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The Wicked Pissah Podcast, brought to you by the Financial Planning Association of Massachusetts (FPA MA), 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 Massachusetts chapter of FPA. Join us and listen in for engaging dis ...
 
Join Caleb Brown, CFP and Co-founder of New Planner Recruiting to learn how to enter the profession and find your right fit. Whether you’re a CFP program student or transitioning from another career, this podcast is designed to help new Planners gain a solid understanding of the profession, the career options available, and how to accelerate their success in the long term. Tune in weekly for new episodes! Find more tools and resources for Planners and get the free Financial Planner Career Ro ...
 
Freedom starts on your own front porch. Unfortunately, most people believe that's where it ends, not where it starts. Let me try to convince you otherwise. I don't discuss the philosophies of Marx, Spooner, Proudhon, etc. I'm a practical, real life anarchist. I'm not a communist. I don't break windows or start fires. I just want to share my experiences with you in an attempt to demystify anarchy and dispel all of the negative connotations that come with it. www.facebook.com/frontporchanarcha ...
 
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show series
 
Today we are joined by Hannah Moore, owner of Guiding Wealth, a financial planning firm based out of Dallas, TX. Hannah is also the creator and facilitator of the Financial Planning Association’s Summer Virtual Externship, which is an eight-week virtual program for students, planners who lost their job, and those interested in a career change, that…
 
Landon Tymochko is a financial advisor and partner at Leslie Roper Day & Associates, which prides itself on offering “down-to-earth financial advice” for clients of all ages who are experiencing a transition in life. Landon has a unique journey to his current career, having started in a corporate finance position at a large winery before making the…
 
Hannah Moore, CFP®, is the owner of Guiding Wealth and an active force in the FPA’s work to educate, empower, and inspire new financial planners. Hannah spoke with Stephanie Trexler, CFP®, in an Ask Me Anything session at the FPA Michigan Student Success Summit. She shared the secret sauce behind FPA’s Virtual Externship Program and her excitement …
 
This week, cohosts Chris Boyd and Jeff Tomaneng speak with guest Adam Kornegay of Pathfinder Advisor. Adam shares his thoughts on defining or redefining your ideal client, how to better connect with them, and how to create a better client experience. Twitter: @PathfinderAdam LinkedIn: https://www.linkedin.com/in/pathfinderadamkornegay/ Websites: ww…
 
Marina Hernández, EA, CFP®, CEPA™, is the co-founder of Swiss American Wealth Advisors. She also works through The Crossborder Planner and Crossborder Academy to provide U.S. expats and immigrants with free financial education and planning. Marina spoke with Matt Fizell, CFP®, about forging your career path in an unpredictable world, and the intere…
 
SkyStem is a leading provider of month-end close automation platforms. Its solution, ART, helps CFOs and controllers shorten the month-end close cycle and time to issue financials by automating balance sheet reconciliations, managing month-end tasks, performing flux and variance analysis, and providing insightful reporting. In this episode of AFP C…
 
Aaron Grey is a wealth advisor and the Director of Planning Integration for Buckingham Strategic Wealth Advisors in Denver, CO. He joins the show today to share how he first learned about financial planning and what excited him about the profession—and why he initially chose to pursue an engineering career instead. He also discusses what it was lik…
 
Pamela Rodriguez, CFP®, is the founder of Fulfilled Finances. She spoke with Alexandria Davis about the fulfilling (and exhausting) journey of building a business while raising a baby and how a specialized university program paved the way for her firm. They also discuss what the profession can do better to support women and families.…
 
Erica Crane is a Senior Technical Editor and Matt Nelson is the Director of Education at Kitces.com, a leading financial planning education and media company. Both have had very unique journeys to their current roles, with Erica starting out as a Ph.D. student in Molecular Biology, and Matt as an English major before being recruited to a sales posi…
 
Chad Chubb is a CFP®, CSLP®, and the lead advisor and founder of Wealth Keel. His firm specializes in simplifying the complex financial lives of Gen X and Gen Y physicians. Chad talked with Matt Fizell, CFP®, about starting his own firm at an astonishingly early point in his career, the privileges that made it possible, and his advice to young advi…
 
Cheryl Holland of Abacus Planning Group in Columbia, SC (https://www.abacusplanninggroup.com/cheryl-r-holland/) shares some ingredients of the success of herself and her company - people and process. From starting a financial planning firm to a $1.6B in AUM, Cheryl has cultivated success by putting clients and team members’ development at the heart…
 
Nathan Astle is a board member for the Financial Therapy Association and is pursuing a master's in financial planning with a focus in financial therapy at Kansas State University. He joins the show today to share how money conflict began in his life and how the topic of money was frightening to him while growing up. Listen in as Nathan discusses th…
 
