Wicked Pissah Podcast FPA NE

"Clutter is nothing more than unmade decisions." - Patty Kreamer. Organization and efficiency expert Patty Kreamer of Productivity Uncorked joins us to share how to see between the steps and pull out the things that really don't matter and how you can use DiSC behavioral styles as a resource to enhance your daily relationships.
 
https://productivityuncorked.com/
https://www.facebook.com/ProductivityUncorked
https://www.linkedin.com/in/pattykreamer
https://wickedpissahpodcast.libsyn.com/episode-124-patty-kreamer-cpo-productivity-uncorked
https://discsimple.com/discsimple-usa/

Sharing a Passion for Personal Finance Through Writing with Kate Dore, CFP®
 
On this episode Kathleen and Jeff are joined by personal finance reporter Kate Dore, CFP®. We hear from Kate about how a career in music publishing led Kate to discover a passion for personal finance and eventually pursuing the Certified Financial Planner™ designation. We talk to Kate about how she gets her ideas for her articles, why she likes to collaborate with advisors, and how she incorporates aspects of the financial planning process into writing her stories.
https://www.linkedin.com/in/katedore/
https://www.cnbc.com/kate-dore/

On this episode of the Wicked Pissah Podcast we are joined by long time industry veteran, Kate Healy. You may know Kate from her long tenure at TD Ameritrade or perhaps you recognize her from one of the many industry awards she has been honored with over the years, but you may not know about what she’s up to now. Listen in as we talk with Kate about her career, why it’s so important to develop the next generation of talent in this industry, and what she’s doing now that she’s launched her own consulting firm, AdvoKate IQ. 
https://www.linkedin.com/in/kateehealy/
 

"Do what you do best and outsource the rest." - Peter Drucker. Michelle Wong, CEO of Nifty Advisor Support, joins us to discuss how she strives to close the talent gap between advisors and non-advisors through inclusive communication and effective remote team management. Their virtual assistance, collective coaching, and on-demand recruiting solutions help advisory firms deliver a better client experience.
 
https://www.niftyadvisorsupport.com/
https://www.linkedin.com/in/woahitsmiwo/
https://www.linkedin.com/company/nifty-advisor-support/
https://www.linkedin.com/newsletters/wong-not-white-7049713992860131328/
https://www.facebook.com/meetnifty
https://twitter.com/meetnifty
 

Saving Money on Prescription Drug Costs with Patricia Prewitt
According to a 2022 study, Americans pay higher prices for prescription drugs than any other country in the world, with prescription drug prices here in the U.S. more than 2.5 times as high as those in other high-income nations. As a result, 1 out of every 3 adults on prescription drugs say they are unable to take them as prescribed due to the cost. 
On this episode of the Wicked Pissah Podcast, we speak with Patricia Prewitt, a woman who is trying to help individuals and families find the best ways to reduce their prescription medication costs. Tune in to hear suggestions from Tricia on how to find discounts, apply for patient assistance programs, and why a consultation with her could be the perfect birthday or holiday gift you can give to that hard-to-shop-for person in your life. 
https://mypersonalrxadvisor.com/
https://www.linkedin.com/in/triciaprewitt/
https://www.goodrx.com/
https://www.singlecare.com/
https://www.needymeds.org/
 

AJ Boury Hosts Brad Wright and Chris Boyd are joined by TIFIN Wealth COO AJ Boury. They discuss:
* The AI and innovation platform for wealth that was founded by former Wharton
Professor and successful entrepreneur Dr. Vinay Nair
* How FPA members who manage under $100M in AUM can access the TIFIN Wealth
platform for free
*Scientific personality assessment (Risk Capacity, Risk Preference, and Portfolio Risk)
and how they play into creating personalized investment proposals
Plus, you’ll hear AJ’s (former college football player) predictions on next season’s NY Giants.

TIFIN Wealth:

www.TIFINWealth.com

www.TIFINWealth.com/fpa