Wicked Pissah Podcast

Jeff and Kathleen are joined by 2024 FPA National President Claudia Kane of Beacon Wealth Strategies. We'll hear about her journey overcoming personal struggles early in life to build a financial advisory practice from wirehouse to independent broker-dealer and her plans to lead FPA and advance the financial planning profession. Stay tuned to hear our conversation.   https://www.linkedin.com/in/claudiacypherkane/  https://www.raymondjames.com/claudiacypherkane  https://www.financialplanningassociation.org/about/board/claudia-cypher-kane   #FinancialFrontiers #ClaudiaKaneJourney #FPA2024 #IndependentBrokerDealer #BeaconWealth   Financial Planning Association (FPA) Claudia Kane Beacon Wealth Strategies Personal Struggles Financial Advisory Practice Wirehouse to Independent Broker-Dealer Leadership in Financial Planning 2024 National President Career Journey Financial Industry Insights

As a financial advisor, would you sell your business if you found out it might be worth nearly twice what you thought?  That might be true.  In this episode, host Brad Wright is joined by guest, Scott DiGiammarino of JPTD Partners, and WPP co-host, Chris Boyd, who is selling his practice, to talk about the potential environment for investment advisors thinking of selling. There are no shortage of worries in the world - the impact of AI, fee compression, market disruptions, and more.  As a financial advisor, we often urge clients to diversify and not keep too much of a single holding, yet for many of us, our business interests represent our largest asset and source of income.  In this episode, Scott ("DiGi") DiGiammarino provides tips as to which firms can fetch top dollar and how to make improvements when necessary.  Having a consultant's help can enable you to look at your business in a way that will attract buyers and find firms offering higher deal structures.  What are the questions you should consider to determine which buyer might be the best fit for you?  Listen in.  We hope this episode will provide you helpful considerations as you might be planning for yourself as we transition from one year to the next.   Reach Scott ("DiGi") DiGiammarino and JPTD Partners at: Web: https://www.jptdpartners.com/ Email:  ScottDiGi@JPTDPartners.com Cell:  703-851-1244   . . #DiversifyYourAssets #TopDollarAdvisoryFirms #ConsultantAdvantage #AdvisoryBusinessSale #MaximizeBusinessValue #PlanningForTransition

Alex Fratila, CFA speaks with host Chris Boyd about Managed Futures.  Learn what are the benefits of use of futures in designing an investment portfolio.  How they work, what asset classes can be represented, and how inclusion of a managed futures strategy into clients' portfolios has the potential to help reduce volatility and produce more appealing risk-adjusted returns, particularly in the most volatile of times. Fratila & Company is an alternative investment firm, seeking to generate uncorrelated returns with public market-like liquidity. The firm is headed by ex-CSS trader, Alex Fratila. Fratila & Company attempts to further the concepts utilized at CSS, which was founded by the original UBS O’Connor team after Swiss Bank purchased O’Connor in 1992. Join us for an interesting discussion as you contemplate how you might manage risk in your client accounts as we round out 2023 and move toward a new year.    email: Alex@fratilaco.com website: www.fratilaco.com LinkedIn: https://www.linkedin.com/in/afratila/   #InvestmentStrategies #ManagedFutures #FinancialInsights #RiskManagement #AlternativeInvestments #AlexFratilaCFA #FratilaAndCompany #VolatilityReduction #PortfolioDesign #UncorrelatedReturns #2023Investments #FinancialTalk

Collaborating with a Daily Money Manager to Enhance Client Relationships We all have clients that don’t always know where their money goes each month, who struggle to find important documents when they need them, who hate opening their mail and paying their bills, and who stress around tax time trying to get information to their accountant. As advisors, we love helping our clients plan for the future, but we often don’t want to get into the weeds of managing their day-to-day finances. Luckily, there are other people out there that do! On this episode of the Wicked Pissah Podcast, host Kathleen Kenealy speaks with Jeremy Zizmor, founder of Assurance Family Partners, a firm that provides Daily Money Management services to clients who don’t have the time or desire to manage their day-to-day financial matters. We talk about how Jeremy works with his clients to provide bill pay, mail management and bookkeeping services; how collaborating with a daily money manager can enhance the services that planners offer to their clients; as well as questions to ask if you are considering using a daily money manager to help relieve the day-to-day money management stress that your clients face. Learn more: https://assurancefamilypartners.com/ Book time with Jeremy: https://assurancefamilypartners.com/consult Take the Assessment: https://assurancefamilypartners.com/fpane Connect with Jeremy: https://www.linkedin.com/in/jeremyzizmor/details/experience/   #MoneyManagement #ClientRelationships #DailyMoneyManager #FinancialSupport #FinancialPlanning #WickedPissahPodcast #FinancialServices #BillPay #MailManagement #FinancialMatters #ClientCare #FinancialAdvisor #FinancialAssistance  #FinancialOrganization #FinancialWellness #FinancialRelief #ClientNeeds #FinancialHelp #FinancialStress 

