Wicked Pissah Podcast

5 to 9 Things You Don’t Know About 529 Plans with Chris Stack Hosts Brad Wright and Kevin Williams are joined by attorney and consultant, Chris Stack. -Chris is managing consultant, Savingforcollege.com, is a nationally recognized 529 authority and experienced in educational finance. An attorney for over 30 years, licensed in New York & Pennsylvania, Chris has experience in finance, investments and law relating to tax advantaged products, including Section 529, since it became federal law in 1996. - He has been credited for actively and successfully initiating, advocating and assisting in the 2022 federal tax law changes allowing for “leftover” 529 funds to be transferred to a Roth IRA. He’s also assisted several states and plan managers implementing their 529 investment plans that now service over $20B in assets. -Currently, Chris advises and consults with sponsoring state agencies, program managers and investment companies, and presents nationally to financial advisors, accountants, and attorneys on 529 plans. They discuss: -The effects of the Big Beautiful Bill on 529 plans -How to choose the right 529 plan -Rules around converting leftover 529 funds to a Roth IRA -Why 529 accounts should be considered as part of any estate plan For more on Saving For College: Savingforcollege.com To contact Chris: cstack@savingforcollege.com

Breaking Money Silence with Kathleen Burns Kingsbury   Kathleen and Kevin speak with money psychology expert Kathleen Burns Kingsbury. Kathleen is the founder of KBK Wealth Connection and a leading voice on women and money and breaking through emotional barriers that get in the way of productive money conversations. We discuss the importance of open financial conversations, gender differences in money attitudes, and strategies advisors can use to financially empower their female clients. We also talk about building negotiation confidence, the importance of male involvement in empowering women in financial advising and leadership roles, and the coaching work KBK does with women in finance and women in business to help them take their careers to the next level.   Learn more about KBK Wealth Connection Connect with KBK on LinkedIn Check out Breaking Money Silence: How to Shatter Money Taboos, Talk More Openly about Finances and Live a Richer Life Download the Assessment Is Your Firm Ready to Serve the New Face of Wealth

Navigating Egos and Emotions During the College Planning Process – With Jack Wang   Hosts Kathleen Kenealy and Michael Connaughton speak with Jack Wang, a nationally recognized college funding expert who helps families answer two critical questions: how to lower the cost of college and how to pay for it without derailing their financial future. Tune in to hear us talk about what the NFL draft has to do with the financial aid system; common misconceptions parents and students have about paying for college; why the phrase “ you can borrow for college but you can’t borrow for retirement” drives Jack bananas; and creative ways families can save and pay for college that don’t involve selling a kidney. https://www.linkedin.com/in/thejackwang/ https://podcasts.apple.com/us/podcast/smart-college-buyer/id1800378410 jack@longhornfin.com

The Human Side of Wealth: Navigating Family Dynamics – with Emily Bouchard Kathleen and Brad speak with Emily Bouchard, founder of Bouchard Bespoke Consulting.  Emily is a Chief Learning Officer and Family Dynamics Advisor for Family Offices and Financial Advisory Firms, working alongside financial advisors, estate attorneys, and family offices to address the human side of money. We speak with Emily about her role as a listening coach and how she works with families to help them better communicate with full transparency and the steps she takes to help them assess, rebuild and sustain trust across all family members. We also talk about the importance of educating and preparing beneficiaries for the roles and responsibilities they will take on within the context of their family’s wealth. We learn what a “purposeful prenup” is, tips on how to navigate the fair versus equal debate, and different assessments advisors can think about implementing in their practice to help deepen conversations they’re having with families.  If you’ve ever found yourself navigating tricky family dynamics in a client relationship this is a conversation you won’t want to miss. www.EmilyBouchard.com

Bringing the Human Element Back to Human Resources – with Angela Sarver Hosts Kathleen Kenealy and Kevin Williams are joined by Angela Sarver, founder of EllieBlu HR Consulting. Angela is a human resources expert who specializes in consulting with independent financial advisors.  Angela is on a mission to bring the human element back to the workplace by helping business owners lead their teams more intentionally. We discuss all the different ways that Angela supports the firms she works with, including how she helps her clients through all phases of employee recruitment and how she uses her own assessment tool to help business owners identify their hiring needs. We also talk about ways to assess candidates' skills and behaviors through structured interviews and case studies during the hiring process; the importance of establishing strong HR foundations early on to prevent potential future problems; and tips that firm leaders can use to shape their company’s culture and success while managing their teams effectively. https://elliebluhr.com/ https://www.linkedin.com/in/angela-sarver/ asarver@elliebluhr.com

