Wicked Pissah Podcast
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!Podcasts
#184 - 2024 FPA National President Claudia Kane From Challenges to Pioneering Leadership
Published: Jan. 9, 2024, 1 p.m.Duration: 45 minutes 5 seconds
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#183 - Maximizing Value: Selling Your Financial Advisory Business
Published: Dec. 26, 2023, noonDuration: 52 minutes 10 seconds
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#182 - The Power of Managed Futures
Published: Dec. 19, 2023, noonDuration: 47 minutes 10 seconds
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#181 - Collaborating with a Daily Money Manager to Enhance Client Relationships
Published: Dec. 12, 2023, noonDuration: 50 minutes 33 seconds
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#180 - Delivering Value with Ongoing Tax Planning
Published: Dec. 5, 2023, noonDuration: 54 minutes 5 seconds
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#179 - Balancing Act: Thriving as a Financial Advisor with Jennifer Gray
Published: Nov. 21, 2023, 12:53 p.m.Duration: 50 minutes 32 seconds
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#178 - Creating Tax Alpha- Cantor Fitzgerald's Jay Frank
Published: Nov. 14, 2023, 12:20 p.m.Duration: 1 hour 5 minutes 17 seconds
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#177 - Beyond Finance: Planning for your life in Retirement
Published: Nov. 7, 2023, noonDuration: 49 minutes 14 seconds
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#176 - Adjustment-Based Income Planning, During Retirement with Income Lab Co-Founder Johnny Poulsen
Published: Oct. 31, 2023, 11 a.m.Duration: 49 minutes 3 seconds
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#175 - Marketing advice to stand out -Kristen Luke of Kaleido Creative Studio
Published: Oct. 24, 2023, noonDuration: 43 minutes 56 seconds
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#174 - Helping women become more financially confident - Purse Strings
Published: Oct. 17, 2023, 11 a.m.Duration: 56 minutes 15 seconds
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#173 - Time to pay those student loans- Dan Rooker
Published: Oct. 10, 2023, 11 a.m.Duration: 45 minutes 7 seconds
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#172 - Grieving Clients and how Financial Advisors can help - Kathi Balasek
Published: Oct. 3, 2023, 11 a.m.Duration: 55 minutes 45 seconds
For more information about Kathi:
The Well Widow Podcast: https://www.kathibalasek.com/podcast
https://www.linkedin.com/in/kathibalasek/
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#171 - "The Why of Wealth" and "Haisley's Birthday Money" Authors and FPA Members
Published: Sept. 26, 2023, noonDuration: 49 minutes 57 seconds
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#170 - FPA Update: So Many Benefits of Membership - Ben Lewis
Published: Sept. 19, 2023, 4:15 p.m.Duration: 45 minutes 43 seconds
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#169 - Divorce Financial Planning - Diane Pappas
Published: Sept. 12, 2023, noonDuration: 41 minutes 40 seconds
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#168 - Helping Yourself Before You Can Help Others Dr. Sarah Newcomb
Published: Sept. 5, 2023, 11 a.m.Duration: 48 minutes 30 seconds
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#167 - The Current Equity and Fixed Income Environment with MRB- Bob Hanney and Phil Colmar
Published: Aug. 29, 2023, noonDuration: 49 minutes 7 seconds
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#166 - Protecting your clients' property and wealth-Holly Gately
Published: Aug. 21, 2023, 9:17 a.m.Duration: 42 minutes 32 seconds
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#165 - Scale and Gain Clients with Chris Field-Holistiplan's Chief Growth Officer and Disruptor
Published: Aug. 15, 2023, 5:26 p.m.Duration: 42 minutes 21 seconds
