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!
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May 5, 202636 min
#292 - Research and Reporting with YCharts' Jeff Juracka
Our guest on today's episode is Jeff Juracka, Senior Account Executive at YCharts. Jeff has been building and leading his team at YCharts for the past six years. He's a graduate of Loyola University of Chicago and is a former rugby player, who also studied - YCharts was founded in 2009 to democratize investment research. They are an all-in-one platform for investment research and client communication, with tools that are easy to use, and data that is reliable and timely. They discuss: -The current state of FinTech -Why visual presentations matter -Charts advisors gravitate towards Contact YCharts: https://ycharts.com/
April 28, 20261 hr 10 min
#291 - Before It Breaks: Spotting Financial Red Flags in Aging Parents
Nobody plans for the call—but sooner or later, it comes. In this episode of the Wicked Pissah Podcast, Chris Boyd sits down with award-winning financial journalist and author Beth Pinsker to talk about the moment everything shifts—when you go from "concerned family member" to full-on financial caregiver. Drawing from her book My Mother's Money, Beth shares the early warning signs families often overlook, why having the "right" documents doesn't always mean you're actually prepared, and how quickly the emotional and financial weight can hit. As Beth puts it: "Financial red flags come first… handling money is a complicated higher function." This is a real-world conversation about what advisors need to understand—and what families wish they knew sooner. If your clients have aging parents (and they do), this episode isn't optional—it's essential listening. Find out more- https://bethpinsker.com
April 21, 202644 min
#290 - Longevity Planning with Eliot Weissberg
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 Eliot Weissberg, CFP®, CAPS is a Branch Manager with Raymond James Financial Services and President of The Investors Center. He can be reached at 860-677-8808 / 70 E Main St. Ste 5, Avon CT, 06001. Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. The Investors Center is not a registered broker/dealer and is independent of Raymond James Financial Services.
April 14, 202655 min
#289 - Treating Your Health Like a Financial Asset - with Stevyn Guinnip
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/
April 7, 202642 min
#288 -Andrea Schlapia: Founder and CEO of Ironstone Business Coaching
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
March 31, 202626 min
#287 - The AI-Powered Growth Playbook for Advisors with Michael Barrasso
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.
March 24, 202630 min
#286 - Save Time, Add Value: How Advisors Are Using AI-Powered Tax Research with Blue J
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.
March 10, 202641 min
#285 - Hidden Assets, Red Flags, and the Truth in the Numbers – with Sara Nanchanatt, CPA/CFF
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/
February 24, 202648 min
#284- Solving the Financial Planning Gaps for Child-Free Clients with Dr. Jay 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/
February 10, 202641 min
#283 - Getting Your Paying For College Plan in Place and Appealing Financial Aid Offers with Cozy Wittman of College Inside Track
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 waitlist Appealing financial aid offers, and getting your "paying for college" plan in place Whether it's worth the time to search for multiple smaller scholarships Contact Cozy and College Inside Track: www.collegeinsidetrack.com
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