Kathleen Kenealy - Podcast Details

Shows

Wicked Pissah Podcast#236 - Direct Indexing Strategies with Greg Kanarian, JD, CFADirect Indexing Strategies with Greg Kanarian, JD, CFA Hosts Kathleen Kenealy and Chris Boyd speak with Greg Kanarian, an Investment Strategist at Natixis Investment Managers representing the firm’s Direct Indexing strategies. Greg joins the show to talk all things direct indexing - what it is, common benefits and tax advantages, which clients it may or may not be appropriate for, what personalization and customization options are available, and more. If you’ve been curious about direct indexing but haven’t taken time to learn much about it, this episode is for you! ...2025-02-1848 min

Wicked Pissah Podcast#230 - FPA-NE 2025 Chapter Leaders: Sam Gough & Abe RingerFPA-NE 2025 Chapter Leaders: Sam Gough & Abe Ringer Hosts Brad Wright and Kathleen Kenealy are joined by Sam Gough and Abe Ringer. Sam is the 2025 incoming FPA-NE Chapter President and Abe will be President-Elect (2026 President). When not volunteering to run our chapter, Sam is a Senior Client Advisor with Ballentine Partners, where he focuses on Estate Planning and Investment Strategies. Prior to his 20-year tenure at Ballentine, he worked as an analyst at Goldman Sachs. Sam graduated from Tufts University and is a school board member in Plymouth, NH. Abe is principal...2024-12-2438 min

Wicked Pissah Podcast#227 - Retirement Plans & Community Impact: Insights from Financial Planning Leader John McAvoyJoin us as we speak with FPA chapter past president, John McAvoy! John shares insights about working in the Retirement Plan space both with employers and participants. Thinking of doing more with 401Ks or IRAs, then you’ll want to listen this episode. We start off the show learning about John’s sustained commitment to the financial planning profession and giving back to our community. John F. McAvoy, CFP®, AIF® http://linkedin.com/in/johnfmcavoy J. Christopher Boyd, CFP®, CASL® http://linkedin.com/in/j-christopher-boyd-b932169 Kathleen Kenealy, CFP®, CPWA® http://linkedin...2024-11-2657 min

Wicked Pissah Podcast#225 - Financial and Caregiving Challenges: Couples with and without Children-Bill & Paula HarrisFamilies with children may have more financial challenges in the accummulation phase, but couples without kids have different challenges more often later in life. After each other, who is to become a healthcare proxy, or trustee? In this conversation our panelists include Bill & Paula Harris and co-host, Kathleen Kenealy. We discuss a variety of the challenges and possible solutions. Bill Harris, CFP®, RMA® http://linkedin.com/in/billmharris Paula Harris http://linkedin.com/in/paulaharris Kathleen Kenealy http://linkedin.com/in/kathleenkenealy Chris Boyd, CFP®, CASL® http://linkedin.com...2024-11-1238 min

Wicked Pissah Podcast#221 - Jack Heintzelman – FPA National Board of DirectorsJack Heintzelman – FPA National Board of Directors Hosts Brad Wright and Kathleen Kenealy are joined by Jack Heintzelman. Jack is a financial planner with Boston Wealth Strategies, where he has been since 2018. Jack has been serving on the FPA NexGen National Leadership Committee, for the past two years, and has just been elected to the FPA National Board of Directors for a three-year term, beginning in 2025. Jack has his B.A. in Finance from Saint Anselm College, where he was also captain of the varsity soccer team. They discuss: - Things a Ne...2024-10-1546 min

Wicked Pissah Podcast#215 - Stephanie Aliaga – J.P. MorganStephanie 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, deliver timely commentary and maintain forecasting models for weekly submissions to Bloomberg and the Wall Street Journal. She’s also responsible for publications such as the Guide to the Markets, On the Minds of Investors blog, and serves on the committee that produces the Long-Term Capital Market Assumptions underpinning J.P. Morg...2024-08-2747 min

Wicked Pissah Podcast#210 - Valuing Your Life’s Work with Aaron Wells of FP TransitionsValuing Your Life’s Work with Aaron Wells of FP Transitions Hosts Kathleen Kenealy and Chris Boyd are joined by Aaron Wells, Director of Financial Analysis at FP Transitions, to discuss how Aaron and the team at FP Transitions help advisors measure and assess the value of their life’s work. Aaron explains why it’s so important to “start with why,” what metrics help drive the value of a business, how different size practices should think about approaching valuation, the process FP Transitions uses to collect data to run a valuation on a firm, and the dif...2024-07-231h 02

