228 – Helping Financial Advisors Save on Taxes – with Catherine Tindall, CFA

by Kristin Beane | Dec 7, 2024 | Consumer News, FPANE News, Home Page Features

Helping Financial Advisors Save on Taxes – with Catherine Tindall, CFA More and more I keep hearing from other financial planners that they are struggling to find good CPAs that they can send their clients to for tax preparation. Too many CPAs are either retiring or...

219 – Julie Casey – Definiti

by Kristin Beane | Oct 29, 2024 | Consumer News, FPANE News, Home Page Features

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,...

218 – Donna McKeown – Mortgages & Interest rate movement

by Kristin Beane | Oct 18, 2024 | Consumer News, FPANE News, Home Page Features

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...

215 – Stephanie Aliaga – J.P. Morgan

by Kristin Beane | Sep 26, 2024 | Consumer News, FPANE News, Home Page Features

Stephanie Aliaga – J.P. Morgan Hosts Brad Wright and Kathleen Kenealy are joined by Stephanie Aliaga, Global Market Strategist on the JP Morgan Asset Management Market Insights Team, based out of New York. Stephanie helps formulate and communicate economic views,...

216 – Navigating the College Selection Process with Todd Weaver

by Kristin Beane | Sep 25, 2024 | Consumer News, FPANE News, Home Page Features

On this episode of the Wicked Pissah Podcast Kathleen speaks with Todd Weaver, President of Strategies for College, to talk about the work Todd does helping students and their families navigate the important yet often confusing college selection process. Todd...

212 – Bonds vs. Bond Funds- Vanguard with Ted Dinucci

by Kristin Beane | Sep 7, 2024 | Consumer News, FPANE News, Home Page Features

Vanguard Hosts Brad Wright and Chris Boyd are joined by Ted Dinucci, an investment strategist with Vanguard’s Investment Advisory Research Center, the team tasked with creating thought leadership for their intermediary advisory partners across a range of investment,...