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#164 - John Leonetti - Preparing to sell or exit your company
Published: Aug. 3, 2023, 7:50 p.m.Duration: 46 minutes 16 seconds
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#163 - Jeffrey Kleintop - Global Economy - Potential Opportunities and Risks
Published: July 27, 2023, 8:14 p.m.Duration: 29 minutes 59 seconds
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#162 - Kristin Beane - FPA of New England Update
Published: July 18, 2023, 11:07 p.m.Duration: 35 minutes 5 seconds
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#161 - College Planning with Joe Messinger
Published: July 11, 2023, 10 a.m.Duration: 52 minutes 12 seconds
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#160 - Duncan MacPherson - The Blue Square Method (2023.06.21)
Published: July 4, 2023, noonDuration: 1 hour 5 minutes 6 seconds
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#159 - Ric Edelman - Cryptocurrency & Digital Assets - 2023.06.20
Published: June 28, 2023, 10:27 p.m.Duration: 1 hour 13 minutes 44 seconds
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#158 - Let's Talk Retirement with Bob Powell
Published: June 22, 2023, 2:41 a.m.Duration: 1 hour 4 minutes 16 seconds
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#157 - Sarah Stanley Fallaw - "The Next Millionaire Next Door"
Published: June 13, 2023, 4 a.m.Duration: 49 minutes 59 seconds
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#156 - DFA Dimensional Fund Advisors - Althea Trevor & Dillon Hewitt-Castillo
Published: June 5, 2023, 12:07 a.m.Duration: 58 minutes 11 seconds
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#155 - Succession Planning - Brooklyn Brock - Financial Planner & Exit Coach to Independent RIAs
Published: May 24, 2023, 3:56 a.m.Duration: 55 minutes 1 second
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#154 - Ginnie Baker, Beaird Harris Wealth Management
Published: May 16, 2023, 2:44 p.m.Duration: 51 minutes 5 seconds
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#153 - Rick Fingerman, Financial Planning Solutions
Published: May 9, 2023, 1:36 p.m.Duration: 45 minutes 21 seconds
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#152 - David Marra, Markin Asset Management
Published: April 25, 2023, 1:52 p.m.Duration: 1 hour 5 minutes 7 seconds
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#151 - Traci Brown, Body Language Expert/Trainer
Published: April 19, 2023, 4:08 p.m.Duration: 47 minutes 22 seconds
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#150 - Celeste Revelli, Fidelity Investments
Published: April 12, 2023, 2:39 p.m.Duration: 45 minutes 41 seconds
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#149 - Karen Van Voorhis, Membership Director, and Kayla Holland, Next Gen Director
Published: April 4, 2023, 5:49 p.m.Duration: 45 minutes 3 seconds
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Episode 148 - Robert Glovsky, The Colony Group
Published: March 28, 2023, 9:37 p.m.Duration: 39 minutes 33 seconds
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Episode 147 - Kevin Keller & Dan Moisand, CFP Board
Published: March 23, 2023, 5:17 p.m.Duration: 1 hour 48 seconds
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Episode 146 - Shawn Jacobson, Northrock Partners
Published: March 14, 2023, 8:35 p.m.Duration: 37 minutes 13 seconds
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Episode 145 - Matthew Jarvis, The Perfect RIA
Published: March 7, 2023, 5:49 p.m.Duration: 46 minutes 19 seconds
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Episode 144 - Bob Veres, Inside Information
Published: Feb. 28, 2023, 4:50 p.m.Duration: 1 hour 18 seconds
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Episode 143 - Dr. Mary Bell Carlson, Financial Behavior Keynote Group
Published: Feb. 21, 2023, 9:39 p.m.Duration: 49 minutes 21 seconds
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Episode 142 - Joel Bruckenstein, T3 Technology Tools for Today