Wicked Pissah Podcast#207 - Michael Connaughton – Lead Advisor7Michael Connaughton – Lead Advisor Hosts Brad Wright and Kathleen Kenealy are joined by Michael Connaughton. Mike is co- founder of Lead Advisor, a wealth management collective that specializes in building firms, practices and careers. They provide creative perspective, time leverage and industry insights for growth focused businesses and professionals. With a niche in talent acquisition and development, Lead Advisor partners with firms and practices to help solve for service, scalability and succession planning. They also empower professionals in the field through career strategy coaching, leadership development and study groups. Michael is a C...2024-07-0251 min

Wicked Pissah Podcast#202 - Recession? Commodities? Deficit? Mike Arone – State Street Global AdvisorsMike Arone – State Street Global Advisors Hosts Brad Wright and Kathleen Kenealy are joined by Mike Arone. Mike is Managing Director and Chief Investment Strategist for State Street Global Advisors US Intermediary Business Group. Michael is a highly regarded speaker at industry conferences and is the author of several articles related to investment management practices. He is a member of the firm's Senior Leadership Team and has worked extensively with the firm's global institutional and intermediary clients to help them identify investment solutions that enable them to meet their long-term financial goals.2024-05-2147 min

Wicked Pissah Podcast#200 - Life Planning with George KinderFor our 200th episode, we are joined by the legendary George Kinder, best known for creating the Registered Life Planner designation and curriculum through the Kinder Institute of Life Planning. George is a pioneer who helped to shape what has become the financial planning industry. Join past chapter president, Chris Boyd of Wealth Enhancement Group & Kathleen Kenealy, current chapter board member & founder of Katapult Financial Planning, for an uplifting and inspiring discussion about financial planning in the context of Life Planning. Harvard-educated George Kinder started as a tax planner and a personal financial advisor (1973 - 2004) and su...2024-05-071h 05

People of AIKathleen Kenealy - Creating, building, and releasing Gemma, Google's open model familyMeet Kathleen Kenealy, a Software Engineer at Google DeepMind, working on the next generation of large language models (LLMs) and open models. In the episode we talk about Gemma, Google’s newest family of lightweight, state-of-the-art open models built from the same research and technology used to create the Gemini models. Join us as we unpack the history and the importance of open technology at Google and the advantages and risks of sharing cutting edge technology with the world. We learn how that open technology started Kathleen on her own journey into AI. Kathleen shares her experience gro...2024-03-2854 min

Wicked Pissah Podcast#181 - Collaborating with a Daily Money Manager to Enhance Client RelationshipsCollaborating with a Daily Money Manager to Enhance Client Relationships We all have clients that don’t always know where their money goes each month, who struggle to find important documents when they need them, who hate opening their mail and paying their bills, and who stress around tax time trying to get information to their accountant. As advisors, we love helping our clients plan for the future, but we often don’t want to get into the weeds of managing their day-to-day finances. Luckily, there are other people out there that do! On this epis...2023-12-1250 min

Wicked Pissah Podcast#174 - Helping women become more financially confident - Purse StringsHosts Brad Wright and Kathleen Kenealy are joined by Purse Strings founders Dr. Barb Provost and her daughter Maggie Nielsen, MBA. They discuss: What led Barb and Maggie to found a financial services organization for women How the gender wealth pay gap impacts women’s financial security, and how women can become more financially confident How you, as an advisor, can potentially team up with this organization You’ll also learn how to become comfortable working with female clients and the skills required. For more info on Purse...2023-10-1756 min

Wicked Pissah Podcast#149 - Karen Van Voorhis, Membership Director, and Kayla Holland, Next Gen DirectorOn this episode, host Kathleen Kenealy speaks with two of the FPA New England chapter’s board members: Membership Director Karen Van Voorhis, CFP® and Kayla Holland, CFP®, head of the Next Gen Committee. We hear from Kayla and Karen about the different paths they each almost took before pursuing a career in financial planning. We talk about the value of starting a career in a small firm that provides you with an opportunity to experience many different aspects of running a wealth management firm. Karen shares her tips for finding a position as a planner without ever actually appl...2023-04-0445 min

Wicked Pissah PodcastEpisode 141 - Mark Prendergast, Director of Tax Strategies at Inspired FinancialIn this episode, hosts Kathleen Kenealy and Jeff Tomaneng are joined by 2022 FPA Heart of Financial Planning Award winner Mark Prendergast. Mark talks to us about his career over the years, how he works with clients in his role as Director of Tax Strategies at Inspired Financial, and how he’s developing the next generation of planners and leaders at his firm. We also learn about what he’s looking forward to in retirement, what inspires him to tirelessly give back through volunteering and pro bono efforts, and how he found love through the FPA. Mark's links: 2023-02-0942 min

