Best FPA Podcasts (2025)

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#276 - OBBB Break Downs you should know before 2025 is over with Matt Talcoff 1:02:55

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2d ago1:02:55

1:02:55

In this episode of the Wicked PISSAH Podcast, Kevin Williams is joined by Matt Talcoff, tax partner and leader of RSM US LLP's Washington National Tax Practice, to break down the much-discussed "One Big Beautiful Bill." Matt explains why the legislation was passed, what would have happened if it hadn't, and how it impacts individuals, business owne…

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Talking with Michael Mezzano about the the Center for Convening Transformative Care 26:32

8d ago26:32

26:32

Today we have with us Michael Mezzano, Assistant Director for the Center for Convening Transformative Care at UF Health Jacksonville. Welcome Michael! To learn more about the CCTC, click the link below https://med.jax.ufl.edu/center-for-convening-transformative-care/ We appreciate your support of the show, so please don't forget to subscribe to the…

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#275 - Digital Marketing Strategies with Tim Ludy 31:52

9d ago31:52

31:52

Host Michael Connaughton is joined by Tim Ludy Tim Ludy is the founder of GrowthDuck Digital Marketing, a Massachusetts-based agency that helps local small businesses grow through tailored marketing strategies. With over 15 years of experience in content and digital marketing, Tim has worked with countless businesses to improve how they communicate…

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Making the Case for Simplicity in Financial Planning - Ed Dressel [President & Owner] 22:32

15d ago22:32

22:32

In this episode of The Smarter Planner Podcast, host Belle Osvath, CFP®, welcomes Ed Dressel, president and owner of Retire Ready Solutions, a company empowering advisors to simplify retirement education — especially for middle-income workers and pension-eligible employees. With nearly 40 years in the industry, Ed has identified a critical disconne…

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#274 - Retirement Planning & The Canoe and the Current with Patrick J. Negado ChFC® 1:01:09

16d ago1:01:09

1:01:09

Host Kevin Williams is joined by Patrick J. Nagado, ChFC, retirement income strategist and author of The Canoe and the Current. Patrick has worked in the financial services industry since 1997, beginning his career in life insurance and financial services before moving into investment management, wholesaling, and leadership roles. Over the years, h…

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#273 - Private Equity Investing with Rob Hatch of Constitution Capital Partners 48:43

23d ago48:43

48:43

Private Equity Investing with Rob Hatch of Constitution Capital Partners Host Brad Wright is joined by Rob Hatch, Managing Partner of Constitution Capital Partners. Rob was one of the founding partners of Constitution Capital. Prior to joining Constitution Capital, he was an Investment Director at Standard Life Investments Private Equity USA. Previ…

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Talking with Dr. Madeline Camejo, Vice President and Chief Pharmacy Officer 23:42

1M ago23:42

23:42

Today we have back with us Dr. Madeline Camejo, Vice President and Chief Pharmacy Officer with Baptist Health in Miami Lakes. She is also the current FSHP president and we are excited to have her on with us today. Welcome Dr. Camejo! You can also watch the podcast on our YouTube channel: https://www.youtube.com/@RxPertspodcast…

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#272 - The Heart of Financial Planning Award Winner Liz Menjivar 22:50

1M ago22:50

22:50

The Heart of Financial Planning Award Winner Liz Menjivar Hosts Brad Wright and Michael Connaughton are joined by Heart of Financial Planning award winner Liz Menjivar Liz is a financial consultant at Fidelity Investments and president of the FPA of Illinois chapter. At Fidelity, she serves as Regional Co-chair of SOHL (Support and Outreach for His…

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Episode 8: From First Day to Legacy: Lessons in NP Leadership Across the Journey (Taped Live at the MICNP 2025 Conference!) 27:26

1M ago27:26

27:26

TAPED LIVE FROM THE MICNP 2025 CONFERENCE IN SOUTHFIELD, MICHIGAN! In this episode of the MICNP podcast, hosts Rachel Hetzner and Jen McConnell engage with guests Lisa Golker, Ilana San Souci, and Louis Davis to discuss their experiences as nurse practitioners. They share insights on early career lessons, the importance of mentorship, navigating im…

