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…
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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…
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…
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…
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…
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.…
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…
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…
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…
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…
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…
In this episode, Kathleen speaks with Stevyn Guinnip, founder and CEO of Grow Wellthy. Stevyn is a certified wellness coach and exercise physiologist who helps financial advisors approach their health with the same intentionality they bring to financial planning. Stevyn's path to this work is anything but ordinary: she grew up as the daughter of a financial advisor and watched many of his clients…
