Best Fpama Podcasts (2025)

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

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4d 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

10d 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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#261 - Angel Investing with Stephen Schweich 29:03

22d 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

21d 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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#259 - From Confused to Confident: Helping Families Navigate Aging with Parker Polidor 42:40

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

2M 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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#257 - 5 to 9 Things You Don’t Know About 529 Plans with Chris Stack 52:21

1M 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

2M 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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#255 - Navigating Egos and Emotions During the College Planning Process – With Jack Wang 48:18

2M 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

2M 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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#253 - Bringing the Human Element Back to Human Resources – with Angela Sarver 56:02

2M 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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#252 - FIRE for Dummies Author Jackie Cummings Koski on Financial Independence 46:54

3M 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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#251 - Paul Gaudio-President NexGen FPA-Client guidance and network expansion opportunities. 27:46

3M 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 …

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

3M ago51:43

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, wha…

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

3M ago58:18

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…

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

4M ago53:46

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…

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

4M ago40:34

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 a…

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

4M ago52:29

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 respons…

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#245 - Jeff Johnson, Appleton, and Fixed Income Markets 38:45

4M ago38:45

38:45

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 chann…

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#244 - John Finney - Overvue and how it creates client and advisor efficiency 34:06

5M ago34:06

34:06

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 …

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#243 - Andy Ives– Navigating Net Unrealized Appreciation (NUA) Strategies 27:18

5M ago27:18

27:18

Andy Ives, CFP®, AIF® – Navigating Net Unrealized Appreciation (NUA) Strategies Host Chris Boyd is joined by Andy Ives, CFP®, AIF®, an IRA Analyst at Ed Slott and Company, LLC, to delve into the intricacies of Net Unrealized Appreciation (NUA) and its potential benefits for individuals with employer stock in their retirement plans. With over 25 ye…

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#242 - Joy Slabaugh; The Financial Conflict Resolution Institute 47:06

5M ago47:06

47:06

Hosts Michael Connaughton and Kathleen Keneally are joined by Joy Slabaugh founder of The Financial Conflict Resolution Institute. Joy is a CFP® professional with 20 years financial of planning experience that includes providing advice to multi-billion dollar clients. She is also a licensed therapist trained in Internal Family Systems with experien…

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#241 - Keith Garte talks Personal Risk Management and answers advisors questions 44:03

6M ago44:03

44:03

Keith Garte Hosts Michael Connaughton and Kathleen Keneally are joined by Keith Garte, Personal Risk Management Advisor with Assured Partners. Keith Garte is a Personal Risk Management Advisor with Assured Partners working out of their Natick office. Keith helps successful individuals and families by protecting them from unforeseen events that will…

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#240 - Advisor Tech with Jump Advisor AI CEO Parker Ence 30:10

6M ago30:10

30:10

Advisor Tech with Jump Advisor AI CEO Parker Ence Hosts Brad Wright and Kevin Williams are joined by Parker Ence, CEO and cofounder of Jump Advisor AI. Parker is an entrepreneur and operator with 12 years CEO/cofounder experience across advisor tech, data, AI, and SaaS. As CEO, he’s operated companies in spinoff, turnaround/distressed, and startup …

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#239 - From Office to Anywhere: Erica Feldblum of LPL 33:11

6M ago33:11

33:11

Have you thought about making your business fully remote? Or perhaps it is and you’ve wanted to relocate? That’s the story of today’s guest, Erica Feldblum, and LPL advisor, on this week’s episode of the WPP. Listen in has Erica shares her story. Over 30 years she has developed specific niches working with women, retirement plans, and those passion…

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#238 - Investing In Private Markets with Michael Bell of Meketa Capital 48:16

6M ago48:16

48:16

Hosts Brad Wright and Chris Boyd are joined by Michael Bell, CEO of Meketa Capital Michael has more than 25 years of experience in the investment management and wealth management industries. He is the Chief Executive Officer of Meketa Capital as well as the Founder and Chief Executive Officer of Primark Capital. Prior to Primark, Michael built and …

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#237 - Outside Compliance for RIAs with Scott Gottlieb of U.S. Compliance Consultants 52:47

7M ago52:47

52:47

Hosts Brad Wright and Kevin Williams are joined by Scott Gottlieb of U.S. Compliance Consultants. Scott is President of U.S. Compliance Consultants, a full-service compliance consulting company that focuses exclusively on state and SEC-registered investment advisers. Scott founded U.S. Compliance Consultants in 2004. U.S. Compliance Consultants has…

