, how she identifies and selects charities that are in line with her clients’ giving missions, and why she prefers stay local when recommending charities to clients.
For more information or to contact Erinn: