Wicked Pissah Podcast
By FPA NE
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Category: Investing
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Subscribers: 5
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Episodes: 150
Description
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!
| Episode | Date |
|---|---|
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#292 - Research and Reporting with YCharts' Jeff Juracka
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May 05, 2026 |
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#291 - Before It Breaks: Spotting Financial Red Flags in Aging Parents
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Apr 28, 2026 |
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#290 - Longevity Planning with Eliot Weissberg
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Apr 21, 2026 |
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#289 - Treating Your Health Like a Financial Asset - with Stevyn Guinnip
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Apr 14, 2026 |
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#288 -Andrea Schlapia: Founder and CEO of Ironstone Business Coaching
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Apr 07, 2026 |
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#287 - The AI-Powered Growth Playbook for Advisors with Michael Barrasso
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Mar 31, 2026 |
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#286 - Save Time, Add Value: How Advisors Are Using AI-Powered Tax Research with Blue J
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Mar 24, 2026 |
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#285 - Hidden Assets, Red Flags, and the Truth in the Numbers – with Sara Nanchanatt, CPA/CFF
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Mar 10, 2026 |
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#284- Solving the Financial Planning Gaps for Child-Free Clients with Dr. Jay Zigmont, PhD, MBA, CFP®
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Feb 24, 2026 |
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#283 - Getting Your Paying For College Plan in Place and Appealing Financial Aid Offers with Cozy Wittman of College Inside Track
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Feb 10, 2026 |
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#282 - AI's Impact on Advisory Practice Business Transactions
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Feb 03, 2026 |
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#281 - Looking Ahead to 2026 and What FPA of New England Has Instore
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Jan 27, 2026 |
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#280 - Beyond the Numbers: Finding Financial Harmony with Dr. Preston Cherry
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Jan 20, 2026 |
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#279 - What Homebuyers Need to Know Right Now with Donna McKeown
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Jan 13, 2026 |
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#278 - Dividend Investing with Mike Gibbs of Gibbs Capital Management
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Jan 06, 2026 |
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#277- Wicked Pissah Podcast Hosts Appear on FPA-Live with Ben Lewis
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Dec 30, 2025 |
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#276 - OBBB Break Downs you should know before 2025 is over with Matt Talcoff
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Dec 23, 2025 |
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#275 - Digital Marketing Strategies with Tim Ludy
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Dec 16, 2025 |
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#274 - Retirement Planning & The Canoe and the Current with Patrick J. Negado ChFC®
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Dec 09, 2025 |
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#273 - Private Equity Investing with Rob Hatch of Constitution Capital Partners
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Dec 02, 2025 |
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#272 - The Heart of Financial Planning Award Winner Liz Menjivar
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Nov 25, 2025 |
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#271 - The needs for trust and estate planning with Tim Fogarty
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Nov 18, 2025 |
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#270 - Blockchain and Smart Contracts in Estate Planning with F. Keats Boyd III
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Nov 11, 2025 |
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#269 - Building the Future of Financial Planning with Paul Brahim, CFP®, CEPA®
|
Nov 04, 2025 |
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#268 - GLOBAL Family Caregiver/senior care/dementia progression/end-of-life CONSULTANT Annalee Kruger
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Oct 28, 2025 |
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#267 - The Referable Client Experience with Stacey Brown Randall
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Oct 21, 2025 |
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#266 - Passwords, Privacy and Peace of Mind: Wrangling Your Digitals Assets with Kate Hufnagel
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Oct 15, 2025 |
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#265 - First Things First: Becoming Fearless and Financially Savvy with Valerie Rivera
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Oct 07, 2025 |
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#264 - Inside the Pissah Studio – with Brad, Kathleen, Michael and Kevin
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Oct 02, 2025 |
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#263 - Finding Financial Clarity Using Monarch Money with Rachel Lawrence, CFP®
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Sep 17, 2025 |
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#262 - Risk Management with Scott Heinila, CEO of Optimized Insurance
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Sep 02, 2025 |
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#261 - Angel Investing with Stephen Schweich
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Aug 26, 2025 |
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#260 - Paw-sitive Planning: Estate Planning for Your Pets – with Liza Connelly
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Aug 19, 2025 |
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#259 - From Confused to Confident: Helping Families Navigate Aging with Parker Polidor
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Aug 12, 2025 |
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#258 - Wallets and Waistlines with Reyna Gobel
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Aug 05, 2025 |
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#257 - 5 to 9 Things You Don't Know About 529 Plans with Chris Stack
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Jul 29, 2025 |
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#256 - Breaking Money Silence with Kathleen Burns Kingsbury
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Jul 22, 2025 |
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#255 - Navigating Egos and Emotions During the College Planning Process – With Jack Wang
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Jul 16, 2025 |
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#254 - The Human Side of Wealth: Navigating Family Dynamics – with Emily Bouchard
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Jul 11, 2025 |
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#253 - Bringing the Human Element Back to Human Resources – with Angela Sarver
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Jul 03, 2025 |
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#252 - FIRE for Dummies Author Jackie Cummings Koski on Financial Independence
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Jun 24, 2025 |
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#251 - Paul Gaudio-President NexGen FPA-Client guidance and network expansion opportunities.
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Jun 18, 2025 |
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#250 - Dan Galli & Dennis Moore- Catching up with FPA Leadership
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Jun 12, 2025 |
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#249 - What you need to know about Reverse Mortgages with Stephen Pepe
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Jun 03, 2025 |
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#248 - Reassuring Clients About Social Security – with Marcia Mantell
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May 27, 2025 |
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#247 - Federal Employee Retirement Benefits Explained: Insights from Micah Shilanski, CFP®
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May 20, 2025 |
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#246 - Jordan Jackson, J.P. Morgan Global Market Strategist: Tariffs, Trade and Taxes… Oh My!
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May 13, 2025 |
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#245 - Jeff Johnson, Appleton, and Fixed Income Markets
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Apr 30, 2025 |
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#244 - John Finney - Overvue and how it creates client and advisor efficiency
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Apr 22, 2025 |
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#243 - Andy Ives– Navigating Net Unrealized Appreciation (NUA) Strategies
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Apr 15, 2025 |
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#242 - Joy Slabaugh; The Financial Conflict Resolution Institute
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Apr 01, 2025 |
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#241 - Keith Garte talks Personal Risk Management and answers advisors questions
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Mar 25, 2025 |
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#240 - Advisor Tech with Jump Advisor AI CEO Parker Ence
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Mar 18, 2025 |
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#239 - From Office to Anywhere: Erica Feldblum of LPL
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Mar 11, 2025 |
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#238 - Investing In Private Markets with Michael Bell of Meketa Capital
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Mar 04, 2025 |
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#237 - Outside Compliance for RIAs with Scott Gottlieb of U.S. Compliance Consultants
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Feb 25, 2025 |
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#236 - Direct Indexing Strategies with Greg Kanarian, JD, CFA
|
Feb 18, 2025 |
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#235 - Nick Gudz, Co-Founder of Fin.Link
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Feb 11, 2025 |
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#234 - Milemarker's Jud Mackrill
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Feb 04, 2025 |
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#233 - Social Security Fairness Act Kurt Czarnowski
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Jan 28, 2025 |
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#232 - iCapital's James Costabile and Ryan Van Geons
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Jan 21, 2025 |
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#231 - Grandview and Company with Steve Tenney
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Jan 14, 2025 |
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#230 - FPA-NE 2025 Chapter Leaders: Sam Gough & Abe Ringer
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Dec 24, 2024 |
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#229 - Reflecting on Money and Meaning – with Dr. Daniel Crosby
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Dec 18, 2024 |
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#228 - Helping Financial Advisors Save on Taxes – with Catherine Tindall, CPA
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Dec 03, 2024 |
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#227 - Retirement Plans & Community Impact: Insights from Financial Planning Leader John McAvoy
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Nov 26, 2024 |
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#226 - Jenn Mayo: Direct of Gift Planning and Advisor Relations, Essex County Community Foundation
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Nov 19, 2024 |
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#225 - Financial and Caregiving Challenges: Couples with and without Children-Bill & Paula Harris
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Nov 12, 2024 |
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#224 - International Investing with Nick Paul, MFS
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Nov 08, 2024 |
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#223 - Tax Policy Impacts and the Upcoming Election with Nicholas A. Papakyrikos, CPA, P.C
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Nov 05, 2024 |
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#222 - Nicole Wallace and Christopher Jensen – Franklin Templeton Investments
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Oct 22, 2024 |
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#221 - Jack Heintzelman – FPA National Board of Directors
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Oct 15, 2024 |
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#220 - Crystal Lee Butler- Crystal Marketing Solutions
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Oct 08, 2024 |
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#219 - Julie Casey - Definiti
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Oct 01, 2024 |
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#218 - Donna McKeown - Mortgages & Interest rate movement
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Sep 24, 2024 |
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#217 - Chuck Failla: Sovereign Advisor Solutions + goRIA
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Sep 17, 2024 |
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#216 - Navigating the College Selection Process with Todd Weaver
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Sep 10, 2024 |
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#215 - Stephanie Aliaga – J.P. Morgan
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Aug 27, 2024 |
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#214 - Richard LeFauve – Client Edge
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Aug 20, 2024 |
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#213 - Difficult Conversations
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Aug 13, 2024 |
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#212 - Bonds vs. Bond Funds- Vanguard with Ted Dinucci
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Aug 06, 2024 |
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#211 - Approaching Business Owners' Insurance concerns and opportunities
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Jul 30, 2024 |
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#210 - Valuing Your Life's Work with Aaron Wells of FP Transitions
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Jul 23, 2024 |
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#209 - Xtrackers
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Jul 16, 2024 |
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#208 - Financial Education with NE Chapter President Marybeth Breed & Mass State Treasurer Deborah Goldberg,
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Jul 09, 2024 |
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#207 - Michael Connaughton – Lead Advisor
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Jul 02, 2024 |
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#206 - Setting Charitable Intentions with Erinn Andrews of The Give Team
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Jun 25, 2024 |
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#205 - Incorporating Long Term Care Into Your Long-Term Planning
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Jun 11, 2024 |
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#204 - Scams & Schemes with Bob Powell
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Jun 04, 2024 |
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#203 - Succession Planning with Jessica Polito
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May 28, 2024 |
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#202 - Recession? Commodities? Deficit? Mike Arone – State Street Global Advisors
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May 21, 2024 |
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#201 - Estate Management and Legacy Building with Vanilla's Jim Sinai
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May 14, 2024 |
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#200 - Life Planning with George Kinder
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May 07, 2024 |
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#199 - Branding and Marketing with Tiffany Markarian
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May 01, 2024 |
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#198 - Organization and efficiency expert Patty Kreamer of Productivity Uncorked
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Apr 23, 2024 |
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#197 - Personal Finance Through Writing with Kate Dore, CFP®
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Apr 16, 2024 |
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#196 - Developing Next Gen Talent with AdvoKate IQ consulting firms Kate Healy
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Apr 09, 2024 |
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#195 - Nifty Advisor Support- Michelle Wong
|
Apr 02, 2024 |
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#194 - Saving Money on Prescription Drug Costs with Patricia Prewitt
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Mar 27, 2024 |
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#193 - TIFIN Wealth – AJ Boury
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Mar 20, 2024 |
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#192 - Your Financial Therapist- Erika Wasserman
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Mar 13, 2024 |
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#191 - 2024 College Planning with Cozy Wittman
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Mar 12, 2024 |
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#190 - Heart of Financial Planning Award Winner Virginia Asher
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Mar 05, 2024 |
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#189 - Nurturing a More Diverse Profession – with Rene Jarquin and JonPaul McBride
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Feb 27, 2024 |
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#188 - Trailblazing Transparency: Heart of FP Award Winner Greg Friedman
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Feb 20, 2024 |
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#187 - Risk Management Mastery: Insights from Northeast Brokerage Leaders Guy Ziriak and Mike Costello
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Feb 13, 2024 |
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#186 - Goal Setting and Business Success- Carson Group VP of Coaching and Consulting Sarah Cain
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Feb 06, 2024 |
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#185 - Ross Levin - Not to be untethered from what you want.
