In this episode, Kathleen speaks with Stevyn Guinnip, founder and CEO of Grow Wellthy. Stevyn is a certified wellness coach and exercise physiologist who helps financial advisors approach their health with the same intentionality they bring to financial planning. Stevyn's path to this work is anything but ordinary: she grew up as the daughter of a financial advisor and watched many of his clients retire, only to lose their health before they could enjoy their retirement. After surviving a near-death experience, Stevyn went back to the research to rethink what true health actually means.

Stevyn explores what it looks like to treat your health as a core asset, how "health debt" accumulates quietly over time, and why the concept of health span versus sick span may be one of the most valuable frameworks advisors can bring into client conversations. Stevyn makes a compelling case that advisors who aren't asking health-related questions are missing a wildcard that could derail an entire financial plan. This conversation is a timely reminder that the same discipline and care you bring to your clients' financial lives should extend to your own health as well.

https://www.growwellthy.com/

https://www.linkedin.com/in/stevyn-guinnip/

https://growwellthybook.com/

Andrea Schlapia: Founder and CEO of Ironstone Business Coaching
Hosts Michael Connaughton and Kathleen Kenealy are joined by Andrea Schlapia
Founder and CEO of Ironstone Business Coaching.
Andrea Schlapia began her career in banking, then rose through the ranks of global
investment firms like Dreyfus, Prudential, and Deutsche Bank. In 2008, she launched
Ironstone, which specializes in helping financial advisors.
Andrea is the go-to practice management expert for independent financial advisory
firms. She is the founder of Ironstone and creator of Ironstone's Fundamental 4™
blueprint, a system that guides financial advisory professionals and their teams to grow
purposefully, operate efficiently, and leave the next generation with a wealth of
knowledge to continue the business legacy.
We discuss:
 Best practices around hiring and organizational structure
 Ways to "delegate and elevate"
 Defining your firm values

And much more

More on Andrea and Ironstone
Website
LinkedIn Profile

Hello and welcome to this episode of the Wicked Pissah Podcast. I'm
Michael Connaughton co-founder of Lead Advisor and I serve on the
Partnerships committee of the New England FPA and co-hosting with me
today is Amy Mohan fellow chapter member and Certified Financial
Planner with Daniel J Galli and Associates.
Joining us today is Michael Barrasso.
Michael Barrasso is the Co-Founder and CEO of WealthReach, an AI-
powered growth platform built for financial advisors and wealth
management firms. The company helps firms modernize organic growth
through tools designed to improve visibility, support personalized outreach,
and turn demand into conversations.
Michael also leads business development at his family's RIA. Since joining
the firm three years ago, its AUM has nearly doubled to close to $400M, all
organically. WealthReach is the product of taking the strategies that have
worked at his own firm and building a system for other firms to do the
same.

Ankit Dhawan-Partnerships at Blue J
Hosts Michael Connaughton and Kevin Williams are joined by Ankit Dhawan
Ankit is Partnerships Manager at Blue J. Blue J is one of the New England FPA's newest partners and he
shares details around:
 How advisors and tax professionals are leveraging Blue J for tax research
 Ways to utilize the tool
 How Blue J's AI is used to create time savings for advisors and add value to their clients.
And much more.
Blue J's website: https://www.bluej.com/
Ankit's LinkedIn: https://www.linkedin.com/in/ankit-dhawan/
As a FPA New England member, you can start using Blue J at an exclusive discounted price. For more
details, please visit your member portal.

Hidden Assets, Red Flags, and the Truth in the Numbers – with Sara Nanchanatt, CPA/CFF

On this episode, I talk with Sara Nanchanatt, founder of SN Forensics, about her path into forensic accounting—from an uninspiring audit internship to a transformative Peace Corps experience that ultimately led her to a field blending accounting, law, data analytics, and investigative work.

We discuss her move from corporate roles to launching her own firm, and how she built a consulting practice while still working full-time. We also dig into the practical side of forensic accounting, including using AI tools to turn financial documents into analyzable data, staying flexible as investigations evolve, and the importance of maintaining neutrality as an advocate for the truth.

Sara also highlights the prevalence of fraud in certain communities, the importance of financial transparency, and red flags financial planners should watch for—especially when working with clients navigating divorce.

What's it time for?

https://www.snforensics.com

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

Kathleen and Amy speak with Dr. Jay Zigmont, PhD, CFP®, founder of Child Free Wealth and Child Free Trust, a fiduciary solution built specifically for the growing population of adults without children. Dr. Zigmont is on a mission to address what he calls the "fiduciary void" for the roughly 25% of U.S. adults who are child-free yet are still served by an industry that typically assumes every client has (or will have) kids.

Jay shares his personal path from healthcare leadership and academia to financial planning, and what he discovered while earning his CFP®: the standard planning "life script" is baked into the education, tools, and assumptions of our profession. That insight led him to research child-free households, write books on the topic, and ultimately build a planning model aligned with child-free client goals—including a flat annual fee structure designed to eliminate conflicts that can arise when clients want to intentionally spend down assets.

We discuss:

• Why traditional AUM pricing can clash with "Die With Zero" goals

• How Jay uses a "Die With Zero Safety Net" approach, including long-term care planning, delayed Social Security, and a lower Monte Carlo target paired with ongoing adjustments

• The estate planning reality for child-free adults—why many don't have documents in place, and how the system assumes a next-of-kin safety net

• How Child Free Trust works as a nationwide backstop for medical and financial decision-making (POA, executor, trustee), coordinated with care teams and 24/7 support

• Why long-term care planning is a fiduciary responsibility for every advisor—especially for solo agers—and how clients weigh self-insuring vs. standalone coverage

This episode is a practical, thought-provoking look at how our planning process, tools, and business models may need to evolve to better serve a large (and growing) segment of clients—particularly those navigating retirement and aging without children.

https://childfreewealth.com/

https://childfreetrust.com/

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

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.