Call them changemakers. Call them rule breakers. We call them Redefiners. And in this provocative podcast, we explore how daring leaders from across industries and around the globe are redefining their organizations—and themselves—to create extraordinary impact in today’s rapidly changing world. In each episode, Russell Reynolds Associates Leadership Advisor Hoda Tahoun and former CEO Clarke Murphy host engaging, purposeful conversations with leaders in and out of the business world who shar ...
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Content provided by Financial Planning Association of New England and FPA NE. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Financial Planning Association of New England and FPA NE or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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1 The Southwest’s Wildest Outdoor Art: From Lightning Fields to Sun Tunnels 30:55
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LikedA secret field that summons lightning. A massive spiral that disappears into a salt lake. A celestial observatory carved into a volcano. Meet the wild—and sometimes explosive—world of land art, where artists craft masterpieces with dynamite and bulldozers. In our Season 2 premiere, guest Dylan Thuras, cofounder of Atlas Obscura, takes us off road and into the minds of the artists who literally reshaped parts of the Southwest. These works aren’t meant to be easy to reach—or to explain—but they just might change how you see the world. Land art you’ll visit in this episode: - Double Negative and City by Michael Heizer (Garden Valley, Nevada) - Spiral Jetty by Robert Smithson (Great Salt Lake, Utah) - Sun Tunnels by Nancy Holt (Great Basin Desert, Utah) - Lightning Field by Walter De Maria (Catron County, New Mexico) - Roden Crater by James Turrell (Painted Desert, Arizona) Via Podcast is a production of AAA Mountain West Group.…
#242 - Joy Slabaugh; The Financial Conflict Resolution Institute
Manage episode 474568520 series 2878077
Content provided by Financial Planning Association of New England and FPA NE. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Financial Planning Association of New England and FPA NE or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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 Internal Family Systems with experience working with individuals and couples. Her unique combination of experience positions her to help advisors easily transform their client's wealth mindsets and resolve marital financial conflicts so they can make more money, be more efficient, and deliver life-changing client value.
They discuss: -Joy’s background as an advisor and a licensed therapist and how it shaped her business. - Joy’s engagement process with both advisors and advisor’s clients. -Behavioral finance ad client approach
And much more.
More on Joy and The Financial Conflict Resolution Institute. https://www.financialconflictresolutioninstitute.com/ Contact Joy Email: slabaugh.joy@gmail.com Linkedin: https://www.linkedin.com/in/joyslabaugh/
151 episodes
ShareManage episode 474568520 series 2878077
Content provided by Financial Planning Association of New England and FPA NE. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Financial Planning Association of New England and FPA NE or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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 Internal Family Systems with experience working with individuals and couples. Her unique combination of experience positions her to help advisors easily transform their client's wealth mindsets and resolve marital financial conflicts so they can make more money, be more efficient, and deliver life-changing client value.
They discuss: -Joy’s background as an advisor and a licensed therapist and how it shaped her business. - Joy’s engagement process with both advisors and advisor’s clients. -Behavioral finance ad client approach
And much more.
More on Joy and The Financial Conflict Resolution Institute. https://www.financialconflictresolutioninstitute.com/ Contact Joy Email: slabaugh.joy@gmail.com Linkedin: https://www.linkedin.com/in/joyslabaugh/
151 episodes
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Wicked Pissah Podcast
1 #246 - Jordan Jackson, J.P. Morgan Global Market Strategist: Tariffs, Trade and Taxes… Oh My! 52:29
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Play Later Play Later Lists Like LikedJordan Jackson, J.P. Morgan Global Market Strategist: Tariffs, Trade and Taxes… Oh My! Hosts Kathleen Kenealy and Kevin Williams are joined by JP Morgan Global Market Strategist, Jordan Jackson. Jordan is an Executive Director and a Global Market Strategist on the J.P. Morgan Asset Management Global Market Insights Strategy Team where he is responsible for delivering timely market and economic commentary to clients across the country. We talk about all the things that are top of mind for you and your clients right now: tariffs and trade; domestic versus international equities; the strength of the US dollar; interest rates; consumer confidence levels; the dreaded “R” word, and more! https://am.jpmorgan.com/us/en/asset-management/adv/bios/jordan-jackson/ https://am.jpmorgan.com/us/en/asset-management/adv/insights/market-insights/guide-to-the-markets/ On this episode, we speak with Executive Director and Global Market Strategist Jordan Jackson. As part of the J.P. Morgan Asset Management Global Market Insights Strategy Team, Jordan is responsible for delivering timely market and economic commentary to clients across the country. We talk about all the things that are top of mind for you and your clients right now: tariffs and trade; domestic versus international equities; the strength of the US dollar; interest rates; consumer confidence levels; the dreaded “R” word, and more! What’s it time for?…
