Wicked Pissah Podcast

  In this episode our guest is Donna McKeown of Movement Mortgage. The discussion starts by considering the recent change in the Fed Funds Rate and what impact it has had on the current interest rate environment.  We discuss what moves Mortgage rates. Donna shared the benefit is the Pre-Approval process along with some personal anecdotes.  She also shared some best practices for advisors to consid...

Chuck Failla: Sovereign Advisor Solutions + goRIA Hosts Brad Wright and Mike Connaughton are joined by Chuck Failla. Chuck is Founder + CEO of Sovereign Financial Group in Stamford, CT. as well as Director of Sovereign Advisor Solutions. Chuck moved from the independent broker-dealer side of the business to the independent side and has since taken many other advisors with him, causing Investment N...

Navigating the College Selection Process with Todd Weaver   On this episode of the Wicked Pissah Podcast Kathleen speaks with Todd Weaver, President of Strategies for College, to talk about the work Todd does helping students and their families navigate the important yet often confusing college selection process. Todd describes the process he uses to determine what schools might be the best fit fo...

Stephanie Aliaga – J.P. Morgan Hosts Brad Wright and Kathleen Kenealy are joined by Stephanie Aliaga, Global Market Strategist on the JP Morgan Asset Management Market Insights Team, based out of New York. Stephanie helps formulate and communicate economic views, deliver timely commentary and maintain forecasting models for weekly submissions to Bloomberg and the Wall Street Journal. She's also re...

Richard LeFauve – Client Edge Host Brad Wright along with Guest Co-Host Mike Connaughton are joined by performance coach Richard "Rick" LeFauve. Rick founded Client Edge for performance coaching after compiling extensive experience in management, recruiting, training, business development, and coaching at Morgan Stanley and American Express Financial Advisors (Ameriprise). He began his career as a...

This week we're talking about Difficult Conversations.  Whether telling clients they don't have enough and need to get back to work, talking clients through market down turns, or speaking with clients at times of loss, some conversation are more challenging than others.  We discuss challenging financial planning conversations with clients, employees/employers, or other professionals. Perhaps you c...

Vanguard Hosts Brad Wright and Chris Boyd are joined by Ted Dinucci, an investment strategist with Vanguard's Investment Advisory Research Center, the team tasked with creating thought leadership for their intermediary advisory partners across a range of investment, wealth management, and financial planning topics. They discuss: -Individual bonds vs bond funds - How to utilize each for income duri...

In this week's episode of the Wicked Pissah Podcast, Kim Furnald, CLU returns to the program.  Using a holistic approach after a career in financial services, Kim for the past decade has been working with advisors on Estate and Business applications of insurance.  In this episode, Kim brings to life some helpful scenarios that help to illustrate different business insurance concepts – like buy-sel...

Valuing Your Life's Work with Aaron Wells of FP Transitions   Hosts Kathleen Kenealy and Chris Boyd are joined by Aaron Wells, Director of Financial Analysis at FP Transitions, to discuss how Aaron and the team at FP Transitions help advisors measure and assess the value of their life's work. Aaron explains why it's so important to "start with why," what metrics help drive the value of a business,...

Xtrackers Hosts Brad Wright and Chris Boyd are joined by John O'Connor and C. Allen Parker of JH Whitney Investment management who together with Xtrackers have created the "Geostrategic Risk Rating" system. John is CEO of JH Whitney and was previously Chairman of JP Morgan Alternative Asset Management. He's a Senior Fellow at USMA West Point, has served as a member of the US Department of Defense...

Kathleen speaks with FPA of New England chapter President Marybeth Breed and Massachusetts State Treasurer Deborah Goldberg about the various initiatives Treasurer Goldberg has worked on to promote financial education across the Commonwealth of Massachusetts. We learn about the task force she convened to determine the best approaches to developing financial education in our communities, the work o...

7Michael Connaughton – Lead Advisor Hosts Brad Wright and Kathleen Kenealy are joined by Michael Connaughton. Mike is co- founder of Lead Advisor, a wealth management collective that specializes in building firms, practices and careers. They provide creative perspective, time leverage and industry insights for growth focused businesses and professionals. With a niche in talent acquisition and deve...

Setting Charitable Intentions with Erinn Andrews of The Give Team   Education, food insecurity, climate change, humanitarian and disaster relief… There are countless  causes and more than a million and a half charities in the US looking for support. We all have limited time and resources, so how do you possibly decide which organizations to donate to? On this episode we are joined by Erinn Andrews...

Incorporating Long Term Care Into Your Long-Term Planning   There are some grim statistics out there regarding long term care: 70% of adults who live until age 65 will develop a need for long term care services in their lifetime The average annual cost of a private room in a nursing home facility runs more than $100,000 a year.  How can you help your clients prepare for what can be catastrophic co...

In this episode, Chris Boyd CFP®, CASL, CEPS catches up with Bob Powell CFP®, RMA® to discuss the pressing issue of financial exploitation, focusing on scams and schemes. Bob Powell highlights the prevalence of financial scams, particularly those targeting elderly individuals, with statistics showing significant financial losses and many cases going unreported. -Common Scams The discussion covers...

    As an advisor, you may have a considerable part of your personal wealth connected to your business. How and when will you obtain that wealth by selling your business? Will you sell internally or to another firm? Will that firm be larger and backed by private equity? How soon do you want to exit or how long do you want to stay active and what restrictive covenants will impact you? Is it importa...

Mike Arone – State Street Global Advisors Hosts Brad Wright and Kathleen Kenealy are joined by Mike Arone. Mike is Managing Director and Chief Investment Strategist for State Street Global Advisors US Intermediary Business Group. Michael is a highly regarded speaker at industry conferences and is the author of several articles related to investment management practices. He is a member of the firm'...

Jim Sinai - Vanilla Host Brad Wright is joined by Jim Sinai. Jim is Chief Marketing Officer at Vanilla, The Estate Advisory Platform, designed to transform how wealth advisors help their clients manage their estate and build their legacy. Jim is a seasoned cloud executive and experienced marketer, with a background in sales, business development, and a passion for new technology, telling the story...

For our 200th episode,  we are joined by the legendary George Kinder, best known for creating the Registered Life Planner designation and curriculum through the Kinder Institute of Life Planning.  George is a pioneer who helped to shape what has become the financial planning industry.  Join past chapter president, Chris Boyd of Wealth Enhancement Group & Kathleen Kenealy, current chapter board mem...

Tiffany Markarian – Advantus Marketing Host Brad Wright is joined by Managing Director of Advantus Marketing, Tiffany Markarian. Tiffany has coached hundreds of wealth advisors, broker/dealers, brokerage and insurance firms in driving productivity, practice equity and overall growth. She draws from her deep field experience as a Director of Marketing for Allmerica Financial, Senior Consultant at N...

"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.   https://productivityuncorked. com/ https://www.facebook.com/ Product...

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...

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...

"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 ex...

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...