The podcast for finance professionals tasked with taking their businesses to new heights.
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Corporate treasury and finance executives discuss their biggest challenges and insights: blockchain, fintech, cybersecurity, payments, risk, FP&A, budgeting, forecasting, leadership, career development, and more.
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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 ...
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Educating Financial Advisors on the things they should know (but don’t). Host Belle Osvath, CFP®, interviews industry thought leaders and professionals targeting meaningful and useful information to help you to stay at the top of your game. No matter how long you have been in the industry there is always more to learn and interesting people to hear from, so join Belle in her mission to become a smarter planner. This Podcast is sponsored by the Financial Planning Association’s National Capita ...
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Exploring the world of Financial Planning. Accelerating your career.
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Welcome to the Foundation for Physician Advancement (FPA) podcast. FPA is a nonprofit organization built by Marney Reid and a board of surgeons to provide education and experience on the business and leadership aspects of medicine. Value-based care has created an environment where the need for continuous education on practice management, payer dynamics, and how to manage the entire continuum of care is key to thriving in healthcare. By offering insight from diverse faculty, the FPA provides ...
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Hello to all of the amazing pharmacists, patients, pharmacy technicians, and general community listening to RxPerts! This weekly podcast will contain all sorts of topics related to the practice of pharmacy. We will include guest speakers from as many practice sites as possible, representing the multitude of backgrounds our great profession.
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NexGen Perspectives -- FPA BE: Seattle 2014 submission Today, the field of Financial Planning finds itself at a key inflection point, when our country needs us the most. It is incumbent upon us to lead progress. Sustainable Career Development programs engage, inspire and empower tomorrow's leaders. This presentation offers meaningful context on industry trends and opportunities to support the pursuit of the highest degree of integrity and stewardship.
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The JRo Show interviews experts in and outside the field of investing to explore the themes of achieving mastery, sustained performance, and longevity. Does it really take 10,000 hours of deliberate practice to become a master? Listen in on Thursdays to find out.
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Brainstorms, interviews, and advice from people that have built trending and viral brands.
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Hello, my name is Richard and I am an anarchist. This is my podcast about anarchy and the freedom and responsibilities that come with the absence of the state. I present it in a conversational manner, including anecdotes and commentary on current events - much like I would if we were having a discussion on my front porch. Front Porch + Anarchy + Podcast = Front Porch Anarchast https://www.buymeacoffee.com/fpanarchast www.facebook.com/frontporchanarchast www.mewe.com/i/frontporchanarchast
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Podcast from the Foreign Press Association USA. The Foreign Press Association was founded in New York on 16th February, 1918 as the Association of Foreign Correspondents. After WW II the name was changed to the Foreign Press Association to better reflect our membership's titles and positions. It has no ties with any government and is free from all national and political bias. It is a strictly independent, not-for-profit organization. www.foreignpressassociation.org
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Talking with current FPA President, Dr. Kevin Duane
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Today we have back with us Dr. Kevin Duane, independent pharmacy owner, FPA President, and a true pharmacy champion. We appreciate your support of the show, so please don’t forget to subscribe to the podcast and YouTube channel. Take care! https://floridapharmacy.org/ You can also watch the podcast on our YouTube channel: https://www.youtube.com/@R…
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#221 - Jack Heintzelman – FPA National Board of Directors
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Jack Heintzelman – FPA National Board of Directors Hosts Brad Wright and Kathleen Kenealy are joined by Jack Heintzelman. Jack is a financial planner with Boston Wealth Strategies, where he has been since 2018. Jack has been serving on the FPA NexGen National Leadership Committee, for the past two years, and has just been elected to the FPA Nationa…
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#225 - Financial and Caregiving Challenges: Couples with and without Children-Bill & Paula Harris
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Families with children may have more financial challenges in the accummulation phase, but couples without kids have different challenges more often later in life. After each other, who is to become a healthcare proxy, or trustee? In this conversation our panelists include Bill & Paula Harris and co-host, Kathleen Kenealy. We discuss a variety of th…
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#224 - International Investing with Nick Paul, MFS
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The Case for International Investing with Nick Paul, MFS – Nicholas J. Paul, CFA who serves as the Equity Portfolio Manager for MFS joins Chris Boyd and Jeff Perry for an in-depth discussion about using mutual funds for international investing. Related topics covered include the potential impacts from the recent election, the growing national debt,…