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Wicked Pissah Podcast
1 #245 - Jeff Johnson, Appleton, and Fixed Income Markets 38:45
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Play Later Play Later Lists Like LikedJeff 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 intermediary and wealth management channels. Prior to joining Appleton in 2009, Jeff was a Senior Vice President of Fidelity Investments where he headed up Relationship Management for the Institutional Wealth Services (IWS) division. Prior to joining IWS, he was National Sales Manager for Fidelity Capital Markets Institutional Fixed Income Group. Jeff has served on the Regional Advisory Committee for the Security Industry and Financial Markets Association, and has been actively involved in the municipal securities business in both capital markets and asset management capacities. They discuss: · Jeff and Appleton’s views on the state of the fixed income markets. · Macroeconomic factors. · Strategic opportunities across fixed income. And much more. Contact Jeff: Emai: jjohnson@appletonpartners.com Website: https://www.appletonpartners.com/…
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Wicked Pissah Podcast
1 #244 - John Finney - Overvue and how it creates client and advisor efficiency 34:06
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Play Later Play Later Lists Like LikedJohn 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, he played a key role in the overhaul and sale of an advisory team managing $750 million in assets. As a CERTIFIED FINANCIAL PLANNER™, John’s worked in both client-facing advisory roles and behind-the-scenes focused on improving operations. Now, he brings that experience to Overvue, building solutions from the other side of the table. They discuss: -John’s background in wealth management and how it shaped his business. -Overvue’s mission to create a better client onboarding experience. -The functionality of Overvue and how it creates client and advisor efficiency. And much more. More on Overvue Website: ihttps://www.overvueproposals.com/ LinkedIn: https://www.linkedin.com/company/overvueproposals/ Contact John: Emai: jfinney@overvueproposals.com Linkedin: https://www.linkedin.com/in/john-finney-cfp-21435914a/…
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Wicked Pissah Podcast
1 #243 - Andy Ives– Navigating Net Unrealized Appreciation (NUA) Strategies 27:18
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Play Later Play Later Lists Like LikedAndy 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 their retirement plans. With over 25 years in the financial services industry, Andy brings a wealth of knowledge on IRA distribution planning and advanced retirement strategies. They discuss: The fundamentals of NUA and how it can lead to tax savings Key "triggering events" that activate NUA rules Ed Slott and Company, LLC+1Ed Slott and Company, LLC+1 Common pitfalls to avoid when handling employer stock Strategies to optimize long-term capital gains treatment For more insights from Andy and his team, visit Ed Slott and Company .…
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Wicked Pissah Podcast
1 #242 - Joy Slabaugh; The Financial Conflict Resolution Institute 47:06
47:06 Play Later Play Later Lists Like Liked47:06
Play Later Play Later Lists Like LikedHosts 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 Internal Family Systems with experience working with individuals and couples. Her unique combination of experience positions her to help advisors easily transform their client's wealth mindsets and resolve marital financial conflicts so they can make more money, be more efficient, and deliver life-changing client value. They discuss: -Joy’s background as an advisor and a licensed therapist and how it shaped her business. - Joy’s engagement process with both advisors and advisor’s clients. -Behavioral finance ad client approach And much more. More on Joy and The Financial Conflict Resolution Institute. https://www.financialconflictresolutioninstitute.com/ Contact Joy Email: slabaugh.joy@gmail.com Linkedin: https://www.linkedin.com/in/joyslabaugh/…
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Wicked Pissah Podcast
1 #241 - Keith Garte talks Personal Risk Management and answers advisors questions 44:03
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Play Later Play Later Lists Like LikedKeith Garte Hosts Michael Connaughton and Kathleen Keneally are joined by Keith Garte, Personal Risk Management Advisor with Assured Partners. Keith Garte is a Personal Risk Management Advisor with Assured Partners working out of their Natick office. Keith helps successful individuals and families by protecting them from unforeseen events that will have a negative impact on their finances. Keith has over 25 years of advisory experience in both insurance and financial services. They discuss: -Keith’s process, how he collaborates with financial advisors, and questions for advisors to ask. -Risk mitigation strategies, carrier selection and much more. Contact Keith Email: keith.garte@assuredpartners.com Phone: 781 641 7222…
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Wicked Pissah Podcast
1 #240 - Advisor Tech with Jump Advisor AI CEO Parker Ence 30:10
