Episode 87 - Wicked Tech Talks - Ben Flood
FPA Northern New England board member Ben Flood joins us to share with us the new Wicked Tech Talks webinar series coming to FPA Massachusetts and FPA...
Wicked Pissah Podcast
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About
Discussions surrounding FPA MA's podcast to financial professionals on topics of financial planning, recent or future events, and interactions with speakers from across the industry. Additionally, the program will review what's happening in the Massachusetts chapter. Join us for engaging discussions and insightful content. For more information, email: Admin@FPAMA.org.
Episode 86 - ETF & Active Share Investing with Changebridge
Ross Klein and Vince Lorusso from Changebridge Capital join us to discuss the advantages of active ETFs vs. mutual funds, the use of Active Share in i...
Episode 85 - FPA MA BOD - Past, Present, & Future
Hear from the leadership of one of FPA's largest chapters. Massachusetts President Inna Rivilis shares with us what they're doing to improve their val...
Episode 84 - Client Engagement & Referals - Julie Littlechild
Client experience expert Julie Littlechild is our guest, and she shares with us best practices for gathering feedback from clients and her recent rese...
Episode 83 - Revolutionize Retirement - Dr. Dorian Mintzer
Psychologist and financial coach Dr. Dorian Mintzer joins us to discuss the changing landscape of retirement and how it’s no longer a destination, but...
Episode 82 - Portfolios & Public Policy - Michael Townsend, Charles Schwab, WashingtonWise Investor
Michael Townsend joins WPP to update listeners on what's happening in Washington, DC and how that may impact portfolios. Included in our discussion a...
Episode 81 - Donna McKeon, Mortgage Network
Returning to the podcast, Donna McKeon of Mortgage Network (http://www.mortgagesbydonna.com/) discusses residential mortgages. Starting with rates, th...
Episode 80 - State of the Financial Planning Association
For a review of their recent webinar presentation on the state of the Financial Planning Association, Skip Schweiss, FPA 2021 President, Dennis Moore,...
Episode 79 - Emily Shull, Me Myself and Money, Money Relationship Coaching
Emily Shull of Me Myself and Money joins us this episode to share how Money Relationship Coaching can help financial planning clients get to the root ...
Jeff Tomaneng - Fireside Chat w Tom Lester
In this episode, Tom Lester of Hines speaks with Jeff Tomaneng to share his thoughts and his outlook on commercial real estate. We'll hear about worki...