176 – Adjustment-Based Income Planning, During Retirement with Income Lab Co-Founder Johnny Poulsen

by Kristin Beane | Nov 1, 2023 | Consumer News, FPANE News, Home Page Features

Hosts Brad Wright and Jeff Tomaneng are joined by Income Lab co-founder Johnny Poulsen, CFP®. They discuss: Whether or not advisors have been looking at retirement distributions the wrong way What Guardrails are and how they can help a retiree remain on track How...

172 – Grieving Clients and how Financial Advisors can help – Kathi Balasek

by Kristin Beane | Oct 17, 2023 | Consumer News, FPANE News, Home Page Features

As part of this journey we call life, all of us will experience and grieve a loss or know someone who has. What do you say? How do you say it? Acknolwedging the loss and grief of another person can be uncomfortable and awkward, but it doesn’t have to be. Kathi Balasek...

170 – FPA Update: So Many Benefits of Membership – Ben Lewis

by Kristin Beane | Oct 13, 2023 | Consumer News, FPANE News, Home Page Features

Ben Lewis, Chief Communications Officer of the Financial Planning Association joins the podcast to share new member resources and remind us about many more. We discuss: New Media Training advanced modules & MediaSource PR opportunities:  (this is the link to the...

#168 – Helping Yourself Before You Can Help Others – Dr. Sarah Newcomb

by Kristin Beane | Sep 23, 2023 | Consumer News, FPANE News, Home Page Features

Did you know that before Dr. Sarah Newcomb became an applied scientist in behavioral economics she was an aspiring opera singer? No? Then tune in to this episode of the Wicked Pissah Podcast to find out what else you might not know about Sarah! We will hear how...

171 – “The Why of Wealth” and “Haisley’s Birthday Money” Authors and FPA Members

by Kristin Beane | Sep 21, 2023 | Consumer News, FPANE News, Home Page Features

From Planning to Publishing: Educating Others by Writing from the Heart  Have you ever thought about writing a book but you’re not sure where to start? How do you figure out what to write about? How do you go about getting published? How do you get people to buy and...

166 – Protecting your clients’ property and wealth-Holly Gately

by Kristin Beane | Aug 31, 2023 | Consumer News, FPANE News, Home Page Features

Protecting your clients’ property and wealth with Personal Risk Advisor Holly Gately When was the last time you took your clients through a comprehensive risk assessment? Can’t remember? Then tune into this episode of the Wicked Pissah Podcast and hear from Personal...