show episodes
 
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 enga ...
 
Award-Winning Portfolio Manager Rob Tetrault provides insight for investors on a wide array of wealth management topics. Constantly ranked in the Top 5 Wealth Advisors in Canada, Rob is a Senior Investment Advisor and Portfolio Manager at Tetrault Wealth Advisory Group from Canaccord Genuity Wealth Management. He initially worked as a litigation lawyer at Aikins MacAulay Thorvaldson. He then completed a Finance MBA and was a member of the Dean's list at the Asper School of Business. The Rob ...
 
Let’s face it, crafting an innovative retirement plan benefit that optimizes outcomes, minimizes risk, improves employee engagement, and manages costs—all while navigating the compliance nuances of today’s employer-sponsored retirement plan landscape—is no easy feat! In Revamping Retirement, we break down the opportunities and challenges facing plan sponsors and fiduciaries to provide actionable insights and best practices. With industry insider guests, we’ll explore timely and relevant topi ...
 
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show series
 
Shedding light on the culture of the Prosperity Economics Movement, Kim Butler and Janet Sims describe what the culture in the movement really is about. They also talk about the concept of full service to the client and the important elements in the culture. To learn more about the Prosperity Economics Movement http://prosperityeconomicsadvisors.co…
 
Joining us is Christine Benz, Morningstar's Director of Personal Finance and author of 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances, and Jeffrey Ptak, CFA®, Morningstar's Chief Ratings Officer; both are hosts are of The Long View podcast. They share insights about what's happening in the world of personal finance, the v…
 
Bill and Anastasia cover a listener requested topic regarding the student loan debt crisis in the U.S. They tackle this issue through the lens of financial advisors looking at it on a macroeconomic scale--addressing how student loans grew into a crisis, the contributing factors, consequences, potential solutions, and what they think consumers shoul…
 
This video will help you to understand the impact of increased interest and how it can affect you, your portfolio and your retirement. I also explain and discuss different types of interest rates. 📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/spe…
 
We are joined by employment, business and personal injury mediator, and owner of Mariani Mediation Services, LLC, Amy Mariani, JD. We hear about when it makes sense to try mediation instead of litigation to resolve conflicts in business and personal matters, saving time, money, and stress. Website: MarianiMediation.com Email: AMariani@marianimediat…
 
Emotions are a dominating force that impacts every aspect of our lives. Most investors go through a recurring cycle that follows the market. This emotional cycle often leads an investor to make the wrong decision at the wrong time. 📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calenda…
 
If you've ever lent money to your spouse or to one of your corporations in order to take advantage of a reduced tax rate, this is called a prescribed rate loan. As you may know the government mandates that a minimum amount of interest be charged on these loans. In these situations the lower the interest rate the more advantageous the tax savings ar…
 
Every successful mentorship is built upon a strong mentor-mentee relationship. Kim Butler and Janet Sims discuss understanding the whole mentor-mentee relationship between an experienced advisor that has to be in business. As Kim shares her experience being a mentee for three years, Janet also talks about how having a mentor helped her with her car…
 
Are bonds really a safe investment ? Should you have some in your portfolio? Watch this video to find out all about bonds and the risks associated with them. 📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retir…
 
There are over 200 designations and certifications that a financial services representative can hold, making it difficult for consumers to understand the differences between them. When did advisor credentials become so popular and why? What is the difference between a securities license and a certification? What should you be aware of when hiring a…
 
There are a lot of things to think about when starting a business and owning a business. Should you have an operating company or a holding company ? What’s the difference ? What are the pros and cons ? In this video, I’ll break it down for you and help you decide what’s best for your business. 📞 For Your FREE Consultation with Rob, simply fill out …
 
Steven Ryder, Founder of True North Networks, Inc. joins host Brad Wright to talk about current cybersecurity threats, SEC Audits, whether your VPN is good enough, and why you must use multifactor authentication, even though it’s super annoying. He’ll guide you in what to ask when looking to hire an IT company and educate you on the difference betw…
 
Inflation is a natural economic concept that can have a significant impact on your investments and our economy. In this video, we explore the top 5 impacts of inflation on your wealth. 📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉…
 
In episode 42 of Revamping Retirement, Jennifer Doss and Scott Matheson talk with Dr. Shlomo Benartzi, a behavioral economist widely known for the Save More Tomorrow (SMarT) program, which he pioneered with Nobel Laureate Dr. Richard Thaler. Save More Tomorrow is a behavioral nudge designed to help employees increase their saving rates gradually ov…
 
In this episode of The Boardroom I speak with Manuj Aggarwal. Artificial intelligence is the future. The more we talk about it, the closer it feels to becoming reality. I'm not talking about robots that will take over the world and enslave us all - this video is just a basic introduction to artificial intelligence. We also dive into many more topic…
 
