Apr 30, 2025
Jeff Johnson
Hosts Michael Connaughton and Brad Wright are joined by Jeff Johnson, Senior Vice President of Appleton Partners.
Jeff is a member of Appleton’s Fixed Income Investment Committee and is responsible for business development and managing strategic institutional client relationships across multiple...
Apr 22, 2025
John Finney
Host Michael Connaughton is joined by John Finney Co-Founder
Overvue.
John Finney is the co-founder of Overvue, a software company that
helps financial
advisors streamline their client onboarding. Before starting
Overvue, John spent
over five years in wealth management at two national RIAs. During
that time,...
Apr 15, 2025
Andy Ives, CFP®, AIF® – Navigating Net Unrealized Appreciation (NUA) Strategies
Host Chris Boyd is joined by Andy Ives, CFP®, AIF®, an IRA Analyst at Ed Slott and Company, LLC, to delve into the intricacies of Net Unrealized Appreciation (NUA) and its potential benefits for individuals with employer stock in...
Apr 1, 2025
Hosts Michael Connaughton and Kathleen Keneally are joined by
Joy
Slabaugh founder of The Financial Conflict Resolution
Institute.
Joy is a CFP® professional with 20 years financial of planning
experience
that includes providing advice to multi-billion dollar clients.
She is also a
licensed therapist trained in...