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Wicked Pissah Podcast

Dec 31, 2019

Out with the old and in with the new!  As we transition into a New Year and new decade, Financial Planning Association of Massachusetts chapter leaders, Jeff Tomaneng (2019 President), Brad Wright (2020 President), and Kristin Beane (Executive Director) reflect on 2019 successes and plans for 2020.  Learn about various...

Dec 19, 2019

Year-end and the start of a new year bring great opportunities to plan for the future.  Vanessa Oligino, Director of Business Performance Solutions at TD Ameritrade Institutional, shares great insights for business planning.  Whether conceiving of the vision or measuring your success relative to peers, Vanessa shares...

Dec 10, 2019

Guest Karen Ireland of MFS joins Programming Director, David McPherson & host Chris Boyd to share ways to talk about Social Security. “Maximizing benefits” is better than “delaying benefits”. Help your clients think about their Social Security & retirement decisions in the right context. 

Dec 2, 2019

Meet leaders of the two key committees of FPA MA, the Membership & Public Relations Committees. Brandan Maloy shares insights into the dual role of the PR committee which both promotes chapter & committee events, as well as markets FPA MA to prospective members. The opportunities provided by media training are also...