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!
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#198 - Organization and efficiency expert Patty Kreamer of Productivity Uncorked
04/23/2024
#198 - Organization and efficiency expert Patty Kreamer of Productivity Uncorked
"Clutter is nothing more than unmade decisions." - Patty Kreamer. Organization and efficiency expert Patty Kreamer of Productivity Uncorked joins us to share how to see between the steps and pull out the things that really don't matter and how you can use DiSC behavioral styles as a resource to enhance your daily relationships.
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#197 - Personal Finance Through Writing with Kate Dore, CFP®
04/16/2024
#197 - Personal Finance Through Writing with Kate Dore, CFP®
Sharing a Passion for Personal Finance Through Writing with Kate Dore, CFP® On this episode Kathleen and Jeff are joined by personal finance reporter Kate Dore, CFP®. We hear from Kate about how a career in music publishing led Kate to discover a passion for personal finance and eventually pursuing the Certified Financial Planner™ designation. We talk to Kate about how she gets her ideas for her articles, why she likes to collaborate with advisors, and how she incorporates aspects of the financial planning process into writing her stories.
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#196 - Developing Next Gen Talent with AdvoKate IQ consulting firms Kate Healy
04/09/2024
#196 - Developing Next Gen Talent with AdvoKate IQ consulting firms Kate Healy
On this episode of the Wicked Pissah Podcast we are joined by long time industry veteran, Kate Healy. You may know Kate from her long tenure at TD Ameritrade or perhaps you recognize her from one of the many industry awards she has been honored with over the years, but you may not know about what she’s up to now. Listen in as we talk with Kate about her career, why it’s so important to develop the next generation of talent in this industry, and what she’s doing now that she’s launched her own consulting firm, AdvoKate IQ.
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#195 - Nifty Advisor Support- Michelle Wong
04/02/2024
#195 - Nifty Advisor Support- Michelle Wong
"Do what you do best and outsource the rest." - Peter Drucker. Michelle Wong, CEO of Nifty Advisor Support, joins us to discuss how she strives to close the talent gap between advisors and non-advisors through inclusive communication and effective remote team management. Their virtual assistance, collective coaching, and on-demand recruiting solutions help advisory firms deliver a better client experience.
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#194 - Saving Money on Prescription Drug Costs with Patricia Prewitt
03/27/2024
#194 - Saving Money on Prescription Drug Costs with Patricia Prewitt
Saving Money on Prescription Drug Costs with Patricia Prewitt According to a 2022 study, Americans pay higher prices for prescription drugs than any other country in the world, with prescription drug prices here in the U.S. more than 2.5 times as high as those in other high-income nations. As a result, 1 out of every 3 adults on prescription drugs say they are unable to take them as prescribed due to the cost. On this episode of the Wicked Pissah Podcast, we speak with Patricia Prewitt, a woman who is trying to help individuals and families find the best ways to reduce their prescription medication costs. Tune in to hear suggestions from Tricia on how to find discounts, apply for patient assistance programs, and why a consultation with her could be the perfect birthday or holiday gift you can give to that hard-to-shop-for person in your life.
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#193 - TIFIN Wealth – AJ Boury
03/20/2024
#193 - TIFIN Wealth – AJ Boury
AJ Boury Hosts Brad Wright and Chris Boyd are joined by TIFIN Wealth COO AJ Boury. They discuss: * The AI and innovation platform for wealth that was founded by former Wharton Professor and successful entrepreneur Dr. Vinay Nair * How FPA members who manage under $100M in AUM can access the TIFIN Wealth platform for free *Scientific personality assessment (Risk Capacity, Risk Preference, and Portfolio Risk) and how they play into creating personalized investment proposals Plus, you’ll hear AJ’s (former college football player) predictions on next season’s NY Giants. TIFIN Wealth:
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#192 - Your Financial Therapist- Erika Wasserman
03/13/2024
#192 - Your Financial Therapist- Erika Wasserman
Erika Wasserman, CEO of Your Financial Therapist, joins us to discuss how she addresses #financial #anxiety and #stress #management, #money and #relationshps, #mindset, and #behavior #change with her #FinancialTherapy clients and how she trains #FinancialPlanners to integrate these topics into their #client #conversations.
