Wicked Pissah Podcast

Blockchain and Smart Contracts in Estate Planning with F. Keats Boyd III Hosts Brad Wright and Michael Connaughton are joined by Attorney F. Keats Boyd III Keats is President of Boyd & Boyd, P.C. in Hyannis, MA, where he concentrates his practice in the areas of Estate, Trust & Retirement Planning. He is also working to streamline estate planning by utilizing Blockchain, Smart Contract and NFT technology. They discuss: -What Blockchain, Smart Contracts, and NFTs are -How they can be used to make estate settlement more efficient -The security and privacy questions surrounding the technology -Whether Keats, who is admitted to argue in front of the Supreme Court, has ever done so F. Keats Boyd III Website: https://www.boydandboydpc.com/

In this episode of the Wicked Pissah Podcast, hosts Chris Boyd and Jeff Perry sit down with Paul Brahim, CFP®, CEPA®- Managing Director at Wealth Enhancement Group and President of the Financial Planning Association. Paul shares his inspiring journey from pharmaceutical sales to financial leadership, offering insights on succession planning, title protection, and the future of financial planning. He also reflects on lessons from his 30-year career, the importance of purpose, and how advisors can help business owners create lasting, multi-generational wealth.

Hosts Michael Connaughton and Kevin Williams are joined by Annalee Kruger. Annalee started Care Right Inc, a VIRTUAL consultancy, in 2011, after working in Continuing Care Retirement Communities (CCRC's) for 22 years. Families were constantly blind-sided and ill-prepared for medical crisis (strokes, dementia progression, urinary tract infections, etc.) and were thrust into making major care decisions on behalf of aging parents. Families had no idea how to navigate senior care, dementia, changing roles within the family, how to manage their own lives plus new needs of aging parents, and they also had no idea what their aging parents had in order. She is a national speaker on aging, caregiving, dementia, family dynamics/mediation, and end-of- life. Major financial services conferences she has presented at: IWI, FPA, NAPA, NAIFA, AICPA, CIMA, Truist, D.A. Davidson, and many other conferences in the healthcare/senior care industry. She authored, The Invisible Patient: The Emotional, Financial, and Physical Toll on Family Caregivers. Annalee also offers training packages for the financial services and healthcare industries—which include in-person, webinar, and masterminds. Annalee also created the Elder Planning Specialist certification program, specifically for CFP's who want to earn a certificate to better identify and address the needs of their aging book of business. They discuss:  Caregiving options and the challenges  Creating an Ageing plan  Navigating family crisis And much more. Care Right Inc.'s website: https://carerightinc.com/ Annalee's LinkedIn: https://www.linkedin.com/in/annaleekruger/ Her book, The Invisible Patient: the Emotional, Financial, and Physical Toll on Family Caregivers - https://www.invisiblepatientbook.com/

The Referable Client Experience with Stacey Brown Randall Hosts Brad Wright and Kevin Williams are joined by Author and Business owner Stacey Brown Randall. Stacey teaches small business owners, solopreneurs and sales professionals how to generate referrals without asking, without manipulation or feeling inauthentic. She's the author of Generating Business Referrals Without Asking, and now a second book, The Referable Client Experience, hosts the Roadmap To Referrals podcast– and has been featured on Fox Business, Forbes and in Investor's Business Daily. Her online programs, Your Next Five Referrals, and Building a Referrable Business, among others, have turned beginners into Referral Ninja Masters… and we're going to find out how… They discuss:  Beginning with failure and the "a-ha" moment  Why consistent referrals are not happening despite doing excellent work  The science-based approach to referrals  Why wording matters Stacey Brown Randall: Website: https://staceybrownrandall.com/ LinkedIn: https://www.linkedin.com/in/staceybrandall/ Buy the book: https://www.amazon.com/Referable-Client-Experience-Generate- Referrals/dp/1774585936

Passwords, Privacy and Peace of Mind: Wrangling Your Digitals Assets with Kate Hufnagel Kathleen and Michael speak with Kate Hufnagle, The Digital Wrangler, to explore the often-overlooked world of digital estate planning. Kate shares how organizing passwords, accounts, and important life details can ease the burden on loved ones, save money, and create true peace of mind. We talk about different types of digital assets, including ones that are often overlooked; best practices for handling usernames and passwords; how Kate works with individuals to help them wrangle their digital assets; and more! Tune in for simple, practical steps to bring more clarity and organization to your digital life. https://www.thedigitalwrangler.com/ https://www.linkedin.com/in/kate-hufnagel/

