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Wicked Pissah Podcast

Wicked Pissah Podcast

De : FPA NE
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The Wicked Pissah Podcast, brought to you by the Financial Planning Association of New England (FPA of New England), features discussions for financial professionals including topics of financial planning, recent or future events in the financial services industry, and interactions with influential speakers from across the industry. Additionally, the educational program will review the latest updates and announcements surrounding the New England chapter of FPA. Join us and listen in for engaging discussions and insightful content! Economie Finances privées Management Management et direction
Épisodes
  • The Social Security timeline may be shorter than expected so what does that mean for your retirement?
    Jun 23 2026
    In this episode of Something More with Chris Boyd, Chris Boyd and Russ Ball are joined by Social Security expert Marcia Mantell to unpack the latest Trustees Report and its implications. With projections pointing to a potential shortfall by 2032, they explore what's driving the change—and what it could mean for your future benefits. Marcia shares insights from decades of experience helping retirees navigate Social Security decisions and explains why some of the most common reactions—like claiming early—may do more harm than good. Learn more about Marcia Mantell and her work:
    Marcia's website: https://mantellretirementconsulting.com/
    Marcia's LinkedIn Profile: https://www.linkedin.com/in/marciamantell/ Explore policy insights and planning tools:
    Committee for a Responsible Federal Budget: https://www.crfb.org/ Connect with the hosts:
    Chris's LinkedIn Profile: https://www.linkedin.com/in/j-christopher-boyd-b932169/
    Russ's LinkedIn Profile: https://www.linkedin.com/in/russ-ball-3058b5160/ In this episode, we discuss:
    • What the 2026 Social Security Trustees Report actually says
    • Why the projected shortfall timeline has moved closer
    • Common misconceptions about claiming benefits early
    • Potential policy solutions on the table
    • How to plan for uncertainty in retirement income
    If you found this helpful, be sure to like, subscribe, and share with someone who's thinking about retirement. #RetirementPlanning #SocialSecurity #FinancialAdvising #WealthManagement #FinancialPlanning #PolicyInsights #AdvisorPerspective
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    43 min
  • #292 - Research and Reporting with YCharts' Jeff Juracka
    May 5 2026

    Our guest on today's episode is Jeff Juracka, Senior Account Executive at YCharts. Jeff
    has been building and leading his team at YCharts for the past six years. He's a graduate
    of Loyola University of Chicago and is a former rugby player, who also studied


    - YCharts was founded in 2009 to democratize investment research. They are an all-in-one
    platform for investment research and client communication, with tools that are easy to
    use, and data that is reliable and timely.

    They discuss:
    -The current state of FinTech
    -Why visual presentations matter
    -Charts advisors gravitate towards


    Contact YCharts: https://ycharts.com/

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    36 min
  • #291 - Before It Breaks: Spotting Financial Red Flags in Aging Parents
    Apr 28 2026

    Nobody plans for the call—but sooner or later, it comes.

    In this episode of the Wicked Pissah Podcast, Chris Boyd sits down with award-winning financial journalist and author Beth Pinsker

    to talk about the moment everything shifts—when you go from "concerned family member" to full-on financial caregiver.

    Drawing from her book My Mother's Money, Beth shares the early warning signs families often overlook, why having the "right" documents doesn't always mean you're actually prepared, and how quickly the emotional and financial weight can hit.

    As Beth puts it: "Financial red flags come first… handling money is a complicated higher function."

    This is a real-world conversation about what advisors need to understand—and what families wish they knew sooner.

    If your clients have aging parents (and they do), this episode isn't optional—it's essential listening.

    Find out more- https://bethpinsker.com

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    1 h et 11 min
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