Wicked Pissah Podcast

FPA NE
  • 5.0 (11)
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  • UPDATED WEEKLY

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. 1D AGO

    #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

  2. 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

  3. 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

  4. 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

  5. 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

  6. 12/23/2025

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

    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.

    1h 3m

  7. 12/16/2025

    #275 - Digital Marketing Strategies with Tim Ludy

    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

    32 min

  8. 12/09/2025

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

    Host Kevin Williams is joined by Patrick J. Nagado, 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 Nagado & The Canoe and the Current Website: https://canoeandcurrent.com LinkedIn: Patrick Nagato Book: The Canoe and the Current (available on Amazon)

    1h 1m
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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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