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Play Later Play Later Lists Like LikedAdvisor Tech with Jump Advisor AI CEO Parker Ence Hosts Brad Wright and Kevin Williams are joined by Parker Ence, CEO and cofounder of Jump Advisor AI. Parker is an entrepreneur and operator with 12 years CEO/cofounder experience across advisor tech, data, AI, and SaaS. As CEO, he’s operated companies in spinoff, turnaround/distressed, and startup scenarios. Parker also has experience in PE/VC, consulting, and economic development. He has his MBA from Stanford. They discuss: - How Jump AI turns conversations into tasks, notes, and compliance records with secure AI -Ways it can help with meeting prep -The amount of time it can save advisors and what advisors are doing with that extra time For more on Jump Advisor AI: https://jumpapp.com/…
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Wicked Pissah Podcast
1 #239 - From Office to Anywhere: Erica Feldblum of LPL 33:11
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Play Later Play Later Lists Like LikedHave you thought about making your business fully remote? Or perhaps it is and you’ve wanted to relocate? That’s the story of today’s guest, Erica Feldblum, and LPL advisor, on this week’s episode of the WPP. Listen in has Erica shares her story. Over 30 years she has developed specific niches working with women, retirement plans, and those passionate about ESG. She sounds more passionate than ever, as she shares her story of moving from an in-person practice to fully remote which afforded her the opportunity to relocate to Nashville, TN. Hear practical tips and valuable lessons from her experiences. Perhaps you, too, will bring increased freedom and enthusiasm to your delivery of financial planning and financial services! Join co-hosts Chris Boyd ( https://www.linkedin.com/in/j-christopher-boyd-b932169/ ) and Brad Wright ( https://www.linkedin.com/in/bradleyonair/ ), both past presidents of the chapter. Erica Feldblum can be found at: email: Erica.Feldblum@LPL.com Web: https://www.ef-financial.com/team/erica-feldblum LinkedIn: https://www.linkedin.com/in/erica-feldblum-06b444/…
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Wicked Pissah Podcast
1 #238 - Investing In Private Markets with Michael Bell of Meketa Capital 48:16
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Play Later Play Later Lists Like LikedHosts Brad Wright and Chris Boyd are joined by Michael Bell, CEO of Meketa Capital Michael has more than 25 years of experience in the investment management and wealth management industries. He is the Chief Executive Officer of Meketa Capital as well as the Founder and Chief Executive Officer of Primark Capital. Prior to Primark, Michael built and was the CEO for a $12 billion RIA, managing more than 30 investment strategies and a $10 billion liquid alternative mutual fund complex that launched more than 50 alternative funds. Most recently, he purchased, grew, and sold a family office-backed $6 billion RIA. Also, he specialized as a corporate finance attorney for Latham & Watkins and was a CPA for KPMG. Michael holds a Bachelor of Science in Commerce from the University of Virginia and a Juris Doctorate from West Virginia University. They discuss: - Investing in private equities and credit -Historic hurdles and challenges with accessing these investments and how that’s changing - What a co-investment is and how it can affect fees For more on Meketa Capital: www.meketacapital.com…
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Wicked Pissah Podcast
1 #237 - Outside Compliance for RIAs with Scott Gottlieb of U.S. Compliance Consultants 52:47
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Play Later Play Later Lists Like LikedHosts Brad Wright and Kevin Williams are joined by Scott Gottlieb of U.S. Compliance Consultants. Scott is President of U.S. Compliance Consultants, a full-service compliance consulting company that focuses exclusively on state and SEC-registered investment advisers. Scott founded U.S. Compliance Consultants in 2004. U.S. Compliance Consultants has been a preferred service provider for both Schwab and Raymond James almost since its founding and Scott has conducted multiple compliance seminars on a variety of topics for both firms. Prior to founding US Compliance Consultants, Scott was a corporate and securities attorney at Kelly, Drye and Warren, an international law firm based in New York City. He started out as a corporate attorney for Robinson & Cole, a regional law firm with offices in Boston, Hartford and Stamford, CT. They discuss: - The job of an outside compliance consultant -State versus SEC compliance -Launching a new firm -What regulators are focusing on in 2025, including artificial intelligence For more on U.S. Compliance Consultants: https://uscomplianceconsultants.com/ To contact Scott: seg@uscomplianceconsultants.com…
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Wicked Pissah Podcast
1 #236 - Direct Indexing Strategies with Greg Kanarian, JD, CFA 48:47
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Play Later Play Later Lists Like LikedDirect Indexing Strategies with Greg Kanarian, JD, CFA Hosts Kathleen Kenealy and Chris Boyd speak with Greg Kanarian, an Investment Strategist at Natixis Investment Managers representing the firm’s Direct Indexing strategies. Greg joins the show to talk all things direct indexing - what it is, common benefits and tax advantages, which clients it may or may not be appropriate for, what personalization and customization options are available, and more. If you’ve been curious about direct indexing but haven’t taken time to learn much about it, this episode is for you! To learn more: https://www.linkedin.com/in/greg-kanarian/ https://www.im.natixis.com/en-us/about/biographies/gregory-v-kanarian…
