Nov 21, 2023
On this episode of the Wicked Pissah Podcast we speak with licensed professional counselor Jennifer Gray. Jennifer focuses her counseling work on helping financial advisors find balance and authenticity between their personal and professional selves; manage and overcome burnout and overwhelm; and celebrate the success...
Nov 14, 2023
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,...
Nov 7, 2023
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,...
#176 - Adjustment-Based Income Planning, During Retirement with Income Lab Co-Founder Johnny Poulsen
Oct 31, 2023
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...
Oct 24, 2023
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....