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#236 - Direct Indexing Strategies with Greg Kanarian, JD, CFA 48:47

7M ago48:47

48:47

Direct Indexing Strategies with Greg Kanarian, JD, CFA Hosts Kathleen Kenealy and Chris Boyd speak with Greg Kanarian, an Investment Strategist at Natixis Investment Managers representing the firm’s Direct Indexing strategies. Greg joins the show to talk all things direct indexing - what it is, common benefits and tax advantages, which clients it m…

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#235 - Nick Gudz, Co-Founder of Fin.Link 38:49

7M ago38:49

38:49

Nick Gudz Hosts Michael Connaughton and Brad Wright are joined by Nick Gudz, Co- Founder of Fin.Link. Nick has been in the industry for 20 plus years holding multiple positions. He co-founded Succession Link in 2012, a platform he developed connecting buyers and sellers of wealth management practices. He sold Succession Link in 2018 and reacquired …

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#234 - Milemarker’s Jud Mackrill 38:25

7M ago38:25

38:25

Milemarker’s Jud Mackrill Host Brad Wright is joined by Jud Mackrill, CMO and co-founder of Milemarker, a data aggregation firm. As co-founder of Milemarker, Jud is driving change in financial advice and alternative investments. By blending thoughtful design with seamless software, Jud helps companies unlock their full potential. Jud’s career is bu…

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#233 - Social Security Fairness Act Kurt Czarnowski 49:34

8M ago49:34

49:34

Join special guest Kurt Czarnowski (Czarnowski Consulting) for a deep dive on the impact of the Social Security Fairness Act. Some 2,000,000 current Social Security recipients are impacted by this legislation, not to mention those who previously thought they were ineligible under Government Pension Offset (GPO). This legislation does away with GPO …

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#232 - iCapital’s James Costabile and Ryan Van Geons 47:17

8M ago47:17

47:17

Hosts Brad Wright and Mike Connaughton are joined by James Costabile and Ryan Van Geons of iCapital. James Costabile is Managing Director and Head of US Alternative Investment Distribution and Ryan Van Geons is a Senior Vice President, who covers our New England area for iCapital. Their team delivers alternative investment education, research viewp…

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#231 - Grandview and Company with Steve Tenney 34:06

8M ago34:06

34:06

Hosts Michael Connaughton and Chris Boyd are joined by Steve Tenney, Founder of Grandview and Company. Steve Tenney is the Founder of Grandview & Company. After 26 years as a Senior Portfolio Manager and Senior Vice President at UBS, Steve and his team launched Great Diamond Partners, a $700M independent wealth management firm in Portland, Maine. A…

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#230 - FPA-NE 2025 Chapter Leaders: Sam Gough & Abe Ringer 38:30

9M ago38:30

38:30

FPA-NE 2025 Chapter Leaders: Sam Gough & Abe Ringer Hosts Brad Wright and Kathleen Kenealy are joined by Sam Gough and Abe Ringer. Sam is the 2025 incoming FPA-NE Chapter President and Abe will be President-Elect (2026 President). When not volunteering to run our chapter, Sam is a Senior Client Advisor with Ballentine Partners, where he focuses on …

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#229 - Reflecting on Money and Meaning – with Dr. Daniel Crosby 46:26

9M ago46:26

46:26

Reflecting on Money and Meaning – with Dr. Daniel Crosby On this episode we speak with psychologist, behavioral finance expert and New York Times best-selling author, Dr. Daniel Crosby. Dr. Crosby is the Chief Behavioral Officer at Orion Advisor Solutions, host of the Standard Deviations podcast, and author of numerous books on the psychology of mo…

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#228 - Helping Financial Advisors Save on Taxes – with Catherine Tindall, CPA 44:27

10M ago44:27

44:27

Helping Financial Advisors Save on Taxes – with Catherine Tindall, CFA More and more I keep hearing from other financial planners that they are struggling to find good CPAs that they can send their clients to for tax preparation. Too many CPAs are either retiring or not taking on new business and too few are entering the profession. Finding a CPA f…

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#227 - Retirement Plans & Community Impact: Insights from Financial Planning Leader John McAvoy 57:36

