Libsyn Directory

#295 - Modern Portfolio Optimization, Direct Indexing & ETF Investing with Robert Michaud

Release Date: 07/28/2026

#299 - When Student Loans Get Complicated: What Advisors Need to Know with Emma Crawford, CFP®, CSLP®

Wicked Pissah Podcast

Federal student loan planning has become increasingly complex, and for financial advisors, keeping up with changing repayment plans, forgiveness programs, eligibility rules, and deadlines can feel like a specialty all its own. In this episode of the Wicked Pissah Podcast, Jackie Walsh, CPA, CFP®, sits down with Emma Crawford, CFP®, CSLP®, founder of October Loan Strategies, a firm dedicated exclusively to helping borrowers navigate federal student loan repayment and forgiveness. Emma has consulted on more than $200 million in student loan debt and helped clients secure more than $10 million...

#298 - Inside CFP Board: CEO K. Dane Snowden Talks Awareness, Inclusion, and What's Next

Wicked Pissah Podcast

K. Dane Snowden, CEO of CFP Board Show Notes On this episode of the Wicked Pissah Podcast, Kevin Williams is joined by K Dane Snowden, Chief Executive Officer of the CFP Board to discuss the organization's priorities and the future of the financial planning profession. Dane shares his vision for CFP Board, emphasizing the importance of raising public awareness of CFP professionals and increasing their value proposition. He highlights key priorities such as strengthening the value for current certificants, diversifying and growing the pipeline of new professionals, and improving the...

#297 - Long-Term Care Planning: Helping Clients Navigate Risk, Cost, and Coverage

Wicked Pissah Podcast

Host Chris Boyd is joined by Russ Ball and Luke Bagley for a conversation about one of the biggest financial risks facing retirees: the rising cost of long-term care. Long-term care can have a significant impact on retirement savings, but deciding how to prepare for those expenses is not always straightforward. Chris, Russ, and Luke break down the options families should understand and the financial considerations that can help shape a long-term care strategy. They discuss: · The growing cost of long-term care and its potential impact on retirement. · How traditional long-term care insurance...

#296 - Starting a Career in Financial Planning: Paul Gaudio, CFP® on FPA NexGen and Professional Growth

Wicked Pissah Podcast

Paul Gaudio Host Michael Connaughton is joined by Paul Gaudio. Paul is a CFP® and Wealth Planner at Crestwood Advisors with 9 years of experience helping individuals and families make smart choices with their money. Paul is passionate about guiding clients through life's 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...

#295 - Modern Portfolio Optimization, Direct Indexing & ETF Investing with Robert Michaud

Wicked Pissah Podcast

Host Michael Connaughton is joined by Robert Michaud, Co-Founder and Chief Investment Officer of New Frontier. Robert Michaud is co-founder and Chief Investment Officer of New Frontier Advisors, LLC. He brings over 25 years of financial innovations and investment management experience to serve the needs of financial advisors and institutional clients for optimal financial outcomes with four U.S. patents in portfolio optimization and rebalancing technology. We discuss: Origins & Optimization: Robert shares his journey in quant finance and explains how Monte Carlo resampling fixes...

#294 - The New Growth Engine: How AI Is Reshaping Advisor Marketing with Ian Karnell

Wicked Pissah Podcast

How will financial advisors grow their businesses in a digital-first world? In this episode of the Wicked Pissah Podcast, Chris Boyd is joined by Ian Karnell, co-founder of Vast Advisor, to break down how AI is transforming advisor marketing and client acquisition. This conversation goes beyond productivity tools and dives into how advisors can build scalable growth systems that align with how today’s clients actually search for advice. If you’ve ever wondered whether referrals alone are enough—or how to adapt your strategy for the next generation of investors—this...

#293 - The Social Security timeline may be shorter than expected so what does that mean for your retirement?

Wicked Pissah Podcast

In this episode of Something More with Chris Boyd, Chris Boyd and Russ Ball are joined by Social Security expert Marcia Mantell to unpack the latest Trustees Report and its implications. With projections pointing to a potential shortfall by 2032, they explore what’s driving the change—and what it could mean for your future benefits. Marcia shares insights from decades of experience helping retirees navigate Social Security decisions and explains why some of the most common reactions—like claiming early—may do more harm than good. Learn more about Marcia Mantell and...

#292 - Research and Reporting with YCharts’ Jeff Juracka

Wicked Pissah Podcast

Our guest on today’s episode is Jeff Juracka, Senior Account Executive at YCharts. Jeff has been building and leading his team at YCharts for the past six years. He’s a graduate of Loyola University of Chicago and is a former rugby player, who also studied - YCharts was founded in 2009 to democratize investment research. They are an all-in-one platform for investment research and client communication, with tools that are easy to use, and data that is reliable and timely. They discuss: -The current state of FinTech -Why visual presentations matter -Charts advisors gravitate towards ...

#291 - Before It Breaks: Spotting Financial Red Flags in Aging Parents

Wicked Pissah Podcast

Nobody plans for the call—but sooner or later, it comes. In this episode of the Wicked Pissah Podcast, Chris Boyd sits down with award-winning financial journalist and author Beth Pinsker to talk about the moment everything shifts—when you go from “concerned family member” to full-on financial caregiver. Drawing from her book My Mother’s Money, Beth shares the early warning signs families often overlook, why having the “right” documents doesn’t always mean you’re actually prepared, and how quickly the emotional and financial weight can hit. As Beth puts it: “Financial...

#290 - Longevity Planning with Eliot Weissberg

Wicked Pissah Podcast

Longevity Planning with Eliot Weissberg Hosts Brad and Cory speak with Eliot Weissberg of The Investors Center Our guest on this episode is Eliot Weissberg. Eliot is President of The Investors Center, a financial planning and longevity planning practice. Their goal is to guide people to discover and leverage their capacity to age confidently, in part by utilizing “TimeLining” which Eliot created and trademarked in 2009. Eliot is a CFP and a CAPS (Certified Aging in Place Specialist). He is a member of the National Aging In Place Council (NAIPC) and the MIT AgeLab They discuss:  What a...

More Episodes

Host Michael Connaughton is joined by Robert Michaud, Co-Founder and Chief Investment Officer of New Frontier.

Robert Michaud is co-founder and Chief Investment Officer of New Frontier Advisors, LLC. He brings over 25 years of financial innovations and investment management experience to serve the needs of financial advisors and institutional clients for optimal financial outcomes with four U.S. patents in portfolio optimization and rebalancing technology.

We discuss:

Origins & Optimization: Robert shares his journey in quant finance and explains how Monte Carlo resampling fixes classical Markowitz theory's reliance on "perfect foresight".
ETFs, Taxes, & Direct Indexing: Covers New Frontier's early ETF strategist models, comparing ETF efficiency to direct indexing while emphasizing risk management over short-term tax alpha.
Crypto, Active Management, & Goals: Highlights targeted active strategies in fixed income, evaluating crypto and gold strictly for diversification, and aligning portfolios with personal client goals.

TOPICS