Best FPA Podcasts (2024)

1
#197 - Personal Finance Through Writing with Kate Dore, CFP® 44:15

2d 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…

1
All About Nashville with Local Expert Heather Middleton 24:19

7d ago24:19

24:19

AFP 2024 is headed to Nashville this October 20-23. To give us a preview of the city, we invited Heather Middleton, Chief Marketing Officer for the Nashville Convention & Visitors Corp., onto the AFP Conversations podcast. During the podcast, Heather shared what makes Nashville such a popular destination, her must-visit spots within the city, and w…

1
#196 - Developing Next Gen Talent with AdvoKate IQ consulting firms Kate Healy 55:12

9d 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…

1
Ep 33: Driving Value Beyond the Balance Sheet 42:33

13d ago42:33

42:33

This episode our Planning Aces emphasize the importance of leveraging one's breadth of experience, stepping beyond traditional FP&A roles, and focusing on execution to bring significant value to organizations. They also emphasize the evolving nature of finance professional interactions and the idea that strategic insights can serve as catalysts for…

1
#195 - Nifty Advisor Support- Michelle Wong 48:13

16d ago48:13

48:13

"Do what you do best and outsource the rest." - Peter Drucker. Michelle Wong, CEO of Nifty Advisor Support, joins us to discuss how she strives to close the talent gap between advisors and non-advisors through inclusive communication and effective remote team management. Their virtual assistance, collective coaching, and on-demand recruiting soluti…

1
John Bolton: Wars, Elections and U.S. Isolationism 57:41

22d ago57:41

57:41

With Trump Republicans withholding military support to Ukraine, former National Security Advisor & UN Ambassador John Bolton made headlines with his straight talking- there will be “celebrations in the Kremlin if Trump is re-elected”.Bolton is one of the few leading Republicans who have dared to highlight the geopolitical consequences of a second T…

1
#194 - Saving Money on Prescription Drug Costs with Patricia Prewitt 52:25

23d ago52:25

52:25

Saving Money on Prescription Drug Costs with Patricia Prewitt According to a 2022 study, Americans pay higher prices for prescription drugs than any other country in the world, with prescription drug prices here in the U.S. more than 2.5 times as high as those in other high-income nations. As a result, 1 out of every 3 adults on prescription drugs …

1
Reverse Process: Where Was the Fact Checking of Israel's "Dodgy" UNRWA Dossier? 59:31

30d ago59:31

59:31

FPA’s briefing with Chris Gunness, former BBC UN World Correspondent and later UNRWA Spokesperson, and Ben Armbruster, Quincy Institute, on UNRWA considered the questions that far too many media failed to ask. Weeks after too many governments cut funding to UNRWA - in defiance of the ICJ’s admonitions - Israel has not offered the media, or the gove…

1
#193 - TIFIN Wealth – AJ Boury 41:03

30d ago41:03

41:03

AJ Boury Hosts Brad Wright and Chris Boyd are joined by TIFIN Wealth COO AJ Boury. They discuss: * The AI and innovation platform for wealth that was founded by former Wharton Professor and successful entrepreneur Dr. Vinay Nair * How FPA members who manage under $100M in AUM can access the TIFIN Wealth platform for free *Scientific personality ass…

1
#192 - Your Financial Therapist- Erika Wasserman 40:23

1M ago40:23

40:23

Erika Wasserman, CEO of Your Financial Therapist, joins us to discuss how she addresses #financial #anxiety and #stress #management, #money and #relationshps, #mindset, and #behavior #change with her #FinancialTherapy clients and how she trains #FinancialPlanners to integrate these topics into their #client #conversations. https://yourfinancialther…

1
#191 - 2024 College Planning with Cozy Wittman 56:41

1M ago56:41

56:41

On today’s episode, Brad Wright and Jeff Tomaneng are joined by Cozy Wittman. Cozy is an education and partnership leader at College Inside Track. Cozy speaks nationally about college search, educating families and training financial advisors and other professionals who work with families with high schoolers. She is passionate about dispelling myth…