First Things First: Becoming Fearless and Financially Savvy with Valerie Rivera Kathleen and Kevin speak with the founder of FirstGen Wealth, Valerie Rivera, CFP®. Valerie is a First in her family – the first to go to college, the first to break barriers at work, and the first to earn more than her parents ever did. Now she's working with other first generation wealth builders to help them create lasting financial confidence and legacy. We discuss what led Valerie to start her own practice, how working with first generation clients is different than working with high-net-worth retirees, how Valerie helps her clients with generational wealth planning (just not in the way you think), and her tips for young planners who are looking to network with other professionals. https://1genwealth.com/ https://www.linkedin.com/in/valerie-rivera-cfp/

Inside the Pissah Studio – with Brad, Kathleen, Michael and Kevin In this special episode, the four Wicked Pissah Podcast cohosts turn the microphones on themselves! Tune in for a behind-the-scenes look at how the show comes together. No guests this time, just us sharing why we love doing the podcast, our favorite episodes and moments, and what we've learned along the way. We don't want to keep all the fun to ourselves, so we're putting out the call: we'd love to bring a few new voices to our hosting team. If you've ever thought, "Wow, this is the best podcast ever, I'd love to be involved!" then this is the perfect episode for you. To learn more about joining the Wicked Pissah team or to submit an episode suggestion, please contact Brad Wright: brad.wright@launchfp.com

Finding Financial Clarity Using Monarch Money with Rachel Lawrence, CFP® Kathleen and Brad speak with Monarch Money's Head of Advice and Planning, Rachel Lawrence, CFP®. With more than 20 years of experience working both directly with clients as a financial planner and as a consultant in the FinTech space, Rachel brings unique perspective and insight into what both advisors and individuals need from financial technology. We talk with Rachel about how her passion for delivering financial advice to the masses has influenced her professional career path; how the demise of popular budgeting tool Mint changed the trajectory of Monarch Money; the different ways individuals can use Monarch Money to track their spending, create budgets, or work towards goals; how Monarch addresses the challenges of working with data aggregators; how advisors can best use Monarch Money in their practice to help clients align their spending with their values; and more! https://www.linkedin.com/in/rachelsanborn/ https://www.monarchmoney.com/ https://www.monarchmoney.com/connection-status

Risk Management with Scott Heinila, CEO of Optimized Insurance Hosts Brad Wright and Michael Connaughton are joined by Optimized Insurance CEO, Scott Heinila. After graduating from California State University Long Beach (CSULB) with a Finance degree, Scott began his insurance career in 2001, dedicating his time to assisting Insurance Professionals and Financial Advisors within the three facets of Protective Portfolio Planning – annuities, life insurance, and long-term care insurance. He's an expert in the industry with 20+ years of experience, Scott has led roles such as the Director of Sales for a growing FMO, Regional Vice President with a leading fixed and indexed annuity insurance company, and most recently, the Executive Director for Producers Choice Network. In his current role, Scott is the CEO and Co-Founder of Optimized Insurance Planning, a wholesale insurance planning and marketing firm. He is also the President and Founder of Prism Wealth Preservation, a professional financial & insurance services firm specializing in working with pre-retirees, retirees, and business owners. Scott is also the host of the Optimized Advisor Podcast, dedicated to enhancing the professions, best practices, and personal well-being of Advisors. They discuss:  Approaching risk management via annuities, life, and long-term care insurance  Common advisor obstacles to utilizing each  Resources for both advisors and clients Optimized Insurance: https://optimizedins.com/ https://www.linkedin.com/company/https-www.linkedin.com-company-optimized- insurance-planning-/ For more information, contact Bill Bonk: Bill@optimizedins.com

Stephen Schweich Host Michael Connaughton is joined by Stephen Schweich. Stephen is Chairman of the Cherrystone Angel Group and held a 30 year career in Investment Banking. Stephen has been an active investor in venture capital and private companies in Europe and the USA for nearly 20 years and has served on the boards of numerous technology companies. Since joining Cherrystone in 2011, Stephen has a played a key role in sourcing and leading investments in several of Cherrystone's portfolio companies. They discuss: Stephen's background and experience. Angel Group investing due diligence. Angel investing time horizon and expectations. And much more. Learn more about the Cherrystone Angel Group: Website: https://www.cherrystoneangelgroup.com/