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#191 - 2024 College Planning with Cozy Wittman
03/12/2024
#191 - 2024 College Planning with Cozy Wittman
On today’s episode, Brad Wright and Jeff Tomaneng are joined by Cozy Wittman. Cozy is an education and partnership leader at College Inside Track. Cozy speaks nationally about college search, educating families and training financial advisors and other professionals who work with families with high schoolers. She is passionate about dispelling myths around how colleges accept students and how they price their product. She has been featured in The Journal of Financial Planning on the subject of college planning. And she’s a mom to 5 kids, all with different goals for college! We discuss: College planning being more than “Just get in and we’ll figure it out” We’ll attempt to understand the difference between need-based aid and merit-based aid, how to search for colleges that give more, and how to appeal their initial offering. We’ll learn what impact FAFSA changes have had on the college search and pricing process Contact Cozy at
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#190 - Heart of Financial Planning Award Winner Virginia Asher
03/05/2024
#190 - Heart of Financial Planning Award Winner Virginia Asher
This week, we are joined by #FinancialPlanner, continuous #learner, #aspiring #teacher, and 2023 FPA Heart of Financial Planning Award winner Virginia Asher. Virginia practices financial planning at Chichester Financial Group and TrustBank Wealth Management and provides #financial #coaching, financial #literacy #education, #curriculum design, and #mentoring at Whealthy Living. Tune in to hear about her #career progression to align her practice with her #values.
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#189 - Nurturing a More Diverse Profession – with Rene Jarquin and JonPaul McBride
02/27/2024
#189 - Nurturing a More Diverse Profession – with Rene Jarquin and JonPaul McBride
Nurturing a More Diverse Profession – with Rene Jarquin and JonPaul McBride According to data recently released by the CFP Board, less than 10% of the nearly 100,000 CFP® professionals report as Black, Hispanic, Latino, Asian or Pacific Islander. Only 24% are female. It’s not news that we have much work to do to encourage individuals from underrepresented communities to join our ranks. On this episode, Kathleen is joined by her fellow FPA of New England chapter members, Rene Jarquin and JonPaul McBride, to talk about their involvement with the New England chapter’s Diversity, Equity & Inclusion committee and the work they are doing to advance diversity within our profession. Tune in to learn more about the various initiatives the DE&I committee is pursuing to attract more candidates from diverse backgrounds into the industry, what their experience was like attending the CFP Board’s Diversity Summit, and how they continually adjust and improve their outreach efforts by listening to feedback they have gotten from the students they are trying to reach.
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#188 - Trailblazing Transparency: Heart of FP Award Winner Greg Friedman
02/20/2024
#188 - Trailblazing Transparency: Heart of FP Award Winner Greg Friedman
This week, we are joined by #technology #innovator, #author, and 2023 FPA Heart of Financial Planning Award winner Greg Friedman. Greg was at the forefront of the industry's shift to #transparent, non-hierarchical #leadership, and his candid approach to #communication within the advisory community has established him as a highly influential thought leader. Tune in to hear about his journey and thoughts on technology and the profession of #financial #planning.
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#187 - Risk Management Mastery: Insights from Northeast Brokerage Leaders Guy Ziriak and Mike Costello
02/13/2024
#187 - Risk Management Mastery: Insights from Northeast Brokerage Leaders Guy Ziriak and Mike Costello
Kathleen and Jeff speak with Guy Ziriak and Mike Costello. Guy is a Vice President, and Mike is a Senior Partner with FPA New England partner Northeast Brokerage, an employee-owned insurance brokerage general agency dedicated to providing relationship-based sales assistance in the areas of Life, Disability, Annuity, and LTC insurance. We'll hear their best practices for working with financial planners to address their clients' risk management needs.