1
#190 - Heart of Financial Planning Award Winner Virginia Asher 50:50

1M ago50:50

50:50

This week, we are joined by #FinancialPlanner, continuous #learner, #aspiring #teacher, and 2023 FPA Heart of Financial Planning Award winner Virginia Asher. Virginia practices financial planning at Chichester Financial Group and TrustBank Wealth Management and provides #financial #coaching, financial #literacy #education, #curriculum design, and #…

1
#189 - Nurturing a More Diverse Profession – with Rene Jarquin and JonPaul McBride 54:21

2M ago54:21

54:21

Nurturing a More Diverse Profession – with Rene Jarquin and JonPaul McBride According to data recently released by the CFP Board, less than 10% of the nearly 100,000 CFP® professionals report as Black, Hispanic, Latino, Asian or Pacific Islander. Only 24% are female. It’s not news that we have much work to do to encourage individuals from underrepr…

1
Ep 32: Operating ON and IN The Business 46:56

2M ago46:56

46:56

Planning Aces co-hosts Brett Knowles and Jack Sweeney discuss the strategic efforts of two CFOs leading organizational turnarounds, and a third CFO, who offers key organizational insights from an earlier career chapter. Emphasizing simplification, strategic focus, and leveraging both human insight and technology, Marc Suidan of Beachbody, Emma Brow…

1
#188 - Trailblazing Transparency: Heart of FP Award Winner Greg Friedman 54:41

2M ago54:41

54:41

This week, we are joined by #technology #innovator, #author, and 2023 FPA Heart of Financial Planning Award winner Greg Friedman. Greg was at the forefront of the industry's shift to #transparent, non-hierarchical #leadership, and his candid approach to #communication within the advisory community has established him as a highly influential thought…

1
#187 - Risk Management Mastery: Insights from Northeast Brokerage Leaders Guy Ziriak and Mike Costello 44:55

2M ago44:55

44:55

Kathleen and Jeff speak with Guy Ziriak and Mike Costello. Guy is a Vice President, and Mike is a Senior Partner with FPA New England partner Northeast Brokerage, an employee-owned insurance brokerage general agency dedicated to providing relationship-based sales assistance in the areas of Life, Disability, Annuity, and LTC insurance. We'll hear th…

1
#186 - Goal Setting and Business Success- Carson Group VP of Coaching and Consulting Sarah Cain 43:15

2M ago43:15

43:15

Brad and Jeff speak with Leadership and Business Coach Sarah Cain. She is VP of Coaching and Consulting at FPA partner and sponsor Carson Group, where she leads a team of executive business coaches and practice management consultants who help successful financial advisors refine their vision, grow their business, and transition from advisor to CEO.…

1
Ep 31: Projecting The Voice of Reason 42:09

3M ago42:09

42:09

This episode of Planning Aces sheds light on the critical role financial leadership and strategic planning plays in guiding companies through turbulent times and the importance of balancing short-term opportunities with long-term strategic planning. Each of the featured finance chiefs faced unique challenges related to the pandemic’s impact on thei…

1
Childen and AIDS: What is the World Going to Do? The Elizabeth Glaser Pediatric AIDS Foundation Points Ways Forwards 52:13

3M ago52:13

52:13

Children account for 13% of all AIDS-related deaths even though they comprise 4% of all people living with HIV globally. For over 35 years, the Elizabeth Glaser AIDS Foundation (EGPAF) has championed the needs of children and their families in the global efforts to eliminate AIDS. EGPAF has reached over 35 million pregnant women with services to pr…

1
#185 - Ross Levin - Not to be untethered from what you want. 42:36

3M ago42:36

42:36

This week, we are joined by personal financial advisor, author, and thought leader, 2023 FPA P. Kemp Fain, Jr., Award winner Ross Levin. Ross is the Founder and a Shareholder of Accredited Investors Wealth Management. Long an industry leader, Ross translates his expertise into meaningful conversations with clients about integrating their money and …

1
The ICC & Gaza: No Khan Do? 58:24

3M ago58:24

58:24

With more than 20,000 Palestinians dead, areas of Gaza turned to rubble, ICC prosecutor Karim Khan has yet to investigate either Israel or Hamas for the deaths on and after 7 October– despite his exemplary hair trigger speed against Vladimir Putin for war crimes committed in Ukraine.With South Africa's referral of Israel to the International Court …