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Rewire Your Brain to Reset Burnout and Stress
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In this podcast, Pat Culkin talks with Dr. Aditi Nerurkar about her upcoming closing keynote at the AFP FP&A Forum, "Rewire Your Brain to Reset Burnout and Stress." Dr. Nerurkar shares practical, science-backed strategies to combat stress and burnout, such as using a healthy media diet, prioritizing sleep as a tool, monotasking for focus and cognit…
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Make Better, Faster Decisions
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During this podcast, Bryan Lapidus talks with Paul Epstein about his opening keynote session at the AFP FP&A Forum. Paul shares his three-step "Head-Heart-Hands" process, a practical framework designed to help leaders make better, faster decisions on key issues like strategy, hiring and prioritization. Attendees will gain confidence and clarity to …
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#223 - Tax Policy Impacts and the Upcoming Election with Nicholas A. Papakyrikos, CPA, P.C
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Nicholas A. Papakyrikos, CPA, P.C Host Michael Connaughton is joined by Nick Papakyrikos, CPA, P.C. Nick is the founder of Nicholas Papakyrikos CPA. He began his professional career with the international accounting and consulting firm currently known as PriceWaterhouseCoopers, where his clients included financial services, manufacturers and commun…
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Ep 40: From Constraints to Collaboration
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In the latest Planning Aces episode, hosts Jack Sweeney and Brett Knowles discuss how finance leaders are elevating FP&A as strategic partners within organizations. Featuring insights from CFOs Regi Vengalil, Matt Steinfort, and Isabelle Winkles, the episode highlights themes like the importance of reliable data, setting constraints to enhance stra…
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Identifying Climate Risk: Preparing Clients for a Changing World – Dan Carreno [Founder]
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In this episode, host Belle Osvath, CFP®, speaks with Dan Carreno, cofounder of 0-Six Impact Partners and cohost of the Rewilding Wall Street podcast. They explore the critical intersection of climate change and financial planning, discussing how extreme weather events impact insurance costs and property values. Dan shares his personal experiences …
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Taking with Kendrick Panoch, 4th year pharmacy student at University of Florida
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Today we have back with us Kendrick Panoch, a fourth year pharmacy student with the University of Florida who is currently on an academic rotation with us. Thank you to our listeners. We appreciate your support of the show, so please don’t forget to subscribe to the podcast and YouTube channel. Take care! You can also watch the podcast on our YouTu…
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#222 - Nicole Wallace and Christopher Jensen – Franklin Templeton Investments
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Nicole Wallace and Christopher Jensen – Franklin Templeton Investments Host Michael Connaughton is joined by Nicole Wallace and Christopher Jensen of Franklin Templeton Investments. Nicole is Vice President and Private Wealth Director covering the New England States for Franklin Templeton Investments. Christopher Jensen is the Director of Digital A…
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From Data to Decisions: AI’s Role in Portfolio Management - Brooke Juniper [FinTech Leader &CEO]
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In this episode of the Smarter Planner podcast, host Belle Osvath, CFP®, talks with Brooke Juniper, CEO of Sage, about the evolving role of AI in the wealth advisory industry. Brooke shares insights on how AI has been part of portfolio management for over 20 years, starting with quantitative equity strategies and sentiment analysis from company ear…
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#220 - Crystal Lee Butler- Crystal Marketing Solutions
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Crystal Lee Butler- Crystal Marketing Solutions. Host Michael Connaughton is joined by Crystal Lee Butler of Crystal Marketing Solutions. Crystal is founder of Crystal Marketing Solutions, LLC also known as CMS. CMS specializes in offering comprehensive marketing strategy and services for independent financial advisors. Crystal and CMS have been fe…
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From Planner to Personal Brand: How to Make Your Mark - Derek Pollard, PdD [Founder & Writer]
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In this episode of the Smarter Planner podcast, host Belle Osvath, CFP®, interviews Derek Pollard, Ph.D., founder of Constellar Creative, about the importance of personal branding for financial planners. They dive into strategies for crafting a unique, consistent brand that reflects your story and expertise, even if you're part of a larger organiza…
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#219 - Julie Casey - Definiti
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Julie Casey - Definiti Hosts Brad Wright and Mike Connaughton are joined by Julie Casey of Definiti. Julie is Regional Sales Director - New England Territory, for Definiti, which is a national retirement services firm that helps workplace organizations with retirement plan expertise, actuarial consulting, pension outsourcing and recordkeeping. Defi…
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Rise Up: Finding Strength & Conquering Challenges in Tough Times with Alison Levine
