show episodes
 
The Wicked Pissah Podcast, brought to you by the Financial Planning Association of New England (FPA of New England), features discussions for financial professionals including topics of financial planning, recent or future events in the financial services industry, and interactions with influential speakers from across the industry. Additionally, the educational program will review the latest updates and announcements surrounding the New England chapter of FPA. Join us and listen in for enga ...
 
Let’s face it, crafting an innovative retirement plan benefit that optimizes outcomes, minimizes risk, improves employee engagement, and manages costs—all while navigating the compliance nuances of today’s employer-sponsored retirement plan landscape—is no easy feat! In Revamping Retirement, we break down the opportunities and challenges facing plan sponsors and fiduciaries to provide actionable insights and best practices. With industry insider guests, we’ll explore timely and relevant topi ...
 
Award-Winning Portfolio Manager Rob Tetrault provides insight for investors on a wide array of wealth management topics. Constantly ranked in the Top 5 Wealth Advisors in Canada, Rob is a Senior Investment Advisor and Portfolio Manager at Tetrault Wealth Advisory Group from Canaccord Genuity Wealth Management. He initially worked as a litigation lawyer at Aikins MacAulay Thorvaldson. He then completed a Finance MBA and was a member of the Dean's list at the Asper School of Business. The Rob ...
 
Loading …
show series
 
From the perspective of a financial advisor, Bill and Anastasia tackle the meaty topic of U.S. health care in this two-part episode series. In Part Two, Bill offers strategies that consumers can use to help mitigate the cost of health care. Bill and Anastasia touch on different health insurance options and the benefits of a HSA (Health Savings Acco…
 
When owning and operating a business there are many reasons why you might want to set up a holding company. It can be a great way to add an extra layer of protection. In this podcast, I’ll explain and go through the top 5 reasons to have a holding company. I’ll break it down for you and help you decide what’s best for your business. 📞 For Your FREE…
 
We’re joined by the leadership of the National FPA, CEO, Patrick Mahoney, 2022 President, Dennis Moore, and 2023 President Elect, James Lee. We get to know the team, their journey, important things that have been happening in the FPA, value propositions and providers that assist FPA chapters and advisors. Website: onefpa.org…
 
Continuing with their conversation last episode, Tammy welcomes Janet Sims of the Prosperity Economics Movement again to talk about collaboration within the community. Janet shares what are the benefits of being in a community like the Prosperity Economics Movement, whether you are new in the field or you’re an expert with several years of experien…
 
In episode 41 of Revamping Retirement, Jennifer Doss and Scott Matheson check in on their 2022 predictions and discuss what the second half of the year may have in store for the retirement industry. Find out where we are with the DOL Rule, environmental, social, and governance (ESG) guidance, the Securing a Strong Retirement Act of 2022—better know…
 
Dr. David Kelly, Chief Global Strategist and Head of the Global Market Insights Strategy Team for J.P. Morgan Asset Management, speaks about the impacts of inflation, Ukraine, and other shockwaves on the economy. He shares his outlook, including his take on interest rates, bonds, the Federal Reserve, and some key take aways on investing in 2022 and…
 
From the perspective of a financial advisor, Bill and Anastasia tackle the meaty topic of U.S. health care in this two-part episode series. In Part One, Bill covers reasons why the U.S. spends more on health care per capita than any country in the world. Additionally, why are Anastasia's friends receiving bills before insurance kicks in of $38,000+…
 
On this episode we speak with cryptocurrency thought leader, former CEO and Co-founder of Onramp Invest, CEO and Co-founder of Turnqey Labs, Tyrone Ross. He shares with us why consumers and financial advisors should be aware of digital assets and how they fit into investment portfolios. He also shares his thoughts on Diversity Equity & Inclusion wi…
 
Tammy welcomes Janet Sims of the Prosperity Economics Movement, to talk about her favorite take away from the community that the Prosperity Economics Movement is developing. Janet shares the connection between her giving her life away, to what the group is continually doing. To learn more about the Prosperity Economics Movement http://prosperityeco…
 
On this dual episode, we talk to Donna McKeown and learn the current interest rate environment as it relates to mortgages. Donna’s Phone: 781-775-7172 We then connect with Natalie Wagner Willis, who is a Finologist (money theorist), philosopher, money-wellness coach, and founder of Vital Financials. She is a “Certified Financial Recovery Counselor”…
 
With the recent stock market volatility, Bill and Anastasia set out to provide some perspective on persevering during the ups and downs. Bill discusses how investors and the overall market are feeling, how he is feeling personally, and how this volatile period compares to the rest of his career. Bill analogizes Mito Pereira's recent PGA Championshi…
 
In this episode, we are joined by business coach, author, and entrepreneur, Stacey Brown Randall. Stacey shares with us her journey of how she got to where she is today, how failing can lead to success and how to generate business referrals without asking. Website: https://www.staceybrownrandall.com/ Email: stacey@staceybrandall.com LinkedIn: https…
 