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Wicked Pissah Podcast
Nick Gudz Hosts Michael Connaughton and Brad Wright are joined by Nick Gudz, Co- Founder of Fin.Link. Nick has been in the industry for 20 plus years holding multiple positions. He co-founded Succession Link in 2012, a platform he developed connecting buyers and sellers of wealth management practices. He sold Succession Link in 2018 and reacquired the business in 2022 and has since revamped the platform and rebranded to Fin.Link. They discuss: -Nick’s career path leading to the founding of Succession Link and now Fin.Link. -The evolution from M&A at Succession Link to Fin.Link’s focus around all aspects of wealth management. - Fin.Link’s resources, tools, and social networking capabilities. More on Nick and Fin.Link: https://fin.link/ Linkedin: https://www.linkedin.com/in/nickgudz/…
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Wicked Pissah Podcast
Milemarker’s Jud Mackrill Host Brad Wright is joined by Jud Mackrill, CMO and co-founder of Milemarker, a data aggregation firm. As co-founder of Milemarker, Jud is driving change in financial advice and alternative investments. By blending thoughtful design with seamless software, Jud helps companies unlock their full potential. Jud’s career is built on results. He’s shaped the marketing strategy for industry leaders like Orion and Carson, and co-founded Mineral, which he successfully sold to Carson in 2018. At home in Charleston with his wife Kim and their four kids, Jud enjoys spending time with his family, indulging in spicy food, and keeping up with Nebraska Football. They discuss: -Syncing your data from multiple sources to one platform and automating reports -Typical insights that are revealed (hint – you may be paying too much to vendors) - Centralized trading and reporting For more on Milemarker: https://milemarker.co/…
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Wicked Pissah Podcast
1 #233 - Social Security Fairness Act Kurt Czarnowski 49:34
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Play Later Play Later Lists Like LikedJoin special guest Kurt Czarnowski (Czarnowski Consulting) for a deep dive on the impact of the Social Security Fairness Act. Some 2,000,000 current Social Security recipients are impacted by this legislation, not to mention those who previously thought they were ineligible under Government Pension Offset (GPO). This legislation does away with GPO and Windfall Elimination Provision (WEP). Advisors will want to learn more about these changes and which of their clients may be impacted. Always entertaining and a wealth of information, join Kurt and host Chris Boyd for timely episode of the Wicked Pissah Podcast. Kurt.Czarnowski@gmail.com www.czarnowskiconsulting.com Cell: 774-571-3256 LinkedIn: https://www.linkedin.com/in/kurt-czarnowski-20598729/ https://www.linkedin.com/in/j-christopher-boyd-b932169/ https://www.fpanewengland.org/ https://www.linkedin.com/company/financial-planning-association-of-massachusetts/posts/?feedView=all https://www.financialplanningassociation.org/…
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Wicked Pissah Podcast
1 #232 - iCapital’s James Costabile and Ryan Van Geons 47:17
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Play Later Play Later Lists Like LikedHosts Brad Wright and Mike Connaughton are joined by James Costabile and Ryan Van Geons of iCapital. James Costabile is Managing Director and Head of US Alternative Investment Distribution and Ryan Van Geons is a Senior Vice President, who covers our New England area for iCapital. Their team delivers alternative investment education, research viewpoints, and investment capabilities across hedge funds, private equity, private credit, and real estate strategies. iCapital is an Alternatives platform for financial advisors. iCapital was founded in 2013 with the goal of making high-quality alternative investments accessible to wealth advisors and their high- net-worth investors and enabling fund managers to reach new sources of capital. They discuss: - How advisors can access the iCapital platform and gain access to over 200 private equity and private credit opportunities -Advisor education in the alternative space -How the platform and alternatives, in general, fit into the investment ecosystem For more on iCapital: https://icapital.com/…
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Similar to Wicked Pissah Podcast
Call them changemakers. Call them rule breakers. We call them Redefiners. And in this provocative podcast, we explore how daring leaders from across industries and around the globe are redefining their organizations—and themselves—to create extraordinary impact in today’s rapidly changing world. In each episode, Russell Reynolds Associates Leadership Advisor Hoda Tahoun and former CEO Clarke Murphy host engaging, purposeful conversations with leaders in and out of the business world who shar ...
…
continue reading
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…
continue reading
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continue reading
Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
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The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
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