Published: Feb. 14, 2023, 6:25 p.m.Duration: 57 minutes 46 seconds
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Episode 141 - Mark Prendergast, Director of Tax Strategies at Inspired Financial
Published: Feb. 9, 2023, 2:46 p.m.Duration: 42 minutes 28 seconds
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Episode 140 - Julie Fortin, Northstar Financial Planning
Published: Jan. 31, 2023, 3:17 p.m.Duration: 47 minutes 8 seconds
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Episode 139 - Scott Kahan, Financial Asset Management Corporation
Published: Jan. 24, 2023, 6:44 p.m.Duration: 48 minutes 51 seconds
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Episode 138 - Brian Portnoy, CFA, Shaping Wealth
Published: Jan. 17, 2023, 6:21 p.m.Duration: 46 minutes 11 seconds
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Episode 137 - Shaun Erickson, Kevin Williams and Marybeth Breed, FPA 2023 Incoming Executive Committee Leadership Team
Published: Dec. 27, 2022, 2 p.m.Duration: 44 minutes 45 seconds
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Episode 136 - Jake Weinstein, Fidelity Asset Allocation Research Team
Published: Dec. 20, 2022, 2:56 p.m.Duration: 56 minutes 55 seconds
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Episode 135 - Dan Galli & Karen McDade, FPA Board
Published: Dec. 13, 2022, 5:32 p.m.Duration: 1 hour 1 minute 39 seconds
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Episode 134 - Ed Rodbro, American Heart Association
Published: Dec. 6, 2022, 9:32 p.m.Duration: 40 minutes 12 seconds
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Episode 133 - Bruce Brumberg, MyStockOptions.com
Published: Nov. 29, 2022, 6:38 p.m.Duration: 45 minutes 11 seconds
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Episode 132 - BLX Internship Program with Chloe Moore and Luis Rosa
Published: Nov. 22, 2022, 6:32 p.m.Duration: 44 minutes 25 seconds
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Episode 131 - Special Needs Planning with Alexandria Dunn, Cynthia Haddad, John Nadworny of Affinia Financial Group
Published: Nov. 8, 2022, 6:21 p.m.Duration: 52 minutes 59 seconds
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Episode 130 - Alayna Van Tassel, MA Deputy Treasurer and Director of the Office of Economic Empowerment
Published: Oct. 26, 2022, 3:10 p.m.Duration: 39 minutes 44 seconds
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Episode 129 - Ana Limon & Jamie Hopkins, Carson Group
Published: Oct. 4, 2022, 7:30 p.m.Duration: 54 minutes 5 seconds
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Episode 128 - Dennis Moore & Patrick Mahoney, Title Protection for Financial Planners
Published: Sept. 27, 2022, 6:57 p.m.Duration: 56 minutes 53 seconds
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Episode 127 - Melody Ramsey, Heifer Foundation
Published: Sept. 21, 2022, 11 a.m.Duration: 26 minutes 29 seconds
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Episode 126 - Belle Osvath, Certified Student Loan Professional
Published: Sept. 7, 2022, 7:04 p.m.Duration: 16 minutes 31 seconds
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Episode 125 - Kurt Czarnowski, Czarnowski Consulting
Published: Aug. 23, 2022, 3:58 p.m.Duration: 1 hour 1 minute 39 seconds
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Episode 124 - Patty Kreamer, CPO, Productivity Uncorked
Published: Aug. 16, 2022, 6:42 p.m.Duration: 45 minutes 30 seconds
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Episode 123 - Christine Benz & Jeffrey Ptak, Morningstar
Published: Aug. 9, 2022, 3:53 p.m.Duration: 48 minutes 55 seconds
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Episode 122 - Amy Mariani, Mariani Mediation Services, LLC
Published: Aug. 2, 2022, 4:48 p.m.Duration: 39 minutes 21 seconds
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Episode 121 - Steven Ryder, True North Networks, Inc.