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Alison Levine, the Tuesday Keynote at AFP 2024, knows what it’s like to survive (and thrive) in the world’s toughest environments. She served as team captain of the first American Women's Everest Expedition, scaled the "Seven Summits," and skied to the North and South Poles. In her New York Times bestseller, On the Edge: Leadership Lessons from Eve…
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Ep 39: Simplifying the Complicated and the Complex: FP&A Strategies Across Industries
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In this episode of Planning Episodes hosted by Jack Sweeney and Brett Knowles, three CFOs—Don McGuire of ADP, Scott Blackley of Oscar Health, and Patrick Fleury of TeraWulf—share their insights on financial planning and analysis (FP&A), with a focus on navigating complex business environments. Through their stories, listeners will gain a deeper und…
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#218 - Donna McKeown - Mortgages & Interest rate movement
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In this episode our guest is Donna McKeown of Movement Mortgage. The discussion starts by considering the recent change in the Fed Funds Rate and what impact it has had on the current interest rate environment. We discuss what moves Mortgage rates. Donna shared the benefit is the Pre-Approval process along with some personal anecdotes. She also sha…
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Revenge of the Tipping Point with Malcom Gladwell
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Malcolm Gladwell, the Sunday Keynote at AFP 2024, is the author of six New York Times bestsellers, has been named one of the 100 most influential people by TIME magazine and one of the Foreign Policy’s Top Global Thinkers. Gladwell has been a staff writer for The New Yorker since 1996 and has won a national magazine award and been honored by the Am…
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How to Build Trust More Quickly - Michael Clarke [Co-founder & Author]
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In this episode, host Belle Osvath, CFP® interviews Michael Clarke, co-founder of Protection Point Advisors and the National Referral Network, and author of A Firm Worth Building. The discussion revolves around the concept of "trust compression," which refers to building trust with clients not through long interactions over time, but by creating a …
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#217 - Chuck Failla: Sovereign Advisor Solutions + goRIA
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Chuck Failla: Sovereign Advisor Solutions + goRIA Hosts Brad Wright and Mike Connaughton are joined by Chuck Failla. Chuck is Founder + CEO of Sovereign Financial Group in Stamford, CT. as well as Director of Sovereign Advisor Solutions. Chuck moved from the independent broker-dealer side of the business to the independent side and has since taken …
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Talking with Dr. Eric Jakab about Pharmacy and Entrepreneurship
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Today I want to talk about Pharmacy and Entrepreneurial ship. If you look at the history of pharmacy and how the profession began, being an entrepreneur was really a large part of the profession as pharmacists opened their own drugstores and needed to maintain a business. This has been very tough for many small independent pharmacies today as PBMs …
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#216 - Navigating the College Selection Process with Todd Weaver
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Navigating the College Selection Process with Todd Weaver On this episode of the Wicked Pissah Podcast Kathleen speaks with Todd Weaver, President of Strategies for College, to talk about the work Todd does helping students and their families navigate the important yet often confusing college selection process. Todd describes the process he uses to…
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Talking with Dr. Kaitlin Alexander about AI in Pharmacy
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Today’s podcast delves into a topic we just can’t avoid and that is AI or Artificial Intelligence. Today I want to discuss AI as it relates to pharmacy education and the future of pharmacy with a special guest who has really become an expert on this topic, Dr. Kaitlin Alexander. Dr. Alexander has been at the forefront of AI in pharmacy education an…
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Beyond Politics: Integrating Social Justice Investing into Your Practice - Andrea Longton, CFA [Author]
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In this episode, host Belle Osvath, CFP®, speaks with Andrea Longton, a CFA and award-winning author who specializes in social justice investing. Andrea has raised over $1 billion for social justice investments in the U.S. and advised on an additional $1.5 billion globally. She authored a book titled The Social Justice Investor: Advance Your Values…
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Ep 38: Strategic Relationship Building in FP&A
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In this episode of Planning Aces, Jack Sweeney and Brett Knowles discuss the evolving role of FP&A professionals, emphasizing the importance of relationship-building and strategic collaboration within organizations. As summer ends and fall approaches, Brett predicts a surge in business activity, particularly as companies rush to meet year-end objec…
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Talking with Shivani Mehta, Director of Baya Clinical Services at Baya Pharmacy
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I am excited to be back for this new season of RxPerts and interested to hear from all you listeners. If you have a topic or guest you would like to hear about or from, drop me a line and I will try to incorporate them in our lineup. I wanted to start the year off with a guest who has done so much since recently graduating from the University of Fl…
