Wicked Pissah Podcast

FPA Massachusetts Past President Jeff Tomaneng is joined by educator, entrepreneur, writer, and investor, Brian Portnoy, CFA®. Brian is the founder of Shaping Wealth, a learning technology platform transforming the human experience of money, combining science and story to show people how to underwrite a meaningful life through "Funded Contentment." https://www.shapingwealth.com/ https://www.linkedin.com/in/brianportnoy/ https://twitter.com/brianportnoy

Hosts Kathleen Kenealy and Brad Wright are joined by members of the FPA 2023 incoming executive committee leadership team, Shaun Erickson, Kevin Williams and Marybeth Breed. We ask them about their experiences as members of the FPA, how they found themselves in leadership positions, and what they find most valuable about the FPA community. We take a look back at 2022 as the year comes to a close and reminisce about being back in person again for Wicked Good Talks and Gala for a Goal. We hear from them about what it is like serving on the board and what the chapter has in store for 2023.

We are joined by Vice President of Fidelity's Asset Allocation Research Team, Jake Weinstein. Host Chris Boyd, CFP®, has a wide range conversation with Jake about issues that face investors today in regard to Asset Allocation. They discuss themes and the implications of inflation, debt, geopolitics and globalization, foreign exchange, aging demographics and more. If you're thinking about portfolio construction for the next year and the years ahead, listen to this episode for great insight. To see the Fidelity "Quarterly Market Update" research from Fidelity's Asset Allocation Research Team for the particular quarter, please visit this link: Quarterly Market Update. Jake Weinstein LinkedIn: https://www.linkedin.com/in/jacob-weinstein-cfa-ab5b4a5

We are joined by FPA Board Members, Karen McDade, CFP®, AIR®, CDFA®, and Dan Galli, CFP®, to discuss OneFPA and a culture of a Board, the meaning of being a FPA board member, what the Board's focus has been, Financial Planner title protection, challenges and opportunities facing the profession today, and much more. Karen and Dan both share with us their journey of how they got to where they are today and what led them to want to serve as a FPA Board member.

We are joined by Senior Advisor of the American Heart Association's Charitable Estate Planning Team in the eastern states region, Ed Rodbro, CAP®. Ed shares with us his perspective on philanthropy and gift planing. You'll learn about the why behind his career in planned giving, the life saving work of the AHA, and how advisors can help their clients make an impact with philanthropic giving as we head into giving season.  heart.org/waystogive heart.org/lifes8

FPA Massachusetts Past Presidents Brad Wright and Jeff Tomaneng are joined by their fellow FPA New England chapter member Bruce Brumberg. Bruce is an expert on equity compensation, a contributor to Forbes, and Co-Founder and Editor-in-Chief of myStockOptions.com - the website devoted to equity compensation topics including basics, taxation, and financial planning. The website covers all types of stock grants: stock options, restricted stock/RSUs, performance shares, SARs, and ESPPs. He shares basics on stock options and non-qualified deferred compensation. https://www.mystockoptions.com/ https://www.linkedin.com/in/bruce-brumberg-89345111/ https://www.forbes.com/sites/brucebrumberg/?sh=70e10dc526f7

In this episode, Kathleen Kenealy and Rene Jarquin, Director of the FPA of New England's Diversity, Equity & Inclusion Committee, are joined by Chloe Moore, CFP® and Luis Rosa, CFP®, EA, two of the co-founders of the BLX Internship program. According to recent data published by the CFP Board, less than 5% of CFP® Professionals are Black, Hispanic or Latino. The mission of the BLX Internship Program is to make the demographics of the financial planning profession more representative of the population of the country by providing an entry point into financial planning for Black and LatinX individuals. Join us to learn more about the program, its goals over the next year, and how advisory firms can benefit from hiring an intern in their practice. To register for an information session on December 6, 2022 please visit the BLX website: https://www.blxinternship.org/ The BLX Internship Program is a 501c3 organization. Donations to the program are used to help support the logistics of the program, provide career development training for the interns, and offer scholarships to the interns to further develop their professional careers. All donations made before December 31, 2022 will be matched (up to $10,000). Visit the BLX website for more information on how to donate: https://www.blxinternship.org/donations

Co-hosts Jeff Tomaneng, CFP®, CDFA® and Kathleen Kenealy, CFP®, CPWA® are joined by Alexandria Dunn, CFP®, CTFA, Cynthia Haddad, CFP®, ChSNC®, and John Nadworny, CFP®, CTFA of Affinia Financial Group to discuss their expertise in Special Needs Planning. You'll learn how Alex, Cynthia and John are uniquely qualified to guide families who have a loved one with a disability; how they work with their clients to keep them motivated and engaged in the planning process; how their practice and this type of planning has evolved over the years; and their suggestions for other advisors who are, or are considering, focusing their practices on families in this niche. Please visit SpecialNeedsPlanning.com to learn more about Affinia Financial Group and to access their Knowledge Bank of free, downloadable publications and learning resources. Use the discount code "SNP15" to get 15% off when you buy the 2nd edition of their book, "The Special Needs Planning Guide: How to Prepare for Every Stage of Your Child's Life" from Brooke's Publishing.   

Brad speaks with Massachusetts Deputy Treasurer and Director of the Office of Economic Empowerment, Alayna Van Tassel. Alayna discusses her path into state politics. She delves into the status of Bill H.578 An Act establishing a personal financial literacy curriculum in schools and introduces us to the possibility of Baby Bonds (an at-birth publicly funded trust fund program for Massachusetts residents). Alayna also reflects on her tenure at the Office of Economic Empowerment; their accomplishments, how they measure success, and what happens to the office when eventually there is an administration change. Listen to the end when Alayna divulges three things people don't know about her, including her favorite quote and her dog's name. To find out more about the Office of Economic Empowerment visit: www.mass.gov/treasury/empowerment (links to all programs and social media). For upcoming events visit: www.bit.ly/OEEevents    

Ana Limon and Jamie Hopkins from Carson Group join us to discuss the future of the financial planning profession, their partnership with FPA, and how they're coaching financial planners, financial advisors, and investment advisory firms to better serve their clients and advance the profession. LinkedIn Ana Limon - https://www.linkedin.com/in/anatlimon/ Jamie Hopkins - https://www.linkedin.com/in/jamie-hopkins-esq-llm-cfp%C2%AE-chfc%C2%AE-clu%C2%AE-ricp%C2%AE-022a502a Carson Group - https://www.linkedin.com/company/carsongroupllc/ Twitter Ana Limon - https://twitter.com/AnaT_Edits Jamie Hopkins - https://twitter.com/RetirementRisks Carson Group's Podcast: https://www.carsongroup.com/framework/