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Jan 16, 2024 |
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#184 - 2024 FPA National President Claudia Kane – From Challenges to Pioneering Leadership
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Jan 09, 2024 |
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#183 - Maximizing Value: Selling Your Financial Advisory Business
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Dec 26, 2023 |
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#182 - The Power of Managed Futures
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Dec 19, 2023 |
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#181 - Collaborating with a Daily Money Manager to Enhance Client Relationships
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Dec 12, 2023 |
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#180 - Delivering Value with Ongoing Tax Planning
|
Dec 05, 2023 |
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#179 - Balancing Act: Thriving as a Financial Advisor with Jennifer Gray
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Nov 21, 2023 |
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#178 - Creating Tax Alpha- Cantor Fitzgerald's Jay Frank
|
Nov 14, 2023 |
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#177 - Beyond Finance: Planning for your life in Retirement
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Nov 07, 2023 |
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#176 - Adjustment-Based Income Planning, During Retirement with Income Lab Co-Founder Johnny Poulsen
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Oct 31, 2023 |
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#175 - Marketing advice to stand out -Kristen Luke of Kaleido Creative Studio
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Oct 24, 2023 |
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#174 - Helping women become more financially confident - Purse Strings
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Oct 17, 2023 |
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#173 - Time to pay those student loans- Dan Rooker
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Oct 10, 2023 |
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#172 - Grieving Clients and how Financial Advisors can help - Kathi Balasek
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Oct 03, 2023 |
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#171 - "The Why of Wealth" and "Haisley's Birthday Money" Authors and FPA Members
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Sep 26, 2023 |
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#170 - FPA Update: So Many Benefits of Membership - Ben Lewis
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Sep 19, 2023 |
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#169 - Divorce Financial Planning - Diane Pappas
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Sep 12, 2023 |
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#168 - Helping Yourself Before You Can Help Others – Dr. Sarah Newcomb
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Sep 05, 2023 |
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#167 - The Current Equity and Fixed Income Environment with MRB- Bob Hanney and Phil Colmar
|
Aug 29, 2023 |
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#166 - Protecting your clients' property and wealth-Holly Gately
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Aug 21, 2023 |
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#165 - Scale and Gain Clients with Chris Field-Holistiplan's Chief Growth Officer and Disruptor
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Aug 15, 2023 |
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#164 - John Leonetti - Preparing to sell or exit your company
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Aug 03, 2023 |
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#163 - Jeffrey Kleintop - Global Economy - Potential Opportunities and Risks
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Jul 27, 2023 |
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#162 - Kristin Beane - FPA of New England Update
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Jul 18, 2023 |
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#161 - College Planning with Joe Messinger
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Jul 11, 2023 |
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#160 - Duncan MacPherson - The Blue Square Method (2023.06.21)
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Jul 04, 2023 |
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#159 - Ric Edelman - Cryptocurrency & Digital Assets - 2023.06.20
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Jun 28, 2023 |
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#158 - Let's Talk Retirement with Bob Powell
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Jun 22, 2023 |
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#157 - Sarah Stanley Fallaw - "The Next Millionaire Next Door"
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Jun 13, 2023 |
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#156 - DFA Dimensional Fund Advisors - Althea Trevor & Dillon Hewitt-Castillo
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Jun 05, 2023 |
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#155 - Succession Planning - Brooklyn Brock - Financial Planner & Exit Coach to Independent RIAs
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May 24, 2023 |
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#154 - Ginnie Baker, Beaird Harris Wealth Management
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May 16, 2023 |
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#153 - Rick Fingerman, Financial Planning Solutions
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May 09, 2023 |
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#152 - David Marra, Markin Asset Management
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Apr 25, 2023 |
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#151 - Traci Brown, Body Language Expert/Trainer
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Apr 19, 2023 |
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#150 - Celeste Revelli, Fidelity Investments
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Apr 12, 2023 |
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#149 - Karen Van Voorhis, Membership Director, and Kayla Holland, Next Gen Director
|
Apr 04, 2023 |
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Episode 148 - Robert Glovsky, The Colony Group
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Mar 28, 2023 |
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Episode 147 - Kevin Keller & Dan Moisand, CFP Board
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Mar 23, 2023 |
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Episode 146 - Shawn Jacobson, Northrock Partners
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Mar 14, 2023 |
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Episode 145 - Matthew Jarvis, The Perfect RIA
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Mar 07, 2023 |
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Episode 144 - Bob Veres, Inside Information
|
Feb 28, 2023 |
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Episode 143 - Dr. Mary Bell Carlson, Financial Behavior Keynote Group
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Feb 21, 2023 |