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#186 - Goal Setting and Business Success- Carson Group VP of Coaching and Consulting Sarah Cain
02/06/2024
#186 - Goal Setting and Business Success- Carson Group VP of Coaching and Consulting Sarah Cain
Brad and Jeff speak with Leadership and Business Coach Sarah Cain. She is VP of Coaching and Consulting at FPA partner and sponsor Carson Group, where she leads a team of executive business coaches and practice management consultants who help successful financial advisors refine their vision, grow their business, and transition from advisor to CEO.
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#185 - Ross Levin - Not to be untethered from what you want.
01/16/2024
#185 - Ross Levin - Not to be untethered from what you want.
This week, we are joined by personal financial advisor, author, and thought leader, 2023 FPA P. Kemp Fain, Jr., Award winner Ross Levin. Ross is the Founder and a Shareholder of Accredited Investors Wealth Management. Long an industry leader, Ross translates his expertise into meaningful conversations with clients about integrating their money and values. Stay tuned to hear about his journey and thoughts on the profession of financial planning. #FinancialPlanning #PersonalFinance, #WealthManagement, #FinancePodcast #RossLevin, #FPAAwardWinner #MoneyValues #FinancialAdv #FPA2024 #KempFainAward #FinancialTalk
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#184 - 2024 FPA National President Claudia Kane – From Challenges to Pioneering Leadership
01/09/2024
#184 - 2024 FPA National President Claudia Kane – From Challenges to Pioneering Leadership
Jeff and Kathleen are joined by 2024 FPA National President Claudia Kane of Beacon Wealth Strategies. We'll hear about her journey overcoming personal struggles early in life to build a financial advisory practice from wirehouse to independent broker-dealer and her plans to lead FPA and advance the financial planning profession. Stay tuned to hear our conversation. #FinancialFrontiers #ClaudiaKaneJourney #FPA2024 #IndependentBrokerDealer #BeaconWealth Financial Planning Association (FPA) Claudia Kane Beacon Wealth Strategies Personal Struggles Financial Advisory Practice Wirehouse to Independent Broker-Dealer Leadership in Financial Planning 2024 National President Career Journey Financial Industry Insights
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#183 - Maximizing Value: Selling Your Financial Advisory Business
12/26/2023
#183 - Maximizing Value: Selling Your Financial Advisory Business
As a financial advisor, would you sell your business if you found out it might be worth nearly twice what you thought? That might be true. In this episode, host Brad Wright is joined by guest, Scott DiGiammarino of JPTD Partners, and WPP co-host, Chris Boyd, who is selling his practice, to talk about the potential environment for investment advisors thinking of selling. There are no shortage of worries in the world - the impact of AI, fee compression, market disruptions, and more. As a financial advisor, we often urge clients to diversify and not keep too much of a single holding, yet for many of us, our business interests represent our largest asset and source of income. In this episode, Scott ("DiGi") DiGiammarino provides tips as to which firms can fetch top dollar and how to make improvements when necessary. Having a consultant's help can enable you to look at your business in a way that will attract buyers and find firms offering higher deal structures. What are the questions you should consider to determine which buyer might be the best fit for you? Listen in. We hope this episode will provide you helpful considerations as you might be planning for yourself as we transition from one year to the next. Reach Scott ("DiGi") DiGiammarino and JPTD Partners at: Web: Email: Cell: 703-851-1244 . . #DiversifyYourAssets #TopDollarAdvisoryFirms #ConsultantAdvantage #AdvisoryBusinessSale #MaximizeBusinessValue #PlanningForTransition
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#182 - The Power of Managed Futures
12/19/2023
#182 - The Power of Managed Futures
