Wicked Pissah podcast

Player FM - Internet Radio Done Right

Vor fünf Jahren hinzugefügt

Inhalt bereitgestellt von Financial Planning Association of New England and FPA NE. Alle Podcast-Inhalte, einschließlich Episoden, Grafiken und Podcast-Beschreibungen, werden direkt von Financial Planning Association of New England and FPA NE oder seinem Podcast-Plattformpartner hochgeladen und bereitgestellt. Wenn Sie glauben, dass jemand Ihr urheberrechtlich geschütztes Werk ohne Ihre Erlaubnis nutzt, können Sie dem hier beschriebenen Verfahren folgen https://de.player.fm/legal.

FRIED. The Burnout Podcast

1
#straightfromcait: Top Burnout Symptoms According To You (Dear Gentle Listeners) 21:38

vor 7 weeks21:38

Später Spielen

Listen

Gefällt mir

Geliked

21:38

Burnout Recovery works better with support. UNFRIED is our small group (5 people max!) coaching program to help guide you through your recovery. Apply now! [ http://bit.ly/unfried ] Burnout quietly hijacks your focus, your memory, your sleep, and eventually, your sense of self. In this #straightfromcait episode, Cait Donovan unpacks the results of a burnout symptoms survey answered by over 150 listeners. What shows up again and again? Brain fog. Forgetfulness. Sleep issues. That heavy, unshakable sense of dread. She walks through the patterns in these responses with honesty and insight, weaving in what we know about how burnout affects the brain and what it feels like to lose your ability to think clearly or remember what used to bring you joy. Have you ever found yourself feeling disconnected from who you are? Struggling to rest even when you finally have time? Wondering why everything feels harder than it used to? Cait gets it. She’s been there, and she knows how isolating it can feel. This episode offers language for what you’ve been living through and a reminder that self-abandonment doesn’t have to be your default setting. Healing starts when you begin listening to yourself again. Episode Breakdown: 00:00 Introduction 01:30 How the Burnout Survey Was Conducted 02:33 Why Burnout Impacts Your Brain 07:26 The Emotional Weight of Dread 10:39 When You Can’t Think, Plan, or Remember 13:50 How Burnout Disrupts Sleep and Fuels Anxiety 16:22 Shame, Guilt, and the Struggle to Rest 18:29 Burnout and the Loss of Self 21:02 Reclaiming Compassion in the Healing Process Links Connect with Cait: Initial Call with Cait: bit.ly/callcait Initial Call with Sarah: bit.ly/callsarahv Burnout Recovery works better with support. UNFRIED is our small group (5 people max!) coaching program to help guide you through your recovery. Apply now! [ http://bit.ly/unfried ] Podcast production and show notes provided by HiveCast.fm…

Wicked Pissah Podcast

Serie-Home•Feed

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!

150 Episoden

#MBA #Trading #Business #Financialplanningassociation #Fpama #FPA NE #Financial Planning Association Of New England #Financialadvisor #Investmentadvisor

Wicked Pissah Podcast

updated vor 2 Tagen

Serie-Home•Feed

150 Episoden

#MBA #Trading #Business #Financialplanningassociation #Fpama #FPA NE #Financial Planning Association Of New England #Financialadvisor #Investmentadvisor

Alle Folgen

1
#260 - Paw-sitive Planning: Estate Planning for Your Pets – with Liza Connelly 49:03

vor 2 Tagen49:03

49:03

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 available if you would like to provide for your pets after you pass away; best practices for planning ahead for unexpected emergencies, including what you might want to include in your durable power of attorney; how Liza helped get a pet trust statute passed in Massachusetts; her tips for shopping for pet insurance; and more! https://www.linkedin.com/in/liza-connelly-1891006/ https://www.professorbeyer.com/Articles/Animals.html…

1
#259 - From Confused to Confident: Helping Families Navigate Aging with Parker Polidor 42:40

vor 9 Tagen42:40

42:40

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 for initiating conversations about caregiving, tools and resources available through the CareAlly platform, and much more. If you have clients that are getting older, or clients whose loved ones are getting older, then this is an episode you won’t want to miss. For more information: www.Joincareally.com parker@joincareally.com…

1
#258 - Wallets and Waistlines with Reyna Gobel 49:18

vor 16 Tagen49:18

49:18

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 master’s degree in public health in nutrition; how financial advisors are well positioned to discuss the impact of nutrition on health care and life care planning; and the work she does creating custom wellness and personal finance educational programming and workshops for businesses and nonprofits. Reyna also shares her tips for how financial planners can best collaborate with media sources. For More Information: https://reynagobel.com/ https://www.linkedin.com/in/reynagobel/ https://walletsandwaistlines.com/…

