Dec 24, 2024
FPA-NE 2025 Chapter Leaders: Sam Gough & Abe Ringer
Hosts Brad Wright and Kathleen Kenealy are joined by Sam Gough and
Abe Ringer.
Sam is the 2025 incoming FPA-NE Chapter President and Abe will be
President-Elect (2026
President).
When not volunteering to run our chapter, Sam is a Senior Client
Advisor with...
Dec 18, 2024
Reflecting on Money and Meaning – with Dr. Daniel Crosby
On this episode we speak with psychologist, behavioral finance expert and New York Times best-selling author, Dr. Daniel Crosby. Dr. Crosby is the Chief Behavioral Officer at Orion Advisor Solutions, host of the Standard Deviations podcast, and author...
Dec 3, 2024
Helping Financial Advisors Save on Taxes – with Catherine Tindall, CFA
More and more I keep hearing from other financial planners that they are struggling to find good CPAs that they can send their clients to for tax preparation. Too many CPAs are either retiring or not taking on new business and too few are entering...
Nov 26, 2024
Join us as we speak with FPA chapter past president, John McAvoy! John shares insights about working in the Retirement Plan space both with employers and participants. Thinking of doing more with 401Ks or IRAs, then you’ll want to listen this episode. We start off the show learning about John’s sustained commitment...
Nov 19, 2024
Jenn Mayo: Direct of Gift Planning and Advisor Relations, Essex
County Community
Foundation
Hosts Michael Connaughton and Brad Wright are joined by Jenn Mayo
of the Essex County
Community Foundation
Essex County Community Foundation inspires philanthropy that
strengthens the communities of
Essex County. ECCF helps...