Wicked Pissah Podcast

Milemarker’s Jud Mackrill Host Brad Wright is joined by Jud Mackrill, CMO and co-founder of Milemarker, a data aggregation firm. As co-founder of Milemarker, Jud is driving change in financial advice and alternative investments. By blending thoughtful design with seamless software, Jud helps companies unlock their full potential. Jud’s career is built on results. He’s shaped the marketing strategy for industry leaders like Orion and Carson, and co-founded Mineral, which he successfully sold to Carson in 2018. At home in Charleston with his wife Kim and their four kids, Jud enjoys spending time with his family, indulging in spicy food, and keeping up with Nebraska Football. They discuss: -Syncing your data from multiple sources to one platform and automating reports -Typical insights that are revealed (hint – you may be paying too much to vendors) - Centralized trading and reporting For more on Milemarker: https://milemarker.co/  

Join special guest Kurt Czarnowski (Czarnowski Consulting) for a deep dive on the impact of the Social Security Fairness Act.  Some 2,000,000 current Social Security recipients are impacted by this legislation, not to mention those who previously thought they were ineligible under Government Pension Offset (GPO).  This legislation does away with GPO and Windfall Elimination Provision (WEP).  Advisors will want to learn more about these changes and which of their clients may be impacted.  Always entertaining and a wealth of information, join Kurt and host Chris Boyd for timely episode of the Wicked Pissah Podcast.    Kurt.Czarnowski@gmail.com www.czarnowskiconsulting.com Cell: 774-571-3256   LinkedIn: https://www.linkedin.com/in/kurt-czarnowski-20598729/ https://www.linkedin.com/in/j-christopher-boyd-b932169/   https://www.fpanewengland.org/ https://www.linkedin.com/company/financial-planning-association-of-massachusetts/posts/?feedView=all   https://www.financialplanningassociation.org/  

Hosts Brad Wright and Mike Connaughton are joined by James Costabile and Ryan Van Geons of iCapital. James Costabile is Managing Director and Head of US Alternative Investment Distribution and Ryan Van Geons is a Senior Vice President, who covers our New England area for iCapital. Their team delivers alternative investment education, research viewpoints, and investment capabilities across hedge funds, private equity, private credit, and real estate strategies. iCapital is an Alternatives platform for financial advisors. iCapital was founded in 2013 with the goal of making high-quality alternative investments accessible to wealth advisors and their high- net-worth investors and enabling fund managers to reach new sources of capital. They discuss: - How advisors can access the iCapital platform and gain access to over 200 private equity and private credit opportunities -Advisor education in the alternative space -How the platform and alternatives, in general, fit into the investment ecosystem For more on iCapital: https://icapital.com/

Hosts Michael Connaughton and Chris Boyd are joined by Steve Tenney, Founder of Grandview and Company. Steve Tenney is the Founder of Grandview & Company.  After 26 years as a Senior Portfolio Manager and Senior Vice President at UBS, Steve and his team launched Great Diamond Partners, a $700M independent wealth management firm in Portland, Maine. As CEO and Founding Partner, Steve strategically led the firm, focused on business development activities and directed the investment strategy. Always curious, Steve engages with other industries and companies, in addition to wealth management firms, learning from their experiences. This curiosity and an abundance mindset fuels his entrepreneurial spirit, always thinking about how he can help others reach their self-described definition of success, pushing limits and creating original solutions. In June 2024, after considerable reflection, Steve decided he could have a greater impact on the industry, including all of the clients it serves, and also gain greater personal satisfaction as a coach. Like the rest of his career, he views Grandview & Co. as a journey, one that will continually evolve. They discuss:  Steve’s journey from advisor at a wirehouse, to founding a RIA to now coach and consultant  Grandview’s engagement process and client profile  Grandview’s RIA asssement and much more. More on Steve and Grandview: https://www.grandviewandco.com/ Contact Steve Phone: 207 329 1806 Email: Steve@GrandviewandCo.com Linkedin: https://www.linkedin.com/in/steventenney/

FPA-NE 2025 Chapter Leaders: Sam Gough & Abe Ringer Hosts Brad Wright and Kathleen Kenealy are joined by Sam Gough and Abe Ringer. Sam is the 2025 incoming FPA-NE Chapter President and Abe will be President-Elect (2026 President). When not volunteering to run our chapter, Sam is a Senior Client Advisor with Ballentine Partners, where he focuses on Estate Planning and Investment Strategies. Prior to his 20-year tenure at Ballentine, he worked as an analyst at Goldman Sachs. Sam graduated from Tufts University and is a school board member in Plymouth, NH. Abe is principal and founder of Breakwater Financial, where he partners with his clients on every aspect of their financial life. Abe also had a previous career at Goldman Sachs as well as at Smith Barney. Abe graduated from Siena College and up until our recent chapter election was Director of Partnerships for the FPA-NE. They discuss:  Successes of 2024  Agenda for 2025 and beyond  Pro-Bono and Financial Literacy  How you can get involved with our chapter, on the committee level More on Sam, Abe, and FPA-NE https://www.fpanewengland.org/  

