Host Brad Wright is joined by Mike Gibbs, Managing Director and Lead Portfolio Manager at Gibbs Capital Management Mike is responsible for the Gibbs Portfolios offered by his group as well as the U.S. equity sector research and recommendations. He also serves on the Raymond James Investment Strategy Committee. Gibbs Capital Management is a division of Eagle Asset Management and owned by Raymond James Investment Management.

They discuss: -The benefits of dividend investing for both retirees and clients still in the accumulation phase -Mike's new ETF offering, RJDI

Gibbs Capital Management Websites: https://www.eagleasset.com/gibbs-capital-management https://www.rjetfs.com/investment-strategies/rjdi (for the ETF) Contact: Chad Stone at [email protected] -For more info on RJDI or the SMA -To begin receiving Mike's Weekly Market Guide

Wicked Pissah Podcast Hosts Appear on FPA-Live Hosts Kathleen, Mike and Brad appear on FPA-Live with Ben Lewis.

They discuss: -Creating and sustaining a podcast for more than 250 episodes -How having multiple hosts can be beneficial -The technology involved in recording and coordinating the podcast Websites: FPA: https://www.financialplanningassociation.org/about FPA-NE: https://www.financialplanningassociation.org/chapter/fpa-new-england

In this episode of the Wicked PISSAH Podcast, Kevin Williams is joined by Matt Talcoff, tax partner and leader of RSM US LLP's Washington National Tax Practice, to break down the much-discussed "One Big Beautiful Bill." Matt explains why the legislation was passed, what would have happened if it hadn't, and how it impacts individuals, business owners, and wealth advisors alike. The conversation covers key tax provisions, planning opportunities, what changed (and what didn't), and why proactive modeling and advisor collaboration are more important than ever. A must-listen for advisors navigating year-end planning and beyond.

Host Michael Connaughton is joined by Tim Ludy Tim Ludy is the founder of GrowthDuck Digital Marketing, a Massachusetts-based agency that helps local small businesses grow through tailored marketing strategies. With over 15 years of experience in content and digital marketing, Tim has worked with countless businesses to improve how they communicate and get found online. He holds certifications in inbound marketing, SEO, advertising, and graphic design, and his work has been featured by Forbes, HubSpot, and TechTarget. They discuss: -Digital marketing tools and strategies -How to differentiate your marketing from the crowd -The importance of a multimedia approach And much more.

Contact Tim: Website: GrowthDuckMarketing.com

Host Kevin Williams is joined by Patrick J. Nagado, ChFC, retirement income strategist and author of The Canoe and the Current.

Patrick has worked in the financial services industry since 1997, beginning his career in life insurance and financial services before moving into investment management, wholesaling, and leadership roles. Over the years, he built experience across RIAs, insurance carriers, and management positions before returning to personal financial planning—where he now specializes in retirement income strategies.

Patrick is the author of The Canoe and the Current, a retirement metaphor designed to help clients understand how to build reliable lifetime income ("the canoe") and confidently navigate market participation ("the current"). His approach focuses on clarity, human-centered planning, and helping clients transition from fear and uncertainty to confidence and purpose.

Website: https://canoeandcurrent.com LinkedIn: Patrick Nagato Book: The Canoe and the Current (available on Amazon)

Private Equity Investing with Rob Hatch of Constitution Capital Partners

Host Brad Wright is joined by Rob Hatch, Managing Partner of Constitution Capital Partners.

Rob was one of the founding partners of Constitution Capital. Prior to joining Constitution Capital, he was an Investment Director at Standard Life Investments Private Equity USA. Previously, Rob worked at Argo Global Capital. He began his career in the investment banking group of State Street Corporation. Rob earned his MBA from The Tuck School of Business at Dartmouth and his undergraduate degree from Harvard University in Applied Mathematics and Statistics. He is a CFA charter holder.

They discuss:

• Private Equity and Credit
• How to source potential companies to invest in
• The difference between Co-Investing and a Secondary Investment
• The possibility of private equity as a 401(k) investment option

Constitution Capital Partners

Website: https://ccaf.com/

Contact: Josh Gilbert, [email protected]

· For more info

· To be invited to their quarterly webinars

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 (Support and Outreach for Hispanics and Latinx) employees. She is a past member of the boards of Arden Shore Family Services and the Chicago Financial Women Association (CFW). Liz is also a recipient (along with Preston Cherry) of the 2025 Heart of Financial Planning Award. They discuss: -How Liz became involved with financial planning, and why she stays -Why mentoring is such a big part of her life -How she found out she won the Heart of Financial Planning award

Lizbeth Menjivar:

LinkedIn: https://www.linkedin.com/in/lizbethgmenjivar/

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 local community. Tim has over a decade of experience in financial services and has held various insurance and investment licenses over the years. He attained his Certified Trust and Financial Advisor designation from the American Bankers Association in 2020. He also received the 2023 New Leaders in Banking Award from the Connecticut Bankers Association. Tim holds a Bachelor of Arts degree from Providence College and a Juris Doctor degree, cum laude, from Roger Williams University School of Law. He is a member of the Connecticut, Massachusetts, and American Bar Associations. They discuss: -The needs for trust and estate planning -How Corporate Trustees serve their clients -Dime's collaboration with professional advisors And much more. Dime Bank's Trust Services: Website: https://www.dime-bank.com/wealth-management Phone: (860) 859-4300

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 working to streamline estate planning by utilizing Blockchain, Smart Contract and NFT technology. They discuss: -What Blockchain, Smart Contracts, and NFTs are -How they can be used to make estate settlement more efficient -The security and privacy questions surrounding the technology -Whether Keats, who is admitted to argue in front of the Supreme Court, has ever done so

F. Keats Boyd III Website: https://www.boydandboydpc.com/

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 on succession planning, title protection, and the future of financial planning.

He also reflects on lessons from his 30-year career, the importance of purpose, and how advisors can help business owners create lasting, multi-generational wealth.