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Wicked Pissah Podcast

Jul 16, 2024

Xtrackers
Hosts Brad Wright and Chris Boyd are joined by John O’Connor and C. Allen Parker of JH
Whitney Investment management who together with Xtrackers have created the “Geostrategic
Risk Rating” system.
John is CEO of JH Whitney and was previously Chairman of JP Morgan Alternative Asset
Management. He’s a...


Jul 9, 2024

Kathleen speaks with FPA of New England chapter President Marybeth Breed and Massachusetts State Treasurer Deborah Goldberg about the various initiatives Treasurer Goldberg has worked on to promote financial education across the Commonwealth of Massachusetts. We learn about the task force she convened to determine the...


Jul 2, 2024

7Michael Connaughton – Lead Advisor
Hosts Brad Wright and Kathleen Kenealy are joined by Michael Connaughton. Mike is co-
founder of Lead Advisor, a wealth management collective that specializes in building firms,
practices and careers. They provide creative perspective, time leverage and industry insights for
growth...


Jun 25, 2024

Setting Charitable Intentions with Erinn Andrews of The Give Team

 

Education, food insecurity, climate change, humanitarian and disaster relief… There are countless  causes and more than a million and a half charities in the US looking for support. We all have limited time and resources, so how do you possibly decide...


Jun 11, 2024

Incorporating Long Term Care Into Your Long-Term Planning

 

There are some grim statistics out there regarding long term care:

70% of adults who live until age 65 will develop a need for long term care services in their lifetime The average annual cost of a private room in a nursing home facility runs more than $100,000...