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Wicked Pissah Podcast

Aug 23, 2019

David Brown, professor of Finance at the University of Arizona, presents "Tax Uncertainty and Retirement Savings Diversification".  He suggests that investors may be benefited by diversifying not only investment types, but tax approaches.  So, how much to approach the question of Roth vs Traditional contributions? ...


Aug 9, 2019

Hear from Shaun Erickson, the chapter's Advocacy Director about the Advocacy Committee's work and benefits. That leads to a discussion with Bill Harris, chapter Past-President (2017) about his proposed legislation to permit IRA contributions to be eligible for a tax deduction in Massachusetts. State Representative,...


Jul 25, 2019

In this edition of the Wicked Pissah Podcast, we start with a conversation from chapter leaders discussing some of the often overlooked benefits of being a member of FPA MA.  As much as we have been showcasing the continuing education benefits of our programs, this discussion shares other great features that can...


Jun 30, 2019

"Are you relevant in these changing times?"  As we recognize the massive changes brought about by technological innovation and its impact on numerous other industries, Jag shares insights for advisors to consider when thinking about the impact on the future of financial planning and portfolio management.  As advisors,...


Jun 10, 2019

"Your Brand Is You" was the topic of our discussion for this podcast with Kristine McManus, Chief Business Development Officer at COMMONWEALTH financial group.  Learn practical and insightful tips for your own marketing efforts - from thinking about your website, social media engagement, and more.  Kristine points to...