207 – Michael Connaughton – Lead Advisor

by Kristin Beane | Jul 18, 2024 | Consumer News, FPANE News, Home Page Features

Hosts Brad Wright and Kathleen Kenealy are joined by Michael Connaughton. Mike is co-founder of Lead Advisor, a wealth management collective that specializes in building firms, practices and careers. They provide creative perspective, time leverage and industry...

200 – Life Planning with George Kinder

by Kristin Beane | Jul 13, 2024 | Consumer News, FPANE News, Home Page Features

The Wicked Pissah Podcast is celebrating it’s 200th episode!  For our 200th episode, we are joined by the legendary George Kinder, best known for creating the Registered Life Planner designation and curriculum through the Kinder Institute of Life...

201 – Estate Management and Legacy Building with Vanilla’s Jim Sinai

by Kristin Beane | Jul 12, 2024 | Consumer News, FPANE News, Home Page Features

Host Brad Wright is joined by Jim Sinai. Jim is Chief Marketing Officer at Vanilla, The Estate Advisory Platform, designed to transform how wealth advisors help their clients manage their estate and build their legacy. Jim is a seasoned cloud executive and experienced...

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

by Kristin Beane | Jul 11, 2024 | Consumer News, FPANE News, Home Page Features

Hosts Brad Wright and Kathleen Kenealy are joined by Mike Arone. Mike Arone is Managing Director and Chief Investment Strategist for State Street Global Advisors US Intermediary Business Group. Michael is a highly regarded speaker at industry conferences and is the...

204 – Scams & Schemes with Bob Powell

by Kristin Beane | Jul 10, 2024 | Consumer News, FPANE News, Home Page Features

In this episode, Chris Boyd CFP®, CASL, CEPS catches up with Bob Powell CFP®, RMA® to discuss the pressing issue of financial exploitation, focusing on scams and schemes. Bob Powell highlights the prevalence of financial scams, particularly those targeting elderly...

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

by Kristin Beane | Jul 9, 2024 | Consumer News, FPANE News, Home Page Features

Incorporating Long Term Care Into Your Long-Term Planning There are some grim statistics out there regarding long term care: 70% of adults who live until age 65 will develop a need for long term care services in their lifetime The average annual cost of a private room...