#252 - FIRE for Dummies Author Jackie Cummings Koski on Financial Independence
Wicked Pissah Podcast
Host Brad Wright is joined by Jackie Cummings Koski. Jackie is the author of FIRE for Dummies and co-host of the Catching Up to FI podcast, focused on financial independence for late starters. She serves as Chapter President of FPA Southwestern Ohio and is a passionate advocate for financial literacy and education. With a master’s degree in financial planning and financial therapy, Jackie shares her personal journey from poverty to financial independence—retiring at age 49—and her mission to help others do the same. They discuss: Jackie’s financial journey and how she discovered FIRE...
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#251 - Paul Gaudio-President NexGen FPA-Client guidance and network expansion opportunities.
Wicked Pissah Podcast
Paul Gaudio Host Michael Connaughton is joined by Paul Gaudio. Paul is a CFP® and Client Advisor at Crestwood Advisors with 8 years of experience helping individuals and families make smart choices with their money. Paul is passionate about guiding clients through life & financial complexities with clarity and care. He also serves as the President of NexGen for FPA New England, where he supports the growth and development of emerging professionals in the financial planning community, and works to expand the efforts of the Financial Planning Association through networking events and...
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#250 - Dan Galli & Dennis Moore- Catching up with FPA Leadership
Wicked Pissah Podcast
Catching up with FPA Leadership - with Dan Galli & Dennis Moore On this episode Kathleen and Kevin are joined by FPA national president-elect Dan Galli as well as long-time member, supporter and now acting CEO of FPA National, Dennis Moore. We chat about what brought Dan and Dennis to the FPA, why they both remain committed to the organization, what initiatives they are prioritizing at the national level over the next few years, and their ideas for improving communication between national and the chapters. We also discuss some of the lesser-known benefits available to FPA...
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#249 - What you need to know about Reverse Mortgages with Stephen Pepe
Wicked Pissah Podcast
On this episode of the Wicked Pissah Podcast, we are joined by Stephen Pepe of Longbridge Financial, LLC, where he is a top producing Loan Officer, Reverse Mortgage Consultant and industry expert in reverse mortgages. Steve shares with us his expertise in the different ways that reverse mortgages can be used for both current and long-term financial planning purposes, regardless of your income and net worth, sheds some of the myths regarding reverse mortgages, and outlines both the process for opening a reverse mortgage and the regulations in place to keep the consumer...
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#248 - Reassuring Clients About Social Security – with Marcia Mantell
Wicked Pissah Podcast
Reassuring Clients About Social Security – with Marcia Mantell On this episode, Kathleen and Kevin speak with Social Security and retirement planning expert Marcia Mantell to talk about how clients’ anxiety about Social Security has changed over the last few months. Marcia reassures us that she is not worried about retirees not getting their checks but also explains why she’s keeping an eye on her father-in-law’s account to make sure he continues to receive his retirement benefit. We discuss how the process of applying for benefits is changing, why it’s so important to get your...
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#247 - Federal Employee Retirement Benefits Explained: Insights from Micah Shilanski, CFP®
Wicked Pissah Podcast
If you’ve seen the news this year, you know why we wanted to talk about this topic. Whether DOGE layoffs or early retirements or concerns about future job security, Federal employees may be looking to financial advisors for counsel. To help you be better prepared we wanted to talk with a specialist. In this episode, hosts Chris Boyd & Brad Wright are joined by Micah Shilanski, CFP® to talk about Federal Employee Retirement benefits. You might know Micah from co-hosting The Perfect RIA podcast, but today he shares a bit about his...
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#246 - Jordan Jackson, J.P. Morgan Global Market Strategist: Tariffs, Trade and Taxes… Oh My!
Wicked Pissah Podcast
Jordan Jackson, J.P. Morgan Global Market Strategist: Tariffs, Trade and Taxes… Oh My! Hosts Kathleen Kenealy and Kevin Williams are joined by JP Morgan Global Market Strategist, Jordan Jackson. Jordan is an Executive Director and a Global Market Strategist on the J.P. Morgan Asset Management Global Market Insights Strategy Team where he is responsible for delivering timely market and economic commentary to clients across the country. We talk about all the things that are top of mind for you and your clients right now: tariffs and trade; domestic versus international equities;...
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#245 - Jeff Johnson, Appleton, and Fixed Income Markets
Wicked Pissah Podcast
Jeff Johnson Hosts Michael Connaughton and Brad Wright are joined by Jeff Johnson, Senior Vice President of Appleton Partners. Jeff is a member of Appleton’s Fixed Income Investment Committee and is responsible for business development and managing strategic institutional client relationships across multiple intermediary and wealth management channels. Prior to joining Appleton in 2009, Jeff was a Senior Vice President of Fidelity Investments where he headed up Relationship Management for the Institutional Wealth Services (IWS) division. Prior to joining IWS, he was National Sales Manager...
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#244 - John Finney - Overvue and how it creates client and advisor efficiency
Wicked Pissah Podcast
John Finney Host Michael Connaughton is joined by John Finney Co-Founder Overvue. John Finney is the co-founder of Overvue, a software company that helps financial advisors streamline their client onboarding. Before starting Overvue, John spent over five years in wealth management at two national RIAs. During that time, he played a key role in the overhaul and sale of an advisory team managing $750 million in assets. As a CERTIFIED FINANCIAL PLANNER™, John’s worked in both client-facing advisory roles and behind-the-scenes focused on improving operations. Now, he brings that...
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#243 - Andy Ives– Navigating Net Unrealized Appreciation (NUA) Strategies
Wicked Pissah Podcast
Andy Ives, CFP®, AIF® – Navigating Net Unrealized Appreciation (NUA) Strategies Host Chris Boyd is joined by Andy Ives, CFP®, AIF®, an IRA Analyst at Ed Slott and Company, LLC, to delve into the intricacies of Net Unrealized Appreciation (NUA) and its potential benefits for individuals with employer stock in their retirement plans. With over 25 years in the financial services industry, Andy brings a wealth of knowledge on IRA distribution planning and advanced retirement strategies. They discuss: The fundamentals of NUA and how it can lead to tax savings Key "triggering...
info_outlineHosts Michael Connaughton and Chris Boyd are joined by Steve Tenney,
Founder of Grandview and Company.
Steve Tenney is the Founder of Grandview & Company. After 26 years as
a Senior Portfolio Manager and Senior Vice President at UBS, Steve and
his team launched Great Diamond Partners, a $700M independent wealth
management firm in Portland, Maine. As CEO and Founding Partner, Steve
strategically led the firm, focused on business development activities and
directed the investment strategy. Always curious, Steve engages with other
industries and companies, in addition to wealth management firms, learning
from their experiences. This curiosity and an abundance mindset fuels his
entrepreneurial spirit, always thinking about how he can help others reach
their self-described definition of success, pushing limits and creating
original solutions. In June 2024, after considerable reflection, Steve
decided he could have a greater impact on the industry, including all of the
clients it serves, and also gain greater personal satisfaction as a coach.
Like the rest of his career, he views Grandview & Co. as a journey, one that
will continually evolve.
They discuss:
Steve’s journey from advisor at a wirehouse, to founding a RIA
to now coach and consultant
Grandview’s engagement process and client profile
Grandview’s RIA asssement and much more.
More on Steve and Grandview:
https://www.grandviewandco.com/
Contact Steve
Phone: 207 329 1806
Email: [email protected]
Linkedin: https://www.linkedin.com/in/steventenney/