Alex Fratila, CFA speaks with host Chris Boyd about Managed Futures. Learn what are the benefits of use of futures in designing an investment portfolio. How they work, what asset classes can be represented, and how inclusion of a managed futures strategy into clients' portfolios has the potential to help reduce volatility and produce more appealing risk-adjusted returns, particularly in the most volatile of times. Fratila & Company is an alternative investment firm, seeking to generate uncorrelated returns with public market-like liquidity. The firm is headed by ex-CSS trader, Alex Fratila. Fratila & Company attempts to further the concepts utilized at CSS, which was founded by the original UBS O’Connor team after Swiss Bank purchased O’Connor in 1992. Join us for an interesting discussion as you contemplate how you might manage risk in your client accounts as we round out 2023 and move toward a new year. email: website: LinkedIn: #InvestmentStrategies #ManagedFutures #FinancialInsights #RiskManagement #AlternativeInvestments #AlexFratilaCFA #FratilaAndCompany #VolatilityReduction #PortfolioDesign #UncorrelatedReturns #2023Investments #FinancialTalk
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#181 - Collaborating with a Daily Money Manager to Enhance Client Relationships
12/12/2023
#181 - Collaborating with a Daily Money Manager to Enhance Client Relationships
Collaborating with a Daily Money Manager to Enhance Client Relationships We all have clients that don’t always know where their money goes each month, who struggle to find important documents when they need them, who hate opening their mail and paying their bills, and who stress around tax time trying to get information to their accountant. As advisors, we love helping our clients plan for the future, but we often don’t want to get into the weeds of managing their day-to-day finances. Luckily, there are other people out there that do! On this episode of the Wicked Pissah Podcast, host Kathleen Kenealy speaks with Jeremy Zizmor, founder of Assurance Family Partners, a firm that provides Daily Money Management services to clients who don’t have the time or desire to manage their day-to-day financial matters. We talk about how Jeremy works with his clients to provide bill pay, mail management and bookkeeping services; how collaborating with a daily money manager can enhance the services that planners offer to their clients; as well as questions to ask if you are considering using a daily money manager to help relieve the day-to-day money management stress that your clients face. Learn more: Book time with Jeremy: Take the Assessment: Connect with Jeremy: #MoneyManagement #ClientRelationships #DailyMoneyManager #FinancialSupport #FinancialPlanning #WickedPissahPodcast #FinancialServices #BillPay #MailManagement #FinancialMatters #ClientCare #FinancialAdvisor #FinancialAssistance #FinancialOrganization #FinancialWellness #FinancialRelief #ClientNeeds #FinancialHelp #FinancialStress
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#180 - Delivering Value with Ongoing Tax Planning
12/05/2023
#180 - Delivering Value with Ongoing Tax Planning
Sometimes it can be hard finding a CPA or tax professional that actually does tax planning for clients, not just tax preparation. This challenge has only grown over the last few years as more and more accountants have retired or left the industry and is likely to only get worse seeing as 70% of CPAs reached retirement age in 2020! On this episode of the Wicked Pissah Podcast we speak with Katrina Kowalski, a CPA who believes so firmly in the value of tax planning that she doesn’t bill it as a separate service. Join us as we nerd out on taxes with Katrina – we revisit some of the lesser-known aspects of SECURE 2.0, we discuss tax and retirement planning opportunities that small business owners should consider, and we hear how Katrina uses the “Rule of 3” to help her clients focus on accomplishing meaningful tasks that will help advance their businesses without getting overwhelmed. More Information: #TaxPlanningPros #CPAInsights #TaxPreparationVsTaxPlanning #FinancialAdvisors #TaxStrategies #RetirementPlanning #SmallBusinessOwners #SECURE2.0 #TaxNerds #FinancialStrategies #WickedPissahPodcast #TaxTips #CPAExpertise #BusinessGrowth
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#179 - Balancing Act: Thriving as a Financial Advisor with Jennifer Gray
11/21/2023
#179 - Balancing Act: Thriving as a Financial Advisor with Jennifer Gray
On this episode of the Wicked Pissah Podcast we speak with licensed professional counselor Jennifer Gray. Jennifer focuses her counseling work on helping financial advisors find balance and authenticity between their personal and professional selves; manage and overcome burnout and overwhelm; and celebrate the success of building a fulfilling life and business. Keep listening to hear Jennifer’s tips for setting boundaries with your clients and your business, using your values to build a life and practice that you love, and how to slowly start loosening your grip on the reins of control to create more space in your life to take care of yourself, not just your clients. For more information:
