#266 - Passwords, Privacy and Peace of Mind: Wrangling Your Digitals Assets with Kate Hufnagel
Release Date: 10/15/2025
#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...
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#281 - Looking Ahead to 2026 and What FPA of New England Has Instore
Wicked Pissah Podcast
“Looking Ahead to 2026 and What FPA of New England Has Instore” On this episode of the Wicked Pissah Podcast, we are joined by Sam Gough, 2026 Chair, Abe Ringer, 2026 President, and Kathleen Kenealy, 2026 President-elect, to discuss what the Financial Planning Association of New England has been up to and MORE IMPORTANTLY what they have instore and are focusing on for 2026. Get ready to learn and enjoy this episode of the Wicked Pissah Podcast.
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#280 - Beyond the Numbers: Finding Financial Harmony with Dr. Preston Cherry
Wicked Pissah Podcast
Kathleen and Amy speak with Dr. Preston Cherry, CFP®, AFC®, CFT®, a nationally recognized financial therapist and behavioral finance expert. Dr. Cherry is founder and CEO of Concurrent Financial Planning and Director of the Financial Planning Program at University of Wisconsin, Green Bay, and recently received the Heart of Financial Planning Award for his complete body of work. We discuss Dr. Cherry's journey from bank teller to PhD, his philosophy that life and money work together as partners. He shares how asking better questions (and pausing long enough to hear the answer) can completely...
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#279 - What Homebuyers Need to Know Right Now with Donna McKeown
Wicked Pissah Podcast
Donna McKeown Host Michael Connaughton is joined by Donna McKeown Donna is the Financial Planning Association of New England’s longest partner and is a team lead and loan officer at Movement Mortgage. They discuss: Interest rate environment and factors to consider Tips for first time homebuyers Non-traditional mortgage products And much more. Contact Donna: Website: mortgagesbydonna.com Phone: 781 775 7172 Email: donna.mckeown@movement.com
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#278 - Dividend Investing with Mike Gibbs of Gibbs Capital Management
Wicked Pissah Podcast
Host Brad Wright is joined by Mike Gibbs, Managing Director and Lead Portfolio Manager at Gibbs Capital Management Mike is responsible for the Gibbs Portfolios offered by his group as well as the U.S. equity sector research and recommendations. He also serves on the Raymond James Investment Strategy Committee. Gibbs Capital Management is a division of Eagle Asset Management and owned by Raymond James Investment Management. They discuss: -The benefits of dividend investing for both retirees and clients still in the accumulation phase -Mike’s new ETF offering, RJDI Gibbs Capital Management...
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#277- Wicked Pissah Podcast Hosts Appear on FPA-Live with Ben Lewis
Wicked Pissah Podcast
Wicked Pissah Podcast Hosts Appear on FPA-Live Hosts Kathleen, Mike and Brad appear on FPA-Live with Ben Lewis. They discuss: -Creating and sustaining a podcast for more than 250 episodes -How having multiple hosts can be beneficial -The technology involved in recording and coordinating the podcast Websites: FPA: https://www.financialplanningassociation.org/about FPA-NE: https://www.financialplanningassociation.org/chapter/fpa-new-england
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#276 - OBBB Break Downs you should know before 2025 is over with Matt Talcoff
Wicked Pissah Podcast
In this episode of the Wicked PISSAH Podcast, Kevin Williams is joined by Matt Talcoff, tax partner and leader of RSM US LLP’s Washington National Tax Practice, to break down the much-discussed “One Big Beautiful Bill.” Matt explains why the legislation was passed, what would have happened if it hadn’t, and how it impacts individuals, business owners, and wealth advisors alike. The conversation covers key tax provisions, planning opportunities, what changed (and what didn’t), and why proactive modeling and advisor collaboration are more important than ever. A must-listen for advisors...
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#275 - Digital Marketing Strategies with Tim Ludy
Wicked Pissah Podcast
Host Michael Connaughton is joined by Tim Ludy Tim Ludy is the founder of GrowthDuck Digital Marketing, a Massachusetts-based agency that helps local small businesses grow through tailored marketing strategies. With over 15 years of experience in content and digital marketing, Tim has worked with countless businesses to improve how they communicate and get found online. He holds certifications in inbound marketing, SEO, advertising, and graphic design, and his work has been featured by Forbes, HubSpot, and TechTarget. They discuss: -Digital marketing tools and strategies -How to...
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#274 - Retirement Planning & The Canoe and the Current with Patrick J. Negado ChFC®
Wicked Pissah Podcast
Host Kevin Williams is joined by Patrick J. Nagado, ChFC, retirement income strategist and author of The Canoe and the Current. Patrick has worked in the financial services industry since 1997, beginning his career in life insurance and financial services before moving into investment management, wholesaling, and leadership roles. Over the years, he built experience across RIAs, insurance carriers, and management positions before returning to personal financial planning—where he now specializes in retirement income strategies. Patrick is the author of The Canoe and the Current, a...
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#273 - Private Equity Investing with Rob Hatch of Constitution Capital Partners
Wicked Pissah Podcast
Private Equity Investing with Rob Hatch of Constitution Capital Partners Host Brad Wright is joined by Rob Hatch, Managing Partner of Constitution Capital Partners. Rob was one of the founding partners of Constitution Capital. Prior to joining Constitution Capital, he was an Investment Director at Standard Life Investments Private Equity USA. Previously, Rob worked at Argo Global Capital. He began his career in the investment banking group of State Street Corporation. Rob earned his MBA from The Tuck School of Business at Dartmouth and his undergraduate degree from Harvard University in...
info_outlinePasswords, 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 more! Tune in for simple, practical steps to bring more clarity and organization to your digital life.
https://www.thedigitalwrangler.com/
https://www.linkedin.com/in/kate-hufnagel/