Stephanie McCullough is the founder and CEO of Sofia Financial and co-host of the Take Back Retirement Podcast. She talked with Matt Fizell, CFP®, about building confidence in your work when you’re not a traditional advisor, what the financial planning conversation is lacking for women, and how to find and connect to the parts of the industry that …
 
The common term “implicit bias” refers to attitudes or stereotypes that adversely impact or influence one’s understanding, actions and decisions in an unconscious way. But how are these implicit biases manifested and what are their impact on an organization’s culture? In this episode of AFP Conversations, Jenny Okonkwo, president of Transform Consu…
 
Tracey Bissett is the founder of Bissett Financial Fitness, based in Toronto, Canada. With 20 years of experience in the financial services industry, Tracey joins the show today to share her journey from joining the bank channel after graduation to creating a new venture that melded all of her interests to coach entrepreneurs and young people on th…
 
Colleen Hallinan is the founder of Qii Consulting in Sedona, AZ, and she has had quite a unique journey in the financial planning industry—actually entering the profession on Black Monday in 1987. She joins the show today to share her experience, including how she had success selling 401(k) plans and began coaching and consulting with financial adv…
 
Marketing perspective and tips are shared by Marie Swift & Jonny Swift of Impact Communications. Social Media, websites, communications, and more. Learn the PESO marketing model and the 4C's of content marketing. Join hosts Chris Boyd and Jeff Tomaneng to bring depth to your marketing planning. Join Impact Communications for an upcoming webinar on …
 
Coleburn Spence is a financial advisor at Soundview Advisors in Seattle, Washington, and he joins the show today to share what ignited his passion for financial planning at the young age of 15. He also opens up about why he chose to attend a university that had a CFP program—but not declare financial planning as his major right away—and how he pivo…
 
Krista Sheets is the President of Paragon Resources, a practice management consulting and training firm that works exclusively within the financial services industry. She joins the show today to share her passion for better understanding personnel behavior and teaching businesses and individuals how to succeed in their professional and personal liv…
 
Guest Steve Sanduski - author, coach, speaker & podcast host, Steve has had a career on the cutting edge and brought financial advisors along with great insights and counsel through his newsletters, services, and podcasts. Now he’s set his sights on Digital Money with his new podcast The Digital Money Advisor. Learn about Steve, his past successes,…
 
Samantha Lamas is a behavioral researcher at Morningstar Investment Management, and Ryan Murphy, Ph.D., is Morningstar’s head of Decision Sciences. They spoke with Hannah Moore, CFP®, about their award-winning research and the tool they developed to help financial planning professionals create a clear plan for their clients’ goals, so they can make…
 
What if financial professionals could have access to information that has previously been unknown, like what others are thinking and feeling? Dan Seidman, Managing Director of Read Emotions, believes that reading hidden emotions is a behavioral science that can be applied to managing, coaching and business partnering. In this episode of AFP Convers…
 
In 2020, AARP was awarded the Malcolm Baldrige National Quality Award, the nation’s highest recognition for performance excellence that a U.S. organization can receive. Specifically, the Baldrige committee praised AARP’s Enterprise Dashboard, which enables leaders to sustain a focus on achieving the organization’s key objectives: grow impact, grow …
 
Traditionally, finance has been about creating numbers and capturing data for a business. But how can we share that insight to stay relevant to business stakeholders? In this episode of AFP Conversations, Bryan Lapidus, FPAC, AFP’s Director of FP&A Practice, is joined by Jesper Sorensen, co-author of Implementing an Analytics Culture for Data Drive…
 
Statists being statists: Head flag guy telling others how to fly their flags Practical anarchy: Stay warm and keep your animals alive. Voting is violence. Taxation is theft. Orwell was right. You needed to hear that. Please support our efforts by sharing www.facebook.com/frontporchanarchast through Facebook Messenger and by liking our page. This co…
 
Today we are joined by three special guests—Deanda Wilson, Brooke Cantrell, and Sean Gold—who all recently passed the CFP examination. In this episode, they will each describe their own unique path to passing the exam the first time, describing in detail their exact study plan approaches and daily schedules. They will also explain the pros and cons…
 
In this episode of AFP Conversations, Jim Kaitz, President and CEO of AFP, is joined by Erica Dhawan, globally recognized leadership expert and AFP FinNext 2021 Virtual Closing Keynote, to preview her keynote: “Leading Digitally: Foster Human Engagement at Work.” As the founder and CEO of Cotential and co-author of the bestselling book Get Big Thin…
 
Kevin Mahoney, CFP®, is the founder and CEO of Illumint, a firm dedicated to financial planning for millennial couples. He spoke with Matt Fizell, CFP®, about why the profession needs a variety of fee models, how he found a profitable way to serve a non-traditional market, and how you can build a successful business helping the clients you care abo…
 
