Wicked Pissah Podcast

Learn how to help your clients utilize various tax benefits from real estate investments - including benefits of depreciation, capital gains deferrals, & more.  Energetic and entertaining guest, Jay Frank, Pres. & COO of Cantor Fitzgerald Asset Management, joins co-hosts Chris Boyd & Brad Wright.  It may not be for CE, but you will learn important resources to help your clients.  'Like-kind" 1031 Exchanges of real estate transactions can seem to have complex rules, but Jay explains with ease.  Learn more about things like:  721 exchanges, what is a DST or a TIC.  You've probably heard of a Qualified Opportunity Zone, but did you know clients can defer capital gains from real estate, stocks, or other investments by investing in one? Whet your appetite to learn more and help your clients.     Cantor Fitzgerald Asset Management https://www.cantor.com/our-business/asset-management/   Jay Frank President & Chief Operating Officer  Cantor Fitzgerald Asset Management jfrank@cantor.com https://www.linkedin.com/in/jay-frank-b52b624/   Allan Sheahan, CFP® Senior Vice President - Regional Director Cantor Fitzgerald Asset Management Allan.sheahan@cantor.com (mobile) 785-221-1202 / (text) 617-371-8303 https://www.linkedin.com/in/allan-sheahan-cfp%C2%AE-06b895158/

Host Brad Wright is joined by Holistiplan's Chief Growth Officer, Chris Field. They'll walk you through Holistiplan's tax planning software (even if you're not a CPA or an EA).  You'll learn how the software can help you: scale gain clients justify your fees You'll also learn about two books Chris has written on becoming a "Disruptor" and the non-profit Mercy Project, which he founded to use sustainability and empowerment to help rescue children out of slavery in Ghana. For more info on Holistiplan: www.Holistiplan.com  To reach Chris: Chris@Holistiplan.com

Are you an advisor working with baby boomer business owner clients? According to the US Small Business Administration, there are 33.2 million small businesses in America representing 99.9% of all US businesses.  Obviously small businesses are a critical part of our local, state, and national economies. But what happens when someone who has spent their life building and growing their business decides they are finally ready to let go of the reins and do something different? How do privately held business owners prepare to eventually sell or exit their company? On this episode of the Wicked Pissah Podcast, we are joined by speaker, author and exit planning expert John Leonetti, Founder and CEO of Beacon Hill Equity Group and the International Exit Planning Association. We'll hear from John about what exit planning is and why business owners need it, why demand for exit planning continues to increase amongst baby boomer business owners, and how advisors can better engage with business owners to help them through what is both a financial and emotional process. You'll also hear a story from John about a recent transaction he facilitated that gave me goosebumps and helps support his claim that exit planning is the greatest work there is. https://www.linkedin.com/in/john-leonetti-421b83a/ https://theiepa.com/ https://beaconhillequitygroup.com/ https://www.amazon.com/Exiting-Your-Business-Protecting-Wealth/dp/0692016228  

In this episode, our esteemed guest is Jeffrey Kleintop, CFA, Chief Global Investment Strategist and Managing Director of Charles Schwab & Company, Inc. Listen in as Jeff reminds advisors of the virtues of international exposure, not just from the perspective of company domicile or sales exposure. Jeff will share their perspective on the state of the global economy, including the potential opportunities (attractive multiples or recovery from recession) and risks (whether climate, geopolitical concerns, or others), We'll be reminded that even domestic investors may not be exempt from many of these same concerns, but are we entering a period of foreign markets outpacing US markets?     Let's talk about Global Markets and International Investing!  To connect further with Jeffrey you can find him below: https://www.linkedin.com/in/jeffrey-kleintop-36427a9/ https://www.schwab.com/learn/author/jeffrey-kleintop https://twitter.com/jeffreykleintop To find out about the educational opportunities we discussed in this episode and more: https://www.fpanewengland.org/    

Returning guest, Kristin Beane of Endeavor Consulting, LLC and FPA of New England's executive director joins the podcast for an update on what's been happening in the chapter the first half of the year and for a preview of things to come.  Whether for the Free CE Day for members (on 8/1 & 8/2), upcoming half-day educational programs, community building, or pro bono offerings, the FPA of New England has loads to offer members. Hear how Kristin and her team have grown from serving one chapter to some of the largest chapters along the east coast. https://www.fpanewengland.org/ Admin@FPAMA.org https://www.linkedin.com/company/financial-planning-association-of-massachusetts?trk=company_logo http://www.facebook.com/pages/Financial-Planning-Association-of-Massachusetts/180236272033414  

Brad Wright CFP® and Jeff Tomaneng CFP® speak with Joe Messinger CFP®, ChFC®, CLU®, CCFC. Joe is a trusted authority in the areas of college planning and funding. He's on a mission to "Change the way America shops for college." He created the innovative College Pre-Approval™ system to seamlessly guide families through the college funding maze and ensure that every student graduates with manageable student loan debt without robbing retirement. We discuss: The rising costs of college tuition How to calculate net costs at over 3,000 schools across the country How late is too late to begin planning for college Joe's "College Planning Made Easy Certificate Program for Advisors"    Contact Joe: https://www.joethemessinger.com/  https://www.linkedin.com/in/joemessinger/ https://capstonewealthpartners.com/ https://twitter.com/capstonewealth https://www.facebook.com/mycapstoneplan/  