Are you excited for the upcoming Prosperity Economics Movement events? Tammi and Kim know that you are, so in this episode, they talk about what are the next summits to watch out for and what you should expect during the events to come. Kim also shares the objectives behind the Prosperity Economics Movement, as well as using the learnings from the …
 
In this episode, we are joined by returning guest Jerry Auippa, Senior Account Executive at Longbridge Financial, LLC and Platinum Partner with the FPA® of New England. We discuss reverse mortgages: how they can be a tool, how much you can access, how they are calculated, and the role of credit through the process. Website: https://longbridge-finan…
 
Bill explains the basic concept behind inflation, why core CPI is lower than actual inflation, how often inflation occurs, and how governments may stop it, before outlining steps that individuals can take to reduce the impact of inflation on their budgets. Bill answers the question of whether investing in the stock market is still a good way to com…
 
In economics, Stagflation or recession-inflation is a situation in which the inflation rate is high, the economic growth rate slows, and unemployment remains steadily high. In this video, I break down the basics of stagflation and try to clear up some of the confusion around it. 📞 For Your FREE Consultation with Rob, simply fill out the form and di…
 
In episode 40 of Revamping Retirement, Jennifer Doss and Scott Matheson are joined by Shawn O’Brien, associate director of retirement research at Cerulli Associates, a strategic consulting and market research group focused on the financial services industry. With extensive research across industry stakeholders—from plan sponsors and participants to…
 
What makes the Prosperity Economics Movement Event unique? In this episode, Tammi and Kim sit down and talk about the Prosperity Economics Movement Event. Tammi shares the learnings she had from attending it again face to face and the expectations one can have when attending Kim’s business event. Kim also cites down the topics discussed during the …
 
Bill and Anastasia continue answering listener questions in this second of a two-part series. In Part Two, they discuss what to do if your significant other has different spending priorities, why a 401(k) plan is named "401(k)," how to know whether you are saving enough for retirement, when is a good time to set up a checking or savings account for…
 
Wealth psychology expert and author Kathleen Burns Kingsbury joins us to discuss her book, Breaking Money Silence®: How to Shatter Money Taboos, Talk More Openly about Finances, and Live a Richer Life. She shares with us how we as financial planners can break money talk taboos, so we can build more profitable businesses, negotiate more confidently,…
 
What determines the confidence you wear every single day? In this episode, Tammi and Kim sit together and talk about the proper places on where to look for confidence. It is important to establish a sustainable and stable confidence, free from the influence of outside forces. To learn more about the Prosperity Economics Movement http://prosperityec…
 
Jeff and Brad speak with Host, Speaker, Business Owner, and Brand Ambassador, Brittney Castro, CFP®. Brittney discusses her path from Salsa dancing - to CFP® - and back again. She enlightens us as to how she drew corporations to seek her out versus needing to pitch herself to them. And she reveals why the onset of COVID didn’t change her business a…
 
Bill and Anastasia tackle several questions from listeners in this two-part series. In Part One, they discuss rolling over a 401(k) account, how to prioritize credit card repayment, contributing to a Roth vs. a traditional IRA and how to prioritize contributions to various retirement accounts, and whether to get a second credit card. Bill and Anast…
 
Meet Duncan MacPherson, author, coach, and speaker. Through his coaching firm, Pareto Systems, and books like “The Advisor Playbook”, Duncan helps advisors learn how to make their business serve their life. With great systems and ideas for marketing and referrals, there is something for all financial planners in this episode! Website: https://paret…
 
In many regards, this year is off to a turbulent start. From the war in Eastern Europe and its effects on the markets and economy to continuing inflation and labor market concerns to retirement-related regulatory and legislative developments, there is no shortage of headlines for plan sponsors to consume. In episode 38 of Revamping Retirement, Jenn…
 
Kim and Tammi discuss the recent summit event of the Prosperity Economics Movement in this episode of Advisor Advantage Podcast. They also present three upcoming events in 2022, as well as their benefits. There is a list of reputable experts ready to mentor you in the coming months! To learn more about the Prosperity Economics Movement http://prosp…
 
Listen to this podcast to know what exactly is a Non Registered Account!! I go through all the pros and cons of this type of account as well as how it can fit into your personal situation. 📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-ro…
 
We're joined by CFP Professional, Certified Divorce Financial Analyst, and Registered Life Planner Chris Chen from Insight Financial Strategists. He shares with us his journey from the technology field to working with financial planning clients at the intersection of divorce financial planning and retirement planning. Website: https://insightfinanc…
 
The market has been volatile recently, so we wanted to make sure you had the most up-to-date information. 📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj …
 
While taking risks is a reality of life, taking a chance can be an instrument for your success. For the last episode of the three-part series, Tammi and Kim talk about the third book: What Do You Do With a Chance? Together, they discuss taking chances, how to deal with them, and the importance of not ignoring your chances in life. They also defined…
 
