Wicked Pissah Podcast

Longevity Planning with Eliot Weissberg Hosts Brad and Cory speak with Eliot Weissberg of The Investors Center Our guest on this episode is Eliot Weissberg. Eliot is President of The Investors Center, a financial planning and longevity planning practice. Their goal is to guide people to discover and leverage their capacity to age confidently, in part by utilizing "TimeLining" which Eliot created and trademarked in 2009. Eliot is a CFP and a CAPS (Certified Aging in Place Specialist). He is a member of the National Aging In Place Council (NAIPC) and the MIT AgeLab They discuss:  What a Certified Aging in Place Specialist is  Longevity planning and how it can help grow your business  How to implement an investment strategy to compliment longevity, and to what age Contact Eliot: www.theinvestorscenter.com

In this episode, Kathleen speaks with Stevyn Guinnip, founder and CEO of Grow Wellthy. Stevyn is a certified wellness coach and exercise physiologist who helps financial advisors approach their health with the same intentionality they bring to financial planning. Stevyn's path to this work is anything but ordinary: she grew up as the daughter of a financial advisor and watched many of his clients retire, only to lose their health before they could enjoy their retirement. After surviving a near-death experience, Stevyn went back to the research to rethink what true health actually means. Stevyn explores what it looks like to treat your health as a core asset, how "health debt" accumulates quietly over time, and why the concept of health span versus sick span may be one of the most valuable frameworks advisors can bring into client conversations. Stevyn makes a compelling case that advisors who aren't asking health-related questions are missing a wildcard that could derail an entire financial plan. This conversation is a timely reminder that the same discipline and care you bring to your clients' financial lives should extend to your own health as well. https://www.growwellthy.com/ https://www.linkedin.com/in/stevyn-guinnip/ https://growwellthybook.com/

Andrea Schlapia: Founder and CEO of Ironstone Business Coaching Hosts Michael Connaughton and Kathleen Kenealy are joined by Andrea Schlapia Founder and CEO of Ironstone Business Coaching. Andrea Schlapia began her career in banking, then rose through the ranks of global investment firms like Dreyfus, Prudential, and Deutsche Bank. In 2008, she launched Ironstone, which specializes in helping financial advisors. Andrea is the go-to practice management expert for independent financial advisory firms. She is the founder of Ironstone and creator of Ironstone's Fundamental 4™ blueprint, a system that guides financial advisory professionals and their teams to grow purposefully, operate efficiently, and leave the next generation with a wealth of knowledge to continue the business legacy. We discuss:  Best practices around hiring and organizational structure  Ways to "delegate and elevate"  Defining your firm values And much more More on Andrea and Ironstone Website LinkedIn Profile

Hello and welcome to this episode of the Wicked Pissah Podcast. I'm Michael Connaughton co-founder of Lead Advisor and I serve on the Partnerships committee of the New England FPA and co-hosting with me today is Amy Mohan fellow chapter member and Certified Financial Planner with Daniel J Galli and Associates. Joining us today is Michael Barrasso. Michael Barrasso is the Co-Founder and CEO of WealthReach, an AI- powered growth platform built for financial advisors and wealth management firms. The company helps firms modernize organic growth through tools designed to improve visibility, support personalized outreach, and turn demand into conversations. Michael also leads business development at his family's RIA. Since joining the firm three years ago, its AUM has nearly doubled to close to $400M, all organically. WealthReach is the product of taking the strategies that have worked at his own firm and building a system for other firms to do the same.

Ankit Dhawan-Partnerships at Blue J Hosts Michael Connaughton and Kevin Williams are joined by Ankit Dhawan Ankit is Partnerships Manager at Blue J. Blue J is one of the New England FPA's newest partners and he shares details around:  How advisors and tax professionals are leveraging Blue J for tax research  Ways to utilize the tool  How Blue J's AI is used to create time savings for advisors and add value to their clients. And much more. Blue J's website: https://www.bluej.com/ Ankit's LinkedIn: https://www.linkedin.com/in/ankit-dhawan/ As a FPA New England member, you can start using Blue J at an exclusive discounted price. For more details, please visit your member portal.