Host Brad Wright is joined by Jackie Cummings Koski. Jackie is the author of FIRE for Dummies and co-host of the Catching Up to FI podcast, focused on financial independence for late starters. She serves as Chapter President of FPA Southwestern Ohio and is a passionate advocate for financial literacy and education. With a master’s degree in financial planning and financial therapy, Jackie shares her personal journey from poverty to financial independence—retiring at age 49—and her mission to help others do the same. They discuss: Jackie’s financial journey and how she discovered FIRE Why she hands out $2 bills to students and audiences Her experience writing FIRE for Dummies and who the book is really for The origins and growth of the Catching Up to FI podcast Her role as FPA Chapter President and how she's helping reshape the profession Financial literacy efforts including a Roth IRA pilot for underserved youth And much more. Contact Jackie: 📘 Book: FIRE for Dummies 🎙 Podcast: catchinguptofi.com 🔗 LinkedIn: Jackie Cummings Koski 🌐 FPA Southwestern Ohio Chapter: fpaswo.org

Paul Gaudio Host Michael Connaughton is joined by Paul Gaudio. Paul is a CFP® and Client Advisor at Crestwood Advisors with 8 years of experience helping individuals and families make smart choices with their money. Paul is passionate about guiding clients through life & financial complexities with clarity and care. He also serves as the President of NexGen for FPA New England, where he supports the growth and development of emerging professionals in the financial planning community, and works to expand the efforts of the Financial Planning Association through networking events and webinars.   They discuss:  Paul’s background and career journey.  His experience as President of NexGen for FPA New England.  Partnerships he’s formed and upcoming events. And much more. Contact Paul: Linkedin: https://www.linkedin.com/in/paul-gaudio-cfp%C2%AE-a5787aa6/  

Catching up with FPA Leadership - with Dan Galli & Dennis Moore On this episode Kathleen and Kevin are joined by FPA national president-elect Dan Galli as well as long-time member, supporter and now acting CEO of FPA National, Dennis Moore.   We chat about what brought Dan and Dennis to the FPA, why they both remain committed to the organization, what initiatives they are prioritizing at the national level over the next few years, and their ideas for improving communication between national and the chapters.  We also discuss some of the lesser-known benefits available to FPA members, how to go about transitioning from local board participation to national engagement, and of course, the upcoming annual conference in Las Vegas.    https://www.linkedin.com/in/djgalli/ https://www.linkedin.com/in/dennisjmoore/ https://ac.financialplanningassociation.org/

On this episode of the Wicked Pissah Podcast, we are joined by Stephen Pepe of Longbridge Financial, LLC, where he is a top producing Loan Officer, Reverse Mortgage Consultant and industry expert in reverse mortgages.   Steve shares with us his expertise in the different ways that reverse mortgages can be used for both current and long-term financial planning purposes, regardless of your income and net worth, sheds some of the myths regarding reverse mortgages, and outlines both the process for opening a reverse mortgage and the regulations in place to keep the consumer safe.  Steve even touches on his musical talents outside of the reverse mortgage world.  Get ready to learn and enjoy this episode of the Wicked Pissah Podcast.    Steve Pepe (NMLS # 485943) is licensed in the following states: MA, NH, RI, VA. Longbridge Financial LLC (Company NMLS # 957935). Website: https://longbridge-financial.com and/or http://agents.longbridge-financial.com/steve-pepe/ Materials/statements made by a 3rd party do not necessarily reflect the official position of LBF. Not financial, tax, compliance or legal advice. MA Mortgage Lender License No. ML957935. RI Licensed Lender.

Reassuring Clients About Social Security – with Marcia Mantell On this episode, Kathleen and Kevin speak with Social Security and retirement planning expert Marcia Mantell to talk about how clients’ anxiety about Social Security has changed over the last few months. Marcia reassures us that she is not worried about retirees not getting their checks but also explains why she’s keeping an eye on her father-in-law’s account to make sure he continues to receive his retirement benefit.  We discuss how the process of applying for benefits is changing, why it’s so important to get your online Social Security account setup, when Marcia thinks Congress will finally take action to fix the program, and her suggestions and tips for keeping your sensitive financial information safe.  https://mantellretirementconsulting.com/ https://www.linkedin.com/in/marciamantell/