Wicked Pissah Podcast

As part of this journey we call life, all of us will experience and grieve a loss or know someone who has. What do you say? How do you say it? Acknolwedging the loss and grief of another person can be uncomfortable and awkward, but it doesn’t have to be.

Kathi Balasek is on a mission to help financial advisors relate to a person who is a grieving. As an educator and grief literacy communication coach, Kathi works with advisors to help them understand language around grief, how to better communicate with empathy, and how to create a safe space and better connect with those who are grieving. This episode may help you be a better advisor, but it likely will help you be a better human, too.

For more information about Kathi:

https://www.kathibalasek.com/

The Well Widow Podcast: https://www.kathibalasek.com/podcast

https://www.linkedin.com/in/kathibalasek/

From Planning to Publishing: Educating Others by Writing from the Heart  Have you ever thought about writing a book but you’re not sure where to start? How do you figure out what to write about? How do you go about getting published? How do you get people to buy and read your book?
On this episode, Cassandra Smalley and Nycole Freer join us to help answer some of these questions. Cassandra and Nycole are two FPA members who each took the leap to write a book while also starting their own financial advisory practices.
Cassandra and Nycole share with us what inspired them to become authors, what the writing process was like for each of them, things they learned along their publishing journey and words of wisdom they have for other aspiring advisors-turned-authors.

"Haisley's Birthday Money"

"The Why of Wealth"

Contact / Follow Cassandra and Nycole:

Nycole Freer - Eden Financial

You can find Nycole on LinkedIn, Instagram, YouTube and Facebook.

Cassandra Smalley - Cassandra Smalley Wealth Management

You can find Cassandra on LinkedIn, Instagram, YouTube and Facebook.

Resources Mentioned During the Conversation

Reedsy

Children's Book Authors and Illustrations Facebook Group 

Purple Diamond Press

Manuscripts

New Degree Press

"The Why of Wealth" Book Club Discussion Guide 

Ben Lewis, Chief Communications Officer of the Financial Planning Association joins the podcast to share new member resources and remind us about many more.  

We discuss:

• New Media Training advanced modules & MediaSource PR opportunities: https://www.financialplanningassociation.org/advocacy/media-engagement (this is the link to the current training. It will be relinked to the new one once launched!)
• Janus Henderson - 6 Keys To Growth For Today’s Advisor: https://www.financialplanningassociation.org/learning/research
• FPA Marketplace: https://www.financialplanningassociation.org/practice-support/marketplace
• Partnership with Chartered Alternative Investment Analyst Association (CAIAA): https://fpa.chalicenetwork.com/marketplace/unifibycaia/
• Elder Planning Specialist certification program: https://fpalearning.onefpa.org/products/elder-planning-specialist-program-2
• CHOIR Voices: https://hellochoir.com/voices/
• TIFIN Wealth resources available to FPA members with less than $100M AUM: https://www.financialplanningassociation.org/press-room/releases-announcements/fpa-tifin-wealth-partnership

… and much more.  

Kathleen and Jeff speak with Diane Pappas of Solutions for Divorce. Solutions for Divorce is a boutique fee-only Divorce Financial Planning firm on the North Shore of Boston dedicated to improving the divorce process for individuals and couples going through this challenging time in their lives. 

https://www.linkedin.com/in/dianecpappas/

https://www.linkedin.com/company/solutions-for-divorce-llc/

https://solutionsfordivorce.com/

https://www.fpanewengland.org/2023/07/september-13-wicked-good-half-day-talks-boston-ma/

Did you know that before Dr. Sarah Newcomb became an applied scientist in behavioral economics she was an aspiring opera singer? No? Then tune in to this episode of the Wicked Pissah Podcast to find out what else you might not know about Sarah!

We will hear how Sarah’s effort to get her financial situation in order led her to realize she needed to first heal her own attitudes and unhealthy thinking about money. She’ll give us some tips on how advisors can use psychological frameworks to help coach their clients into healthier financial behavior. We’ll also get a sneak-peek into her “Financial Life Modes” presentation to the FPA of New England coming up on October 5th in York, Maine.

https://www.linkedin.com/in/sarahcnewcomb/

https://www.thrive-financial.net/

Loaded: Money, Psychology, and How to Get Ahead without Leaving Your Values Behind

Register for Wicked Good Talks: October 5, 2023 in York, Maine

Chris and Jeff speak with Bob Hanney and Phil Colmar of MRB, The Macro Research Board.

MRB is an independent research firm providing integrated global multi-asset investment strategy as well as actionable, absolute-return ideas. We hear their thoughts on the current equity and fixed income environment and how they help financial advisors with their research. (recorded 8/24/23)

https://www.linkedin.com/company/mrb-partners/

https://www.linkedin.com/in/phillip-colmar-b3a82514/

https://www.linkedin.com/in/robert-hanney-448b3ab8/

https://www.mrbpartners.com/

https://www.fpanewengland.org/2023/07/september-13-wicked-good-half-day-talks-boston-ma/

Protecting your clients’ property and wealth with Personal Risk Advisor Holly Gately

When was the last time you took your clients through a comprehensive risk assessment? Can’t remember? Then tune into this episode of the Wicked Pissah Podcast and hear from Personal Risk Advisor Holly Gately. 

Holly is a risk management specialist with USI Insurance Services who focuses on personal property and casualty insurance for successful individuals and families.

We’ll learn about the holistic approach Holly takes to make sure clients are properly insured, how advisors can make the insurance review experience better for clients, why you might want to think twice about buying that condo in Florida, and more.


HOLLY GATELY
Personal Risk Advisor

CA Individual License No. 4106472

USI Insurance Services, LLC

CA Agency License No. 0G11911 

holly.gately@usi.com | www.usi.com 

https://www.linkedin.com/in/hollyoconnor/
https://www.linkedin.com/company/usi-insurance-services/
https://www.usi.com/property-casualty/
https://www.usi.com/personal-risk/

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

We are joined by Ginnie Baker, CFP®, Partner of Beaird Harris Wealth Management and head of the FPA® Advisory Council, to discuss what the role of the Advisory Council is, its importance, and how it’s impacting the Financial Planning Association® going forward.

On this episode we are joined by our fellow FPA of New England member, Rick Fingerman, CFP®, CDFA®, CCPS™. Rick is the Managing Partner and Co-Founder of Financial Planning Solutions where he helps create Financial Wellness for Widowed or Divorced Women™ and works to empower clients that are seeking a more secure financial life. Rick was awarded the 2014 Heart of Financial Planning Award for the work he does overseeing our chapter’s pro bono financial coaching program with the Dana Farber Cancer Institute (DFCI). Tune in to hear about how Rick became involved with the DFCI coaching program and why he gives so much of his time back through volunteering. We also talk about the June 2^nd training session for those that are interested in becoming a pro-bono coach for Dana Farber patients, what it is like working with patients and the many resources that are available to support you in your coaching efforts.

https://www.linkedin.com/in/rickfingerman/

https://planwithfps.com/who-we-are/meet-the-team

https://www.fpanewengland.org