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...