Best Fpama Podcasts (2025)

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

9d 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

18d 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

25d 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

1M 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

2M 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

2M 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

2M 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

2M 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

2M 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

3M 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

3M 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

3M 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

3M 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

4M 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

4M 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

5M 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

5M 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

5M 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

5M 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

6M 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

6M 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

6M 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

6M 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

7M 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

7M 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

7M 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

7M 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

8M 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

8M 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

8M 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

9M 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

9M 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…

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#213 - Difficult Conversations 59:17

9M ago59:17

59:17

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/…

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#212 - Bonds vs. Bond Funds- Vanguard with Ted Dinucci 33:59

9M ago33:59

33:59

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 v…

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#211 - Approaching Business Owners' Insurance concerns and opportunities 44:36

9M ago44:36

44:36

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 diff…

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#210 - Valuing Your Life’s Work with Aaron Wells of FP Transitions 1:02:17

10M ago1:02:17

1:02:17

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,” …

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#209 - Xtrackers 51:18

10M ago51:18

51:18

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 s…

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#208 - Financial Education with NE Chapter President Marybeth Breed & Mass State Treasurer Deborah Goldberg, 48:09

10M ago48:09

48:09

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 …

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#207 - Michael Connaughton – Lead Advisor 51:26

10M ago51:26

51:26

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 professi…

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#206 - Setting Charitable Intentions with Erinn Andrews of The Give Team 54:36

11M ago54:36

54:36

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?…

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#205 - Incorporating Long Term Care Into Your Long-Term Planning 52:17

11M ago52:17

52:17

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 …

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#204 - Scams & Schemes with Bob Powell 38:04

11M ago38:04

38:04

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 goin…

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#203 - Succession Planning with Jessica Polito 47:56

12M ago47:56

47:56

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 restri…

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#202 - Recession? Commodities? Deficit? Mike Arone – State Street Global Advisors 47:21

12M ago47:21

47:21

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…

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#201 - Estate Management and Legacy Building with Vanilla's Jim Sinai 46:21

12M ago46:21

46:21

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, a…

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#200 - Life Planning with George Kinder 1:05:09

1y ago1:05:09

1:05:09

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 Grou…

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#199 - Branding and Marketing with Tiffany Markarian 56:52

1y ago56:52

56:52

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 Marketi…

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#198 - Organization and efficiency expert Patty Kreamer of Productivity Uncorked 50:30

1y ago50:30

50:30

"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://productivity…

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#197 - Personal Finance Through Writing with Kate Dore, CFP® 44:15

1y ago44:15

44:15

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 t…

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#196 - Developing Next Gen Talent with AdvoKate IQ consulting firms Kate Healy 55:12

1y ago55:12

55:12

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 abou…

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