1
#257 - 5 to 9 Things You Don’t Know About 529 Plans with Chris Stack 52:21

vor 23 Tagen52:21

52:21

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, investments and law relating to tax advantaged products, including Section 529, since it became federal law in 1996. - He has been credited for actively and successfully initiating, advocating and assisting in the 2022 federal tax law changes allowing for “leftover” 529 funds to be transferred to a Roth IRA. He’s also assisted several states and plan managers implementing their 529 investment plans that now service over $20B in assets. -Currently, Chris advises and consults with sponsoring state agencies, program managers and investment companies, and presents nationally to financial advisors, accountants, and attorneys on 529 plans. They discuss: -The effects of the Big Beautiful Bill on 529 plans -How to choose the right 529 plan -Rules around converting leftover 529 funds to a Roth IRA -Why 529 accounts should be considered as part of any estate plan For more on Saving For College: Savingforcollege.com To contact Chris: cstack@savingforcollege.com…

1
#256 - Breaking Money Silence with Kathleen Burns Kingsbury 50:48

vor 4 weeks50:48

50:48

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 money attitudes, and strategies advisors can use to financially empower their female clients. We also talk about building negotiation confidence, the importance of male involvement in empowering women in financial advising and leadership roles, and the coaching work KBK does with women in finance and women in business to help them take their careers to the next level. Learn more about KBK Wealth Connection Connect with KBK on LinkedIn Check out Breaking Money Silence: How to Shatter Money Taboos, Talk More Openly about Finances and Live a Richer Life Download the Assessment Is Your Firm Ready to Serve the New Face of Wealth…

1
#255 - Navigating Egos and Emotions During the College Planning Process – With Jack Wang 48:18

vor 5 weeks48:18

48:18

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 to do with the financial aid system; common misconceptions parents and students have about paying for college; why the phrase “ you can borrow for college but you can’t borrow for retirement” drives Jack bananas; and creative ways families can save and pay for college that don’t involve selling a kidney. https://www.linkedin.com/in/thejackwang/ https://podcasts.apple.com/us/podcast/smart-college-buyer/id1800378410 jack@longhornfin.com…

1
#254 - The Human Side of Wealth: Navigating Family Dynamics – with Emily Bouchard 50:37

vor 6 weeks50:37

50:37

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 Emily about her role as a listening coach and how she works with families to help them better communicate with full transparency and the steps she takes to help them assess, rebuild and sustain trust across all family members. We also talk about the importance of educating and preparing beneficiaries for the roles and responsibilities they will take on within the context of their family’s wealth. We learn what a “purposeful prenup” is, tips on how to navigate the fair versus equal debate, and different assessments advisors can think about implementing in their practice to help deepen conversations they’re having with families. If you’ve ever found yourself navigating tricky family dynamics in a client relationship this is a conversation you won’t want to miss. www.EmilyBouchard.com…

1
#253 - Bringing the Human Element Back to Human Resources – with Angela Sarver 56:02

vor 7 weeks56:02

56:02

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 more intentionally. We discuss all the different ways that Angela supports the firms she works with, including how she helps her clients through all phases of employee recruitment and how she uses her own assessment tool to help business owners identify their hiring needs. We also talk about ways to assess candidates' skills and behaviors through structured interviews and case studies during the hiring process; the importance of establishing strong HR foundations early on to prevent potential future problems; and tips that firm leaders can use to shape their company’s culture and success while managing their teams effectively. https://elliebluhr.com/ https://www.linkedin.com/in/angela-sarver/ asarver@elliebluhr.com…

1
#252 - FIRE for Dummies Author Jackie Cummings Koski on Financial Independence 46:54

vor 8 weeks46:54

46:54

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 her personal journey from poverty to financial independence—retiring at age 49—and her mission to help others do the same. They discuss: Jackie’s financial journey and how she discovered FIRE Why she hands out $2 bills to students and audiences Her experience writing FIRE for Dummies and who the book is really for The origins and growth of the Catching Up to FI podcast Her role as FPA Chapter President and how she's helping reshape the profession Financial literacy efforts including a Roth IRA pilot for underserved youth And much more. Contact Jackie: 📘 Book: FIRE for Dummies 🎙 Podcast: catchinguptofi.com 🔗 LinkedIn: Jackie Cummings Koski 🌐 FPA Southwestern Ohio Chapter: fpaswo.org…

