All Episodes

#300 - 300 Episodes Later: What Financial Advisors Have Learned Along the Way

#301 - Going Independent Without Going It Alone with Bridget Grimes, CFP®

#299 - When Student Loans Get Complicated: What Advisors Need to Know with Emma Crawford, CFP®, CSLP®

#298 - Inside CFP Board: CEO K. Dane Snowden Talks Awareness, Inclusion, and What's Next

#297 - Long-Term Care Planning: Helping Clients Navigate Risk, Cost, and Coverage

#296 - Starting a Career in Financial Planning: Paul Gaudio, CFP® on FPA NexGen and Professional Growth

#295 - Modern Portfolio Optimization, Direct Indexing & ETF Investing with Robert Michaud

#294 - The New Growth Engine: How AI Is Reshaping Advisor Marketing with Ian Karnell

#293 - The Social Security timeline may be shorter than expected so what does that mean for your retirement?

#292 - Research and Reporting with YCharts' Jeff Juracka

#291 - Before It Breaks: Spotting Financial Red Flags in Aging Parents

#290 - Longevity Planning with Eliot Weissberg

#289 - Treating Your Health Like a Financial Asset - with Stevyn Guinnip

#288 - Andrea Schlapia: Founder and CEO of Ironstone Business Coaching

#287 - The AI-Powered Growth Playbook for Advisors with Michael Barrasso

#286 - Save Time, Add Value: How Advisors Are Using AI-Powered Tax Research with Blue J

#285 - Hidden Assets, Red Flags, and the Truth in the Numbers – with Sara Nanchanatt, CPA/CFF

#284- Solving the Financial Planning Gaps for Child-Free Clients with Dr. Jay Zigmont, PhD, MBA, CFP®

#283 - Getting Your Paying For College Plan in Place and Appealing Financial Aid Offers with Cozy Wittman of College Inside Track

#282 - AI's Impact on Advisory Practice Business Transactions

#281 - Looking Ahead to 2026 and What FPA of New England Has Instore

#280 - Beyond the Numbers: Finding Financial Harmony with Dr. Preston Cherry

#279 - What Homebuyers Need to Know Right Now with Donna McKeown

#278 - Dividend Investing with Mike Gibbs of Gibbs Capital Management

#277- Wicked Pissah Podcast Hosts Appear on FPA-Live with Ben Lewis

#276 - OBBB Break Downs you should know before 2025 is over with Matt Talcoff

#275 - Digital Marketing Strategies with Tim Ludy

#274 - Retirement Planning & The Canoe and the Current with Patrick J. Negado ChFC®

#273 - Private Equity Investing with Rob Hatch of Constitution Capital Partners

#272 - The Heart of Financial Planning Award Winner Liz Menjivar

#271 - The needs for trust and estate planning with Tim Fogarty

#270 - Blockchain and Smart Contracts in Estate Planning with F. Keats Boyd III

#269 - Building the Future of Financial Planning with Paul Brahim, CFP®, CEPA®

#268 - GLOBAL Family Caregiver/senior care/dementia progression/end-of-life CONSULTANT Annalee Kruger

#267 - The Referable Client Experience with Stacey Brown Randall

#266 - Passwords, Privacy and Peace of Mind: Wrangling Your Digitals Assets with Kate Hufnagel

#265 - First Things First: Becoming Fearless and Financially Savvy with Valerie Rivera

#264 - Inside the Pissah Studio – with Brad, Kathleen, Michael and Kevin

#263 - Finding Financial Clarity Using Monarch Money with Rachel Lawrence, CFP®

#262 - Risk Management with Scott Heinila, CEO of Optimized Insurance

#261 - Angel Investing with Stephen Schweich

#260 - Paw-sitive Planning: Estate Planning for Your Pets – with Liza Connelly

#259 - From Confused to Confident: Helping Families Navigate Aging with Parker Polidor

#258 - Wallets and Waistlines with Reyna Gobel

#257 - 5 to 9 Things You Don't Know About 529 Plans with Chris Stack

#256 - Breaking Money Silence with Kathleen Burns Kingsbury

#255 - Navigating Egos and Emotions During the College Planning Process – With Jack Wang

#254 - The Human Side of Wealth: Navigating Family Dynamics – with Emily Bouchard

#253 - Bringing the Human Element Back to Human Resources – with Angela Sarver

#252 - FIRE for Dummies Author Jackie Cummings Koski on Financial Independence

#251 - Paul Gaudio-President NexGen FPA-Client guidance and network expansion opportunities.