Published: July 19, 2022, 2:40 p.m.Duration: 43 minutes 23 seconds
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Episode 120 - Susan Danzig, Business Development Coaching for Financial Services Professionals
Published: July 12, 2022, 4:14 p.m.Duration: 59 minutes 2 seconds
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Episode 119 - Turnkey Asset Management Program (TAMP) Panel
Published: July 5, 2022, 6:09 p.m.Duration: 40 minutes
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Episode 118 - Cozy Wittman, College Inside Track
Published: June 28, 2022, 4:15 p.m.Duration: 48 minutes 39 seconds
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Episode 117 - National FPA Leadership Team: Patrick Mahoney, Dennis Moore, James Lee
Published: June 21, 2022, 5:56 p.m.Duration: 57 minutes 34 seconds
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Episode 116 - Dr. David Kelly, J.P. Morgan Asset Management
Published: June 14, 2022, 3:13 p.m.Duration: 40 minutes 45 seconds
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Episode 115 - Tyrone Ross, Onramp Invest
Published: June 7, 2022, 6:28 p.m.Duration: 42 minutes 44 seconds
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Episode 114 - Donna McKeown, Mortgage Network; Natalie Wagner Willis, Finology
Published: May 31, 2022, 10:08 p.m.Duration: 56 minutes 9 seconds
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Episode 113 - Stacey Brown Randall, Generating Business Referrals Without Asking
Published: May 24, 2022, 3:53 p.m.Duration: 51 minutes 22 seconds
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Episode 112 - Jerry Auippa, Longbridge Financial, LLC
Published: May 17, 2022, 7:40 p.m.Duration: 1 hour 3 minutes 44 seconds
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Episode 111 - Kathleen Burns Kingsbury, Breaking Money Silence
Published: April 26, 2022, 3:10 p.m.Duration: 43 minutes 9 seconds
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Episode 110 - Brittney Castro
Published: April 19, 2022, 7:01 p.m.Duration: 30 minutes 5 seconds
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Episode 109 - Duncan MacPherson, Pareto Systems
Published: April 12, 2022, 6:53 p.m.Duration: 59 minutes 56 seconds
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Episode 108 - Zack Gould, G&N Insurance
Published: April 5, 2022, 8:48 p.m.Duration: 55 minutes 42 seconds
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Episode 107 - Chris Chen, Insight Financial Strategists
Published: March 29, 2022, 4:14 a.m.Duration: 41 minutes 25 seconds
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Episode 106 - Jed Collins, Money Vehicle
Published: March 22, 2022, noonDuration: 54 minutes 32 seconds
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Episode 105 - Harley Gordon, Long-Term Care
Published: March 15, 2022, 8:54 p.m.Duration: 51 minutes 39 seconds
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Episode 104 - Deborah Nason, Freelance Business Journalist
Published: March 8, 2022, 7:34 p.m.Duration: 34 minutes 11 seconds
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Episode 103 - Abbey Henderson, Abaris Financial Group
Published: Feb. 22, 2022, 9:38 p.m.Duration: 37 minutes 30 seconds
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Episode 102 - Cat Goughnour, Prosperity Now
Published: Feb. 15, 2022, 5:38 p.m.Duration: 44 minutes 24 seconds
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Episode 101 - Jeff Rattiner, JR Financial Group
Published: Feb. 1, 2022, 4:58 p.m.Duration: 45 minutes 33 seconds
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Episode 100 - David McPherson, Four Ponds Financial Planning LLC
Published: Jan. 25, 2022, 7 p.m.Duration: 49 minutes 52 seconds
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Episode 99 - Donna Allard & Kris Tower, OneFPA Advisory Council
Published: Jan. 18, 2022, 6:50 p.m.Duration: 1 hour 7 minutes 13 seconds
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Episode 98 - Vanessa Oligino , Absolute Engagement
