Nov 25, 2025
The Heart of Financial Planning Award Winner Liz Menjivar
Hosts Brad Wright and Michael Connaughton are joined by Heart of
Financial Planning award
winner Liz Menjivar
Liz is a financial consultant at Fidelity Investments and president
of the FPA of Illinois chapter.
At Fidelity, she serves as Regional Co-chair of SOHL...
Nov 18, 2025
Hosts Michael Connaughton and Kathleen Keneally are joined by
Tim Fogarty
Tim has led Dime Bank’s Wealth Management business line as Vice
President, Senior Trust
Officer since 2021. Tim is responsible for the Bank’s comprehensive
trusts and estate
planning, investment advisory, and non-profit services to benefit
the...
Nov 11, 2025
Blockchain and Smart Contracts in Estate Planning with F. Keats
Boyd III
Hosts Brad Wright and Michael Connaughton are joined by Attorney F.
Keats Boyd III
Keats is President of Boyd & Boyd, P.C. in Hyannis, MA,
where he concentrates his practice in
the areas of Estate, Trust & Retirement Planning. He is
also...
Nov 4, 2025
In this episode of the Wicked Pissah Podcast, hosts Chris Boyd and Jeff Perry sit down with Paul Brahim, CFP®, CEPA®- Managing Director at Wealth Enhancement Group and President of the Financial Planning Association.
Paul shares his inspiring journey from pharmaceutical sales to financial leadership, offering insights...