1
Does Universal Jurisdiction on Human Rights Stop in Gaza? 58:23

3M ago58:23

58:23

Antonio Guterres has invoked his little used powers to convene a Security Council meeting on Gaza and the US vetoed it. Ironically the day after, 9th December, was the International Day of Commemoration & Dignity of Victims of the Crime of Genocide & Prevention of this Crime. This past week also saw the 75th Anniversary of the Universal Declaration…

1
#184 - 2024 FPA National President Claudia Kane – From Challenges to Pioneering Leadership 45:05

3M ago45:05

45:05

Jeff and Kathleen are joined by 2024 FPA National President Claudia Kane of Beacon Wealth Strategies. We'll hear about her journey overcoming personal struggles early in life to build a financial advisory practice from wirehouse to independent broker-dealer and her plans to lead FPA and advance the financial planning profession. Stay tuned to hear …

1
Ep 30: Seeding Organizational Ownership 37:30

4M ago37:30

37:30

Planning Aces Hosts Brett Knowles and Jack Sweeney discuss how AI's integration into FP&A is still in early stages, with many teams 'dabbling' in AI rather than regularly employing it. However, its use has been significant, inspiring creativity and improving team performance. This episode's conversation emphasizes how FP&A is not just about financi…

1
#183 - Maximizing Value: Selling Your Financial Advisory Business 52:10

4M ago52:10

52:10

As a financial advisor, would you sell your business if you found out it might be worth nearly twice what you thought? That might be true. In this episode, host Brad Wright is joined by guest, Scott DiGiammarino of JPTD Partners, and WPP co-host, Chris Boyd, who is selling his practice, to talk about the potential environment for investment advisor…

1
#182 - The Power of Managed Futures 47:10

4M ago47:10

47:10

Alex Fratila, CFA speaks with host Chris Boyd about Managed Futures. Learn what are the benefits of use of futures in designing an investment portfolio. How they work, what asset classes can be represented, and how inclusion of a managed futures strategy into clients' portfolios has the potential to help reduce volatility and produce more appealing…

1
#181 - Collaborating with a Daily Money Manager to Enhance Client Relationships 50:33

4M ago50:33

50:33

Collaborating with a Daily Money Manager to Enhance Client Relationships We all have clients that don’t always know where their money goes each month, who struggle to find important documents when they need them, who hate opening their mail and paying their bills, and who stress around tax time trying to get information to their accountant. As advi…

1
Masha Karp Discusses Orwell and the Soviets with FPA President Ian Williams 59:03

4M ago59:03

59:03

George Orwell practiced what many journalists preach, truth-telling in the face of pressure. But decades later it’s like Groundhog Day. Perennially, politicians stage a new "deja vu all over again" action replay of Animal Farm and 1984. As Masha Karp points out, the second translation of Orwell’s fable was into Ukrainian - and thousands of copies…

1
#180 - Delivering Value with Ongoing Tax Planning 54:05

5M ago54:05

54:05

Sometimes it can be hard finding a CPA or tax professional that actually does tax planning for clients, not just tax preparation. This challenge has only grown over the last few years as more and more accountants have retired or left the industry and is likely to only get worse seeing as 70% of CPAs reached retirement age in 2020! On this episode o…

1
Ep 29: FP&A: The Silo Buster 48:56

5M ago48:56

48:56

This episode of Planning Aces Brett and Jack discuss FP&A’s role when it comes to breaking down silos within departments, and how A.I. is quickly emerging as FP&A’s ultimate silo busting partner. Their discussion highlights the importance of connecting business performance metrics with financial outcomes and the role of AI will play in complex anal…

1
#179 - Balancing Act: Thriving as a Financial Advisor with Jennifer Gray 50:32

5M ago50:32

50:32

On this episode of the Wicked Pissah Podcast we speak with licensed professional counselor Jennifer Gray. Jennifer focuses her counseling work on helping financial advisors find balance and authenticity between their personal and professional selves; manage and overcome burnout and overwhelm; and celebrate the success of building a fulfilling life …