Published: Jan. 11, 2022, 9:21 p.m.Duration: 48 minutes 7 seconds
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Episode 97 - Hannah Moore, Heart of Financial Planner Award, FPA Externship
Published: Dec. 28, 2021, 7:48 p.m.Duration: 45 minutes 41 seconds
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Episode 96 - Laurie Dubchansky, Havaplan Financial
Published: Dec. 21, 2021, 8:02 p.m.Duration: 37 minutes 1 second
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Episode 95 - Kayla Holland, Kevin Clark, NexGen
Published: Dec. 14, 2021, 2 p.m.Duration: 45 minutes
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Episode 94 - Boston Private, Social Security
Published: Dec. 7, 2021, 2:15 p.m.Duration: 52 minutes 53 seconds
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Episode 93 - Shannon Saccocia, Boston Private
Published: Nov. 30, 2021, 3:30 p.m.Duration: 54 minutes 19 seconds
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Episode 92 - Bonnie Kirchner, Professional Ethics
Published: Nov. 23, 2021, noonDuration: 41 minutes 6 seconds
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Episode 91 - David Meerman Scott, Marketing Strategies
Published: Nov. 16, 2021, 1 p.m.Duration: 49 minutes 9 seconds
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Episode 90 - Chris Woods, FPA Diversity Committee
Published: Nov. 9, 2021, 3:49 p.m.Duration: 49 minutes 9 seconds
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Episode 89 - Joan McGrath, MA-RI Plan
Published: Nov. 2, 2021, 1:22 p.m.Duration: 40 minutes 52 seconds
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Episode 88 - Paula Harris; Adam Minsky
Published: Oct. 28, 2021, 5:33 p.m.Duration: 56 minutes 3 seconds
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Episode 87 - Wicked Tech Talks - Ben Flood
Published: Oct. 19, 2021, 7:54 p.m.Duration: 31 minutes 19 seconds
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Episode 86 - ETF & Active Share Investing with Changebridge
Published: Oct. 5, 2021, 5:49 p.m.Duration: 52 minutes 43 seconds
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Episode 85 - FPA MA BOD - Past, Present, & Future
Published: Sept. 21, 2021, 8:41 p.m.Duration: 44 minutes 58 seconds
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Episode 84 - Client Engagement & Referals - Julie Littlechild
Published: Sept. 15, 2021, 1:25 p.m.Duration: 52 minutes 28 seconds
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Episode 83 - Revolutionize Retirement - Dr. Dorian Mintzer
Published: Sept. 8, 2021, 5:21 p.m.Duration: 49 minutes 4 seconds
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Episode 82 - Portfolios & Public Policy - Michael Townsend, Charles Schwab, WashingtonWise Investor
Published: Aug. 5, 2021, 7:43 p.m.Duration: 41 minutes 16 seconds
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Episode 81 - Donna McKeon, Mortgage Network
Published: Aug. 3, 2021, 2:04 p.m.Duration: 44 minutes 3 seconds
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Episode 80 - State of the Financial Planning Association
Published: July 27, 2021, 2:37 p.m.Duration: 1 hour 2 minutes 36 seconds
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Episode 79 - Emily Shull, Me Myself and Money, Money Relationship Coaching
Published: June 29, 2021, 2:16 p.m.Duration: 59 minutes 6 seconds
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Jeff Tomaneng - Fireside Chat w Tom Lester
Published: June 10, 2021, 8:56 p.m.Duration: 1 hour 6 minutes 24 seconds
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Telling Your StoryBrand - Steve Wershing
Published: June 1, 2021, 5:41 p.m.Duration: 1 hour 2 minutes 37 seconds
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Episode 76 - Big News: Chapter Merger Announcement
Published: May 24, 2021, 6:15 a.m.Duration: 25 minutes 58 seconds
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Episode 75 - Insurance Strategies: SECURE Act & LTC - Kim Furnald