Brad speaks with Author/Business Owner/Former NFL Player, Jed Collins, CFP®. Jed discusses his path from NFL to CFP®. He delves into how his eight-year career as a professional football player ignited his passion for teaching other athletes and students about personal finance. He reveals what Rookie camp taught him about finance and what he spent h…
 
What are paper hands versus diamond hands, and is it effective to think in these terms when it comes to investing? Bill and Anastasia use these terms to dive into several recent questions they've been receiving from nervous or curious investors. Should you change your investment strategy in anticipation of a downturn? Are there certain strategies t…
 
Episode #7 of The Boardroom - Buying and selling real estate is a complicated process. There are many different options for what to buy, and the question of whether to buy private or public can be confusing. In this episode of the boardroom we'll cover the differences between these, and other types of real estate, as well as some considerations you…
 
In this episode, we're joined by Long-Term Care planning thought leader, Harley Gordon. Harley is the creator of the CLTC (Certified in Long-Term Care) designation, a founding member of NAELA (National Academy of Elder Law Attorneys), and author of the book The Conversation. He shares with us best practices in discussing Long-Term Care planning wit…
 
When faced with a circumstance, what do you do? Do you run from it or head to it, face to face? Tammi and Kim continue with the discussion of the three books which impact their lives by talking about the New York Times Best Seller, What Do You Do With a Problem? To learn more about the Prosperity Economics Movement http://prosperityeconomicsadvisor…
 
In episode 38 of Revamping Retirement, Jennifer Doss and Scott Matheson are joined by John Diehl, director of applied insights at Hartford Funds on behalf of the Massachusetts Institute of Technology (MIT) Age Lab. The Age Lab is a multidisciplinary research program that works with businesses, nonprofits, and the government to understand the challe…
 
In this episode, we're joined by author and CNBC and Investment News journalist Deborah Nason. Deb shares with us how she finds sources for her personal finance articles, her thoughts on the financial advise industry, and why she wrote the book, "The People's Guide to Finding the Right Financial Advisor: Demystifying the Financial Advice Industry f…
 
What should you know about credit scores? What actually affects your credit score, and what doesn't? Bill and Anastasia dive into the evolution of credit lending and offer advice and information for those with credit or looking to start. Bill and Anastasia also briefly covered this topic in "Life Advice From Financial Experts," as well as the pros …
 
What's the difference between a cash dividend and a stock dividend? In this video, I explain the two types of dividends and give examples of each. Stay tuned until the end to see which type of dividend is better for you! 📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: htt…
 
Asset allocation is one of the most important aspects of investment planning. By diversifying your investments, you can protect yourself from market crashes and downturns. In this podcast, I'll share some tips on how to create an asset allocation that's right for you. 📞 For Your FREE Consultation with Rob, simply fill out the form and directly book…
 
How do you usually come up with an idea — whether it’s for your personal life, your career, or your business? For the first part of the three-part series, Tammi and Kim talk about the book What to Do With an Idea? They discuss the three ideas that got them hooked to the book and the part that “ideas” play. To learn more about the Prosperity Economi…
 
We hear from wealth advisor and coach Abbey Henderson. Abbey is CEO of Abaris Financial Group in Concord, MA. You’ll hear about her journey from tax prep to financial advisor at an accounting firm to wealth advisor at a law firm to her own fee-based financial advisory practice. Over the years, her business has transformed into a financial life plan…
 
When the markets seem to be moving downwards, it's more important than ever to know how to protect your investments. In this podcast, we'll discuss what is a bear market and offer tips on how to survive and thrive during these difficult times. #Bearmarket #InvestmentTips 📞 For Your FREE Consultation with Rob, simply fill out the form and directly b…
 
In this episode, we hear from racial equity professional and thought-leader, Cat Goughnour. She shares with us how her organization, Prosperity Now, advocates for people of color who've been adversely affected by the racial wealth divide. We'll learn about the opportunity the financial planning community has to help with racial equity and inequity.…
 
What greatness can one achieve with the help of a team? Tammi and Kim continue the final half of their talk on a team retreat. To end this three-part series, Kim shares their training on their database and her critical takeaways as the team leader. She conveys how important it is to empower the members and not make them feel like minions. To learn …
 
In episode 37 of Revamping Retirement, Jennifer Doss and Scott Matheson sit down with Rosalyn Brown, equity, diversity, and inclusion director for We Inspire Promote Network (WIPN) to discuss why creating a culture of inclusivity can help differentiate organizations in a tight labor market. Rosalyn talks about the importance of looking at retiremen…
 
Bill and Anastasia answer questions they have been receiving from individuals recently related to the U.S. stock market downturn in January 2022. Was the market drop a correction and how often does this happen? What does the level of volatility in the market mean for you? Is it time to buy the dip? Why are these questions arising now? Bill and Anas…
 
Loading …

Quick Reference Guide

Copyright 2022 | Sitemap | Privacy Policy | Terms of Service
Google login Twitter login Classic login