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#215 - Stephanie Aliaga – J.P. Morgan
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Stephanie Aliaga – J.P. Morgan Hosts Brad Wright and Kathleen Kenealy are joined by Stephanie Aliaga, Global Market Strategist on the JP Morgan Asset Management Market Insights Team, based out of New York. Stephanie helps formulate and communicate economic views, deliver timely commentary and maintain forecasting models for weekly submissions to Bl…
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From “Got Milk?” to “It's Gotta Be a CFP®”: The Strategy Behind CFP Board’s Public Awareness Campaign – Kevin Keller [CEO, CFP Board]
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In this episode, host Belle Osvath, CFP®, interviews Kevin Keller, CAE, the CEO of CFP Board, about their latest public awareness campaign. Keller shares insights into the campaign's goal of increasing consumer recognition of the CFP® certification with the tagline, "It's Gotta Be a CFP®." Keller discusses the campaign's development and budget and …
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#214 - Richard LeFauve – Client Edge
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Richard LeFauve – Client Edge Host Brad Wright along with Guest Co-Host Mike Connaughton are joined by performance coach Richard “Rick” LeFauve. Rick founded Client Edge for performance coaching after compiling extensive experience in management, recruiting, training, business development, and coaching at Morgan Stanley and American Express Financi…
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#213 - Difficult Conversations
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This week we’re talking about Difficult Conversations. Whether telling clients they don’t have enough and need to get back to work, talking clients through market down turns, or speaking with clients at times of loss, some conversation are more challenging than others. We discuss challenging financial planning conversations with clients, employees/…
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The Evolving Advisor: How Value-Centric Planning Is Changing the Game - Andy Baxley [Certified Financial Transitionist]
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In this episode, host Belle Osvath, CFP®, speaks with Andy Baxley, MS, CFP®, CIMA®, a Certified Financial Transitionist, about the evolving role of financial advisors. Andy, an independent financial planner at the Planning Center, discusses how changes in people's lives, work, and retirement necessitate a shift in financial planning approaches. He …
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#212 - Bonds vs. Bond Funds- Vanguard with Ted Dinucci
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Vanguard Hosts Brad Wright and Chris Boyd are joined by Ted Dinucci, an investment strategist with Vanguard’s Investment Advisory Research Center, the team tasked with creating thought leadership for their intermediary advisory partners across a range of investment, wealth management, and financial planning topics. They discuss: -Individual bonds v…
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#211 - Approaching Business Owners' Insurance concerns and opportunities
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In this week’s episode of the Wicked Pissah Podcast, Kim Furnald, CLU returns to the program. Using a holistic approach after a career in financial services, Kim for the past decade has been working with advisors on Estate and Business applications of insurance. In this episode, Kim brings to life some helpful scenarios that help to illustrate diff…
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Ep 37: Navigating Communication Challenges
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Brett & Jack discuss the commentary and insights of three accomplished CFOs (Sandeep Aujla from Intuit, Shelagh Glaser from Synopsys, and Seth Wunder from Acorns), while highlighting their distinct approaches to strategic finance, organizational structure, communication, and business growth. While all three Planning Aces highlight the importance of…
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The AI Edge: Augmenting Your Practice – Rachel Witkowski (Reporter)
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In this episode, host Belle Osvath, CFP®, interviews Rachel Witkowski, an award-winning financial tech and AI reporter, about the integration of AI in financial planning. They discuss current AI applications, upcoming innovations, and the security concerns surrounding these technologies. They also touch upon the Advise AI conference, which is dedic…
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#210 - Valuing Your Life’s Work with Aaron Wells of FP Transitions
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Valuing Your Life’s Work with Aaron Wells of FP Transitions Hosts Kathleen Kenealy and Chris Boyd are joined by Aaron Wells, Director of Financial Analysis at FP Transitions, to discuss how Aaron and the team at FP Transitions help advisors measure and assess the value of their life’s work. Aaron explains why it’s so important to “start with why,” …
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Xtrackers Hosts Brad Wright and Chris Boyd are joined by John O’Connor and C. Allen Parker of JH Whitney Investment management who together with Xtrackers have created the “Geostrategic Risk Rating” system. John is CEO of JH Whitney and was previously Chairman of JP Morgan Alternative Asset Management. He’s a Senior Fellow at USMA West Point, has s…
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#208 - Financial Education with NE Chapter President Marybeth Breed & Mass State Treasurer Deborah Goldberg,