Published: May 11, 2021, 6:04 a.m.Duration: 1 hour 2 minutes 14 seconds
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Defining Your Ideal Client & Why It Matters - Adam Kornegay
Published: April 30, 2021, 10:15 p.m.Duration: 1 hour 2 minutes 49 seconds
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Episode 73 - Process & People - Cheryl Holland - Abacus Planning Group
Published: April 11, 2021, 10:13 p.m.Duration: 55 minutes 52 seconds
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Marketing for Advisors - Marie Swift & Jonny Swift, Impact Communications
Published: March 18, 2021, 10:53 p.m.Duration: 54 minutes 1 second
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Crypto Currency - Fad or Disrupting Impact - Steve Sanduski
Published: March 3, 2021, 11:17 p.m.Duration: 1 hour 5 minutes 13 seconds
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What Every Woman Needs to Know About Social Security - Marcia Mantell
Published: Feb. 20, 2021, 5:44 a.m.Duration: 1 hour 16 minutes 27 seconds
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OneFPA Advisory Council - Byrke Sestok & Kris Tower
Published: Feb. 7, 2021, 9:15 p.m.Duration: 55 minutes 59 seconds
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Inheriting Your Spouse's IRA - Bill Harris
Published: Jan. 28, 2021, 11:27 p.m.Duration: 34 minutes 24 seconds
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Diversity Equity & Inclusion (DEI) Committee - Lucia Reed
Published: Jan. 10, 2021, 5 p.m.Duration: 48 minutes 25 seconds
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Retirement Planning Resources For Advisors & Consumers - Bob Powell
Published: Dec. 31, 2020, 5 p.m.Duration: 1 hour 10 minutes 19 seconds
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Profile Stuart Armstrong, II - LGBTQ Market Focus
Published: Dec. 20, 2020, 11:10 p.m.Duration: 55 minutes 51 seconds
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FPA Leadership - Meet the New CEO
Published: Dec. 12, 2020, 9:39 p.m.Duration: 46 minutes 6 seconds
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Growth Planning for 2021 - Mike Byrnes
Published: Dec. 2, 2020, 6:59 p.m.Duration: 53 minutes 34 seconds
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Succession - Michaela Herlihy shares her story - Cape Cod Practice Group replay
Published: Dec. 2, 2020, 2 a.m.Duration: 1 hour 22 minutes 53 seconds
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Skip Schweiss - Election & Policy Implications
Published: Nov. 22, 2020, 5:26 a.m.Duration: 47 minutes 58 seconds
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Women's Initiative & Issues - Karen Van Voorhis
Published: Nov. 9, 2020, noonDuration: 59 minutes 39 seconds
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Ron Carson - Proven In The Trenches
Published: Nov. 1, 2020, 1 p.m.Duration: 1 hour 1 minute 31 seconds
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ESG Panel Discussion & ESG Pro
Published: Oct. 19, 2020, 5:24 p.m.Duration: 1 hour 22 minutes 19 seconds
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Start Up - Going Independent - Panel Discussion
Published: Oct. 12, 2020, 6:41 a.m.Duration: 53 minutes 16 seconds
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Client Conversations for the Back End of 2020
Published: Sept. 28, 2020, 4:19 a.m.Duration: 49 minutes 35 seconds
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Glenn Frank - TimeMoneyAndJoy.com
Published: Sept. 21, 2020, 5:44 a.m.Duration: 48 minutes 47 seconds
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Inna Rivillis - 2020 FPA MA President-Elect
Published: Sept. 14, 2020, 1:13 a.m.Duration: 48 minutes 13 seconds
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Skip Schweiss - 2020 FPA President-Elect
Published: Sept. 6, 2020, 2 a.m.Duration: 44 minutes 53 seconds
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Coronavirus - How are you marketing your business?