Social Security Expert Marcia Mantell shares a depth of insights about "What's the Deal with Social Security for Women". This content is for all. Marcia reviews the 4 Gaps women in particular tend to face and that planners need to know. She also explains several myths and common questions. https://mantellretirementconsulting.com/ https://boomerreti…
 
Dominique Henderson is the Founder of DJH Capital Management, a fee-only RIA, and The Founder of the Jumpstart Coaching Lab, a community for aspiring financial professionals offering virtual mentorship, training, and coaching. He joins the show today to discuss how his exposure to a diversity of cultures early on in his life paid substantial divide…
 
JD Bruce, CPA, PFS™, is Chief of Innovation at Abacus Wealth Partners. He spoke with Hannah Moore, CFP®, about the unique business model that allows Abacus to serve large and small clients at scale and how their rigorous training program produces advisors who can handle the complex interpersonal challenges of talking to people about their money.…
 
Amy Mullen is the President of Money Quotient, a training and consulting firm in Portland, OR for firms who want to integrate life planning into their client service model. She joins the show today to share the empirical evidence on the life planning approach and how financial advisors using the Money Quotient tools are seeing higher levels of impl…
 
Patrick Mahoney is the new CEO of the Financial Planning Association, and Skip Schweiss, CFP®, AIF®, is the President of the Board. They chatted with Hannah Moore, CFP®, about the future of financial planning, the importance of professionalizing the profession, and how being active in your local chapter will change your life.…
 
FPA’s “participatory governance” has had one year with the establishment of the OneFPA Advisory Council. Byrke Sestok, CFP® & Kris Tower, CFP®, AIF®, the 2020 & 2021 Chairs of the OneFPA Advisory Council Executive Committee, respectively, share successes and plans of the AC. https://www.financialplanningassociation.org/about/committees/workgroups B…
 
Sue Chesney is the founder of Delegated Planning, an outsourced financial planning resource for financial planning firms. One of the leaders in the virtual CFP world—and an accidental business owner after a virtual assistant sparked the idea for Delegated Planning—Sue shares her career path, from how she got started in the profession to her role to…
 
In this episode of AFP Conversations, Jim Kaitz, CEO of AFP, is joined by author, lecturer, and AFP FinNext Virtual Conference Opening Keynote, Hal Gregersen to preview his keynote: "Navigating Uncertainty Through the Power of Inquiry." Ranked as one of the world’s 25 most influential management thinkers by Thinkers50, Gregersen has dedicated his c…
 
David Kolbe is the CEO of Kolbe Corp in Phoenix, AZ, and he joins the show today to share the history, mission, and vision for Kolbe Corp and how they are empowering people to live their lives to the fullest. Breaking down the three parts of the mind, David explains how the conative—or doing—part of the mind can be traced all the way back to the an…
 
Bill Harris RMA®, CFP®, author of “Inheriting Your Spouse’s IRA: The Widow’s Guide to Keeping More of Her Assets”, founder of WHCornerstone Investments (www.whcornerstone.com) and past president of the FPA MA, joins host Chris Boyd to discuss Bill’s new book. It is a resource for investors and advisors in considering challenging issues widows face …
 
Chelsea Ransom-Cooper, CFP®, is the founder of Women with Equity and a partner at Zenith Wealth Partners. During this episode, she shares how her childhood experiences and drive to serve led her to where she is today. Her goal is to empower women and people of color through accessible financial education and wealth planning. Listen as she shares th…
 
Dave Grant is the founder of Retirement Matters, a fee-only financial planning firm in Chicago, IL. Dave joins the show today to share his career journey, including how he found financial planning, his experiences in his first position, and why he left the firm to join a larger local competitor. He also opens up about how he handled the career cros…
 
Statists being statists: Facebook gives me a 3 day ban for saying militia members look like clowns. Statist tells me I'm a democracy advocating sheeple because I don't recognize his constitution as a legitimate source of authority over me. This truly is a land of confusion. Bootlickers for Biden: Half of the voters in the US are glad their guy won.…
 
Inga Timmerman is an Associate Professor of Finance at California State University - Northridge, as well as Founder and President of Attainable Wealth, a fee-only financial planning firm in Los Angeles, CA. Today Inga joins the show to share her educational path after coming to the United States fresh out of high school, why she pursued her Ph.D. a…
 
Dasarte Yarnway is the Founder and Managing Director of Berknell Financial Group, a fee-only and fiduciary firm that serves a broad range of clients, as well as professional athletes and entertainers. In this new episode of YAFPNW, Hannah and Dasarte discuss who Berknell serves and how, the books Dasarte has authored, his approach to clients, and w…
 
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