Hidden Assets, Red Flags, and the Truth in the Numbers – with Sara Nanchanatt, CPA/CFF On this episode, I talk with Sara Nanchanatt, founder of SN Forensics, about her path into forensic accounting—from an uninspiring audit internship to a transformative Peace Corps experience that ultimately led her to a field blending accounting, law, data analytics, and investigative work. We discuss her move from corporate roles to launching her own firm, and how she built a consulting practice while still working full-time. We also dig into the practical side of forensic accounting, including using AI tools to turn financial documents into analyzable data, staying flexible as investigations evolve, and the importance of maintaining neutrality as an advocate for the truth. Sara also highlights the prevalence of fraud in certain communities, the importance of financial transparency, and red flags financial planners should watch for—especially when working with clients navigating divorce. What's it time for? https://www.snforensics.com https://www.linkedin.com/in/sarananchanatt/

Solving the Financial Planning Gaps for Child-Free Clients with Dr. Zay Zigmont, PhD, MBA, CFP® Kathleen and Amy speak with Dr. Jay Zigmont, PhD, CFP®, founder of Child Free Wealth and Child Free Trust, a fiduciary solution built specifically for the growing population of adults without children. Dr. Zigmont is on a mission to address what he calls the "fiduciary void" for the roughly 25% of U.S. adults who are child-free yet are still served by an industry that typically assumes every client has (or will have) kids. Jay shares his personal path from healthcare leadership and academia to financial planning, and what he discovered while earning his CFP®: the standard planning "life script" is baked into the education, tools, and assumptions of our profession. That insight led him to research child-free households, write books on the topic, and ultimately build a planning model aligned with child-free client goals—including a flat annual fee structure designed to eliminate conflicts that can arise when clients want to intentionally spend down assets. We discuss: Why traditional AUM pricing can clash with "Die With Zero" goals How Jay uses a "Die With Zero Safety Net" approach, including long-term care planning, delayed Social Security, and a lower Monte Carlo target paired with ongoing adjustments The estate planning reality for child-free adults—why many don't have documents in place, and how the system assumes a next-of-kin safety net How Child Free Trust works as a nationwide backstop for medical and financial decision-making (POA, executor, trustee), coordinated with care teams and 24/7 support Why long-term care planning is a fiduciary responsibility for every advisor—especially for solo agers—and how clients weigh self-insuring vs. standalone coverage This episode is a practical, thought-provoking look at how our planning process, tools, and business models may need to evolve to better serve a large (and growing) segment of clients—particularly those navigating retirement and aging without children. https://childfreewealth.com/ https://childfreetrust.com/ https://www.linkedin.com/in/jayzigmont/

Hosts Brad and Kevin speak with Cozy Wittman of College Inside Track. Our guest on this episode is Cozy Wittman. As 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. Cozy is passionate about dispelling myths around how colleges accept students and how they price their product. She has been featured in The Journal of Financial Planning on the subject of college planning. And she's a mom of 5 kids, who all had different goals for college! They discuss: The difference between acceptance, deferral, and waitlistAppealing financial aid offers, and getting your "paying for college" plan in placeWhether it's worth the time to search for multiple smaller scholarships Contact Cozy and College Inside Track: www.collegeinsidetrack.com

"AI's Impact on Advisory Practice Business Transactions" On this episode of the Wicked Pissah Podcast, we are joined by Brian Goodhart, Director of Capstone Strategic's M&A Advisory Services Practice. Artificial Intelligence is increasingly impacting Advisory Practices, and its impact on potential business transactions is not immune to this quickly changing landscape. Brian shares with us his tremendous background and experience with Advisory Practice transactions, how AI has changed the landscape of due diligence and target acquisition for Advisory Practices, and what we can do to be prepared to buy or sell a business. Get ready to learn and enjoy this episode of the Wicked Pissah Podcast.