1
#178 - Creating Tax Alpha- Cantor Fitzgerald's Jay Frank 1:05:17

5M ago1:05:17

1:05:17

Learn how to help your clients utilize various tax benefits from real estate investments - including benefits of depreciation, capital gains deferrals, & more. Energetic and entertaining guest, Jay Frank, Pres. & COO of Cantor Fitzgerald Asset Management, joins co-hosts Chris Boyd & Brad Wright. It may not be for CE, but you will learn important re…

1
#177 - Beyond Finance: Planning for your life in Retirement 49:14

5M ago49:14

49:14

Beyond Finance: Planning for Your Life In Retirement Host Chris Boyd, CFP® is joined by Jennifer Simes, CFP®, long time FPA member who suggested today’s topic and guests. Nan Ives & Lisa Stornaielo share the challenges of retirement beyond finances. In the course of navigating challenges of identity and purpose, Nan & Lisa have found and developed …

1
Eric Alterman's We Are Not One: A History of America's Fight Over Israel 54:55

6M ago54:55

54:55

Eric Alterman's We Are Not One: A History of America's Fight Over Israel is a very timely, critical examination of how the "pro-Israel" side has dominated public discourse in the US to the point that for many decades only one side of the argument could be heard by all but the most specialized of audiences. Today that has changed considerably, and I…

1
#176 - Adjustment-Based Income Planning, During Retirement with Income Lab Co-Founder Johnny Poulsen 49:03

6M ago49:03

49:03

Hosts Brad Wright and Jeff Tomaneng are joined by Income Lab co-founder Johnny Poulsen, CFP®. They discuss: Whether or not advisors have been looking at retirement distributions the wrong way What Guardrails are and how they can help a retiree remain on track How uncertainty can be less stressful than the certainty of a negative event. You’ll also …

1
Ep 28: How Planning Aces Are Made 40:23

6M ago40:23

40:23

This episode features insights and commentary from three finance leaders: CFO Michael Linford of Affirm, CFO Ana Chadwick of Pitney Bowse, and CFO Jason Leet of Zylo. Imagine if these three finance leaders were to meet and have a discussion about their past roles. Each of them has a unique story to tell. Michael Linford, for example, was previously…

1
#175 - Marketing advice to stand out -Kristen Luke of Kaleido Creative Studio 43:56

6M ago43:56

43:56

Kathleen and Jeff speak with advisor marketing thought leader and author Kristen Luke of Kaleido Creative Studio. Kaleido Creative Studio is a marketing agency that helps Registered Investment Advisors market themselves to a niche, making it easier for them to stand out from the competition and attract ideal clients. Stay tuned for a Wicked Pissah!…

1
#174 - Helping women become more financially confident - Purse Strings 56:15

6M ago56:15

56:15

Hosts Brad Wright and Kathleen Kenealy are joined by Purse Strings founders Dr. Barb Provost and her daughter Maggie Nielsen, MBA. They discuss: What led Barb and Maggie to found a financial services organization for women How the gender wealth pay gap impacts women’s financial security, and how women can become more financially confident How you, …

1
The Impact of Instant Payments and Real-Time Processing on Business Processes 29:41

6M ago29:41

29:41

Adam Kruis, Senior Vice President, Manager, Working Capital Consulting, at U.S. Bank, and Anu Somani, Head of Global Payables and Embedded Payments, at U.S. Bank, discuss why real-time payments are becoming important, common use cases for real-time payments, and how to stay current on developments in the real-time payments space. This episode is sp…

1
#173 - Time to pay those student loans- Dan Rooker 45:07

6M ago45:07

45:07

According to studentaid.gov, there are a whopping 45 million borrowers in the US who have Federal student loan debt – that’s almost 15% of the country’s population. Pretty soon those borrowers are going to need to start making loan payments again as the student loan payment pause is coming to an end after providing borrowers with payment relief for…

1
#172 - Grieving Clients and how Financial Advisors can help - Kathi Balasek 55:45

