In this episode of the Wicked Pissah Podcast, co-hosts Cory Christiana, CFP®, and
Kevin Williams, CFP®, CPA, are joined by Zach Donah, President and CEO of the
New England Society of CPAs.
Together, they discuss the state of the accounting profession and the important
role that the New England Society of CPA's plays in supporting over 14,000
professionals. Zach shares his journey from state government to organizational
leadership, while highlighting critical issues like advocacy, continuing education,
and development for emerging talent.
The conversation ranges from how technology like AI is emerging in public
accounting to practical advice on how financial planners and CPAs can foster
cross-industry collaboration to better serve their clients.
Listen in to learn more about the the CPA profession and cross-disciplinary
networking in New England!

In this episode, Guy Ziriak, Sales Vice President at Simplicity Group, unpacks how advisors can seamlessly weave risk mitigation into a client's holistic roadmap. Learn how to address the "silver tsunami," navigate shifting product landscapes, and conduct client risk conversations.

• Co-host's Cory Christiana, CFP® (NEXTEN FP), and Kevin Williams, CFP® (Full Life Financial Planning), welcome returning guest Guy Ziriak, Sales Vice President at Simplicity Group.

• Industry Roots & The "Delivering the Check" Turning Point
  Guy shares his journey, detailing how delivering a life insurance death benefit early in his career altered his perspective on risk management.

• Framing Risk Management: The GPS Analogy & Practical Client Scripts
  How to position insurance as a "route recalculation" inside a financial plan, defining the 6 Activities of Daily Living (ADLs), and running "what-if" stress tests to protect legacy assets against long-term care drains.

• The "Silver Tsunami" & LTC Structural Evolution
  Analyzing the surge of 5 million Americans turning 65 annually ("Peak 65"), and the surge in home care costs.

Resources & Links Mentioned

• Simplicity Group: https://www.simplicitygroup.com

• FPA of New England: https://www.fpanewengland.org

• Financial Planning Association (National): https://www.financialplanningassociation.org

In this episode of the Wicked Pissah Podcast, co-hosts Cory Christiana, CFP®, and
Kevin Williams are joined by Juan Carlos (JC) Artigas, Regional CEO and Global
Head of Research at the World Gold Council.
Together, they dive into the world of gold as JC breaks down its dual nature. He
explains how consumer demand in jewelry and technology drive golds pro-cyclical

side, while its role as an investment and central bank reserve supports its counter-
cyclical properties.

The conversation ranges from responsible mining practices and global market
dynamics to practical ways financial advisors can consider gold as a strategic
asset.
Tune in to learn more about gold as an intuitive asset!