Wicked Pissah Podcast

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 companies. Since joining Cherrystone in 2011, Stephen has a played a key role in sourcing and leading investments in several of Cherrystone’s portfolio companies.   They discuss: Stephen’s background and experience. Angel Group investing due diligence. Angel investing time horizon and expectations. And much more. Learn more about the Cherrystone Angel Group: Website: https://www.cherrystoneangelgroup.com/

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.linkedin.com/in/liza-connelly-1891006/] https://www.professorbeyer.com/Articles/Animals.html [https://www.professorbeyer.com/Articles/Animals.html]

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 [http://www.joincareally.com/]parker@joincareally.com [parker@joincareally.com]

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://reynagobel.com/] https://www.linkedin.com/in/reynagobel/ [https://www.linkedin.com/in/reynagobel/] https://walletsandwaistlines.com/ [https://walletsandwaistlines.com/]

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