Episodes

#155 - Succession Planning - Brooklyn Brock - Financial Planner & Exit Coach to Independent RIAs
May 24, 2023

#155 - Succession Planning - Brooklyn Brock - Financial Planner & Exit Coach to Independent RIAs

On this episode of the Wicked Pissah Podcast we speak with Brooklyn Brock, founder of Ellevate Advisors. Brooklyn is a Certified Financial Planner™ practitioner who provides financial planning services to a unique set of clients – other financial...
#154 - Ginnie Baker, Beaird Harris Wealth Management
May 16, 2023

#154 - Ginnie Baker, Beaird Harris Wealth Management

We are joined by Ginnie Baker, CFP®, Partner of Beaird Harris Wealth Management and head of the FPA® Advisory Council, to discuss what the role of the Advisory Council is, its importance, and how it’s impacting the Financial Planning Association®...
#153 - Rick Fingerman, Financial Planning Solutions
May 9, 2023

#153 - Rick Fingerman, Financial Planning Solutions

On this episode we are joined by our fellow FPA of New England member, Rick Fingerman, CFP®, CDFA®, CCPS™. Rick is the Managing Partner and Co-Founder of Financial Planning Solutions where he helps create Financial Wellness for Widowed or...
#152 - David Marra, Markin Asset Management
April 25, 2023

#152 - David Marra, Markin Asset Management

David Marra of Markin Asset Management speaks with us not only about quantitative asset management but also about the recession worry, changing long-term economic & market conditions, recency bias, building portfolios that act as clients expect, this...
#151 - Traci Brown, Body Language Expert/Trainer
April 19, 2023

#151 - Traci Brown, Body Language Expert/Trainer

We are joined by body language expert, keynote speaker, and author Traci Brown. She uses her body language expertise to help banks, credit unions and financial, insurance and safety groups stop fraud losses by detecting deception that happens right...
#150 - Celeste Revelli, Fidelity Investments
April 12, 2023

#150 - Celeste Revelli, Fidelity Investments

We are joined by 2022 Heart of Financial Planning Award winner Celeste Revelli. She is the director of digital planning within planning advice services at Fidelity Investments. She will share her thoughts on how democratizing financial wellness and...
#149 - Karen Van Voorhis, Membership Director, and Kayla Holland, Next Gen Director
April 4, 2023

#149 - Karen Van Voorhis, Membership Director, and Kayla Holland, Next Gen Director

On this episode, host Kathleen Kenealy speaks with two of the FPA New England chapter’s board members: Membership Director Karen Van Voorhis, CFP® and Kayla Holland, CFP®, head of the Next Gen Committee. We hear from Kayla and Karen about the...
Episode 148 - Robert Glovsky, The Colony Group
March 28, 2023

Episode 148 - Robert Glovsky, The Colony Group

We are joined by award-winning financial advisor, educator, and thought leader Robert Glovsky. Robert is Vice Chair and a Principal of The Colony Group. Stay tuned to hear about his professional journey and thoughts on CFP education and the profession...
Episode 147 - Kevin Keller & Dan Moisand, CFP Board
March 23, 2023

Episode 147 - Kevin Keller & Dan Moisand, CFP Board

We are joined by CFP Board CEO Kevin Keller and CFP Board Chair and CFP Professional Dan Moisand. We'll hear about CFP Board's strategic priorities, the relationship between FPA and CFP Board, and Dan and Kevin's thoughts on the evolution of the...
Episode 146 - Shawn Jacobson, Northrock Partners
March 14, 2023

Episode 146 - Shawn Jacobson, Northrock Partners

We are joined by 2022 FPA Heart of Financial Planning Award winner Shawn Jacobson. Shawn is an Advisor at Northrock Partners where he leverages over 20 years of impactful and meaningful client relationships, Shawn continues to deliver extensive...
Episode 145 - Matthew Jarvis, The Perfect RIA
March 7, 2023

Episode 145 - Matthew Jarvis, The Perfect RIA

Matthew Jarvis, Co-Founder of The Perfect RIA and author of Delivering Massive Value, joins host Brad Wright to discuss helping financial advisors create hyper-efficient and profitable practices. Learn how you can become more efficient and increase...
Episode 144 - Bob Veres, Inside Information
Feb. 28, 2023

Episode 144 - Bob Veres, Inside Information

We are joined by writer and financial planning industry commentator Bob Veres. Bob is the owner, editor, and publisher of Inside Information, a newsletter of relevant curated content for the financial advisory profession and co-producer of the...
Episode 143 - Dr. Mary Bell Carlson, Financial Behavior Keynote Group
Feb. 21, 2023

Episode 143 - Dr. Mary Bell Carlson, Financial Behavior Keynote Group

This week, we are joined by financial behavior expert, and storyteller Dr. Mary Bell Carlson, CFP®, AFC®. Mary is the president of Financial Behavior Keynote Group, a source for keynote speakers centered on financial behavior, and the author of the...
Episode 142 - Joel Bruckenstein, T3 Technology Tools for Today
Feb. 14, 2023

