Wicked Pissah Podcast

The Financial Planning Association® is examining a multi year effort to have title protection for Financial Planners. Considering the merits and challenges in this discussion with 2022 FPA President, Dennis Moore, CFP®, and CEO and Secretary of the FPA, Patrick Mahoney, on this episode of the Wicked Pissah Podcast hosted by Chris Boyd, CFP® and Kathleen Kenealy, CFP®.

In this episode of the Wicked Pissah Podcast, we'll hear from Melody Ramsey of Heifer Foundation. She shares with us the work and mission of Heifer International and how she works with corporations, individuals, and their financial and legal advisors to educate them on Heifer's work and philanthropic efforts. Websites: Heiferfoundation.org  &  Heifer.org LinkedIn: https://www.linkedin.com/in/melody-ramsey-401b6413 Email: Melody.Ramsey@heiferfoundation.org

Host, Chris Boyd, CFP®, and colleague and co-host, Jeff Perry, JD, are joined by Certified Student Loan Professional, Belle Osvath, CFP®, CSLP®, to discuss and explain the proposed plans and implications of President Biden's student debt forgiveness plan: who it affects, what it means for those who qualify, what Pell Grants are, and more. Belle's LinkedIn: https://www.linkedin.com/in/jenniferbelleschneider/

Kurt Czarnowski, Principle at Czarnowski Consulting, joins host Brad Wright to discuss the current state of Social Security. With 75 million baby boomers set to retire in the next 15 years and claiming Social Security benefits, will there be enough money? What are the best claiming strategies, and will you receive good advice by walking into a Social Security office? Kurt spent 34 years with the Social Security Administration and helps us define what Social Security is, what it isn't, and dispel some common myths. Website: http://www.czarnowskiconsulting.com/ Email: kurt.czarnowski@gmail.com

Are you inundated with emails or general clutter that prevents you from growing or handling your business on a day-to-day basis? We are joined by author, speaker, and productivity coach, Patty Kreamer, Certified Professional Organizer, from Productivity Uncorked. She shares with us how she got to this profession, what her practice looks like, and how she helps financial advisors feel in control of their business. Website: https://productivityuncorked.com/ Facebook: https://www.facebook.com/ProductivityUncorked LinkedIn: https://www.linkedin.com/in/pattykreamer

Joining us is Christine Benz, Morningstar's Director of Personal Finance and author of 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances, and Jeffrey Ptak, CFA®, Morningstar's Chief Ratings Officer; both are hosts of The Long View podcast. They share insights about what's happening in the world of personal finance, the valuation of markets, how to evaluate ESG and more. Website: https://www.morningstar.com/ Podcast: https://www.morningstar.com/podcasts/the-long-view LinkedIn: Christine Benz - https://www.linkedin.com/in/christine-benz-b83b523 Jeffrey Ptak - https://www.linkedin.com/in/jeffrey-ptak-cfa-5977978 Twitter:  Christine Benz - @christine_benz  Jeffrey Ptak - @syouth1 *Episode recorded on Thursday, August 4th, 2022*

We are joined by employment, business and personal injury mediator, and owner of Mariani Mediation Services, LLC, Amy Mariani, JD. We hear about when it makes sense to try mediation instead of litigation to resolve conflicts in business and personal matters, saving time, money, and stress. Website: MarianiMediation.com Email: AMariani@marianimediation.com Phone: 617-279-0540 LinkedIn: https://www.linkedin.com/in/amy-cashore-mariani/

Steven Ryder, Founder of True North Networks, Inc. joins host Brad Wright to talk about current cybersecurity threats, SEC Audits, whether your VPN is good enough, and why you must use multifactor authentication, even though it's super annoying. He'll guide you in what to ask when looking to hire an IT company and educate you on the difference between an Incident and a Breech. Contact Steven: (603) 624-6777 sryder@truenorthnetworks.com www.TrueNorthNetworks.com

We are joined by Certified Business Development Coach, Business Growth Strategist for Financial Advisors and FPA National Board Member, Susan Danzig. Susan shares with us business development techniques and basic principals. She covers ways to work with clients, how to maintain a marketing focus, and how to grow your firm consistently.  She encourages taking the Financial Advisor Success Quiz at financialadvisorsuccessquiz.com directly linked with her website. Website: https://www.susandanzig.com/ Email: susan@susandanzig.com Phone: 925-954-1773 LinkedIn: https://www.linkedin.com/in/susandanzig

We talk to a Turnkey Asset Management Program (TAMP) panel. They discuss what a TAMP is, the pros and cons of using one, how to tell the difference between TAMP options that advisors can utilize, and how to evaluate a TAMP.