#250 - Dan Galli & Dennis Moore- Catching up with FPA Leadership

#249 - What you need to know about Reverse Mortgages with Stephen Pepe

#248 - Reassuring Clients About Social Security – with Marcia Mantell

#247 - Federal Employee Retirement Benefits Explained: Insights from Micah Shilanski, CFP®

#246 - Jordan Jackson, J.P. Morgan Global Market Strategist: Tariffs, Trade and Taxes… Oh My!

#245 - Jeff Johnson, Appleton, and Fixed Income Markets

#244 - John Finney - Overvue and how it creates client and advisor efficiency

#243 - Andy Ives– Navigating Net Unrealized Appreciation (NUA) Strategies

#242 - Joy Slabaugh; The Financial Conflict Resolution Institute

#241 - Keith Garte talks Personal Risk Management and answers advisors questions

#240 - Advisor Tech with Jump Advisor AI CEO Parker Ence

#239 - From Office to Anywhere: Erica Feldblum of LPL

#238 - Investing In Private Markets with Michael Bell of Meketa Capital

#237 - Outside Compliance for RIAs with Scott Gottlieb of U.S. Compliance Consultants

#236 - Direct Indexing Strategies with Greg Kanarian, JD, CFA

#235 - Nick Gudz, Co-Founder of Fin.Link

#234 - Milemarker's Jud Mackrill

#233 - Social Security Fairness Act Kurt Czarnowski

#232 - iCapital's James Costabile and Ryan Van Geons

#231 - Grandview and Company with Steve Tenney

#230 - FPA-NE 2025 Chapter Leaders: Sam Gough & Abe Ringer

#229 - Reflecting on Money and Meaning – with Dr. Daniel Crosby

#228 - Helping Financial Advisors Save on Taxes – with Catherine Tindall, CPA

#227 - Retirement Plans & Community Impact: Insights from Financial Planning Leader John McAvoy

#226 - Jenn Mayo: Direct of Gift Planning and Advisor Relations, Essex County Community Foundation

#225 - Financial and Caregiving Challenges: Couples with and without Children-Bill & Paula Harris

#224 - International Investing with Nick Paul, MFS

#223 - Tax Policy Impacts and the Upcoming Election with Nicholas A. Papakyrikos, CPA, P.C

#222 - Nicole Wallace and Christopher Jensen – Franklin Templeton Investments

#221 - Jack Heintzelman – FPA National Board of Directors

#220 - Crystal Lee Butler- Crystal Marketing Solutions

#219 - Julie Casey - Definiti

#218 - Donna McKeown - Mortgages & Interest rate movement

#217 - Chuck Failla: Sovereign Advisor Solutions + goRIA

#216 - Navigating the College Selection Process with Todd Weaver

#215 - Stephanie Aliaga – J.P. Morgan

#214 - Richard LeFauve – Client Edge

#213 - Difficult Conversations

#212 - Bonds vs. Bond Funds- Vanguard with Ted Dinucci

#211 - Approaching Business Owners' Insurance concerns and opportunities

#210 - Valuing Your Life's Work with Aaron Wells of FP Transitions

#209 - Xtrackers

#208 - Financial Education with NE Chapter President Marybeth Breed & Mass State Treasurer Deborah Goldberg,

#207 - Michael Connaughton – Lead Advisor

#206 - Setting Charitable Intentions with Erinn Andrews of The Give Team

#205 - Incorporating Long Term Care Into Your Long-Term Planning

#204 - Scams & Schemes with Bob Powell

#203 - Succession Planning with Jessica Polito

#202 - Recession? Commodities? Deficit? Mike Arone – State Street Global Advisors