Episode 142 - Joel Bruckenstein, T3 Technology Tools for Today

Host and past FPA MA President, Jeff Tomaneng, CFP®, is joined by author, consultant, and Financial Services FinTech Expert Joel Bruckenstein. Joel is the founder and president of T3 Technology Tools for Today, the premier practice management and...
Episode 141 - Mark Prendergast, Director of Tax Strategies at Inspired Financial
Feb. 9, 2023

Episode 141 - Mark Prendergast, Director of Tax Strategies at Inspired Financial

In this episode, hosts Kathleen Kenealy and Jeff Tomaneng are joined by 2022 FPA Heart of Financial Planning Award winner Mark Prendergast. Mark talks to us about his career over the years, how he works with clients in his role as Director of Tax...
Episode 140 - Julie Fortin, Northstar Financial Planning
Jan. 31, 2023

Episode 140 - Julie Fortin, Northstar Financial Planning

Host Jeff Tomaneng, CFP®, is joined by 2021 FPA Montgomery-Warschauer Award winner Julie Fortin, CFP®, FBS®, CeFT®. Julie is a partner and wealth advisor with Northstar Financial Planning, a financial life planning and wealth management firm...
Episode 139 - Scott Kahan, Financial Asset Management Corporation
Jan. 24, 2023

Episode 139 - Scott Kahan, Financial Asset Management Corporation

Host Jeff Tomaneng, CFP®, is joined by 2022 FPA P. Kemp Fain, Jr., Award winner Scott Kahan, CFP®. Scott is the owner and founder of Financial Asset Management Corporation, a financial planning and advisory firm he started in 1986 with the vision to...
Episode 138 - Brian Portnoy, CFA®, Shaping Wealth
Jan. 17, 2023

Episode 138 - Brian Portnoy, CFA®, Shaping Wealth

FPA Massachusetts Past President Jeff Tomaneng is joined by educator, entrepreneur, writer, and investor, Brian Portnoy, CFA®. Brian is the founder of Shaping Wealth, a learning technology platform transforming the human experience of money,...
Episode 137 - Shaun Erickson, Kevin Williams and Marybeth Breed, FPA 2023 Incoming Executive Committee Leadership Team
Dec. 27, 2022

Episode 137 - Shaun Erickson, Kevin Williams and Marybeth Breed, FPA 2023 Incoming Executive Committee Leadership Team

Hosts Kathleen Kenealy and Brad Wright are joined by members of the FPA 2023 incoming executive committee leadership team, Shaun Erickson, Kevin Williams and Marybeth Breed. We ask them about their experiences as members of the FPA, how they found...
Episode 136 - Jake Weinstein, Fidelity Asset Allocation Research Team
Dec. 20, 2022

Episode 136 - Jake Weinstein, Fidelity Asset Allocation Research Team

We are joined by Vice President of Fidelity's Asset Allocation Research Team, Jake Weinstein. Host Chris Boyd, CFP®, has a wide range conversation with Jake about issues that face investors today in regard to Asset Allocation. They discuss themes and...
Episode 135 - Dan Galli & Karen McDade, FPA Board
Dec. 13, 2022

Episode 135 - Dan Galli & Karen McDade, FPA Board

We are joined by FPA Board Members, Karen McDade, CFP®, AIR®, CDFA®, and Dan Galli, CFP®, to discuss OneFPA and a culture of a Board, the meaning of being a FPA board member, what the Board's focus has been, Financial Planner title protection,...
Episode 134 - Ed Rodbro, American Heart Association
Dec. 6, 2022

Episode 134 - Ed Rodbro, American Heart Association

We are joined by Senior Advisor of the American Heart Association’s Charitable Estate Planning Team in the eastern states region, Ed Rodbro, CAP®. Ed shares with us his perspective on philanthropy and gift planing. You’ll learn about the why...
Episode 133 - Bruce Brumberg, MyStockOptions.com
Nov. 29, 2022

Episode 133 - Bruce Brumberg, MyStockOptions.com

FPA Massachusetts Past Presidents Brad Wright and Jeff Tomaneng are joined by their fellow FPA New England chapter member Bruce Brumberg. Bruce is an expert on equity compensation, a contributor to Forbes, and Co-Founder and Editor-in-Chief...
Episode 132 - BLX Internship Program with Chloe Moore and Luis Rosa
Nov. 22, 2022

Episode 132 - BLX Internship Program with Chloe Moore and Luis Rosa

In this episode, Kathleen Kenealy and Rene Jarquin, Director of the FPA of New England’s Diversity, Equity & Inclusion Committee, are joined by Chloe Moore, CFP® and Luis Rosa, CFP®, EA, two of the co-founders of the BLX Internship program....