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#178 - Creating Tax Alpha- Cantor Fitzgerald's Jay Frank
11/14/2023
#178 - Creating Tax Alpha- Cantor Fitzgerald's Jay Frank
Learn how to help your clients utilize various tax benefits from real estate investments - including benefits of depreciation, capital gains deferrals, & more. Energetic and entertaining guest, Jay Frank, Pres. & COO of Cantor Fitzgerald Asset Management, joins co-hosts Chris Boyd & Brad Wright. It may not be for CE, but you will learn important resources to help your clients. 'Like-kind" 1031 Exchanges of real estate transactions can seem to have complex rules, but Jay explains with ease. Learn more about things like: 721 exchanges, what is a DST or a TIC. You've probably heard of a Qualified Opportunity Zone, but did you know clients can defer capital gains from real estate, stocks, or other investments by investing in one? Whet your appetite to learn more and help your clients. Cantor Fitzgerald Asset Management Jay Frank President & Chief Operating Officer Cantor Fitzgerald Asset Management Allan Sheahan, CFP® Senior Vice President - Regional Director Cantor Fitzgerald Asset Management (mobile) 785-221-1202 / (text) 617-371-8303
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#177 - Beyond Finance: Planning for your life in Retirement
11/07/2023
#177 - Beyond Finance: Planning for your life in Retirement
Beyond Finance: Planning for Your Life In Retirement Host Chris Boyd, CFP® is joined by Jennifer Simes, CFP®, long time FPA member who suggested today’s topic and guests. Nan Ives & Lisa Stornaielo share the challenges of retirement beyond finances. In the course of navigating challenges of identity and purpose, Nan & Lisa have found and developed resources for those in or near retirement to consider the next chapter of life and find fulfillment. Learn more about “The Future of You” in this episode of the Wicked Pissah Podcast. Jennifer Simes: Email: [email protected] Nan Ives: Email: Lisa Stornaielo: Email: Chris Boyd: Email:
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#176 - Adjustment-Based Income Planning, During Retirement with Income Lab Co-Founder Johnny Poulsen
10/31/2023
#176 - Adjustment-Based Income Planning, During Retirement with Income Lab Co-Founder Johnny Poulsen
Hosts Brad Wright and Jeff Tomaneng are joined by Income Lab co-founder Johnny Poulsen, CFP®. They discuss: Whether or not advisors have been looking at retirement distributions the wrong way What Guardrails are and how they can help a retiree remain on track How uncertainty can be less stressful than the certainty of a negative event. You’ll also learn how Monte-Carlo analysis can work during a client’s accumulation phase, but adjustment-based income planning, during retirement, may be better understood and provide more certainty. For more info on Income Lab, visit
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#175 - Marketing advice to stand out -Kristen Luke of Kaleido Creative Studio
10/24/2023
#175 - Marketing advice to stand out -Kristen Luke of Kaleido Creative Studio
Kathleen and Jeff speak with advisor marketing thought leader and author Kristen Luke of Kaleido Creative Studio. Kaleido Creative Studio is a marketing agency that helps Registered Investment Advisors market themselves to a niche, making it easier for them to stand out from the competition and attract ideal clients. Stay tuned for a Wicked Pissah! (recorded 9/14/23)
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#174 - Helping women become more financially confident - Purse Strings
10/17/2023
#174 - Helping women become more financially confident - Purse Strings
Hosts Brad Wright and Kathleen Kenealy are joined by Purse Strings founders Dr. Barb Provost and her daughter Maggie Nielsen, MBA. They discuss: What led Barb and Maggie to found a financial services organization for women How the gender wealth pay gap impacts women’s financial security, and how women can become more financially confident How you, as an advisor, can potentially team up with this organization You’ll also learn how to become comfortable working with female clients and the skills required. For more info on Purse Strings, visit Reach Barb and Maggie, Become a Purse Strings Approved Professional, Purse Strings Podcast,