Sometimes it can be hard finding a CPA or tax professional that actually does tax planning for clients, not just tax preparation. This challenge has only grown over the last few years as more and more accountants have retired or left the industry and is likely to only get worse seeing as 70% of CPAs reached retirement age in 2020! On this episode of the Wicked Pissah Podcast we speak with Katrina Kowalski, a CPA who believes so firmly in the value of tax planning that she doesn’t bill it as a separate service. Join us as we nerd out on taxes with Katrina – we revisit some of the lesser-known aspects of SECURE 2.0, we discuss tax and retirement planning opportunities that small business owners should consider, and we hear how Katrina uses the “Rule of 3” to help her clients focus on accomplishing meaningful tasks that will help advance their businesses without getting overwhelmed. More Information: https://onpointnh.com/ https://www.linkedin.com/in/katrina-kowalski-cpa-a269011/     #TaxPlanningPros #CPAInsights #TaxPreparationVsTaxPlanning #FinancialAdvisors #TaxStrategies #RetirementPlanning #SmallBusinessOwners #SECURE2.0 #TaxNerds #FinancialStrategies #WickedPissahPodcast #TaxTips #CPAExpertise #BusinessGrowth  

On this episode of the Wicked Pissah Podcast we speak with licensed professional counselor Jennifer Gray. Jennifer focuses her counseling work on helping financial advisors find balance and authenticity between their personal and professional selves; manage and overcome burnout and overwhelm; and celebrate the success of building a fulfilling life and business.  Keep listening to hear Jennifer’s tips for setting boundaries with your clients and your business, using your values to build a life and practice that you love, and how to slowly start loosening your grip on the reins of control to create more space in your life to take care of yourself, not just your clients. For more information: https://www.linkedin.com/in/jennifergraylpc/ https://www.jennifergraycounseling.com/therapy-for-financial-professionals  

Learn how to help your clients utilize various tax benefits from real estate investments - including benefits of depreciation, capital gains deferrals, & more.  Energetic and entertaining guest, Jay Frank, Pres. & COO of Cantor Fitzgerald Asset Management, joins co-hosts Chris Boyd & Brad Wright.  It may not be for CE, but you will learn important resources to help your clients.  'Like-kind" 1031 Exchanges of real estate transactions can seem to have complex rules, but Jay explains with ease.  Learn more about things like:  721 exchanges, what is a DST or a TIC.  You've probably heard of a Qualified Opportunity Zone, but did you know clients can defer capital gains from real estate, stocks, or other investments by investing in one? Whet your appetite to learn more and help your clients.     Cantor Fitzgerald Asset Management https://www.cantor.com/our-business/asset-management/   Jay Frank President & Chief Operating Officer  Cantor Fitzgerald Asset Management jfrank@cantor.com https://www.linkedin.com/in/jay-frank-b52b624/   Allan Sheahan, CFP® Senior Vice President - Regional Director Cantor Fitzgerald Asset Management Allan.sheahan@cantor.com (mobile) 785-221-1202 / (text) 617-371-8303 https://www.linkedin.com/in/allan-sheahan-cfp%C2%AE-06b895158/

Beyond Finance: Planning for Your Life In Retirement   Host Chris Boyd, CFP® is joined by Jennifer Simes, CFP®, long time FPA member who suggested today’s topic and guests.  Nan Ives & Lisa Stornaielo share the challenges of retirement beyond finances.  In the course of navigating challenges of identity and purpose, Nan & Lisa have found and developed resources for those in or near retirement to consider the next chapter of life and find fulfillment.  Learn more about “The Future of You” in this episode of the Wicked Pissah Podcast.   Jennifer Simes: Email: JSimes@CarlPSherr.com https://www.linkedin.com/in/jennifer-simes-cfp%C2%AE-a5246911/ https://carlpsherr.com/    Nan Ives: Email: Nan@TheFutureOfYou.com  https://www.linkedin.com/in/nanives/ https://www.thefutureofyou.com/    Lisa Stornaielo: Email: Lisa@TheFutureOfYou.com  https://www.linkedin.com/in/lisa-stornaielo/ https://www.thefutureofyou.com/  Chris Boyd: Email: Chris@amrfinancial.com  https://linkedin.com/in/chris-boyd-562504299/  

Hosts Brad Wright and Jeff Tomaneng are joined by Income Lab co-founder Johnny Poulsen, CFP®. They discuss: Whether or not advisors have been looking at retirement distributions the wrong way What Guardrails are and how they can help a retiree remain on track How uncertainty can be less stressful than the certainty of a negative event. You’ll also learn how Monte-Carlo analysis can work during a client’s accumulation phase, but adjustment-based income planning, during retirement, may be better understood and provide more certainty.  For more info on Income Lab, visit www.incomelab.io

Kathleen and Jeff speak with advisor marketing thought leader and author Kristen Luke of Kaleido Creative Studio. Kaleido Creative Studio is a marketing agency that helps Registered Investment Advisors market themselves to a niche, making it easier for them to stand out from the competition and attract ideal clients. Stay tuned for a Wicked Pissah! (recorded 9/14/23)   https://www.linkedin.com/in/kristenluke/ https://www.linkedin.com/company/kaleido-creative-studio/ https://www.kaleidocreative.com/ https://www.OnNiche.com/   https://www.fpanewengland.org/wicked-good-half-day-talks/