Published: Aug. 30, 2020, 5:25 a.m.Duration: 57 minutes 39 seconds
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Technology Impacting Planners - Knudge & Robos
Published: Aug. 23, 2020, 8:09 p.m.Duration: 59 minutes 11 seconds
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Elder Planning Specialist Program - Bob Mauterstock, CFP & Annalee Kruger
Published: Aug. 17, 2020, 3:32 a.m.Duration: 55 minutes 46 seconds
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Funding College - Julie Shields-Rutyna, Dir. of College Planning @ MEFA
Published: Aug. 8, 2020, 8:10 p.m.Duration: 46 minutes 18 seconds
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Divorce Planning - Panel Discussion
Published: Aug. 2, 2020, 8:29 p.m.Duration: 1 hour 12 minutes 25 seconds
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Implicit Bias with Rachel Goldman
Published: July 23, 2020, 10:56 p.m.Duration: 37 minutes 6 seconds
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"The Power of Going Virtual" with Russell Investments' Cory Christiana
Published: July 13, 2020, 2:30 a.m.Duration: 52 minutes 31 seconds
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Conversation about Race, Wealth, & the Profession with Malik Lee, CFP
Published: July 3, 2020, 9:11 p.m.Duration: 1 hour 1 minute 50 seconds
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Give Up the FPA? FPA President Responds & Shares Insight On The CEO Search
Published: June 28, 2020, 4:18 a.m.Duration: 24 minutes 37 seconds
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Kristin Beane - The Role of Executive Director - "The Glue"
Published: June 20, 2020, 8:29 p.m.Duration: 50 minutes 11 seconds
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Tool Kit - for the CFP's
Published: June 14, 2020, 4:29 a.m.Duration: 54 minutes 2 seconds
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Important Conversations
Published: June 6, 2020, 4:15 p.m.Duration: 1 hour 14 minutes 11 seconds
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Social Security update with Kurt Czarnowski
Published: May 31, 2020, 5:14 p.m.Duration: 1 hour 9 minutes 58 seconds
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A Life of Service - Dick Powers, CFP
Published: May 23, 2020, 10 a.m.Duration: 1 hour 4 minutes 5 seconds
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FPA's Hidden Gems & Advisor Resources - Ben Lewis & Buffy Fletcher
Published: May 17, 2020, 2:44 a.m.Duration: 1 hour 7 minutes 26 seconds
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Student Debt during COVID-19 - Atty. Adam Minsky
Published: May 8, 2020, 4:52 a.m.Duration: 39 minutes 37 seconds
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Panel Discussion: Response to Recent Events (Boston South Practice Group)
Published: May 2, 2020, 4:52 p.m.Duration: 1 hour 41 minutes 31 seconds
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COVID & Compliance - Consider This!
Published: April 26, 2020, 3:05 a.m.Duration: 44 minutes 28 seconds
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Continuity Planning - Especially Now
Published: April 19, 2020, 5:13 a.m.Duration: 41 minutes 40 seconds
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Success Story - Marc Freedman; & CARES Act Overview
Published: April 11, 2020, 6:32 p.m.Duration: 1 hour 8 minutes 55 seconds
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Help Is On The Way
Published: March 29, 2020, 5:48 a.m.Duration: 1 hour 32 minutes 50 seconds
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FPA MA Has Something For Everyone
Published: March 21, 2020, 6:36 p.m.Duration: 50 minutes 49 seconds
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FPA Resources & Response to Coronavirus - Pres. Martin Seay, PhD
Published: March 15, 2020, 9:35 p.m.Duration: 26 minutes 20 seconds
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Coronavirus - How Are You Communicating With Clients?
