Wicked Pissah Podcast

Bringing the Human Element Back to Human Resources – with Angela Sarver

Hosts Kathleen Kenealy and Kevin Williams are joined by Angela Sarver, founder of EllieBlu HR Consulting. Angela is a human resources expert who specializes in consulting with independent financial advisors. Angela is on a mission to bring the human element back to the workplace by helping business owners lead their teams more intentionally.

We discuss all the different ways that Angela supports the firms she works with, including how she helps her clients through all phases of employee recruitment and how she uses her own assessment tool to help business owners identify their hiring needs. We also talk about ways to assess candidates' skills and behaviors through structured interviews and case studies during the hiring process; the importance of establishing strong HR foundations early on to prevent potential future problems; and tips that firm leaders can use to shape their company's culture and success while managing their teams effectively.

https://elliebluhr.com/

https://www.linkedin.com/in/angela-sarver/

[email protected]

Host Brad Wright is joined by Jackie Cummings Koski.

Jackie is the author of FIRE for Dummies and co-host of the Catching Up to FI podcast, focused on financial independence for late starters. She serves as Chapter President of FPA Southwestern Ohio and is a passionate advocate for financial literacy and education. With a master's degree in financial planning and financial therapy, Jackie shares her personal journey from poverty to financial independence—retiring at age 49—and her mission to help others do the same.

They discuss:

• Jackie's financial journey and how she discovered FIRE

• Why she hands out $2 bills to students and audiences

• Her experience writing FIRE for Dummies and who the book is really for

• The origins and growth of the Catching Up to FI podcast

• Her role as FPA Chapter President and how she's helping reshape the profession

• Financial literacy efforts including a Roth IRA pilot for underserved youth

And much more.

Contact Jackie: 📘 Book: FIRE for Dummies 🎙 Podcast: catchinguptofi.com 🔗 LinkedIn: Jackie Cummings Koski 🌐 FPA Southwestern Ohio Chapter: fpaswo.org

Paul Gaudio Host Michael Connaughton is joined by Paul Gaudio.

Paul is a CFP® and Client Advisor at Crestwood Advisors with 8 years of experience helping individuals and families make smart choices with their money. Paul is passionate about guiding clients through life & financial complexities with clarity and care. He also serves as the President of NexGen for FPA New England, where he supports the growth and development of emerging professionals in the financial planning community, and works to expand the efforts of the Financial Planning Association through networking events and webinars. They discuss:  Paul's background and career journey.  His experience as President of NexGen for FPA New England.  Partnerships he's formed and upcoming events.

And much more.

Contact Paul: Linkedin: https://www.linkedin.com/in/paul-gaudio-cfp%C2%AE-a5787aa6/

Catching up with FPA Leadership - with Dan Galli & Dennis Moore

On this episode Kathleen and Kevin are joined by FPA national president-elect Dan Galli as well as long-time member, supporter and now acting CEO of FPA National, Dennis Moore.

We chat about what brought Dan and Dennis to the FPA, why they both remain committed to the organization, what initiatives they are prioritizing at the national level over the next few years, and their ideas for improving communication between national and the chapters.

We also discuss some of the lesser-known benefits available to FPA members, how to go about transitioning from local board participation to national engagement, and of course, the upcoming annual conference in Las Vegas.

https://www.linkedin.com/in/djgalli/

https://www.linkedin.com/in/dennisjmoore/

https://ac.financialplanningassociation.org/

On this episode of the Wicked Pissah Podcast, we are joined by Stephen Pepe of Longbridge Financial, LLC, where he is a top producing Loan Officer, Reverse Mortgage Consultant and industry expert in reverse mortgages.

Steve shares with us his expertise in the different ways that reverse mortgages can be used for both current and long-term financial planning purposes, regardless of your income and net worth, sheds some of the myths regarding reverse mortgages, and outlines both the process for opening a reverse mortgage and the regulations in place to keep the consumer safe. Steve even touches on his musical talents outside of the reverse mortgage world.

Get ready to learn and enjoy this episode of the Wicked Pissah Podcast.

Steve Pepe (NMLS # 485943) is licensed in the following states: MA, NH, RI, VA.

Longbridge Financial LLC (Company NMLS # 957935).

Website: https://longbridge-financial.com and/or http://agents.longbridge-financial.com/steve-pepe/

Materials/statements made by a 3rd party do not necessarily reflect the official position of LBF. Not financial, tax, compliance or legal advice. MA Mortgage Lender License No. ML957935. RI Licensed Lender.

Reassuring Clients About Social Security – with Marcia Mantell

On this episode, Kathleen and Kevin speak with Social Security and retirement planning expert Marcia Mantell to talk about how clients' anxiety about Social Security has changed over the last few months. Marcia reassures us that she is not worried about retirees not getting their checks but also explains why she's keeping an eye on her father-in-law's account to make sure he continues to receive his retirement benefit.

We discuss how the process of applying for benefits is changing, why it's so important to get your online Social Security account setup, when Marcia thinks Congress will finally take action to fix the program, and her suggestions and tips for keeping your sensitive financial information safe.

https://mantellretirementconsulting.com/

https://www.linkedin.com/in/marciamantell/

If you've seen the news this year, you know why we wanted to talk about this topic. Whether DOGE layoffs or early retirements or concerns about future job security, Federal employees may be looking to financial advisors for counsel. To help you be better prepared we wanted to talk with a specialist. In this episode, hosts Chris Boyd & Brad Wright are joined by Micah Shilanski, CFP® to talk about Federal Employee Retirement benefits.

You might know Micah from co-hosting The Perfect RIA podcast, but today he shares a bit about his practice, his passion of time management, and then we learn about the Federal retirement benefits. Whether to learn about the Thrift Savings Plan, some special early Social Security benefits, or Pension and Health Benefits under FERS, you'll no doubt learn some helpful tips for working with clients who are Federal Employees.

Micah's Podcasts:

https://planyourfederalretirement.libsyn.com/website

https://theperfectria.com/podcasts/

LinkedIn Address: https://www.linkedin.com/in/micahshilanski/

Website: https://plan-your-federal-retirement.com/

Jordan 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?

Jeff 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: [email protected]

Website: https://www.appletonpartners.com/

John 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: [email protected] Linkedin: https://www.linkedin.com/in/john-finney-cfp-21435914a/