#263 - Finding Financial Clarity Using Monarch Money with Rachel Lawrence, CFP®
Release Date: 09/17/2025
#272 - The Heart of Financial Planning Award Winner Liz Menjivar
Wicked Pissah Podcast
The Heart of Financial Planning Award Winner Liz Menjivar Hosts Brad Wright and Michael Connaughton are joined by Heart of Financial Planning award winner Liz Menjivar Liz is a financial consultant at Fidelity Investments and president of the FPA of Illinois chapter. At Fidelity, she serves as Regional Co-chair of SOHL (Support and Outreach for Hispanics and Latinx) employees. She is a past member of the boards of Arden Shore Family Services and the Chicago Financial Women Association (CFW). Liz is also a recipient (along with Preston Cherry) of the 2025 Heart of Financial Planning Award. They...
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#271 - The needs for trust and estate planning with Tim Fogarty
Wicked Pissah Podcast
Hosts Michael Connaughton and Kathleen Keneally are joined by Tim Fogarty Tim has led Dime Bank’s Wealth Management business line as Vice President, Senior Trust Officer since 2021. Tim is responsible for the Bank’s comprehensive trusts and estate planning, investment advisory, and non-profit services to benefit the local community. Tim has over a decade of experience in financial services and has held various insurance and investment licenses over the years. He attained his Certified Trust and Financial Advisor designation from the American Bankers Association in 2020. He also received...
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#270 - Blockchain and Smart Contracts in Estate Planning with F. Keats Boyd III
Wicked Pissah Podcast
Blockchain and Smart Contracts in Estate Planning with F. Keats Boyd III Hosts Brad Wright and Michael Connaughton are joined by Attorney F. Keats Boyd III Keats is President of Boyd & Boyd, P.C. in Hyannis, MA, where he concentrates his practice in the areas of Estate, Trust & Retirement Planning. He is also working to streamline estate planning by utilizing Blockchain, Smart Contract and NFT technology. They discuss: -What Blockchain, Smart Contracts, and NFTs are -How they can be used to make estate settlement more efficient -The security and privacy questions surrounding...
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#269 - Building the Future of Financial Planning with Paul Brahim, CFP®, CEPA®
Wicked Pissah Podcast
In this episode of the Wicked Pissah Podcast, hosts Chris Boyd and Jeff Perry sit down with Paul Brahim, CFP®, CEPA®- Managing Director at Wealth Enhancement Group and President of the Financial Planning Association. Paul shares his inspiring journey from pharmaceutical sales to financial leadership, offering insights on succession planning, title protection, and the future of financial planning. He also reflects on lessons from his 30-year career, the importance of purpose, and how advisors can help business owners create lasting, multi-generational wealth.
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#268 - GLOBAL Family Caregiver/senior care/dementia progression/end-of-life CONSULTANT Annalee Kruger
Wicked Pissah Podcast
Hosts Michael Connaughton and Kevin Williams are joined by Annalee Kruger. Annalee started Care Right Inc, a VIRTUAL consultancy, in 2011, after working in Continuing Care Retirement Communities (CCRC's) for 22 years. Families were constantly blind-sided and ill-prepared for medical crisis (strokes, dementia progression, urinary tract infections, etc.) and were thrust into making major care decisions on behalf of aging parents. Families had no idea how to navigate senior care, dementia, changing roles within the family, how to manage their own lives plus new needs of aging parents, and they...
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#267 - The Referable Client Experience with Stacey Brown Randall
Wicked Pissah Podcast
The Referable Client Experience with Stacey Brown Randall Hosts Brad Wright and Kevin Williams are joined by Author and Business owner Stacey Brown Randall. Stacey teaches small business owners, solopreneurs and sales professionals how to generate referrals without asking, without manipulation or feeling inauthentic. She’s the author of Generating Business Referrals Without Asking, and now a second book, The Referable Client Experience, hosts the Roadmap To Referrals podcast– and has been featured on Fox Business, Forbes and in Investor’s Business Daily. Her online programs, Your Next...
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#266 - Passwords, Privacy and Peace of Mind: Wrangling Your Digitals Assets with Kate Hufnagel
Wicked Pissah Podcast
Passwords, Privacy and Peace of Mind: Wrangling Your Digitals Assets with Kate Hufnagel Kathleen and Michael speak with Kate Hufnagle, The Digital Wrangler, to explore the often-overlooked world of digital estate planning. Kate shares how organizing passwords, accounts, and important life details can ease the burden on loved ones, save money, and create true peace of mind. We talk about different types of digital assets, including ones that are often overlooked; best practices for handling usernames and passwords; how Kate works with individuals to help them wrangle their digital assets; and...
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#265 - First Things First: Becoming Fearless and Financially Savvy with Valerie Rivera
Wicked Pissah Podcast
First Things First: Becoming Fearless and Financially Savvy with Valerie Rivera Kathleen and Kevin speak with the founder of FirstGen Wealth, Valerie Rivera, CFP®. Valerie is a First in her family – the first to go to college, the first to break barriers at work, and the first to earn more than her parents ever did. Now she’s working with other first generation wealth builders to help them create lasting financial confidence and legacy. We discuss what led Valerie to start her own practice, how working with first generation clients is different than working with...
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#264 - Inside the Pissah Studio – with Brad, Kathleen, Michael and Kevin
Wicked Pissah Podcast
Inside the Pissah Studio – with Brad, Kathleen, Michael and Kevin In this special episode, the four Wicked Pissah Podcast cohosts turn the microphones on themselves! Tune in for a behind-the-scenes look at how the show comes together. No guests this time, just us sharing why we love doing the podcast, our favorite episodes and moments, and what we’ve learned along the way. We don’t want to keep all the fun to ourselves, so we’re putting out the call: we’d love to bring a few new voices to our hosting team. If you’ve ever thought, “Wow, this is the best podcast ever, I’d...
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#263 - Finding Financial Clarity Using Monarch Money with Rachel Lawrence, CFP®
Wicked Pissah Podcast
Finding Financial Clarity Using Monarch Money with Rachel Lawrence, CFP® Kathleen and Brad speak with Monarch Money’s Head of Advice and Planning, Rachel Lawrence, CFP®. With more than 20 years of experience working both directly with clients as a financial planner and as a consultant in the FinTech space, Rachel brings unique perspective and insight into what both advisors and individuals need from financial technology. We talk with Rachel about how her passion for delivering financial advice to the masses has influenced her professional career path; how the demise of popular...
info_outlineFinding Financial Clarity Using Monarch Money with Rachel Lawrence, CFP®
Kathleen and Brad speak with Monarch Money’s Head of Advice and Planning, Rachel Lawrence, CFP®. With more than 20 years of experience working both directly with clients as a financial planner and as a consultant in the FinTech space, Rachel brings unique perspective and insight into what both advisors and individuals need from financial technology.
We talk with Rachel about how her passion for delivering financial advice to the masses has influenced her professional career path; how the demise of popular budgeting tool Mint changed the trajectory of Monarch Money; the different ways individuals can use Monarch Money to track their spending, create budgets, or work towards goals; how Monarch addresses the challenges of working with data aggregators; how advisors can best use Monarch Money in their practice to help clients align their spending with their values; and more!
https://www.linkedin.com/in/rachelsanborn/
https://www.monarchmoney.com/connection-status