Feb 24, 2026
Kathleen and Amy speak with Dr. Jay Zigmont, PhD, CFP®, founder of Child Free Wealth and Child Free Trust, a fiduciary solution built specifically for the growing population of adults without children. Dr. Zigmont is on a mission to address what he calls the “fiduciary void” for the roughly 25% of U.S. adults who...
Feb 10, 2026
Hosts Brad and Kevin speak with Cozy Wittman of College Inside Track.
Our guest on this episode is Cozy Wittman. As Education and Partnership leader at College Inside Track, Cozy speaks nationally about college search, educating families and training financial advisors and other professionals who work with families with...
Feb 3, 2026
“AI’s Impact on Advisory Practice Business Transactions”
On this episode of the Wicked Pissah Podcast, we are joined by Brian Goodhart, Director of Capstone Strategic’s M&A Advisory Services Practice.
Artificial Intelligence is increasingly impacting Advisory Practices, and its impact on potential...