Wicked Pissah Podcast

Hosts Michael Connaughton and Kevin Williams are joined by Annalee Kruger. Annalee started Care Right Inc, a VIRTUAL consultancy, in 2011, after working in Continuing Care Retirement Communities (CCRC's) for 22 years. Families were constantly blind-sided and ill-prepared for medical crisis (strokes, dementia progression, urinary tract infections, etc.) and were thrust into making major care decisi...

The Referable Client Experience with Stacey Brown Randall Hosts Brad Wright and Kevin Williams are joined by Author and Business owner Stacey Brown Randall. Stacey teaches small business owners, solopreneurs and sales professionals how to generate referrals without asking, without manipulation or feeling inauthentic. She's the author of Generating Business Referrals Without Asking, and now a secon...

Passwords, Privacy and Peace of Mind: Wrangling Your Digitals Assets with Kate Hufnagel Kathleen and Michael speak with Kate Hufnagle, The Digital Wrangler, to explore the often-overlooked world of digital estate planning. Kate shares how organizing passwords, accounts, and important life details can ease the burden on loved ones, save money, and create true peace of mind. We talk about different...

First Things First: Becoming Fearless and Financially Savvy with Valerie Rivera   Kathleen and Kevin speak with the founder of FirstGen Wealth, Valerie Rivera, CFP®. Valerie is a First in her family – the first to go to college, the first to break barriers at work, and the first to earn more than her parents ever did. Now she's working with other first generation wealth builders to help them creat...

Inside the Pissah Studio – with Brad, Kathleen, Michael and Kevin  In this special episode, the four Wicked Pissah Podcast cohosts turn the microphones on themselves! Tune in for a behind-the-scenes look at how the show comes together. No guests this time, just us sharing why we love doing the podcast, our favorite episodes and moments, and what we've learned along the way. We don't want to keep a...

Finding Financial Clarity Using Monarch Money with Rachel Lawrence, CFP® Kathleen and Brad speak with Monarch Money's Head of Advice and Planning, Rachel Lawrence, CFP®. With more than 20 years of experience working both directly with clients as a financial planner and as a consultant in the FinTech space, Rachel brings unique perspective and insight into what both advisors and individuals need fr...

Risk Management with Scott Heinila, CEO of Optimized Insurance Hosts Brad Wright and Michael Connaughton are joined by Optimized Insurance CEO, Scott Heinila. After graduating from California State University Long Beach (CSULB) with a Finance degree, Scott began his insurance career in 2001, dedicating his time to assisting Insurance Professionals and Financial Advisors within the three facets of...

Stephen Schweich Host Michael Connaughton is joined by Stephen Schweich. Stephen is Chairman of the Cherrystone Angel Group and held a 30 year career in Investment Banking. Stephen has been an active investor in venture capital and private companies in Europe and the USA for nearly 20 years and has served on the boards of numerous technology companies. Since joining Cherrystone in 2011, Stephen ha...

Paw-sitive Planning: Estate Planning for Your Pets – with Liza Connelly   Kathleen speaks with Liza Connelly, director of trust and estate services for CIBC Private Wealth. Liza has more than 25 years of trust, estate and fiduciary experience, but this isn't your usual conversation about estate planning – we talk about estate planning for your pets! We discuss the different options that are availa...

From Confused to Confident: Helping Families Navigate Aging with Parker Polidor Kathleen and Kevin speak with Parker Polidor, co-founder of CareAlly. CareAlly is a turnkey software solution that financial advisors can use to help clients and families navigate the financial and health related questions brought on by aging. We talk with Parker about the cost of the "sandwich generation tax," ideas f...

Kathleen and Brad speak with freelance journalist, keynote speaker, and nutrition educator Reyna Gobel. Reyna is a nationally recognized expert in college funding, student loans, and financial wellness who brings a unique background in journalism, education and nutrition to conversations about money, health and long-term wellbeing. We hear from Reyna about how she went from journalism to getting a...

5 to 9 Things You Don't Know About 529 Plans with Chris Stack Hosts Brad Wright and Kevin Williams are joined by attorney and consultant, Chris Stack. -Chris is managing consultant, Savingforcollege.com, is a nationally recognized 529 authority and experienced in educational finance. An attorney for over 30 years, licensed in New York & Pennsylvania, Chris has experience in finance, investment...