As a financial professional, are you working in your business, or are you working on your business?  Today we are joined again by renowned professional coach and author, Duncan McPherson.  Chapter Past Presidents Brad Wright & Chris Boyd discuss with Duncan some of the powerful insights from the book, The Blue Square Method, which he co-authored with Chris Jeppesen.  The Blue Square Method is about building a business and a life … finding that balance and developing a business that serves clients effectively, efficiently, and compellingly so that they become raving fans with branded processes, all while building a business that serves your life well.  Additionally, Duncan shares about the virtues of professional coaching services for financial advisors and his team at Pareto Systems.  Okay, let's get started and learn more about the Blue Square Method!   https://www.linkedin.com/in/duncanmacpherson/ https://www.thebluesquaremethod.com/ https://www.paretosystems.com/  

This week, we talk with Ric Edelman about Cryptocurrency & Digital Assets. The questions abound:  Is it safe? Who should and shouldn't own it? How much for a client's portfolio? How do I deal with the logistics of ownership, rebalancing, digital wallets, and compliance oversight? What about bad actors - be it platforms like FTX, failed coins, or even illicit uses? Join chapter past-presidents Chris Boyd & Jeff Tomaneng as we hear about Ric's journey from journalist to national radio show host, to best selling author, to building the nation's largest RIA firm.  We'll also hear about Ric's latest endeavor to educate financial professionals about digital assets.  Whether you agree or disagree about the uses of cryptocurrency, you'll enjoy Ric Edelman's passion and enthusiasm for this emerging asset class.  Let us know what you think?  Let's talk about Cryptocurrency!    https://www.linkedin.com/in/ricedelman/ https://dacfp.com/ https://www.amazon.com/Truth-About-Crypto-Easy-Understand/dp/1668002329  

With more than $47M American retirees, and 10,000 BabyBoomers reaching retirement age every day … let's talk RETIREMENT. Join our guest, Bob Powell, renowned Retirement columnist for USA Today & MarketWatch, publisher/editor of The Street's Retirement Daily, host of Exceptional Advisor, Co-Founder of FinStream.TV, Curriculum Director of the Elder Plan Specialist certification program, & Director of Retirement Education for Sensible Money. Whether about spending in retirement, the risks retirees face, or the needs for an elder plan, Bob provides insights for advisors consideration when working with clients in retirement based on his extensive expertise from a career of financial reporting as well as having conversations with many today's great financial minds. Listen for the end of the podcast as Bob indicates how advisors can get published, and benefit from credentials aimed at helping advisors work with retirees.   https://www.linkedin.com/in/powellrobert/ https://www.thestreet.com/retirement-daily/ http://finstream.tv/  

Kathleen and Jeff speak with Dr. Sarah Fallaw. Sarah is a psychologist, researcher, and founder-president of DataPoints, the first behavioral assessment company for financial services. DataPoints uses tools that pinpoint financial attitudes, wealth-building behaviors, and investor risk tolerance to uncover client money mindset. She co-authored The Next Millionaire Next Door, continuing the study of wealth in America started by Thomas J. Stanley, Ph.D. https://datapoints.com/ https://www.linkedin.com/in/sarahfallaw/ https://twitter.com/sarahfallaw https://www.facebook.com/datapoints

On this episode of the Wicked Pissah Podcast we are joined by representatives from Dimensional Fund Advisors, Althea Trevor and Dillon Hewitt-Castillo. During our conversation with Althea and Dillon we learn about Dimensional's investment philosophy, strategy, and the process they use when building portfolios. We also learn about the numerous resources that Dimensional provides to advisors to help support their practices and client work.   https://www.dimensional.com/us-en/financial-professionals dillon.hewitt-castillo@dimensional.com  

On this episode of the Wicked Pissah Podcast we speak with Brooklyn Brock, founder of Ellevate Advisors. Brooklyn is a Certified Financial Planner™ practitioner who provides financial planning services to a unique set of clients – other financial planners. Brooklyn is also a Certified Exit Planning Advisor and works with other planners to coach them through putting continuity and succession plans in place. Tune in to learn more about why Brooklyn brings a unique perspective to succession planning, how she implements a values-based approach in the work she does with her clients, and the steps you can take to begin the important work of creating your own continuity and succession plan for your firm.  https://www.ellevateadvisors.com/brooklyn-brock https://www.linkedin.com/in/brooklynbrock/

Michael Townsend joins WPP to update listeners on what's happening in Washington, DC and how that may impact portfolios.  Included in our discussion are: impending volatility around extending the Debt Ceiling, 2022 government budget & continuing resolutions, risk of government shut down, the Infrastructure bill, and what some might call "the kitchen sink" bill for everything else.  Additionally, Mike shares his take on what's most likely to pass for tax policy changes.  Whether about the SEC, ESG, or Crypto, Mike has insights about the legislative and regulator climate.  

