Wicked Pissah Podcast

Jenn Mayo: Direct of Gift Planning and Advisor Relations, Essex County Community Foundation Hosts Michael Connaughton and Brad Wright are joined by Jenn Mayo of the Essex County Community Foundation Essex County Community Foundation inspires philanthropy that strengthens the communities of Essex County. ECCF helps donors of all sizes elevate their giving by managing charitable assets, sharing their local expertise and providing philanthropic guidance and education. Additionally, ECCF strengthens and supports Essex County’s 4000+ nonprofit organizations with education, resources and funding and engages in systems based community leadership work to solve the region’s most complex social issues. As ECCF’s Director of Gift Planning and Advisor Relations, Jenn focuses on building strong relationships with area professional advisors, who play a key role in expanding support for the region’s nonprofit organizations and collaborative efforts to tackle systemic social challenges. She also provides charitable gift planning and support to Essex County donors as they make decisions about their philanthropic giving and consider a donor advised fund with ECCF. Jenn joined ECCF in 2021 after a long career in finance at Goldman Sachs in New York and London. They discuss: -Jenn’s personal experience with philanthropy through her family’s efforts launching the Ice Bucket Challenge and the Pete Frates Foundation and how it led her to ECCF. -ECCF’s mission and how they collaborate with professional advisors, non-profits and charitable organizations

-Giving strategies and more.

More on Jenn Mayo and ECCF https://www.eccf.org/ Contact Jenn Phone: (978) 777-8876 Email: [email protected]

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 the challenges and possible solutions. 

Bill Harris, CFP®, RMA® http://linkedin.com/in/billmharris

Paula Harris http://linkedin.com/in/paulaharris

Kathleen Kenealy  http://linkedin.com/in/kathleenkenealy

Chris Boyd, CFP®, CASL® http://linkedin.com/in/j-christopher-boyd-b932169

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, tariffs, deglobalization, emerging markets, and currency risk. During the episode Chris and Nick also discuss the benefits of active management for international investing.

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 communication companies. He has been in private practice continuously since 1987, working with small businesses owners and high net worth individuals. For more than 36 years he has proactively worked with small business owners to help them identify, clarify and strategize to reach their financial goals. Nick develops and sustains long lasting relationships with clients because they know he truly cares about them. Nick has been invited to speak to various personal and professional organizations, and to instruct other tax, legal and financial professionals. He is a past president and current director of the Brighton Board of Trade, and was inducted into its Hall of Fame. His past associations have included the Kiwanis Club, whose purpose is to improve the lives of children. He is also a member of the American Institute of Certified Public Accountants and the Massachusetts Society of Certified Public Accountants. They discuss: -Tax Policy Impacts and the Upcoming Election -Tax Strategies -Secure Act 2.0

More on Nick Papakyrikos, CPA, P.C. https://www.papakyrikoscpa.com/

Contact Nick Phone: 617 415 5016 Email: [email protected]

Nick’s podcast: GPS to your Business Success https://gps-to-your-business.captivate.fm

Spotify (audio only) https://open.spotify.com/episode/6r4qigujMcx0dQiBMXcWQb?si=6be471e0f48e4772

  Apple (audio only)

GPS to your Business Success Podcast Series - Apple Podcasts

  You Tube (video) GPS to your Business Success Podcast - YouTube

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 Asset Research for Franklin Templeton. With over 15 years of technology investing experience spanning venture capital, private equity, and private credit, Christopher’s focus is on developing and leading the fundamental research efforts for Franklin’s Listed Token strategies. Prior to joining Franklin Templeton in 2015, Christopher was a principal with SLR Capital Partners, an alternative asset manager in NYC focused on cash flow and asset-based lending as well as specialty finance. He holds a Bachelor of Arts in philosophy from Princeton University, an MBA from the Yale School of Management, and a Certificate in Data Science from Stanford University. They discuss: -Franklin Templeton’s resources -The Cryptocurrency landscape -Digital asset product offerings -How advisors can incorporate Alternatives into their strategy

More on Franklin Templeton https://www.franklintempleton.com/

Contact Nicole: https://www.linkedin.com/in/nicole-wallace-mba-80147aab/[email protected]

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 National Board of Directors for a three-year term, beginning in 2025. Jack has his B.A. in Finance from Saint Anselm College, where he was also captain of the varsity soccer team. They discuss: - Things a NexGen advisor should value when looking to join a firm -What the FPA NexGen National Leadership Committee is, and what they do -The agenda for the FPA National Board of Directors

More on Jack: https://www.linkedin.com/in/jackheintzelman/

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 featured in Kitces.com, Investor’s Business Daily, and The Financial Planning Association to name a few for their work and thought leadership on advisor marketing. Crystal has over two decades of entrepreneurial and marketing experience. She founded CMS in 2011 and ever since has been seamlessly integrating digital and traditional marketing methods, empowering advisors to strengthen client and referral relationships while feeing up valuable time for strategic growth initiatives. They discuss: -Traditional and Digital Marketing Strategies -SEO -Client Events -Social Media and Branding Ideas

More on CMS: https://crystalmarketingsolutions.com/ Contact Crystal: https://www.linkedin.com/in/crystallbutler/ [email protected]

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. Definiti partners with financial advisors to provide third-party administration services on clients retirement plans. Julie has 25 years of experience helping financial advisors create new retirement plans, win existing retirement plans, and clean up messy situations. They discuss:  What a Third-Party Administrator (TPA) is and when they’re needed  How advisors can begin working with retirement plans  The process for correcting plan errors  SECURE 2.0

More on Definiti: https://definiti.com/

Contact Julie: https://www.linkedin.com/in/julie-casey-mba/

[email protected]

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 shared some best practices for advisors to consider, and how she works with financial planners.  Finally, Donna shared some thoughts around things to consider with the new National Association of Realtors compensation changes. 

Movement Mortgage

Donna B. McKeown Senior Loan Officer | NMLS 20377 781-775-7172 [email protected] mortgagesbydonna.com

http://linkedin.com/in/donna-b-mckeown-b0248233

http://linkedin.com/in/michael-p-connaughton-cfp®-clu®-chfc®-5601535

http://linkedin.com/in/j-christopher-boyd-b932169

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 many other advisors with him, causing Investment News to label him Broker-Dealers’ Public Enemy #1! In addition to working with other financial advisors and clients, he's also a regular speaker and commentator on financial topics and has been featured in Forbes, The New York Daily News, Reuters, CBS Market Watch and hosts his own goRIA podcast.

They discuss: How and why advisors choose to go independent Why tucking in under a smaller RIA might be a better fit than joining a large aggregator How to begin the process and how long it takes What makes Chuck Broker-dealers’ Public Enemy #1

Learn more at: https://www.sovereignadvisorsolutions.com/

Reach out to Chuck: https://www.linkedin.com/in/charlesfailla/

goRIA Podcast: https://www.investmentnews.com/goria/podcasts

Investment News Article: https://www.investmentnews.com/goria/practice-management/revealed-broker-dealers-public-enemy-1/256613