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#271 - The needs for trust and estate planning with Tim Fogarty 1:06:28

1M ago1:06:28

1:06:28

Hosts Michael Connaughton and Kathleen Keneally are joined by Tim Fogarty Tim has led Dime Bank's Wealth Management business line as Vice President, Senior Trust Officer since 2021. Tim is responsible for the Bank's comprehensive trusts and estate planning, investment advisory, and non-profit services to benefit the local community. Tim has over a …

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Ep 50: Discipline at the Heart of Innovation 34:19

1M ago34:19

34:19

In this episode of Planning Aces, we spotlight FP&A insights from three CFOs leading innovation with discipline: Chris Sands (InvoiceCloud), Steve Sutter (Celigo), and Niels Boon (Cint). Each shares how finance is shaping AI, go-to-market models, and data-driven transformation without losing rigor. From building an "AI Ops" function and embedding f…

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#270 - Blockchain and Smart Contracts in Estate Planning with F. Keats Boyd III 39:26

1M ago39:26

39:26

Blockchain and Smart Contracts in Estate Planning with F. Keats Boyd III Hosts Brad Wright and Michael Connaughton are joined by Attorney F. Keats Boyd III Keats is President of Boyd & Boyd, P.C. in Hyannis, MA, where he concentrates his practice in the areas of Estate, Trust & Retirement Planning. He is also working to streamline estate planning b…

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Episode 7: 11/6/25-Full Practice Authority (FPA) Legislative Update 17:03

2M ago17:03

17:03

This episode is a legislative update as of 11/06/25 for Full Practice Authority (FPA) for Michigan Nurse Practitioners (NPs) with Michigan Council of Nurse Practitioners' (MICNP) Legislative Committee Chair, Naila Russell. The updates for legislation will continue to change. As the voice of NPs in Michigan, we promise to continue to publish updates…

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From Policy to Plan: Rethinking Long-Term Care for Every Client — Mike Padawer [Founder] 25:15

2M ago25:15

25:15

In this episode of The Smarter Planner Podcast, host Belle Osvath, CFP®, sits down with Mike Padawer, CLTC, founder and president of Inertia Advisor Services Group and Carefidence, to discuss why financial planners must shift their approach from simply paying for care to truly planning for care. Mike—author of What's the Deal with Long-Term Care an…

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#269 - Building the Future of Financial Planning with Paul Brahim, CFP®, CEPA® 43:34

2M ago43:34

43:34

In this episode of the Wicked Pissah Podcast, hosts Chris Boyd and Jeff Perry sit down with Paul Brahim, CFP®, CEPA®- Managing Director at Wealth Enhancement Group and President of the Financial Planning Association. Paul shares his inspiring journey from pharmaceutical sales to financial leadership, offering insights on succession planning, title …

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#268 - GLOBAL Family Caregiver/senior care/dementia progression/end-of-life CONSULTANT Annalee Kruger 37:02

2M ago37:02

37:02

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, e…

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Trust First, Sell Later: How to Redefine Prospect Meetings - Ari Galper [Founder] 25:06

2M ago25:06

25:06

In this episode of The Smarter Planner Podcast, host Belle Osvath, CFP®, sits down with Ari Galper, founder and CEO of Ari AI — the world's only trust-based proprietary AI sales growth advisor — to explore how financial planners can build deeper trust and stronger client relationships in today's commoditized advisory landscape. Ari, author of seven…

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#267 - The Referable Client Experience with Stacey Brown Randall 46:03

2M ago46:03

46:03

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 …

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#266 - Passwords, Privacy and Peace of Mind: Wrangling Your Digitals Assets with Kate Hufnagel 46:20

2M ago46:20

46:20

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 c…

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Ep 49: AI's Early Returns 35:03

