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Wicked Pissah Podcast

The Wicked Pissah Podcast, brought to you by the Financial Planning Association of New England (FPA of New England), features discussions for financial professionals including topics of financial planning, recent or future events in the financial services industry, and interactions with influential speakers from across the industry. Additionally, the educational program will review the latest updates and announcements surrounding the New England chapter of FPA. Join us and listen in for engaging discussions and insightful content!

info_outline # 243 - Andy Ives– Navigating Net Unrealized Appreciation (NUA) Strategies 04/15/2025
info_outline #242 - Joy Slabaugh; The Financial Conflict Resolution Institute 04/01/2025
info_outline #241 - Keith Garte talks Personal Risk Management and answers advisors questions 03/25/2025
info_outline #240 - Advisor Tech with Jump Advisor AI CEO Parker Ence 03/18/2025
info_outline #239 - From Office to Anywhere: Erica Feldblum of LPL 03/11/2025
info_outline #238 - Investing In Private Markets with Michael Bell of Meketa Capital 03/04/2025
info_outline #237 - Outside Compliance for RIAs with Scott Gottlieb of U.S. Compliance Consultants 02/25/2025
info_outline #236 - Direct Indexing Strategies with Greg Kanarian, JD, CFA 02/18/2025
info_outline #235 - Nick Gudz, Co-Founder of Fin.Link 02/11/2025
info_outline #234 - Milemarker’s Jud Mackrill 02/04/2025
info_outline #233 - Social Security Fairness Act Kurt Czarnowski 01/28/2025
info_outline #232 - iCapital’s James Costabile and Ryan Van Geons 01/21/2025
info_outline #231 - Grandview and Company with Steve Tenney 01/14/2025
info_outline #230 - FPA-NE 2025 Chapter Leaders: Sam Gough & Abe Ringer 12/24/2024
info_outline #229 - Reflecting on Money and Meaning – with Dr. Daniel Crosby 12/18/2024
info_outline #228 - Helping Financial Advisors Save on Taxes – with Catherine Tindall, CPA 12/03/2024
info_outline #227 - Retirement Plans & Community Impact: Insights from Financial Planning Leader John McAvoy 11/26/2024
info_outline #226 - Jenn Mayo: Direct of Gift Planning and Advisor Relations, Essex County Community Foundation 11/19/2024
info_outline #225 - Financial and Caregiving Challenges: Couples with and without Children-Bill & Paula Harris 11/12/2024
info_outline #224 - International Investing with Nick Paul, MFS 11/08/2024
info_outline #223 - Tax Policy Impacts and the Upcoming Election with Nicholas A. Papakyrikos, CPA, P.C 11/05/2024
info_outline #222 - Nicole Wallace and Christopher Jensen – Franklin Templeton Investments 10/22/2024
info_outline #221 - Jack Heintzelman – FPA National Board of Directors 10/15/2024
info_outline #220 - Crystal Lee Butler- Crystal Marketing Solutions 10/08/2024
info_outline #219 - Julie Casey - Definiti 10/01/2024
info_outline #218 - Donna McKeown - Mortgages & Interest rate movement 09/24/2024
info_outline #217 - Chuck Failla: Sovereign Advisor Solutions + goRIA 09/17/2024
info_outline #216 - Navigating the College Selection Process with Todd Weaver 09/10/2024
info_outline #215 - Stephanie Aliaga – J.P. Morgan 08/27/2024
info_outline #214 - Richard LeFauve – Client Edge 08/20/2024
 
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