Published: March 8, 2020, 10:11 p.m.Duration: 37 minutes 33 seconds
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Frank Pare’ - FPA PAC
Published: March 2, 2020, 8:50 p.m.Duration: 48 minutes 38 seconds
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The SECURE Act & Estate Planning Implications with Estate Planning Atty. F. Keats Boyd, III
Published: Feb. 15, 2020, 6:10 p.m.Duration: 1 hour 2 minutes 7 seconds
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Client Referrals with Mike Byrnes
Published: Feb. 15, 2020, 5:55 p.m.Duration: 42 minutes 34 seconds
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Vanguard - Behavioral Coaching - Michael DiJoseph
Published: Feb. 5, 2020, 1:43 p.m.Duration: 35 minutes 22 seconds
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Women & Diversity with Meredith Jones
Published: Jan. 24, 2020, 1:30 a.m.Duration: 41 minutes 1 second
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FPA MA Media Training & Media Panel
Published: Jan. 13, 2020, 3:39 a.m.Duration: 42 minutes 38 seconds
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FPA MA Leadersip - Reflecting Back & Looking Ahead
Published: Dec. 31, 2019, 3:38 p.m.Duration: 43 minutes 7 seconds
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Business Planning with Vanessa Oligino
Published: Dec. 19, 2019, 12:14 a.m.Duration: 58 minutes 27 seconds
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Social Security - Karen Ireland of MFS
Published: Dec. 10, 2019, 1:54 a.m.Duration: 30 minutes 37 seconds
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FPA MA Membership Committee & Public Relations Marketing Committee
Published: Dec. 2, 2019, 2:55 a.m.Duration: 32 minutes 48 seconds
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FPA MA Community Outreach - A Veterans' Day Special
Published: Nov. 11, 2019, 5 a.m.Duration: 47 minutes 37 seconds
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Hannah Moore - FPA NexGen Engagement ... So Much Moore!!!
Published: Nov. 7, 2019, 12:41 a.m.Duration: 47 minutes 13 seconds
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OneFPA Network - Advisory Council & Beta Test Updates
Published: Nov. 3, 2019, 11:27 p.m.Duration: 1 hour 8 minutes 11 seconds
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Career Development's Mentor Match Program
Published: Oct. 29, 2019, 5:54 a.m.Duration: 40 minutes 14 seconds
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Planning For Medicare
Published: Oct. 20, 2019, 4 p.m.Duration: 33 minutes 2 seconds
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Is Now A Good Time For Clients To Get A Mortgage?
Published: Oct. 8, 2019, 12:59 a.m.Duration: 30 minutes 44 seconds
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Pillars of International Equity
Published: Oct. 8, 2019, 12:55 a.m.Duration: 32 minutes 2 seconds
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FPA Group Health Plan w/ John Ryan of Ryan Insurance Strategy Consultants
Published: Sept. 29, 2019, noonDuration: 25 minutes 30 seconds
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FPA MA NexGen & Programming, then Collaboration with FPA NNE
Published: Sept. 22, 2019, 11:44 p.m.Duration: 41 minutes 41 seconds
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Coaches Corner with Mike Byrnes
Published: Sept. 14, 2019, 3:43 p.m.Duration: 49 minutes 16 seconds
Listed in: Business
Dan Candura - Lessons, Ethics, and a Career
Published: Sept. 6, 2019, 9 a.m.Duration: 1 hour 3 minutes 45 seconds
Listed in: Business
Tax Uncertainty & Retirement Savings Diversification
Published: Aug. 23, 2019, 9 a.m.Duration: 27 minutes 12 seconds
Listed in: Business
WPP - Ep 6 - Advocacy & IRA Deductibility In MA
Published: Aug. 9, 2019, 3:10 a.m.Duration: 28 minutes 28 seconds
Listed in: Business
WPP - Ep 5 - "Membership Has Its Privileges" & "Tools for the Aging"
Published: July 25, 2019, 1:46 p.m.Duration: 47 minutes 27 seconds
Listed in: Business
WPP - Episode 4 - "Are You Relevant In These Changing Times" with Jagdish ("Jag") Dalal
Published: June 30, 2019, 4:24 p.m.Duration: 35 minutes 38 seconds
Listed in: Business
WPP - Episode 3 - "Your Brand Is You" with Kristine McManus
Published: June 10, 2019, 10:51 p.m.Duration: 39 minutes 29 seconds
Listed in: Business
WPP - Season 1, Episode 2 - Glenn Frank, Karen Van Voorhis, & Nationwide
Published: May 21, 2019, 3:20 a.m.Duration: 43 minutes 27 seconds
Listed in: Business
Episode 1 - April 2019
Published: April 24, 2019, 1:08 p.m.Duration: 50 minutes 26 seconds
Listed in: Business