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Kathleen speaks with FPA of New England chapter President Marybeth Breed and Massachusetts State Treasurer Deborah Goldberg about the various initiatives Treasurer Goldberg has worked on to promote financial education across the Commonwealth of Massachusetts. We learn about the task force she convened to determine the best approaches to developing …
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Ep 36: Standardize, Streamline & Scale
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On the latest episode of Planning Aces three dynamic CFOs—Robert Cornella (RNDC), Karen Williams (American Express Global Business Travel), and Tony Querciagrossa (Pinstripes)—share a menu of FP&A insights and experiences. Robert Cornella emphasized the importance of understanding value chain economics and achieving operational harmony within compl…
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#207 - Michael Connaughton – Lead Advisor
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7Michael Connaughton – Lead Advisor Hosts Brad Wright and Kathleen Kenealy are joined by Michael Connaughton. Mike is co- founder of Lead Advisor, a wealth management collective that specializes in building firms, practices and careers. They provide creative perspective, time leverage and industry insights for growth focused businesses and professi…
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Beyond Advising: The Essential Role of Daily Money Managers - Christine Dolan [Founder & Daily Money Manager]
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In this episode, host Belle Osvath, CFP® interviews Christine Dolan, the founder of C. Dolan and Associates Financial Organizing. Christine explains the role of a daily money manager and how they provide essential day-to-day financial management services that complement the work of financial advisors. Christine details how her firm helps clients ma…
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#206 - Setting Charitable Intentions with Erinn Andrews of The Give Team
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Setting Charitable Intentions with Erinn Andrews of The Give Team Education, food insecurity, climate change, humanitarian and disaster relief… There are countless causes and more than a million and a half charities in the US looking for support. We all have limited time and resources, so how do you possibly decide which organizations to donate to?…
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Interview with Steve Scruggs, Portfolio Manager of the FPA Queens Road Small Cap Value Fund
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About the FPA Queens Road Small Cap Value Fund What criterial he looks for when investing in a business Portfolio management philosophy and cash position Being a generalist Avoiding making macro predictions The research process and industries he tends to avoid His four-pillar investing framework and research process Valuation and DCF modeling What …
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20240608 Trump Conviction - LP Has No Conviction - Voting Stinks
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It's good to be back!Farmer's markets. What is happiness? Cookie cutter houses. Do Trump's convictions make him a winner? Does the Libertarian Party have convictions? Pathetic anarchists not supporting LP candidate. Picking a bad candidate. Possible anarchist gathering.https://www.hipcamp.com/en-US/land/arkansas-arcadia-farmstead-7rvh19oq?shareid=2…
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The Only Marketing Left for Financial Advisors - Matt Halloran [Founder]
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In this episode host Belle Osvath interviews Matt Halloran, Co-founder, and Chief Relationship Officer at ProudMouth, on the power of influence in financial planning marketing. Matt discusses how the marketing landscape has fundamentally changed, emphasizing that traditional selling methods are being replaced by content-driven influence that allows…
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#205 - Incorporating Long Term Care Into Your Long-Term Planning
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Incorporating Long Term Care Into Your Long-Term Planning There are some grim statistics out there regarding long term care: 70% of adults who live until age 65 will develop a need for long term care services in their lifetime The average annual cost of a private room in a nursing home facility runs more than $100,000 a year. How can you help your …
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Interview with Bill Miller IV of Miller Value Partners
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1:06:53
About Miller Value Partners Investing strategy and philosophy Why being too dogmatic about the definition of value may not work in your favor Portfolio management philosophy Risk Management On why he doesn’t short or use options His thesis on bitcoin and why he considers himself to be a massive bitcoin bull Thesis on Microstrategy as the largest co…
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Interview with Ric Dillon, founder and CEO of Vela Investment Management
50:03
50:03
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50:03
About Vela Investment Management Vela investment philosophy Vela portfolio management philosophy Why he offers a long/short strategy and uses options Vela’s iterative research process Idea generation Ric’s macro views Vela’s valuation methodology Selling vs trimming What’s next for Vela Investment Management ****************************************…
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#204 - Scams & Schemes with Bob Powell
38:04
38:04
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38:04
In this episode, Chris Boyd CFP®, CASL, CEPS catches up with Bob Powell CFP®, RMA® to discuss the pressing issue of financial exploitation, focusing on scams and schemes. Bob Powell highlights the prevalence of financial scams, particularly those targeting elderly individuals, with statistics showing significant financial losses and many cases goin…
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