Wicked Pissah Podcast

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/  

Hosts Brad Wright and Kathleen Kenealy are joined by Purse Strings founders Dr. Barb Provost and her daughter Maggie Nielsen, MBA. They discuss: What led Barb and Maggie to found a financial services organization for women How the gender wealth pay gap impacts women’s financial security, and how women can become more financially confident How you, as an advisor, can potentially team up with this organization You’ll also learn how to become comfortable working with female clients and the skills required.   For more info on Purse Strings, visit www.pursestrings.co    Reach Barb and Maggie, info@pursestrings.co  Become a Purse Strings Approved Professional, https://pursestrings.co/be-purse-strings-approved-2023/ Purse Strings Podcast, https://pursestrings.co/podcast/

According to studentaid.gov, there are a whopping 45 million borrowers in the US who have Federal student loan debt – that’s almost 15% of the country’s population. Pretty soon those borrowers are going to need to start making loan payments again as the student loan payment pause is coming to an end after providing borrowers with payment relief for the last 3 plus years.  To talk about what this means and the options that student loan borrowers currently face, we are joined by Certified Financial Planner™ practitioner and Certified Student Loan Professional™, Dan Rooker. Dan will give us an overview of the new SAVE plan and how it differs from prior repayment plans, actions that borrowers can take today to prepare for their payments to start up again, and resources that advisors can leverage to learn more about planning for clients with student loans. For more information: https://www.linkedin.com/in/danrooker/ https://www.studentloanplanner.com/ https://slpwealth.com/ Double Consolidation Guide Double Consolidation - PSLF  

As part of this journey we call life, all of us will experience and grieve a loss or know someone who has. What do you say? How do you say it? Acknolwedging the loss and grief of another person can be uncomfortable and awkward, but it doesn’t have to be. Kathi Balasek is on a mission to help financial advisors relate to a person who is a grieving. As an educator and grief literacy communication coach, Kathi works with advisors to help them understand language around grief, how to better communicate with empathy, and how to create a safe space and better connect with those who are grieving. This episode may help you be a better advisor, but it likely will help you be a better human, too. For more information about Kathi: https://www.kathibalasek.com/ The Well Widow Podcast: https://www.kathibalasek.com/podcast https://www.linkedin.com/in/kathibalasek/

From Planning to Publishing: Educating Others by Writing from the Heart  Have you ever thought about writing a book but you’re not sure where to start? How do you figure out what to write about? How do you go about getting published? How do you get people to buy and read your book? On this episode, Cassandra Smalley and Nycole Freer join us to help answer some of these questions. Cassandra and Nycole are two FPA members who each took the leap to write a book while also starting their own financial advisory practices. Cassandra and Nycole share with us what inspired them to become authors, what the writing process was like for each of them, things they learned along their publishing journey and words of wisdom they have for other aspiring advisors-turned-authors. "Haisley's Birthday Money" "The Why of Wealth"   Contact / Follow Cassandra and Nycole: Nycole Freer - Eden Financial You can find Nycole on LinkedIn, Instagram, YouTube and Facebook.   Cassandra Smalley - Cassandra Smalley Wealth Management You can find Cassandra on LinkedIn, Instagram, YouTube and Facebook.   Resources Mentioned During the Conversation Reedsy Children's Book Authors and Illustrations Facebook Group  Purple Diamond Press Manuscripts New Degree Press "The Why of Wealth" Book Club Discussion Guide   

Ben Lewis, Chief Communications Officer of the Financial Planning Association joins the podcast to share new member resources and remind us about many more.     We discuss: New Media Training advanced modules & MediaSource PR opportunities: https://www.financialplanningassociation.org/advocacy/media-engagement (this is the link to the current training. It will be relinked to the new one once launched!) Janus Henderson - 6 Keys To Growth For Today’s Advisor: https://www.financialplanningassociation.org/learning/research FPA Marketplace: https://www.financialplanningassociation.org/practice-support/marketplace Partnership with Chartered Alternative Investment Analyst Association (CAIAA): https://fpa.chalicenetwork.com/marketplace/unifibycaia/ Elder Planning Specialist certification program: https://fpalearning.onefpa.org/products/elder-planning-specialist-program-2 CHOIR Voices: https://hellochoir.com/voices/ TIFIN Wealth resources available to FPA members with less than $100M AUM: https://www.financialplanningassociation.org/press-room/releases-announcements/fpa-tifin-wealth-partnership   … and much more.  

Kathleen and Jeff speak with Diane Pappas of Solutions for Divorce. Solutions for Divorce is a boutique fee-only Divorce Financial Planning firm on the North Shore of Boston dedicated to improving the divorce process for individuals and couples going through this challenging time in their lives.    https://www.linkedin.com/in/dianecpappas/ https://www.linkedin.com/company/solutions-for-divorce-llc/ https://solutionsfordivorce.com/   https://www.fpanewengland.org/2023/07/september-13-wicked-good-half-day-talks-boston-ma/