Wicked Pissah PodcastEpisode 137 - Shaun Erickson, Kevin Williams and Marybeth Breed, FPA 2023 Incoming Executive Committee Leadership TeamHosts Kathleen Kenealy and Brad Wright are joined by members of the FPA 2023 incoming executive committee leadership team, Shaun Erickson, Kevin Williams and Marybeth Breed. We ask them about their experiences as members of the FPA, how they found themselves in leadership positions, and what they find most valuable about the FPA community. We take a look back at 2022 as the year comes to a close and reminisce about being back in person again for Wicked Good Talks and Gala for a Goal. We hear from them about what it is like serving on the board and what the...2022-12-2744 min

Wicked Pissah PodcastEpisode 132 - BLX Internship Program with Chloe Moore and Luis RosaIn this episode, Kathleen Kenealy and Rene Jarquin, Director of the FPA of New England’s Diversity, Equity & Inclusion Committee, are joined by Chloe Moore, CFP® and Luis Rosa, CFP®, EA, two of the co-founders of the BLX Internship program. According to recent data published by the CFP Board, less than 5% of CFP® Professionals are Black, Hispanic or Latino. The mission of the BLX Internship Program is to make the demographics of the financial planning profession more representative of the population of the country by providing an entry point into financial planning for Black and LatinX individuals. Join us to le...2022-11-2244 min

Wicked Pissah PodcastEpisode 131 - Special Needs Planning with Alexandria Dunn, Cynthia Haddad, John Nadworny of Affinia Financial GroupCo-hosts Jeff Tomaneng, CFP®, CDFA® and Kathleen Kenealy, CFP®, CPWA® are joined by Alexandria Dunn, CFP®, CTFA, Cynthia Haddad, CFP®, ChSNC®, and John Nadworny, CFP®, CTFA of Affinia Financial Group to discuss their expertise in Special Needs Planning. You’ll learn how Alex, Cynthia and John are uniquely qualified to guide families who have a loved one with a disability; how they work with their clients to keep them motivated and engaged in the planning process; how their practice and this type of planning has evolved over the years; and their suggestions for other advisors who are, or are considerin...2022-11-0852 min

Wicked Pissah PodcastEpisode 128 - Dennis Moore & Patrick Mahoney, Title Protection for Financial PlannersThe Financial Planning Association® is examining a multi year effort to have title protection for Financial Planners. Considering the merits and challenges in this discussion with 2022 FPA President, Dennis Moore, CFP®, and CEO and Secretary of the FPA, Patrick Mahoney, on this episode of the Wicked Pissah Podcast hosted by Chris Boyd, CFP® and Kathleen Kenealy, CFP®.2022-09-2756 min

SVB Private PerspectivesFinancial Planning Essential: Life InsuranceKathleen Kenealy, Director of Financial Planning, invites Tim Gibson, Managing Partner at McWalter Volunteer Insurance Agency, to answer some of the most frequently asked questions about life insurance. Listen now as they explain why you should consider purchasing life insurance, how much coverage you may need, and how you can work with advisors to obtain a policy. 2020-09-2912 min

SVB Private PerspectivesCollege Savings ConsiderationsKathleen Kenealy, Director of Financial Planning, provides insight on when, how and the appropriate investment considerations when saving for college costs. Listen now to her discussion with Jason Cain, Head of the Center for Wealth Planning Excellence. 2020-08-1231 min

SVB Private PerspectivesDos & Don’ts of Retirement Plan Distributions Under the CARES ActThe CARES Act contained provisions that allows certain individuals to take a new type of coronavirus-related distribution, and waives the 2020 Required Minimum Distributions. Jason Cain, Co-Head of the Center for Wealth Planning Excellence and Kathleen Kenealy, Director of Financial Planning, sit down to discuss what this means for you. Listen now. 2020-06-2223 min

SVB Private PerspectivesPreparing for a CrisisThere are certain things in life we cannot control, so it’s important to be prepared. Kathleen Kenealy, Director of Financial Planning, reviews the things you can do today to prepare yourself for a crisis. 2020-05-1417 min

SVB Private PerspectivesUsing Your Credit WiselyAn important component of your financial health is managing your credit. Kathleen Kenealy, Director of Financial Planning, reviews three key components of monitoring and using credit wisely. 2020-04-2010 min

Financial Advisor SuccessEp 103: Finding Success As A Great Financial Planner Without The Need For Business Development Or Partnership with Kathleen Kenealy My guest today is here to talk about a kind of success that hasn’t been covered much on the podcast: building a career within a larger firm instead of going independent. Kathleen Kenealy is the Managing Director and Senior Wealth Advisor for Boston Private Wealth—a private bank and trust company that oversees nearly $8 billion of assets under management—and while she manages more than $300 million for seventy-five client households, she isn’t actually responsible for bringing in clients. Instead, she focuses her time on doing financial planning for the firm’s clients and improving the financial planning processes...2018-12-181h 52