Wicked Pissah Podcast

Hosts Brad Wright and Kevin Williams are joined by Scott Gottlieb of U.S. Compliance Consultants. Scott is President of U.S. Compliance Consultants, a full-service compliance consulting company that focuses exclusively on state and SEC-registered investment advisers. Scott founded U.S. Compliance Consultants in 2004. U.S. Compliance Consultants has been a preferred service provider for both Schwab and Raymond James almost since its founding and Scott has conducted multiple compliance seminars on a variety of topics for both firms. Prior to founding US Compliance Consultants, Scott was a corporate and securities attorney at Kelly, Drye and Warren, an international law firm based in New York City. He started out as a corporate attorney for Robinson & Cole, a regional law firm with offices in Boston, Hartford and Stamford, CT. They discuss: - The job of an outside compliance consultant -State versus SEC compliance -Launching a new firm -What regulators are focusing on in 2025, including artificial intelligence For more on U.S. Compliance Consultants: https://uscomplianceconsultants.com/  To contact Scott: seg@uscomplianceconsultants.com 

Direct Indexing Strategies with Greg Kanarian, JD, CFA   Hosts Kathleen Kenealy and Chris Boyd speak with Greg Kanarian, an Investment Strategist at Natixis Investment Managers representing the firm’s Direct Indexing strategies. Greg joins the show to talk all things direct indexing - what it is, common benefits and tax advantages, which clients it may or may not be appropriate for, what personalization and customization options are available, and more. If you’ve been curious about direct indexing but haven’t taken time to learn much about it, this episode is for you! To learn more: https://www.linkedin.com/in/greg-kanarian/ https://www.im.natixis.com/en-us/about/biographies/gregory-v-kanarian  

Nick Gudz Hosts Michael Connaughton and Brad Wright are joined by Nick Gudz, Co- Founder of Fin.Link. Nick has been in the industry for 20 plus years holding multiple positions. He co-founded Succession Link in 2012, a platform he developed connecting buyers and sellers of wealth management practices. He sold Succession Link in 2018 and reacquired the business in 2022 and has since revamped the platform and rebranded to Fin.Link. They discuss: -Nick’s career path leading to the founding of Succession Link and now Fin.Link. -The evolution from M&A at Succession Link to Fin.Link’s focus around all aspects of wealth management. - Fin.Link’s resources, tools, and social networking capabilities. More on Nick and Fin.Link: https://fin.link/ Linkedin: https://www.linkedin.com/in/nickgudz/

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/