Sep 19, 2023
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...
Sep 12, 2023
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.
Sep 5, 2023
Did you know that before Dr. Sarah Newcomb became an applied scientist in behavioral economics she was an aspiring opera singer? No? Then tune in to this episode of the Wicked Pissah Podcast to find out what else you might not know about Sarah!
We will hear how Sarah’s effort to get her financial situation in order...
Aug 29, 2023
Chris and Jeff speak with Bob Hanney and Phil Colmar of MRB, The Macro Research Board.
MRB is an independent research firm providing integrated global multi-asset investment strategy as well as actionable, absolute-return ideas. We hear their thoughts on the current equity and fixed income environment and how they...
Aug 21, 2023
Protecting your clients’ property and wealth with Personal Risk Advisor Holly Gately
When was the last time you took your clients through a comprehensive risk assessment? Can’t remember? Then tune into this episode of the Wicked Pissah Podcast and hear from Personal Risk Advisor Holly Gately.
Holly is a risk...