Wicked Pissah Podcast

FPA NE
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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!

  1. FEB 24

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

    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/

    49 min

  2. FEB 10

    #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

    41 min

  3. FEB 3

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

    "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.

    1h 2m

  4. JAN 27

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

    "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.

    44 min

  5. JAN 20

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

    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

    58 min

  6. JAN 13

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

    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 consider Tips for first time homebuyers Non-traditional mortgage products   And much more.   Contact Donna: Website: mortgagesbydonna.com  Phone: 781 775 7172 Email: donna.mckeown@movement.com

    33 min

  7. JAN 6

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

    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

    41 min

  8. 12/30/2025

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

    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

    27 min
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Ratings & Reviews

5
out of 5
11 Ratings

About

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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