Retireholiks - 401k Plan Industry Show for Advisors Podcast
1) Retireholics - ”You Don’t Own The Alphabet!”
Join us for a special episode of Retireholics this week with expert guest Financial Advisor Jim Sampson. A breakdown/analysis of Freddy B's 'Ten Products and Services with the Greatest Impact on the ...Show More
2) Josh Itzoe on Retireholics
Topics: Mandatory Roth Catch-Up rules, dark-side of M&A, NASDAQ on blockchain, FINRA crypto/blockchain education program, Chad's shoulder.
3) Theresa Conti - Retireholics
4) Retireholics - Wendy Eldridge
Potential topics: Topics to include: Blaze Credit Union and Osaic Deal, Empower's Schlichter Law Suit, Justin Bieber's New Album, Tax Credit Failures, Technology for Small Plans, Beneficiaries and ou...Show More
5) Retireholics Live | Guest: Carl Engstrom
Potential topics: Trumps EO!, The DOL’s RFI for PEPs, Sway Conference, Human Interest gets more $$, Empower Zero Fee SP500 X-Ray, FinTok, and Roswell Sighting of PEP Loving Mind Controlling Aliens.
6) Retireholics - Jack Towarnicky
ERISA expert and Industry Vet Jack Towarnicky joins Retireholics today. Topics to include: Josh Itzoe's New Product Launch, J.P. Morgan and Vestwell's SoloK, Is the Coverage Gap really narrowing?, Sen...Show More
7) Retireholics - July 3rd
Guest: We don't need no stinking guestTopics (maybe):• Schlichter, Pentegra Settle MEP Fiduciary Breach Suit• Bobby Bonilla, TIAA & Nuveen short film, 'The Big Deal' • Elizabeth Warren is seeking answ...Show More
8) Grant Ellis on Retireholics
We dive deep into the mind of Grant Ellis, AIF®, CPFA® The experiences, success and "learnings" of a Retirement Plan Advisor and his 20+ years in the biz.Topics potentially covered: • 401k Fee Structu...Show More
9) Shamanda Show on Retireholics
Topics potentially covered: John Sullivan's article on Fidelity Investments' analysis of 401k savings rates, Shlomo Benartzi's Secret Society, Brian Anderson & 401k Specialist Magazine's interview of ...Show More
10) Today’s Guest: The 401(k)ouple
This week on Retireholics, Christopher Tipper and Katherine Tipper of Hunter Benefits Consulting Group, Inc. also know as THE 401(k)ouple! Let the bourbon flow!