Kim Butler and Janet Sims talk about the big difference between planning and preparing. Together, they give a run down of how the Prosperity Economics Movement helps advisors be more prepared. Janet also shares what her preparation process is and how she separates the need to be conscious of what’s going on in the world and her desire to protect he…
 
We are joined by Certified Business Development Coach, Business Growth Strategist for Financial Advisors and FPA National Board Member, Susan Danzig. Susan shares with us business development techniques and basic principals. She covers ways to work with clients, how to maintain a marketing focus, and how to grow your firm consistently. She encourag…
 
A non-disclosure agreement, also known as a confidentiality agreement, is a contract by which one or more parties agree not to disclose confidential information that they have shared with each other as a necessary part of doing business together. In this video, I explain when a NDA is used, what it does and what your rights are around it. 📞 For You…
 
In this video, I explain all you need to know about bonds - And help clear up things, such as: 1. What are Bonds? 2. How do they work? 3. What do they signify? 4. Do they belong in your portfolio? 📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/spe…
 
We are hearing lots about inflation in the news, it’s one of the most important economic concepts, but it can be difficult to understand. In this episode I’ll talk about: 1. What Inflation is? 2. How inflation can impact your portfolio? 3. What it means for our economy? And much more! 📞 For Your FREE Consultation with Rob, simply fill out the form …
 
Anyone would love to accumulate more money, more wealth, and have a more abundant life. However, not a lot of people have the power to attract abundance and enjoy the unlimited opportunities that will drive a successful life — whether it is for personal or for business. Talking about their take on unlimited opportunities, Tammy and Kim share why it…
 
We are joined by Cozy Wittman, Education and Partnership Manager at College Inside Track. She speaks nationally about college search and educates families, financial advisors and other professionals who work with families on the college process. Website: https://collegeinsidetrack.com/ Email: cwittman@collegeinsidetrack.com LinkedIn: https://www.li…
 
Listen to this interview with Eric Nuttall, who is a Partner and Senior Portfolio Manager with Ninepoint Partners LP. Eric's views are frequently sought after by the Business News Network (BNN), The Globe and Mail, the National Post, the Calgary Herald, CNBC, and the Wall Street Journal. Listen to this episode to know his views on the "Oil and Gas"…
 
From the perspective of a financial advisor, Bill and Anastasia tackle the meaty topic of U.S. health care in this two-part episode series. In Part Two, Bill offers strategies that consumers can use to help mitigate the cost of health care. Bill and Anastasia touch on different health insurance options and the benefits of a HSA (Health Savings Acco…
 
When owning and operating a business there are many reasons why you might want to set up a holding company. It can be a great way to add an extra layer of protection. In this podcast, I’ll explain and go through the top 5 reasons to have a holding company. I’ll break it down for you and help you decide what’s best for your business. 📞 For Your FREE…
 
We’re joined by the leadership of the National FPA, CEO, Patrick Mahoney, 2022 President, Dennis Moore, and 2023 President Elect, James Lee. We get to know the team, their journey, important things that have been happening in the FPA, value propositions and providers that assist FPA chapters and advisors. Website: onefpa.org…
 
Continuing with their conversation last episode, Tammy welcomes Janet Sims of the Prosperity Economics Movement again to talk about collaboration within the community. Janet shares what are the benefits of being in a community like the Prosperity Economics Movement, whether you are new in the field or you’re an expert with several years of experien…
 
In episode 41 of Revamping Retirement, Jennifer Doss and Scott Matheson check in on their 2022 predictions and discuss what the second half of the year may have in store for the retirement industry. Find out where we are with the DOL Rule, environmental, social, and governance (ESG) guidance, the Securing a Strong Retirement Act of 2022—better know…
 
Dr. David Kelly, Chief Global Strategist and Head of the Global Market Insights Strategy Team for J.P. Morgan Asset Management, speaks about the impacts of inflation, Ukraine, and other shockwaves on the economy. He shares his outlook, including his take on interest rates, bonds, the Federal Reserve, and some key take aways on investing in 2022 and…
 
From the perspective of a financial advisor, Bill and Anastasia tackle the meaty topic of U.S. health care in this two-part episode series. In Part One, Bill covers reasons why the U.S. spends more on health care per capita than any country in the world. Additionally, why are Anastasia's friends receiving bills before insurance kicks in of $38,000+…
 
On this episode we speak with cryptocurrency thought leader, former CEO and Co-founder of Onramp Invest, CEO and Co-founder of Turnqey Labs, Tyrone Ross. He shares with us why consumers and financial advisors should be aware of digital assets and how they fit into investment portfolios. He also shares his thoughts on Diversity Equity & Inclusion wi…
 
Tammy welcomes Janet Sims of the Prosperity Economics Movement, to talk about her favorite take away from the community that the Prosperity Economics Movement is developing. Janet shares the connection between her giving her life away, to what the group is continually doing. To learn more about the Prosperity Economics Movement http://prosperityeco…
 