"Looking Ahead to 2026 and What FPA of New England Has Instore" On this episode of the Wicked Pissah Podcast, we are joined by Sam Gough, 2026 Chair, Abe Ringer, 2026 President, and Kathleen Kenealy, 2026 President-elect, to discuss what the Financial Planning Association of New England has been up to and MORE IMPORTANTLY what they have instore and are focusing on for 2026. Get ready to learn and enjoy this episode of the Wicked Pissah Podcast.

Kathleen and Amy speak with Dr. Preston Cherry, CFP®, AFC®, CFT®, a nationally recognized financial therapist and behavioral finance expert. Dr. Cherry is founder and CEO of Concurrent Financial Planning and Director of the Financial Planning Program at University of Wisconsin, Green Bay, and recently received the Heart of Financial Planning Award for his complete body of work. We discuss Dr. Cherry's journey from bank teller to PhD, his philosophy that life and money work together as partners. He shares how asking better questions (and pausing long enough to hear the answer) can completely change the financial planning process. We talk about the hidden budget item of supporting adult children while caring for aging parents, what clients come to us for versus what they actually need, the important distinction between financial therapy and clinical therapy, and his Five Permissions of Wealth framework from his book Wealth and the Key of Life that helps clients pursue their goals without guilt and shame. This episode is a thoughtful reminder that great financial planning isn't just about numbers—it's about aligning wealth with well-being and helping people find true financial harmony. https://www.concurrentfp.com/ https://www.linkedin.com/in/drprestoncherry/ https://www.amazon.com/Wealth-Key-Life-Finding-Financial/dp/1394268661

Donna McKeown Host Michael Connaughton is joined by Donna McKeown Donna is the Financial Planning Association of New England's longest partner and is a team lead and loan officer at Movement Mortgage. They discuss: Interest rate environment and factors to considerTips for first time homebuyersNon-traditional mortgage products And much more. Contact Donna: Website: mortgagesbydonna.com Phone: 781 775 7172 Email: donna.mckeown@movement.com

Host Brad Wright is joined by Mike Gibbs, Managing Director and Lead Portfolio Manager at Gibbs Capital Management Mike is responsible for the Gibbs Portfolios offered by his group as well as the U.S. equity sector research and recommendations. He also serves on the Raymond James Investment Strategy Committee. Gibbs Capital Management is a division of Eagle Asset Management and owned by Raymond James Investment Management. They discuss: -The benefits of dividend investing for both retirees and clients still in the accumulation phase -Mike's new ETF offering, RJDI Gibbs Capital Management Websites: https://www.eagleasset.com/gibbs-capital-management https://www.rjetfs.com/investment-strategies/rjdi (for the ETF) Contact: Chad Stone at chad.stone@rjivestmentmanagement.com -For more info on RJDI or the SMA -To begin receiving Mike's Weekly Market Guide

Wicked Pissah Podcast Hosts Appear on FPA-Live Hosts Kathleen, Mike and Brad appear on FPA-Live with Ben Lewis. They discuss: -Creating and sustaining a podcast for more than 250 episodes -How having multiple hosts can be beneficial -The technology involved in recording and coordinating the podcast Websites: FPA: https://www.financialplanningassociation.org/about FPA-NE: https://www.financialplanningassociation.org/chapter/fpa-new-england

In this episode of the Wicked PISSAH Podcast, Kevin Williams is joined by Matt Talcoff, tax partner and leader of RSM US LLP's Washington National Tax Practice, to break down the much-discussed "One Big Beautiful Bill." Matt explains why the legislation was passed, what would have happened if it hadn't, and how it impacts individuals, business owners, and wealth advisors alike. The conversation covers key tax provisions, planning opportunities, what changed (and what didn't), and why proactive modeling and advisor collaboration are more important than ever. A must-listen for advisors navigating year-end planning and beyond.