3M ago35:03

35:03

In this episode of Planning Aces, host Jack Sweeney and resident thought leader Brett Knowles explore how finance leaders are approaching AI's early returns—balancing efficiency, experimentation, and human judgment. CFO Craig Foster of Pax8 discusses how AI enablement is driving measurable productivity gains. CFO David Obstler of Datadog reflects o…

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Advising Immigrants: Culture, Compliance, and Cross-Border Complexity - Jane Mepham, CFP® [Founder & International Advisor] 27:15

3M ago27:15

27:15

In this episode of The Smarter Planner podcast, host Belle Osvath, CFP®, sits down with Jane Mepham, CFP®, founder of Elgon Financial Advisors, to discuss the unique challenges and opportunities of financial planning for immigrants and foreign nationals living in the United States. Jane, a former H-1B visa holder herself, brings a deeply personal a…

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#265 - First Things First: Becoming Fearless and Financially Savvy with Valerie Rivera 40:51

3M ago40:51

40:51

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 fir…

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#264 - Inside the Pissah Studio – with Brad, Kathleen, Michael and Kevin 35:31

3M ago35:31

35:31

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'…

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Talking with Dr. Eric Larson, Independent Pharmacy owner and FPA President 31:25

3M ago31:25

31:25

Today we have back with us Dr. Eric Larson, independent pharmacy owner, FPA President, and a true pharmacy champion. Welcome Dr. Larson! You can also watch the podcast on our YouTube channel: https://www.youtube.com/@RxPertspodcastBy Carol Motycka

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CE Credit Episode: AI & the Future of Financial Advice 1:10:12

3M ago1:10:12

1:10:12

In this 1 CE-credit episode, host Belle Osvath, CFP® talks with two leading voices about how artificial intelligence is shaping the industry and what it means for the future of financial planners. CE Credit Instructions Listen to the full episode. Take the quiz: https://www.surveymonkey.com/r/fpancaaipodcastce Receive 1 CE credit upon completion. L…

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#263 - Finding Financial Clarity Using Monarch Money with Rachel Lawrence, CFP® 46:31

3M ago46:31

46:31

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 insig…

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#262 - Risk Management with Scott Heinila, CEO of Optimized Insurance 40:46

4M ago40:46

40:46

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 …

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Ep 48: Finance Leaders Decode AI's Promise 36:47

4M ago36:47

36:47

In this Planning Aces special, three finance leaders map how AI is moving FP&A from dashboards to decisions. Andrew Casey (Amplitude) shows agents automating analytics, experiments, and order-to-cash checks to democratize insight and speed action. Eric Brown (Cohesity) contrasts AI's capital intensity with the cloud era and spotlights an "epic data…

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Episode 6: 2025 Annual MICNP Conference 16:12

4M ago16:12

16:12

In this episode, Rachel Hetzner and Justin Hooks discuss the upcoming Michigan Council of Nurse Practitioners conference, highlighting the excitement surrounding the event, the various educational sessions, networking opportunities, and keynote speakers. They emphasize the importance of legislative engagement and the role of AI in healthcare, while…

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#261 - Angel Investing with Stephen Schweich 29:03

4M ago29:03

29:03

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 compan…

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

4M ago49:03

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! …

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Tax Changes in the One Big Beautiful Bill Act: What's Known and What's Not - David Peters [CFP & CPA] 19:06

5M ago19:06

19:06

In this episode of the Smarter Planner podcast, host Belle Osvath speaks with David Peters, CFP®, CPA, founder of David Peters Financial Group and Peters Tax Preparation & Consulting, about the sweeping changes in the One Big Beautiful Bill Act and their impact on financial planners and clients. With four master's degrees, a national teaching role,…

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

5M ago42:40

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 …

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Ep 47: The Prove-It Mentality: Rethinking ROI in the Age of AI 44:18

5M ago44:18

44:18

In Episode 47 of Planning Aces, Jack Sweeney and resident thought leader Brett Knowles explore the evolving role of FP&A through the lens of three forward-looking CFOs. Dan Zhang (ClickUp), John Rettig (Bill), and Josh Schauer (insightsoftware) share how they're driving enterprise agility, leveraging AI to eliminate inefficiencies, and rethinking c…

