Aug 25, 2026
Federal student loan planning has become increasingly complex, and for financial advisors, keeping up with changing repayment plans, forgiveness programs, eligibility rules, and deadlines can feel like a specialty all its own.
In this episode of the Wicked Pissah Podcast, Jackie Walsh, CPA, CFP®, sits down with...
Aug 18, 2026
K. Dane Snowden, CEO of CFP Board Show Notes
On this episode of the Wicked Pissah Podcast, Kevin Williams is joined by K Dane Snowden, Chief Executive Officer of the CFP Board to discuss the organization's priorities and the future of the financial planning profession.
Dane shares his vision for CFP Board, emphasizing...
Aug 11, 2026
Host Chris Boyd is joined by Russ Ball and Luke Bagley for a conversation about one of the biggest financial risks facing retirees: the rising cost of long-term care.
Long-term care can have a significant impact on retirement savings, but deciding how to prepare for those expenses is not always straightforward. Chris,...
Aug 4, 2026
Paul Gaudio
Host Michael Connaughton is joined by Paul Gaudio.
Paul is a CFP® and Wealth Planner at Crestwood Advisors with 9 years of experience helping individuals and families make smart choices with their money. Paul is passionate about guiding clients through life's financial complexities with clarity and care....