Xtrackers
Hosts Brad Wright and Chris Boyd are joined by John O’Connor and C. Allen Parker of JH
Whitney Investment management who together with Xtrackers have created the “Geostrategic
Risk Rating” system.
John is CEO of JH Whitney and was previously Chairman of JP Morgan Alternative Asset
Management. He’s a Senior Fellow at USMA West Point, has served as a member of the US
Department of Defense Business Board, a Civilian Aide to the Secretary of the Army for New
York, and has received awards from the Secretary of Defense, the Air Force, and the Navy.
Allen is President of JH Whitney and previously served as Interim CEO as well as General
Counsel for Wells Fargo & Company.
They discuss:
-What a Global Geostrategic Risk Rating system means for companies
-How this may affect our investments in these companies
-How the US government is responding to these risks
-Possible paths the US-China relationship could take

Learn more about our current geopolitical landscape and the Xtrackers US Critical Technologies
ETF (CRTC) that could potentially provide a solution for investors looking to mitigate these
risks in their portfolios at www.Xtrackers.com

For more information on JH Whitney, DWS the Geostrategic Risk Rating or CRTC please
contact Paul Berard, Xtrackers New England ETF Specialist @ paul.berard@dws.com , 203-
364-9426 or visit their website at Xtrackers US National Critical Technologies ETF| Xtrackers
by DWS

Kathleen speaks with FPA of New England chapter President Marybeth Breed and Massachusetts State Treasurer Deborah Goldberg about the various initiatives Treasurer Goldberg has worked on to promote financial education across the Commonwealth of Massachusetts. We learn about the task force she convened to determine the best approaches to developing financial education in our communities, the work of the Office of Economic Empowerment and the Baby Steps savings program, and why the Treasurer believes that financial education is a proactive medicine that can be used to address other problems. We also discuss why educating kids about finances as part of the school curriculum is such an important objective, the bi-partisan bill she put forth requiring financial education in our schools, and the challenges of getting new topics added to school curriculum.

Massachusetts State Treasurer Deborah Goldberg

Office of Economic Empowerment

Office of Economic Empowerment - YouTube

Worth in Wealth Program

Operation Money Wise

7Michael 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 CFP who went to Providence College, lives in the Boston area, and yet somehow
finds himself a Milwaukee Bucks fan?! Find out why…
They discuss:
-What goes into a talent search and whether candidates are difficult to find
- What candidates are searching for in a new firm
-Coaching both firms and candidates
-Lead Advisor’s app for vetted candidates

Learn more about Michael and Lead Advisors: https://www.lead-advisor.com/

Newsletter:

https://mailchi.mp/1f81a3c34ca4/lead-advisors-talent-market-insights-for-september-17380127

Web based app for several core employee roles for hiring firms:

https://app.careers.lead-advisor.com/login/start

Setting Charitable Intentions with Erinn Andrews of The Give Team

Education, food insecurity, climate change, humanitarian and disaster relief… There are countless causes and more than a million and a half charities in the US looking for support. We all have limited time and resources, so how do you possibly decide which organizations to donate to?

On this episode we are joined by Erinn Andrews, founder and CEO of the Give Team, to talk about how she helps clients be more strategic and intentional in their charitable giving. We talk with Erinn about how and why advisors should bring up philanthropy in conversations with their clients, the process she uses with clients to develop a charitable mission statement, how she identifies and selects charities that are in line with her clients’ giving missions, and why she prefers stay local when recommending charities to clients.

For more information or to contact Erinn:

erinn@thegiveteam.com

https://www.thegiveteam.com/

https://www.linkedin.com/in/erinn-andrews/

Incorporating Long Term Care Into Your Long-Term Planning

There are some grim statistics out there regarding long term care:

70% of adults who live until age 65 will develop a need for long term care services in their lifetime The average annual cost of a private room in a nursing home facility runs more than $100,000 a year.

How can you help your clients prepare for what can be catastrophic costs of care during their lifetimes? On this episode, we speak with Linda Thalheimer, an independent expert in long term care planning. Tune in to hear our conversation about who should consider buying long term care insurance, how certain policies can protect against Medicaid liens, new trends in the long term care industry, and how her parents have used over a million dollars in long term care benefits so far.

For more information:
https://www.linkedin.com/in/longtermcareadvisor/

https://www.longlifeplanning.com/

https://www.genworth.com/aging-and-you/finances/cost-of-care

In this episode, Chris Boyd CFP®, CASL, CEPS catches up with Bob Powell CFP®, RMA® to discuss the pressing issue of financial exploitation, focusing on scams and schemes.

Bob Powell highlights the prevalence of financial scams, particularly those targeting elderly individuals, with statistics showing significant financial losses and many cases going unreported.

-Common ScamsThe discussion covers various scams such as AI-generated deep fakes, phishing emails, romance scams, and "pig butchering" investment scams, illustrating the sophistication and creativity of modern scammers.

-Risk FactorsIdentifying factors that increase vulnerability to scams, including cognitive decline, social isolation, low financial literacy, and lack of a financial advisor.

-Protective Measures-Emphasis on education, awareness, and proactive planning. Recommendations for using tools like olderadultnestegg.com for regular assessments and creating a trusted contact to help safeguard clients.

https://www.thestreet.com/retirement-daily/

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

https://www.linkedin.com/in/j-christopher-boyd-b932169/

As an advisor, you may have a considerable part of your personal wealth connected to your business. How and when will you obtain that wealth by selling your business? Will you sell internally or to another firm? Will that firm be larger and backed by private equity? How soon do you want to exit or how long do you want to stay active and what restrictive covenants will impact you? Is it important to you to keep your brand … technology … control of portfolio management? These and many other considerations are discussed in this episode as co-hosts Chris Boyd & Brad Wright speak with today’s guest, Jessica Polito (http://linkedin.com/in/jessica-polito-thm) of Turkey Hill Management (https://turkeyhillmanagement.com/). Jess is one of the several upcoming presenter at the Wicked Good Succession Summit on June 5, 2024. Register and join us!

FPA NE - Wicked Good Succession Summit | June 5th, 2024

Location: The Artisan at Tuscan Village, Salem, a Tribute Portfolio Hotel, 17 Via Toscana, Salem, NH 03079

Date and time: Wed, Jun 5, 2024 8:00 AM - 6:30 PM

Organizer: Kristin Beane, (508) 320-1685, admin@fpama.org

Price: $150 (member)/$200 (non-member)

https://www.fpanewengland.org/2024/05/june-5-wicked-good-succession-summit/

http://linkedin.com/in/j-christopher-boyd-b932169

http://linkedin.com/in/bradleyonair

Mike 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.
Michael holds a BS in Finance from Bentley College. He has earned the Chartered Financial
Analyst designation and is a member of the Boston Security Analysts Society and CFA Institute.
They discuss:
- The strength of the US economy and whether we’re headed towards a recession
- Why gold, silver and other commodities have been doing so well lately
- The US deficit
- A bit about politics… without getting political

Learn more about State Street Global Advisors: www.ssga.com

1) SPDR Exchange Traded Funds (ETFs) | SSGA
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3) Insights (ssga.com) – save as a favorite and check back often
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