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

5M ago49:18

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 Rey…

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How to Use Market Cycles to Manage Portfolio Risk - Vincent Randazzo, CMT, [Founder] 19:47

5M ago19:47

19:47

In this episode, host Belle Osvath, CFP®, talks with Vincent Randazzo, CMT, founder of ViewRight Advisors and former Head of Technical Research at CFRA, about how financial advisors can better navigate market cycles and systemic risk using a disciplined, data-driven approach. Vincent explains that traditional static asset allocation models don't ac…

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

5M ago52:21

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 & Pennsylvani…

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

5M ago50:48

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 …

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Fake Fees & Phantom Advisors: What 5500s Reveal - Paul Sippil [CPA & Forensic 401(k) Consultant 28:26

5M ago28:26

28:26

In this episode of the Smarter Planner podcast, host Belle Osvath sits down with Paul Sippil, CPA, and founder of Paul Sippel & Associates, to explore the often-overlooked world of 401(k) plan fees, transparency, and fiduciary responsibility. As a self-described "forensic retirement consultant," Paul has reviewed thousands of Form 5500 filings, unc…

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

5M ago48:18

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 …

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

6M ago50:37

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 a…

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Getting and Building A Consulting Relationship With Industry with Emily Ast Esq., Marney Reid and Drs. Elizabeth Lieberman, Augusts (AJ) Rush III and Nana Sarpong 35:01

6M ago35:01

35:01

Moderator: Marney Reid Faculty: Emily Ast, Esq. Elizabeth Lieberman, MD Nana O. Sarpong, MD Augustus (AJ) Rush, III MD Join us as our FPA faculty discuss how they got their start consulting with MedTech, Pharma and emerging technology companies. We share tips from an IP contract attorney on how to negotiate and build your relationship with the comp…

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Episode 5: 6/11/25-Full Practice Authority (FPA) Legislative Update 13:34

6M ago13:34

13:34

This episode is a legislative update as of 6/11/25 for Full Practice Authority (FPA) for Michigan Nurse Practitioners (NPs) with Michigan Council of Nurse Practitioners' (MICNP) Legislative Committee Chair, Naila Russell. The updates for legislation will continue to change. As the voice of NPs in Michigan, we promise to continue to publish updates …

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

6M ago56:02

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 workplac…

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April 2025 PESCO Bill Due Dates – Check, Download & Understand Your Charges 1:00

6M ago1:00

1:00

In this episode of PESCO Bill Tracker, we bring you the latest updates on PESCO online bills with due dates up to April 28, 2025. Find out how different PESCO Circles have different billing dates, and how you can easily check, download, and track your electricity bills from 2024 and 2025. We’ll also explain key components of your bill — including: …

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How to Partner With Your Practice and Hospital To Get The Resources You Need with Marney Reid and Drs. Carl Herndon, Dustin Massel, Bryan Springer and Amy Trammel 30:02

6M ago30:02

30:02

Moderator: Marney Reid Faculty: Carl Herndon, MD Dustin Massel, MD Bryan Springer, MD Amy Trammel, MD Join us as the FPA faculty shares insights, lessons learned, and tips on how to partner with your hospital and/or practice to get the resources you need, when you truly need them as you launch and develop your surgical practice.…

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Ep 46: From Flailing to AI Forward Motion 39:17

6M ago39:17

39:17

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

6M ago46:54

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 financi…

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Why Clients Don't Change—And What You Can Do About It - Dr. Christina Lynn [Financial Behavioral Strategist] 21:00

6M ago21:00

21:00

In this episode of the Smarter Planner podcast, host Belle Osvath talks with Dr. Christina Lynn, CFP®, AFC, CDFA, Director and Wealth Strategist at Mariner, about the transformative power of motivational interviewing in financial planning. A technique rooted in behavioral health, motivational interviewing is gaining momentum among financial profess…

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

6M ago27:46

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 …