#201 - Estate Management and Legacy Building with Vanilla's Jim Sinai

#200 - Life Planning with George Kinder

#199 - Branding and Marketing with Tiffany Markarian

#198 - Organization and efficiency expert Patty Kreamer of Productivity Uncorked

#197 - Personal Finance Through Writing with Kate Dore, CFP®

#196 - Developing Next Gen Talent with AdvoKate IQ consulting firms Kate Healy

#195 - Nifty Advisor Support- Michelle Wong

#194 - Saving Money on Prescription Drug Costs with Patricia Prewitt

#193 - TIFIN Wealth – AJ Boury

#192 - Your Financial Therapist- Erika Wasserman

#191 - 2024 College Planning with Cozy Wittman

#190 - Heart of Financial Planning Award Winner Virginia Asher

#189 - Nurturing a More Diverse Profession – with Rene Jarquin and JonPaul McBride

#188 - Trailblazing Transparency: Heart of FP Award Winner Greg Friedman

#187 - Risk Management Mastery: Insights from Northeast Brokerage Leaders Guy Ziriak and Mike Costello

#186 - Goal Setting and Business Success- Carson Group VP of Coaching and Consulting Sarah Cain

#185 - Ross Levin - Not to be untethered from what you want.

#184 - 2024 FPA National President Claudia Kane – From Challenges to Pioneering Leadership

#183 - Maximizing Value: Selling Your Financial Advisory Business

#182 - The Power of Managed Futures

#181 - Collaborating with a Daily Money Manager to Enhance Client Relationships

#180 - Delivering Value with Ongoing Tax Planning

#179 - Balancing Act: Thriving as a Financial Advisor with Jennifer Gray

#178 - Creating Tax Alpha- Cantor Fitzgerald's Jay Frank

#177 - Beyond Finance: Planning for your life in Retirement

#176 - Adjustment-Based Income Planning, During Retirement with Income Lab Co-Founder Johnny Poulsen

#175 - Marketing advice to stand out -Kristen Luke of Kaleido Creative Studio

#174 - Helping women become more financially confident - Purse Strings

#173 - Time to pay those student loans- Dan Rooker

#172 - Grieving Clients and how Financial Advisors can help - Kathi Balasek

#171 - "The Why of Wealth" and "Haisley's Birthday Money" Authors and FPA Members

#170 - FPA Update: So Many Benefits of Membership - Ben Lewis

#169 - Divorce Financial Planning - Diane Pappas

#168 - Helping Yourself Before You Can Help Others – Dr. Sarah Newcomb

#167 - The Current Equity and Fixed Income Environment with MRB- Bob Hanney and Phil Colmar

#166 - Protecting your clients' property and wealth-Holly Gately

#165 - Scale and Gain Clients with Chris Field-Holistiplan's Chief Growth Officer and Disruptor

#164 - John Leonetti - Preparing to sell or exit your company

#163 - Jeffrey Kleintop - Global Economy - Potential Opportunities and Risks

#162 - Kristin Beane - FPA of New England Update

#161 - College Planning with Joe Messinger

#160 - Duncan MacPherson - The Blue Square Method (2023.06.21)

#159 - Ric Edelman - Cryptocurrency & Digital Assets - 2023.06.20

#158 - Let's Talk Retirement with Bob Powell

#157 - Sarah Stanley Fallaw - "The Next Millionaire Next Door"

#156 - DFA Dimensional Fund Advisors - Althea Trevor & Dillon Hewitt-Castillo

#155 - Succession Planning - Brooklyn Brock - Financial Planner & Exit Coach to Independent RIAs

#154 - Ginnie Baker, Beaird Harris Wealth Management

#153 - Rick Fingerman, Financial Planning Solutions

#152 - David Marra, Markin Asset Management

#151 - Traci Brown, Body Language Expert/Trainer

#150 - Celeste Revelli, Fidelity Investments

#149 - Karen Van Voorhis, Membership Director, and Kayla Holland, Next Gen Director

Episode 148 - Robert Glovsky, The Colony Group

Episode 147 - Kevin Keller & Dan Moisand, CFP Board

Episode 146 - Shawn Jacobson, Northrock Partners

Episode 145 - Matthew Jarvis, The Perfect RIA

Episode 144 - Bob Veres, Inside Information

Episode 143 - Dr. Mary Bell Carlson, Financial Behavior Keynote Group

Episode 142 - Joel Bruckenstein, T3 Technology Tools for Today