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 of their money issues. We hear about irrational decisions, personal vows, conversation starters, and mental blocks regarding personal finance. Join us to hear how addressing emotions, values, and money history can lead to a better financial planning client experience and outcome. Emily Shull, Behavioral Money Coach, MeMyselfandMoney email: emily@memyselfandmoney.com www.linkedin.com/in/emily-shull-memyselfandmoney/ FB: @memyselfmoney FB business page: www.facebook.com/memyselfmoney website: www.memyselfandmoney.com  

This week, we welcome Steve Wershing, CFP® of The Client Driven Practice. Steve is the author of Stop Asking For Referrals & co-host of the Becoming Referable podcast. Learn how to build your brand and how it can help you grow your Financial Advisory business. Define your niche & clearly express their challenges.   Stephen Wershing, CFP® President The Client Driven Practice 160 Allens Creek Road, Suite 270 Rochester, NY 14618 585-381-2662 steve@theclientdrivenpractice.com  www.theclientdrivenpractice.com www.linkedin.com/in/stephenwershing Twitter: @SWershing https://www.becomingreferable.com/ 

Board Chairs for both FPA Northern New England (Jami Bisson of People's United Advisors) and FPA Massachusetts (Brad Wright of Launch Financial Planning, LLC) share the big news as they announce the merging of the chapters.  Jami and Brad share plans for the combined entity, logistical considerations, and invite members of both chapters to a webinar Q&A to learn more. You can also win a prize if you suggest a new name!

Chris Boyd & Jeff Tomaneng hear from Kim Furnald about the applications of insurance (no pun intended). As a life & health broker, Kim shares her story, and useful tips for how to overcome the tax consequences from the SECURE Act’s move from a lifetime stretch out to a 10-Year distribution requirement.  She also discusses various techniques for mitigating the risks to one’s wealth from the costs of long-term care, including hybrid products.  In addition, learn about FPA MA’s upcoming Wicked Good Talks virtual conference for 5 CFP CE’s … and a BIG announcement from FPA MA & FPA NNE. For Kim's case study handouts - go to FPAMA.org/podcast/ Contact Info: 603.770.3714| furnald.kimberly@pennmutual.com http://linkedin.com/in/kimberlyahrendtfurnald

This week, cohosts Chris Boyd and Jeff Tomaneng speak with guest Adam Kornegay of Pathfinder Advisor. Adam shares his thoughts on defining or redefining your ideal client, how to better connect with them, and how to create a better client experience. Twitter: @PathfinderAdam LinkedIn: https://www.linkedin.com/in/pathfinderadamkornegay/  Websites: www.pathfinderadvisor.com  www.pathfinderondemand.com 

Cheryl Holland of Abacus Planning Group in Columbia, SC (https://www.abacusplanninggroup.com/cheryl-r-holland/) shares some ingredients of the success of herself and her company - people and process.  From starting a financial planning firm to a $1.6B in AUM, Cheryl has cultivated success by putting clients and team members’ development at the heart of her organization.  Hear about the importance of a culture of gratitude, contributing to community, and an eye for process. Download materials at: https://www.fpama.org/podcast/

Marketing perspective and tips are shared by Marie Swift & Jonny Swift of Impact Communications. Social Media, websites, communications, and more. Learn the PESO marketing model and the 4C's of content marketing. Join hosts Chris Boyd and Jeff Tomaneng to bring depth to your marketing planning. Join Impact Communications for an upcoming webinar on modern marketing methods for financial advisors, hosted by FPA MA, on 3/30/2021 @ 12 Noon ET by registering here. https://www.impactcommunications.org/  https://www.linkedin.com/company/1202711/  https://www.facebook.com/ImpactCommunicationsInc  https://vimeo.com/impactproductionsgroup/  Email: info@impactcommunications.org   http://marieswift.com/  https://www.advisorthoughtleadersummit.com/  http://twitter.com/marieswift  http://twitter.com/JonnySwiftIC https://www.linkedin.com/in/marieswift/  http://linkedin.com/in/swiftjonny    FB:        @FPAMASS LinkedIn:    @financial-planning-association-of-massachusetts Twitter:        @FPA_MA    FPA FB:    @FinancialPlanningAssociation FPA LinkedIn:    @financial-planning-association FPA Twitter:    @fpassociation    AMR/Chris Boyd/Jeff Tomaneng: FB:        @Asset-Management-Resources-LLC-127731740611374 Twitter:        @AssetMgmtRsrcs @SMoreChrisBoyd, @TomanengJeff  LinkedIn:    https://www.linkedin.com/company/asset-management-resources-llc/ https://www.linkedin.com/in/j-christopher-boyd-cfp®-b932169  http://linkedin.com/in/jeffreytomaneng