Hosts Brad and Kevin speak with Cozy Wittman of College Inside Track.

Our guest on this episode is Cozy Wittman. As Education and Partnership leader at College Inside Track, Cozy speaks nationally about college search, educating families and training financial advisors and other professionals who work with families with high schoolers.

Cozy is passionate about dispelling myths around how colleges accept students and how they price their product. She has been featured in The Journal of Financial Planning on the subject of college planning. And she's a mom of 5 kids, who all had different goals for college!

They discuss:

• The difference between acceptance, deferral, and waitlist
• Appealing financial aid offers, and getting your "paying for college" plan in place
• Whether it's worth the time to search for multiple smaller scholarships

Contact Cozy and College Inside Track: www.collegeinsidetrack.com

"AI's Impact on Advisory Practice Business Transactions"

On this episode of the Wicked Pissah Podcast, we are joined by Brian Goodhart, Director of Capstone Strategic's M&A Advisory Services Practice.

Artificial Intelligence is increasingly impacting Advisory Practices, and its impact on potential business transactions is not immune to this quickly changing landscape.

Brian shares with us his tremendous background and experience with Advisory Practice transactions, how AI has changed the landscape of due diligence and target acquisition for Advisory Practices, and what we can do to be prepared to buy or sell a business.

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

"Looking Ahead to 2026 and What FPA of New England Has Instore"

On this episode of the Wicked Pissah Podcast, we are joined by Sam Gough, 2026 Chair, Abe Ringer, 2026 President, and Kathleen Kenealy, 2026 President-elect, to discuss what the Financial Planning Association of New England has been up to and MORE IMPORTANTLY what they have instore and are focusing on for 2026.

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

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.