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#173 - Time to pay those student loans- Dan Rooker
10/10/2023
#173 - Time to pay those student loans- Dan Rooker
According to studentaid.gov, there are a whopping 45 million borrowers in the US who have Federal student loan debt – that’s almost 15% of the country’s population. Pretty soon those borrowers are going to need to start making loan payments again as the student loan payment pause is coming to an end after providing borrowers with payment relief for the last 3 plus years. To talk about what this means and the options that student loan borrowers currently face, we are joined by Certified Financial Planner™ practitioner and Certified Student Loan Professional™, Dan Rooker. Dan will give us an overview of the new SAVE plan and how it differs from prior repayment plans, actions that borrowers can take today to prepare for their payments to start up again, and resources that advisors can leverage to learn more about planning for clients with student loans. For more information:
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#172 - Grieving Clients and how Financial Advisors can help - Kathi Balasek
10/03/2023
#172 - Grieving Clients and how Financial Advisors can help - Kathi Balasek
As part of this journey we call life, all of us will experience and grieve a loss or know someone who has. What do you say? How do you say it? Acknolwedging the loss and grief of another person can be uncomfortable and awkward, but it doesn’t have to be. Kathi Balasek is on a mission to help financial advisors relate to a person who is a grieving. As an educator and grief literacy communication coach, Kathi works with advisors to help them understand language around grief, how to better communicate with empathy, and how to create a safe space and better connect with those who are grieving. This episode may help you be a better advisor, but it likely will help you be a better human, too. For more information about Kathi: The Well Widow Podcast:
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#171 - "The Why of Wealth" and "Haisley's Birthday Money" Authors and FPA Members
09/26/2023
#171 - "The Why of Wealth" and "Haisley's Birthday Money" Authors and FPA Members
From Planning to Publishing: Educating Others by Writing from the Heart Have you ever thought about writing a book but you’re not sure where to start? How do you figure out what to write about? How do you go about getting published? How do you get people to buy and read your book? On this episode, Cassandra Smalley and Nycole Freer join us to help answer some of these questions. Cassandra and Nycole are two FPA members who each took the leap to write a book while also starting their own financial advisory practices. Cassandra and Nycole share with us what inspired them to become authors, what the writing process was like for each of them, things they learned along their publishing journey and words of wisdom they have for other aspiring advisors-turned-authors. Contact / Follow Cassandra and Nycole: You can find Nycole on , , and . You can find Cassandra on , , and . Resources Mentioned During the Conversation
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#170 - FPA Update: So Many Benefits of Membership - Ben Lewis
09/19/2023
#170 - FPA Update: So Many Benefits of Membership - Ben Lewis
Ben Lewis, Chief Communications Officer of the Financial Planning Association joins the podcast to share new member resources and remind us about many more. We discuss: New Media Training advanced modules & MediaSource PR opportunities: (this is the link to the current training. It will be relinked to the new one once launched!) Janus Henderson - 6 Keys To Growth For Today’s Advisor: FPA Marketplace: Partnership with Chartered Alternative Investment Analyst Association (CAIAA): Elder Planning Specialist certification program: CHOIR Voices: TIFIN Wealth resources available to FPA members with less than $100M AUM: … and much more.
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#169 - Divorce Financial Planning - Diane Pappas
09/12/2023
#169 - Divorce Financial Planning - Diane Pappas
Kathleen and Jeff speak with Diane Pappas of Solutions for Divorce. Solutions for Divorce is a boutique fee-only Divorce Financial Planning firm on the North Shore of Boston dedicated to improving the divorce process for individuals and couples going through this challenging time in their lives.
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