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Wicked Pissah Podcast

Dec 28, 2021

For our last show of the year, Hannah Moore, CFP®, a 2021 FPA Heart of Financial Planning award recipient, shares her experiences creating the extraordinarily successful FPA Externship. Hannah tells the story of her career development, podcasting, and more.
 
Website: guidingwealth.com
 
Hannah's Contact Info:
 


Dec 21, 2021

This week, we are joined by 2021 FPA Heart of Financial Planning Award winner Laurie Dubchansky, CFP®. She's the owner and founder of Havaplan Financial, where she provides hourly and project-based financial planning services to help clients, regardless of their wealth accumulation needs. A career changer with a...


Dec 14, 2021

In an effort to facilitate the development of community among newer advisors, NexGen was formed. This is a community of younger planners and career changers. Meet our guests, Kevin Clark, CFP®, CIMA®, EA, the NexGen 2022 President and national leader, along with FPA New England’s 2022 chapter committee leader and...


Dec 7, 2021

Author and retirement business consultant Marcia Mantell, RMA®, Boston Private Director of Financial Planning Kathleen Kenealy, CFP®, and FPA MA Director of Programming Andrew Cipro, CIMA®, join us to discuss the importance of Social Security knowledge in financial and retirement planning. We'll hear their thoughts...