Wicked Pissah Podcast
Podcast gratuito

Wicked Pissah Podcast

Podcast de FPA NE

The Wicked Pissah Podcast, brought to you by the Financial Planning Association of New England (FPA of New England), features discussions for financial professionals including topics of financial planning, recent or future events in the financial services industry, and interactions with influential speakers from across the industry. Additionally, the educational program will review the latest updates and announcements surrounding the New England chapter of FPA. Join us and listen in for engaging discussions and insightful content! 

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Todos los episodios

209 episodios
episode #209 - Xtrackers artwork
#209 - Xtrackers
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 served as a member of the US Department of Defense Business Board, a Civilian Aide to the Secretary of the Army for New York, and has received awards from the Secretary of Defense, the Air Force, and the Navy. Allen is President of JH Whitney and previously served as Interim CEO as well as General Counsel for Wells Fargo & Company. They discuss: -What a Global Geostrategic Risk Rating system means for companies -How this may affect our investments in these companies -How the US government is responding to these risks -Possible paths the US-China relationship could take Learn more about our current geopolitical landscape and the Xtrackers US Critical Technologies ETF (CRTC) that could potentially provide a solution for investors looking to mitigate these risks in their portfolios at www.Xtrackers.com [https://www.Xtrackers.com] For more information on JH Whitney, DWS the Geostrategic Risk Rating or CRTC  please contact Paul Berard, Xtrackers New England ETF Specialist @ paul.berard@dws.com [paul.berard@dws.com] , 203- 364-9426 or visit their website at Xtrackers US National Critical Technologies ETF| Xtrackers by DWS
16 jul 2024 - 51 min
episode #208 - Financial Education with NE Chapter President Marybeth Breed & Mass State Treasurer Deborah Goldberg, artwork
#208 - Financial Education with NE Chapter President Marybeth Breed & Mass State Treasurer Deborah Goldberg,
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 financial education in our communities, the work of the Office of Economic Empowerment and the Baby Steps savings program, and why the Treasurer believes that financial education is a proactive medicine that can be used to address other problems. We also discuss why educating kids about finances as part of the school curriculum is such an important objective, the bi-partisan bill she put forth requiring financial education in our schools, and the challenges of getting new topics added to school curriculum.  Massachusetts State Treasurer Deborah Goldberg [https://www.mass.gov/about-the-treasurer-and-receiver-general-deborah-b-goldberg#:~:text=Goldberg.,State%20Treasurer%20and%20Receiver%20General.] Office of Economic Empowerment [https://www.mass.gov/orgs/office-of-economic-empowerment] Office of Economic Empowerment - YouTube [https://www.youtube.com/channel/UCq_erLPgunILiMyZK2fd8kg] Worth in Wealth Program [https://www.mass.gov/worth-wealth-seminars] Operation Money Wise [https://www.mass.gov/info-details/what-is-operation-money-wise]
09 jul 2024 - 48 min
episode #207 - Michael Connaughton – Lead Advisor artwork
#207 - Michael Connaughton – Lead Advisor
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 professionals. With a niche in talent acquisition and development, Lead Advisor partners with firms and practices to help solve for service, scalability and succession planning. They also empower professionals in the field through career strategy coaching, leadership development and study groups.  Michael is a CFP who went to Providence College, lives in the Boston area, and yet somehow finds himself a Milwaukee Bucks fan?! Find out why… They discuss: -What goes into a talent search and whether candidates are difficult to find - What candidates are searching for in a new firm -Coaching both firms and candidates -Lead Advisor’s app for vetted candidates Learn more about Michael and Lead Advisors: https://www.lead-advisor.com/ [https://www.lead-advisor.com/] Newsletter:  https://mailchi.mp/1f81a3c34ca4/lead-advisors-talent-market-insights-for-september-17380127 [https://mailchi.mp/1f81a3c34ca4/lead-advisors-talent-market-insights-for-september-17380127] Web based app for several core employee roles for hiring firms:  https://app.careers.lead-advisor.com/login/start [https://app.careers.lead-advisor.com/login/start]
02 jul 2024 - 51 min
episode #206 - Setting Charitable Intentions with Erinn Andrews of The Give Team artwork
#206 - Setting Charitable Intentions with Erinn Andrews of The Give Team
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? On this episode we are joined by Erinn Andrews, founder and CEO of the Give Team, to talk about how she helps clients be more strategic and intentional in their charitable giving. We talk with Erinn about how and why advisors should bring up philanthropy in conversations with their clients, the process she uses with clients to develop a charitable mission statement, how she identifies and selects charities that are in line with her clients’ giving missions, and why she prefers stay local when recommending charities to clients.    For more information or to contact Erinn: erinn@thegiveteam.com https://www.thegiveteam.com/ [https://www.thegiveteam.com/] https://www.linkedin.com/in/erinn-andrews/ [https://www.linkedin.com/in/erinn-andrews/]
25 jun 2024 - 54 min
episode #205 - Incorporating Long Term Care Into Your Long-Term Planning artwork
#205 - Incorporating Long Term Care Into Your Long-Term Planning
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 clients prepare for what can be catastrophic costs of care during their lifetimes? On this episode, we speak with Linda Thalheimer, an independent expert in long term care planning. Tune in to hear our conversation about who should consider buying long term care insurance, how certain policies can protect against Medicaid liens, new trends in the long term care industry, and how her parents have used over a million dollars in long term care benefits so far.    For more information: https://www.linkedin.com/in/longtermcareadvisor/ [https://www.linkedin.com/in/longtermcareadvisor/] https://www.longlifeplanning.com/ [https://www.longlifeplanning.com/] https://www.genworth.com/aging-and-you/finances/cost-of-care [https://www.genworth.com/aging-and-you/finances/cost-of-care]
11 jun 2024 - 52 min
Soy muy de podcasts. Mientras hago la cama, mientras recojo la casa, mientras trabajo… Y en Podimo encuentro podcast que me encantan. De emprendimiento, de salid, de humor… De lo que quiera! Estoy encantada 👍
MI TOC es feliz, que maravilla. Ordenador, limpio, sugerencias de categorías nuevas a explorar!!!
Me suscribi con los 14 días de prueba para escuchar el Podcast de Misterios Cotidianos, pero al final me quedo mas tiempo porque hacia tiempo que no me reía tanto. Tiene Podcast muy buenos y la aplicación funciona bien.
App ligera, eficiente, encuentras rápido tus podcast favoritos. Diseño sencillo y bonito. me gustó.
contenidos frescos e inteligentes
La App va francamente bien y el precio me parece muy justo para pagar a gente que nos da horas y horas de contenido. Espero poder seguir usándola asiduamente.

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