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Retireholics - 401k Plan Industry Show for Advisors

Business & Economics Podcasts

401k retirement plan industry podcast for financial advisors, TPA's, CPA's, plan sponsors & other 401k and financial nerds. Formerly the "retireholiks", but our stupid spelling was confusing people. We have unscripted, uncensored discussions with 401k retirement plan insiders and other financial professionals, while drinking beer and playing games.

401k retirement plan industry podcast for financial advisors, TPA's, CPA's, plan sponsors & other 401k and financial nerds. Formerly the "retireholiks", but our stupid spelling was confusing people. We have unscripted, uncensored discussions with 401k retirement plan insiders and other financial professionals, while drinking beer and playing games.

Location:

United States

Description:

401k retirement plan industry podcast for financial advisors, TPA's, CPA's, plan sponsors & other 401k and financial nerds. Formerly the "retireholiks", but our stupid spelling was confusing people. We have unscripted, uncensored discussions with 401k retirement plan insiders and other financial professionals, while drinking beer and playing games.

Language:

English

Contact:

6504257911


Episodes

Nevin & Fred have a podcast!

10/8/2021
Fred Reish and Nevin Adams talk to us a bit about their podcast (which is great by the way). We also discuss the breaking news in the 401k retirement plan space.

Duration:01:00:33

Ross Marino - Wealth @ Work Conference

9/27/2021
Special Edition of Retireholics on what’s going down at the 2021 Wealth@work Conference in Nashville. A pre-conference episode with special guest Ross Marino of Advisor 2X. We'll be there! https://wealthatwork.live/ OCTOBER 24-26, 2021 NASHVILLE

Duration:01:03:18

Bill Schories - National Sales Director - DCIO at Invesco

9/18/2021
Are 401ks only for the privileged? The boys are joined by Bill Schories of Invesco to discuss if 401ks suck, mutual fund scoring, leveraging DCIO partners, and the Nirvana baby.

Duration:00:58:55

Josh Itzoe

9/9/2021
He's written many leather bound books, and smells of rich mahogany.

Duration:01:05:26

Another ‘Shamanda Show‘ takeover

8/31/2021
Shannon & Amanda take over Retireholics, like always it's a train-wreck. You are fortunate to be listening to the Podcast version, as the video of this is a seizure inducing CF.

Duration:01:03:17

Jennifer Sahady - "Thank You For Coming to My TED Talk".

8/26/2021
As all the new tools and tech fail to make the big difference in participant outcomes that we hoped for. Is boring old financial education is where we should be returning our focus?

Duration:01:32:10

Sean Patton of Westminster Consulting

7/30/2021
Financial Advisor Sean Patton joins the show to discuss aggregators, the convergence of health, wealth and retirement, and strategies around being an HR consultant.

Duration:01:01:29

Matthew Jackson - The Retirement Dreammaker

7/2/2021
Matthew Jackson the author of The Retirement Dreammaker, he loves retirement, loves Jiu Jitsu and most importantly he loves himself a shhmmmedium t-shirt.

Duration:01:01:25

Carrie Ohm - One Digital

6/29/2021
We finally get to chop it up with Carrie Ohm. Her role at One Digital gives her a unique vantage point on advisors, retirement plans and the industry as a whole. This was a fun episode, even with Chad's ramblings.

Duration:01:03:54

Cindy Dash - Broadridge Senior Vice President

6/21/2021
What is a "custodian" for a retirement plan? Now that the DOL is now auditing the cybersecurity of plans and want information involving cybersecurity from vendors and plan fiduciaries, are we safe from hackers? Jania Stout drops in to thank everybody for all their donations to the Leukemia & Lymphoma Society. We play JD's "one of these things doesn't belong" game, which is absolutely pointless for a podcast listener.

Duration:01:03:25

Preston Rutledge - Former Head of DOL’s EBSA

6/16/2021
We discuss SECURE 2.0, Biden Retirement Plan Tax Proposals, Washington & Lobbyists, and of course Bourbon.

Duration:01:02:17

401k Mindfulness with Fred Barstein

6/4/2021
We talk about a lot of breaking retirement news, but also take a break to talk about the transformative effects of meditation and how impactful this can be for all us stressed out financial industry folks.

Duration:01:04:31

IRA's for kids with Chris Carosa

6/2/2021
The Child IRA, why and how you should be helping kids get IRA's and start putting money into it (hint: compound interest). Gamification in 401k, how it works, who is doing it, should we be doing it? We also talk about Hamburger Dreams, the book Chris wrote about lore surrounding the invention of the hamburger, and where he thinks the evidence leads.

Duration:01:04:16

Rothification of the 401k Match & Crypto in 401k

5/21/2021
Is the volatility of crypto currently too wild to even be considered for 401k, or is their adoption into plans a forgone conclusion and it's just a matter of when. The boys have the "rothification" of the match conversation, and it goes about as good as it's going for anybody else.

Duration:01:00:04

John Faustino - Head of Fi360

5/14/2021
SECURE 2.0, the current state of TDFs? Advisors and Fund Review Best Practices The concept of teaching training for Plan Sponsors AKA- Fiduciary Essentials for Defined Contribution Plans. Nevin Adams article about Congress and TDFs. https://www.napa-net.org/news-info/daily-news/are-target-date-funds-target

Duration:01:03:21

401k Fridays host Rick Unser

5/7/2021
Rick asked the longest Quiz of Death question ever and nobody could agree on the right answer, but we still zaped Chad with our new large breed shock collar.

Duration:01:00:17

Katie Boyer - PensionPro & ACROSYNpro

4/29/2021
Wow, Katie Boyer managed to get through the whole show with only #4 ACROSYN fails. That's pretty damn impressive. Oh wait, I'm suppose to try and type 401k TPA like keywords in here for SEO, not just say what's important... which is Katie Boyer is friggen LEGEND!

Duration:00:57:24

Michael Kitces - This dude has a Wikipedia page!

4/28/2021
Michael Kitces is an American financial planner, commentator, speaker, blogger, and educator. He frequently contributes to industry publications, publishes a blog and newsletter for advisors, is the former practitioner editor of the Journal of Financial Planning, the co-founder of the XY Planning Network (#168 on the Inc. 5000 list in 2018) and AdvicePay, and is a partner of Pinnacle Advisory Group, a financial advisory firm. He has also been featured in Investopedia's top 10 "most...

Duration:01:37:56

Sheri Fitts - Showing up to virtual.

10/30/2020
Marketing creative expert, who has been serving the financial industry for that last 25+ years, talks about how advisors need to actually put some effort into their virtual meeting approaches.

Duration:01:05:17