Kathleen and Amy speak with Dr. Preston Cherry, CFP®, AFC®, CFT®, a nationally recognized financial therapist and behavioral finance expert. Dr. Cherry is founder and CEO of Concurrent Financial Planning and Director of the Financial Planning Program at University of Wisconsin, Green Bay, and recently received the Heart of Financial Planning Award for his complete body of work.

We discuss Dr. Cherry's journey from bank teller to PhD, his philosophy that life and money work together as partners. He shares how asking better questions (and pausing long enough to hear the answer) can completely change the financial planning process. We talk about the hidden budget item of supporting adult children while caring for aging parents, what clients come to us for versus what they actually need, the important distinction between financial therapy and clinical therapy, and his Five Permissions of Wealth framework from his book Wealth and the Key of Life that helps clients pursue their goals without guilt and shame.

This episode is a thoughtful reminder that great financial planning isn't just about numbers—it's about aligning wealth with well-being and helping people find true financial harmony.

https://www.concurrentfp.com/

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

https://www.amazon.com/Wealth-Key-Life-Finding-Financial/dp/1394268661

Donna McKeown

Host Michael Connaughton is joined by Donna McKeown

Donna is the Financial Planning Association of New England's longest partner and is a team lead and loan officer at Movement Mortgage.

They discuss:

• Interest rate environment and factors to consider
• Tips for first time homebuyers
• Non-traditional mortgage products

And much more.

Contact Donna:

Website: mortgagesbydonna.com

Phone: 781 775 7172

Email: donna.mckeown@movement.com

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 chad.stone@rjivestmentmanagement.com
-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, jgilbert@concp.com

· For more info

· To be invited to their quarterly webinars