Breaking Money Silence with Kathleen Burns Kingsbury   Kathleen and Kevin speak with money psychology expert Kathleen Burns Kingsbury. Kathleen is the founder of KBK Wealth Connection and a leading voice on women and money and breaking through emotional barriers that get in the way of productive money conversations. We discuss the importance of open financial conversations, gender differences in m...

Navigating Egos and Emotions During the College Planning Process – With Jack Wang   Hosts Kathleen Kenealy and Michael Connaughton speak with Jack Wang, a nationally recognized college funding expert who helps families answer two critical questions: how to lower the cost of college and how to pay for it without derailing their financial future. Tune in to hear us talk about what the NFL draft has...

The Human Side of Wealth: Navigating Family Dynamics – with Emily Bouchard Kathleen and Brad speak with Emily Bouchard, founder of Bouchard Bespoke Consulting.  Emily is a Chief Learning Officer and Family Dynamics Advisor for Family Offices and Financial Advisory Firms, working alongside financial advisors, estate attorneys, and family offices to address the human side of money. We speak with Emi...

Bringing the Human Element Back to Human Resources – with Angela Sarver Hosts Kathleen Kenealy and Kevin Williams are joined by Angela Sarver, founder of EllieBlu HR Consulting. Angela is a human resources expert who specializes in consulting with independent financial advisors.  Angela is on a mission to bring the human element back to the workplace by helping business owners lead their teams mor...

Host Brad Wright is joined by Jackie Cummings Koski. Jackie is the author of FIRE for Dummies and co-host of the Catching Up to FI podcast, focused on financial independence for late starters. She serves as Chapter President of FPA Southwestern Ohio and is a passionate advocate for financial literacy and education. With a master's degree in financial planning and financial therapy, Jackie shares h...

Paul Gaudio Host Michael Connaughton is joined by Paul Gaudio. Paul is a CFP® and Client Advisor at Crestwood Advisors with 8 years of experience helping individuals and families make smart choices with their money. Paul is passionate about guiding clients through life & financial complexities with clarity and care. He also serves as the President of NexGen for FPA New England, where he supports t...

Catching up with FPA Leadership - with Dan Galli & Dennis Moore On this episode Kathleen and Kevin are joined by FPA national president-elect Dan Galli as well as long-time member, supporter and now acting CEO of FPA National, Dennis Moore.   We chat about what brought Dan and Dennis to the FPA, why they both remain committed to the organization, what initiatives they are prioritizing at the natio...

On this episode of the Wicked Pissah Podcast , we are joined by Stephen Pepe of Longbridge Financial, L LC, where he is a top producing Loan Officer , Reverse Mortgage Consultant and industry expert in r everse m ortgages.     Steve shares with us his expertise in the different ways that reverse mortgages can be used for both current and long-term financial planning purposes, regardless of you r i...

Reassuring Clients About Social Security – with Marcia Mantell On this episode, Kathleen and Kevin speak with Social Security and retirement planning expert Marcia Mantell to talk about how clients' anxiety about Social Security has changed over the last few months. Marcia reassures us that she is not worried about retirees not getting their checks but also explains why she's keeping an eye on her...

If you've seen the news this year, you know why we wanted to talk about this topic.  Whether DOGE layoffs or early retirements or concerns about future job security, Federal employees may be looking to financial advisors for counsel.  To help you be better prepared we wanted to talk with a specialist.  In this episode, hosts Chris Boyd & Brad Wright are joined by Micah Shilanski, CFP® to talk abou...

Jordan Jackson, J.P. Morgan Global Market Strategist: Tariffs, Trade and Taxes… Oh My!  Hosts Kathleen Kenealy and Kevin Williams are joined by JP Morgan Global Market Strategist, Jordan Jackson. Jordan is an Executive Director and a Global Market Strategist on the J.P. Morgan Asset Management Global Market Insights Strategy Team where he is responsible for delivering timely market and economic co...

Jeff Johnson Hosts Michael Connaughton and Brad Wright are joined by Jeff Johnson, Senior Vice President of Appleton Partners. Jeff is a member of Appleton's Fixed Income Investment Committee and is responsible for business development and managing strategic institutional client relationships across multiple intermediary and wealth management channels. Prior to joining Appleton in 2009, Jeff was a...

John Finney Host Michael Connaughton is joined by John Finney Co-Founder Overvue. John Finney is the co-founder of Overvue, a software company that helps financial advisors streamline their client onboarding. Before starting Overvue, John spent over five years in wealth management at two national RIAs. During that time, he played a key role in the overhaul and sale of an advisory team managing $75...