1
#251 - Paul Gaudio-President NexGen FPA-Client guidance and network expansion opportunities. 27:46

vor 9 weeks27:46

27:46

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 the growth and development of emerging professionals in the financial planning community, and works to expand the efforts of the Financial Planning Association through networking events and webinars. They discuss:  Paul’s background and career journey.  His experience as President of NexGen for FPA New England.  Partnerships he’s formed and upcoming events. And much more. Contact Paul: Linkedin: https://www.linkedin.com/in/paul-gaudio-cfp%C2%AE-a5787aa6/…

1
#250 - Dan Galli & Dennis Moore- Catching up with FPA Leadership 51:43

vor 10 weeks51:43

51:43

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 national level over the next few years, and their ideas for improving communication between national and the chapters. We also discuss some of the lesser-known benefits available to FPA members, how to go about transitioning from local board participation to national engagement, and of course, the upcoming annual conference in Las Vegas. https://www.linkedin.com/in/djgalli/ https://www.linkedin.com/in/dennisjmoore/ https://ac.financialplanningassociation.org/…

1
#249 - What you need to know about Reverse Mortgages with Stephen Pepe 58:18

vor 11 weeks58:18

58:18

On this episode of the Wicked Pissah Podcast, we are joined by Stephen Pepe of Longbridge Financial, LLC, where he is a top producing Loan Officer, Reverse Mortgage Consultant and industry expert in reverse mortgages. 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 your income and net worth, sheds some of the myths regarding reverse mortgages, and outlines both the process for opening a reverse mortgage and the regulations in place to keep the consumer safe. Steve even touches on his musical talents outside of the reverse mortgage world. Get ready to learn and enjoy this episode of the Wicked Pissah Podcast. Steve Pepe (NMLS # 485943) is licensed in the following states: MA, NH, RI, VA. Longbridge Financial LLC (Company NMLS # 957935). Website: https://longbridge-financial.com and/or http://agents.longbridge-financial.com/steve-pepe/ Materials/statements made by a 3rd party do not necessarily reflect the official position of LBF. Not financial, tax, compliance or legal advice. MA Mortgage Lender License No. ML957935. RI Licensed Lender.…

1
#248 - Reassuring Clients About Social Security – with Marcia Mantell 53:46

vor 12 weeks53:46

53:46

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 father-in-law’s account to make sure he continues to receive his retirement benefit. We discuss how the process of applying for benefits is changing, why it’s so important to get your online Social Security account setup, when Marcia thinks Congress will finally take action to fix the program, and her suggestions and tips for keeping your sensitive financial information safe. https://mantellretirementconsulting.com/ https://www.linkedin.com/in/marciamantell/…

1
#247 - Federal Employee Retirement Benefits Explained: Insights from Micah Shilanski, CFP® 40:34

vor 13 weeks40:34

40:34

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 about Federal Employee Retirement benefits. You might know Micah from co-hosting The Perfect RIA podcast, but today he shares a bit about his practice, his passion of time management, and then we learn about the Federal retirement benefits. Whether to learn about the Thrift Savings Plan, some special early Social Security benefits, or Pension and Health Benefits under FERS, you’ll no doubt learn some helpful tips for working with clients who are Federal Employees. Micah’s Podcasts: https://planyourfederalretirement.libsyn.com/website https://theperfectria.com/podcasts/ LinkedIn Address: https://www.linkedin.com/in/micahshilanski/ Website: https://plan-your-federal-retirement.com/…

1
#246 - Jordan Jackson, J.P. Morgan Global Market Strategist: Tariffs, Trade and Taxes… Oh My! 52:29

vor 14 weeks52:29

52:29

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 commentary to clients across the country. We talk about all the things that are top of mind for you and your clients right now: tariffs and trade; domestic versus international equities; the strength of the US dollar; interest rates; consumer confidence levels; the dreaded “R” word, and more! https://am.jpmorgan.com/us/en/asset-management/adv/bios/jordan-jackson/ https://am.jpmorgan.com/us/en/asset-management/adv/insights/market-insights/guide-to-the-markets/ On this episode, we speak with Executive Director and Global Market Strategist Jordan Jackson. As part of the J.P. Morgan Asset Management Global Market Insights Strategy Team, Jordan is responsible for delivering timely market and economic commentary to clients across the country. We talk about all the things that are top of mind for you and your clients right now: tariffs and trade; domestic versus international equities; the strength of the US dollar; interest rates; consumer confidence levels; the dreaded “R” word, and more! What’s it time for?…

Willkommen auf Player FM!

Player FM scannt gerade das Web nach Podcasts mit hoher Qualität, die du genießen kannst. Es ist die beste Podcast-App und funktioniert auf Android, iPhone und im Web. Melde dich an, um Abos geräteübergreifend zu synchronisieren.