On this dual episode, we talk to Donna McKeown and learn the current interest rate environment as it relates to mortgages. Donna’s Phone: 781-775-7172 We then connect with Natalie Wagner Willis, who is a Finologist (money theorist), philosopher, money-wellness coach, and founder of Vital Financials. She is a “Certified Financial Recovery Counselor”…
 
With the recent stock market volatility, Bill and Anastasia set out to provide some perspective on persevering during the ups and downs. Bill discusses how investors and the overall market are feeling, how he is feeling personally, and how this volatile period compares to the rest of his career. Bill analogizes Mito Pereira's recent PGA Championshi…
 
In this episode, we are joined by business coach, author, and entrepreneur, Stacey Brown Randall. Stacey shares with us her journey of how she got to where she is today, how failing can lead to success and how to generate business referrals without asking. Website: https://www.staceybrownrandall.com/ Email: stacey@staceybrandall.com LinkedIn: https…
 
Are you excited for the upcoming Prosperity Economics Movement events? Tammi and Kim know that you are, so in this episode, they talk about what are the next summits to watch out for and what you should expect during the events to come. Kim also shares the objectives behind the Prosperity Economics Movement, as well as using the learnings from the …
 
In this episode, we are joined by returning guest Jerry Auippa, Senior Account Executive at Longbridge Financial, LLC and Platinum Partner with the FPA® of New England. We discuss reverse mortgages: how they can be a tool, how much you can access, how they are calculated, and the role of credit through the process. Website: https://longbridge-finan…
 
Bill explains the basic concept behind inflation, why core CPI is lower than actual inflation, how often inflation occurs, and how governments may stop it, before outlining steps that individuals can take to reduce the impact of inflation on their budgets. Bill answers the question of whether investing in the stock market is still a good way to com…
 
In economics, Stagflation or recession-inflation is a situation in which the inflation rate is high, the economic growth rate slows, and unemployment remains steadily high. In this video, I break down the basics of stagflation and try to clear up some of the confusion around it. 📞 For Your FREE Consultation with Rob, simply fill out the form and di…
 
In episode 40 of Revamping Retirement, Jennifer Doss and Scott Matheson are joined by Shawn O’Brien, associate director of retirement research at Cerulli Associates, a strategic consulting and market research group focused on the financial services industry. With extensive research across industry stakeholders—from plan sponsors and participants to…
 
What makes the Prosperity Economics Movement Event unique? In this episode, Tammi and Kim sit down and talk about the Prosperity Economics Movement Event. Tammi shares the learnings she had from attending it again face to face and the expectations one can have when attending Kim’s business event. Kim also cites down the topics discussed during the …
 
Bill and Anastasia continue answering listener questions in this second of a two-part series. In Part Two, they discuss what to do if your significant other has different spending priorities, why a 401(k) plan is named "401(k)," how to know whether you are saving enough for retirement, when is a good time to set up a checking or savings account for…
 
Wealth psychology expert and author Kathleen Burns Kingsbury joins us to discuss her book, Breaking Money Silence®: How to Shatter Money Taboos, Talk More Openly about Finances, and Live a Richer Life. She shares with us how we as financial planners can break money talk taboos, so we can build more profitable businesses, negotiate more confidently,…
 
What determines the confidence you wear every single day? In this episode, Tammi and Kim sit together and talk about the proper places on where to look for confidence. It is important to establish a sustainable and stable confidence, free from the influence of outside forces. To learn more about the Prosperity Economics Movement http://prosperityec…
 
Jeff and Brad speak with Host, Speaker, Business Owner, and Brand Ambassador, Brittney Castro, CFP®. Brittney discusses her path from Salsa dancing - to CFP® - and back again. She enlightens us as to how she drew corporations to seek her out versus needing to pitch herself to them. And she reveals why the onset of COVID didn’t change her business a…
 
Bill and Anastasia tackle several questions from listeners in this two-part series. In Part One, they discuss rolling over a 401(k) account, how to prioritize credit card repayment, contributing to a Roth vs. a traditional IRA and how to prioritize contributions to various retirement accounts, and whether to get a second credit card. Bill and Anast…
 
Meet Duncan MacPherson, author, coach, and speaker. Through his coaching firm, Pareto Systems, and books like “The Advisor Playbook”, Duncan helps advisors learn how to make their business serve their life. With great systems and ideas for marketing and referrals, there is something for all financial planners in this episode! Website: https://paret…
 
In many regards, this year is off to a turbulent start. From the war in Eastern Europe and its effects on the markets and economy to continuing inflation and labor market concerns to retirement-related regulatory and legislative developments, there is no shortage of headlines for plan sponsors to consume. In episode 38 of Revamping Retirement, Jenn…
 
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