Reflecting on Money and Meaning – with Dr. Daniel Crosby   On this episode we speak with psychologist, behavioral finance expert and New York Times best-selling author, Dr. Daniel Crosby. Dr. Crosby is the Chief Behavioral Officer at Orion Advisor Solutions, host of the Standard Deviations podcast, and author of numerous books on the psychology of money, investing and wealth including The Behavioral Investor and The Soul of Wealth: 50 Reflections on Money and Meaning. We talk about what prompted Dr. Crosby to pivot from clinical psychology to behavioral finance, how ChatGPT helped him write The Soul of Wealth, which chapters in the book are most meaningful to him, and what his two life goals are.    For more information: Find Dr. Daniel Crosby on LinkedIn The Soul of Wealth

Helping Financial Advisors Save on Taxes – with Catherine Tindall, CFA More and more I keep hearing from other financial planners that they are struggling to find good CPAs that they can send their clients to for tax preparation. Too many CPAs are either retiring or not taking on new business and too few are entering the profession. Finding a CPA for your clients is one thing; but what if you are an advisor looking to outsource your own tax preparation? On this episode we speak with Catherine Tindall, founder of Dominion Enterprise Services. Catherine is a CPA that focuses her practice on working with financial advisors to help them optimize their income taxes through proactive planning. We talk about what it’s like to work with financial planners as clients, why she focuses heavily on tax planning as opposed to tax preparation, the questions she discusses with new clients, and a few of the tax planning opportunities you might want to consider before the end of the year.  For more Information: https://www.dominiones.com/ https://www.linkedin.com/in/ctindallcpa/  

Join us as we speak with FPA chapter past president, John McAvoy! John shares insights about working in the Retirement Plan space both with employers and participants.  Thinking of doing more with 401Ks or IRAs, then you’ll want to listen this episode. We start off the show learning about John’s sustained commitment to the financial planning profession and giving back to our community.   John F. McAvoy, CFP®, AIF® http://linkedin.com/in/johnfmcavoy   J. Christopher Boyd, CFP®, CASL® http://linkedin.com/in/j-christopher-boyd-b932169 Kathleen Kenealy, CFP®, CPWA®  http://linkedin.com/in/kathleenkenealy

Jenn Mayo: Direct of Gift Planning and Advisor Relations, Essex County Community Foundation Hosts Michael Connaughton and Brad Wright are joined by Jenn Mayo of the Essex County Community Foundation Essex County Community Foundation inspires philanthropy that strengthens the communities of Essex County. ECCF helps donors of all sizes elevate their giving by managing charitable assets, sharing their local expertise and providing philanthropic guidance and education. Additionally, ECCF strengthens and supports Essex County’s 4000+ nonprofit organizations with education, resources and funding and engages in systems based community leadership work to solve the region’s most complex social issues. As ECCF’s Director of Gift Planning and Advisor Relations, Jenn focuses on building strong relationships with area professional advisors, who play a key role in expanding support for the region’s nonprofit organizations and collaborative efforts to tackle systemic social challenges. She also provides charitable gift planning and support to Essex County donors as they make decisions about their philanthropic giving and consider a donor advised fund with ECCF. Jenn joined ECCF in 2021 after a long career in finance at Goldman Sachs in New York and London. They discuss: -Jenn’s personal experience with philanthropy through her family’s efforts launching the Ice Bucket Challenge and the Pete Frates Foundation and how it led her to ECCF. -ECCF’s mission and how they collaborate with professional advisors, non-profits and charitable organizations -Giving strategies and more. More on Jenn Mayo and ECCF https://www.eccf.org/ Contact Jenn Phone: (978) 777-8876 Email: j.mayo@eccf.org

Families with children may have more financial challenges in the accummulation phase, but couples without kids have different challenges more often later in life.  After each other, who is to become a healthcare proxy, or trustee?  In this conversation our panelists include Bill & Paula Harris and co-host, Kathleen Kenealy. We discuss a variety of the challenges and possible solutions.    Bill Harris, CFP®, RMA® http://linkedin.com/in/billmharris Paula Harris http://linkedin.com/in/paulaharris   Kathleen Kenealy  http://linkedin.com/in/kathleenkenealy Chris Boyd, CFP®, CASL® http://linkedin.com/in/j-christopher-boyd-b932169