10M ago57:36

57:36

Join us as we speak with FPA chapter past president, John McAvoy! John shares insights about working in the Retirement Plan space both with employers and participants. Thinking of doing more with 401Ks or IRAs, then you’ll want to listen this episode. We start off the show learning about John’s sustained commitment to the financial planning profess…

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#226 - Jenn Mayo: Direct of Gift Planning and Advisor Relations, Essex County Community Foundation 44:54

10M ago44:54

44:54

Jenn Mayo: Direct of Gift Planning and Advisor Relations, Essex County Community Foundation Hosts Michael Connaughton and Brad Wright are joined by Jenn Mayo of the Essex County Community Foundation Essex County Community Foundation inspires philanthropy that strengthens the communities of Essex County. ECCF helps donors of all sizes elevate their …

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#225 - Financial and Caregiving Challenges: Couples with and without Children-Bill & Paula Harris 38:40

10M ago38:40

38:40

Families with children may have more financial challenges in the accummulation phase, but couples without kids have different challenges more often later in life. After each other, who is to become a healthcare proxy, or trustee? In this conversation our panelists include Bill & Paula Harris and co-host, Kathleen Kenealy. We discuss a variety of th…

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#224 - International Investing with Nick Paul, MFS 34:26

10M ago34:26

34:26

The Case for International Investing with Nick Paul, MFS – Nicholas J. Paul, CFA who serves as the Equity Portfolio Manager for MFS joins Chris Boyd and Jeff Perry for an in-depth discussion about using mutual funds for international investing. Related topics covered include the potential impacts from the recent election, the growing national debt,…

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#223 - Tax Policy Impacts and the Upcoming Election with Nicholas A. Papakyrikos, CPA, P.C 51:05

11M ago51:05

51:05

Nicholas A. Papakyrikos, CPA, P.C Host Michael Connaughton is joined by Nick Papakyrikos, CPA, P.C. Nick is the founder of Nicholas Papakyrikos CPA. He began his professional career with the international accounting and consulting firm currently known as PriceWaterhouseCoopers, where his clients included financial services, manufacturers and commun…

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#222 - Nicole Wallace and Christopher Jensen – Franklin Templeton Investments 38:03

11M ago38:03

38:03

Nicole Wallace and Christopher Jensen – Franklin Templeton Investments Host Michael Connaughton is joined by Nicole Wallace and Christopher Jensen of Franklin Templeton Investments. Nicole is Vice President and Private Wealth Director covering the New England States for Franklin Templeton Investments. Christopher Jensen is the Director of Digital A…

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#221 - Jack Heintzelman – FPA National Board of Directors 46:47

11M ago46:47

46:47

Jack Heintzelman – FPA National Board of Directors Hosts Brad Wright and Kathleen Kenealy are joined by Jack Heintzelman. Jack is a financial planner with Boston Wealth Strategies, where he has been since 2018. Jack has been serving on the FPA NexGen National Leadership Committee, for the past two years, and has just been elected to the FPA Nationa…

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#220 - Crystal Lee Butler- Crystal Marketing Solutions 36:30

11M ago36:30

36:30

Crystal Lee Butler- Crystal Marketing Solutions. Host Michael Connaughton is joined by Crystal Lee Butler of Crystal Marketing Solutions. Crystal is founder of Crystal Marketing Solutions, LLC also known as CMS. CMS specializes in offering comprehensive marketing strategy and services for independent financial advisors. Crystal and CMS have been fe…

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#219 - Julie Casey - Definiti 40:12

12M ago40:12

40:12

Julie Casey - Definiti Hosts Brad Wright and Mike Connaughton are joined by Julie Casey of Definiti. Julie is Regional Sales Director - New England Territory, for Definiti, which is a national retirement services firm that helps workplace organizations with retirement plan expertise, actuarial consulting, pension outsourcing and recordkeeping. Defi…

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#218 - Donna McKeown - Mortgages & Interest rate movement 29:50

12M ago29:50

29:50

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 sha…

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#217 - Chuck Failla: Sovereign Advisor Solutions + goRIA 50:35

12M ago50:35

50:35

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 …

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#216 - Navigating the College Selection Process with Todd Weaver 36:04

1y ago36:04

36:04

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…

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#215 - Stephanie Aliaga – J.P. Morgan 47:50

1y ago47:50

47:50

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 Bl…

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#214 - Richard LeFauve – Client Edge 1:00:01

1y ago1:00:01

1:00:01

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 Financi…