7M ago55:45

55:45

As part of this journey we call life, all of us will experience and grieve a loss or know someone who has. What do you say? How do you say it? Acknolwedging the loss and grief of another person can be uncomfortable and awkward, but it doesn’t have to be. Kathi Balasek is on a mission to help financial advisors relate to a person who is a grieving. …

1
Ep 27: How Finance Leaders Are Adapting Their Teams 37:39

7M ago37:39

37:39

Brett and Jack draw parallels between the challenges faced by our three featured Planning Aces as they seek to optimize the talent resources and processes in their different organizations. The pressure to align strategy and execution is increasing, and all three CFOs share their responses to these external pressures. Brett also touches on the adopt…

1
#171 - "The Why of Wealth" and "Haisley's Birthday Money" Authors and FPA Members 49:57

7M ago49:57

49:57

From Planning to Publishing: Educating Others by Writing from the Heart Have you ever thought about writing a book but you’re not sure where to start? How do you figure out what to write about? How do you go about getting published? How do you get people to buy and read your book? On this episode, Cassandra Smalley and Nycole Freer join us to help …

1
#170 - FPA Update: So Many Benefits of Membership - Ben Lewis 45:43

7M ago45:43

45:43

Ben Lewis, Chief Communications Officer of the Financial Planning Association joins the podcast to share new member resources and remind us about many more. We discuss: New Media Training advanced modules & MediaSource PR opportunities: https://www.financialplanningassociation.org/advocacy/media-engagement (this is the link to the current training.…

1
#169 - Divorce Financial Planning - Diane Pappas 41:40

7M ago41:40

41:40

Kathleen and Jeff speak with Diane Pappas of Solutions for Divorce. Solutions for Divorce is a boutique fee-only Divorce Financial Planning firm on the North Shore of Boston dedicated to improving the divorce process for individuals and couples going through this challenging time in their lives. https://www.linkedin.com/in/dianecpappas/ https://www…

1
Reimagination in a Time of Change with Erica Orange 16:08

7M ago16:08

16:08

Erica Orange, speaker for the AFP 2023 MindShift Keynote, sponsored by Capital One, is the Executive Vice President & Chief Operating Officer of The Future Hunters, one of the world’s leading futurist consulting firms. She analyzes emerging sociocultural, technological, economic, geopolitical and environmental trends and identifies the strategic im…

1
Negotiation Techniques with Fotini Iconomopoulos 29:54

8M ago29:54

29:54

Fotini Iconomopoulos, the speaker for the AFP 2023 Monday Executive Institute Keynote, sponsored by PNC, is an expert communicator with a passion for helping organizations and individuals get what they want. For over a decade, she has been helping Fortune 500 clients and their teams achieve their business goals, increase profitability, and create a…

1
#168 - Helping Yourself Before You Can Help Others – Dr. Sarah Newcomb 48:30

8M ago48:30

48:30

Did you know that before Dr. Sarah Newcomb became an applied scientist in behavioral economics she was an aspiring opera singer? No? Then tune in to this episode of the Wicked Pissah Podcast to find out what else you might not know about Sarah! We will hear how Sarah’s effort to get her financial situation in order led her to realize she needed to …

1
Ep 26: The Quest for the Golden KR 40:09

8M ago40:09

40:09

This episode our cohost Brett Knowles suggests that every professional within an organization should have their own “golden KR” or key result that they are held accountable for. As he explains, this would create alignment and clarity throughout the organization. The Rule of 40 and Gross Margin: TreviPay CFO Joel Campbell discusses two intriguing me…

1
#167 - The Current Equity and Fixed Income Environment with MRB- Bob Hanney and Phil Colmar 49:07

8M ago49:07

49:07

Chris and Jeff speak with Bob Hanney and Phil Colmar of MRB, The Macro Research Board. MRB is an independent research firm providing integrated global multi-asset investment strategy as well as actionable, absolute-return ideas. We hear their thoughts on the current equity and fixed income environment and how they help financial advisors with their…

Podcasts Worth a Listen

FPA Podcasts

Podcasts Worth a Listen

Quick Reference Guide