Host Michael Connaughton is joined by Tim Ludy Tim Ludy is the founder of GrowthDuck Digital Marketing, a Massachusetts-based agency that helps local small businesses grow through tailored marketing strategies. With over 15 years of experience in content and digital marketing, Tim has worked with countless businesses to improve how they communicate and get found online. He holds certifications in inbound marketing, SEO, advertising, and graphic design, and his work has been featured by Forbes, HubSpot, and TechTarget. They discuss: -Digital marketing tools and strategies -How to differentiate your marketing from the crowd -The importance of a multimedia approach And much more. Contact Tim: Website: GrowthDuckMarketing.com

Retirement Planning & The Canoe and the Current with Patrick J. Nagato, ChFC Host Kevin Williams is joined by Patrick J. Nagato, ChFC, retirement income strategist and author of The Canoe and the Current. Patrick has worked in the financial services industry since 1997, beginning his career in life insurance and financial services before moving into investment management, wholesaling, and leadership roles. Over the years, he built experience across RIAs, insurance carriers, and management positions before returning to personal financial planning—where he now specializes in retirement income strategies. Patrick is the author of The Canoe and the Current, a retirement metaphor designed to help clients understand how to build reliable lifetime income ("the canoe") and confidently navigate market participation ("the current"). His approach focuses on clarity, human-centered planning, and helping clients transition from fear and uncertainty to confidence and purpose. Patrick Nagato & The Canoe and the Current Website: https://canoeandcurrent.com LinkedIn: Patrick Nagato Book: The Canoe and the Current (available on Amazon) For media inquiries or speaking requests, please contact Patrick via LinkedIn.

Private Equity Investing with Rob Hatch of Constitution Capital Partners Host Brad Wright is joined by Rob Hatch, Managing Partner of Constitution Capital Partners. Rob was one of the founding partners of Constitution Capital. Prior to joining Constitution Capital, he was an Investment Director at Standard Life Investments Private Equity USA. Previously, Rob worked at Argo Global Capital. He began his career in the investment banking group of State Street Corporation. Rob earned his MBA from The Tuck School of Business at Dartmouth and his undergraduate degree from Harvard University in Applied Mathematics and Statistics. He is a CFA charter holder. They discuss: Private Equity and CreditHow to source potential companies to invest inThe difference between Co-Investing and a Secondary InvestmentThe possibility of private equity as a 401(k) investment option Constitution Capital Partners Website: https://ccaf.com/ Contact: Josh Gilbert, jgilbert@concp.com · For more info · To be invited to their quarterly webinars

The Heart of Financial Planning Award Winner Liz Menjivar Hosts Brad Wright and Michael Connaughton are joined by Heart of Financial Planning award winner Liz Menjivar Liz is a financial consultant at Fidelity Investments and president of the FPA of Illinois chapter. At Fidelity, she serves as Regional Co-chair of SOHL (Support and Outreach for Hispanics and Latinx) employees. She is a past member of the boards of Arden Shore Family Services and the Chicago Financial Women Association (CFW). Liz is also a recipient (along with Preston Cherry) of the 2025 Heart of Financial Planning Award. They discuss: -How Liz became involved with financial planning, and why she stays -Why mentoring is such a big part of her life -How she found out she won the Heart of Financial Planning award Lizbeth Menjivar: LinkedIn: https://www.linkedin.com/in/lizbethgmenjivar/

Hosts Michael Connaughton and Kathleen Keneally are joined by Tim Fogarty Tim has led Dime Bank's Wealth Management business line as Vice President, Senior Trust Officer since 2021. Tim is responsible for the Bank's comprehensive trusts and estate planning, investment advisory, and non-profit services to benefit the local community. Tim has over a decade of experience in financial services and has held various insurance and investment licenses over the years. He attained his Certified Trust and Financial Advisor designation from the American Bankers Association in 2020. He also received the 2023 New Leaders in Banking Award from the Connecticut Bankers Association. Tim holds a Bachelor of Arts degree from Providence College and a Juris Doctor degree, cum laude, from Roger Williams University School of Law. He is a member of the Connecticut, Massachusetts, and American Bar Associations. They discuss: -The needs for trust and estate planning -How Corporate Trustees serve their clients -Dime's collaboration with professional advisors And much more. Dime Bank's Trust Services: Website: https://www.dime-bank.com/wealth-management Phone: (860) 859-4300