Wicked Pissah Podcast

Sharing a Passion for Personal Finance Through Writing with Kate Dore, CFP®   On this episode Kathleen and Jeff are joined by personal finance reporter Kate Dore, CFP®. We hear from Kate about how a career in music publishing led Kate to discover a passion for personal finance and eventually pursuing the Certified Financial Planner™ designation. We talk to Kate about how she gets her ideas for her articles, why she likes to collaborate with advisors, and how she incorporates aspects of the financial planning process into writing her stories. https://www.linkedin.com/in/katedore/ https://www.cnbc.com/kate-dore/

On this episode of the Wicked Pissah Podcast we are joined by long time industry veteran, Kate Healy. You may know Kate from her long tenure at TD Ameritrade or perhaps you recognize her from one of the many industry awards she has been honored with over the years, but you may not know about what she’s up to now. Listen in as we talk with Kate about her career, why it’s so important to develop the next generation of talent in this industry, and what she’s doing now that she’s launched her own consulting firm, AdvoKate IQ.  https://www.linkedin.com/in/kateehealy/  

"Do what you do best and outsource the rest." - Peter Drucker. Michelle Wong, CEO of Nifty Advisor Support, joins us to discuss how she strives to close the talent gap between advisors and non-advisors through inclusive communication and effective remote team management. Their virtual assistance, collective coaching, and on-demand recruiting solutions help advisory firms deliver a better client experience.   https://www.niftyadvisorsupport.com/ https://www.linkedin.com/in/woahitsmiwo/ https://www.linkedin.com/company/nifty-advisor-support/ https://www.linkedin.com/newsletters/wong-not-white-7049713992860131328/ https://www.facebook.com/meetnifty https://twitter.com/meetnifty  

Saving Money on Prescription Drug Costs with Patricia Prewitt According to a 2022 study, Americans pay higher prices for prescription drugs than any other country in the world, with prescription drug prices here in the U.S. more than 2.5 times as high as those in other high-income nations. As a result, 1 out of every 3 adults on prescription drugs say they are unable to take them as prescribed due to the cost.  On this episode of the Wicked Pissah Podcast, we speak with Patricia Prewitt, a woman who is trying to help individuals and families find the best ways to reduce their prescription medication costs. Tune in to hear suggestions from Tricia on how to find discounts, apply for patient assistance programs, and why a consultation with her could be the perfect birthday or holiday gift you can give to that hard-to-shop-for person in your life.  https://mypersonalrxadvisor.com/ https://www.linkedin.com/in/triciaprewitt/ https://www.goodrx.com/ https://www.singlecare.com/ https://www.needymeds.org/  

AJ Boury Hosts Brad Wright and Chris Boyd are joined by TIFIN Wealth COO AJ Boury. They discuss: * The AI and innovation platform for wealth that was founded by former Wharton Professor and successful entrepreneur Dr. Vinay Nair * How FPA members who manage under $100M in AUM can access the TIFIN Wealth platform for free *Scientific personality assessment (Risk Capacity, Risk Preference, and Portfolio Risk) and how they play into creating personalized investment proposals Plus, you’ll hear AJ’s (former college football player) predictions on next season’s NY Giants. TIFIN Wealth: www.TIFINWealth.com www.TIFINWealth.com/fpa  

Erika Wasserman, CEO of Your Financial Therapist, discusses addressing financial anxiety, mindset, and behavior change with clients. They explore financial habits in relationships and self-worth's connection to success. The podcast highlights the importance of financial therapy in navigating life transitions and family dynamics in financial management.

On today’s episode, Brad Wright and Jeff Tomaneng are joined by Cozy Wittman. Cozy is an education and partnership leader at College Inside Track. Cozy speaks nationally about college search, educating families and training financial advisors and other professionals who work with families with high schoolers. She is passionate about dispelling myths around how colleges accept students and how they price their product. She has been featured in The Journal of Financial Planning on the subject of college planning. And she’s a mom to 5 kids, all with different goals for college! We discuss: College planning being more than “Just get in and we’ll figure it out” We’ll attempt to understand the difference between need-based aid and merit-based aid, how to search for colleges that give more, and how to appeal their initial offering. We’ll learn what impact FAFSA changes have had on the college search and pricing process Contact Cozy at www.collegeinsidetrack.com     

This week, we are joined by #FinancialPlanner, continuous #learner, #aspiring #teacher, and 2023 FPA Heart of Financial Planning Award winner Virginia Asher. Virginia practices financial planning at Chichester Financial Group and TrustBank Wealth Management and provides #financial #coaching, financial #literacy #education, #curriculum design, and #mentoring at Whealthy Living. Tune in to hear about her #career progression to align her practice with her #values.   https://www.linkedin.com/in/virginiaasher/ https://www.chichesterfinancial.com/team/virginia-asher-cfp https://www.financialplanningassociation.org/press-room/releases-announcements/2023-fpa-heart-of-financial-planning-award

Nurturing a More Diverse Profession – with Rene Jarquin and JonPaul McBride According to data recently released by the CFP Board, less than 10% of the nearly 100,000 CFP® professionals report as Black, Hispanic, Latino, Asian or Pacific Islander. Only 24% are female. It’s not news that we have much work to do to encourage individuals from underrepresented communities to join our ranks.  On this episode, Kathleen is joined by her fellow FPA of New England chapter members, Rene Jarquin and JonPaul McBride, to talk about their involvement with the New England chapter’s Diversity, Equity & Inclusion committee and the work they are doing to advance diversity within our profession. Tune in to learn more about the various initiatives the DE&I committee is pursuing to attract more candidates from diverse backgrounds into the industry, what their experience was like attending the CFP Board’s Diversity Summit, and how they continually adjust and improve their outreach efforts by listening to feedback they have gotten from the students they are trying to reach.  https://www.linkedin.com/in/jonpaulmcbride/ https://www.linkedin.com/in/rene-jarquin-66016/ https://www.mentimeter.com/ https://www.cfp.net/knowledge/reports-and-statistics/diversity-and-womens-research/racial-diversity-in-financial-planning-where-we-are-and-where-we-must-go https://wickedpissahpodcast.libsyn.com/episode-132-blx-internship-program-with-chloe-moore-and-luis-rosa  

This week, we are joined by #technology #innovator, #author, and 2023 FPA Heart of Financial Planning Award winner Greg Friedman. Greg was at the forefront of the industry's shift to #transparent, non-hierarchical #leadership, and his candid approach to #communication within the advisory community has established him as a highly influential thought leader.  Tune in to hear about his journey and thoughts on technology and the profession of #financial #planning.   https://www.linkedin.com/in/greg-friedman-ms/ https://www.wealthspire.com/our-team/greg-friedman-ms/ https://twitter.com/GregFriedmanCEO