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Open Windows Investing by TPFG

Business & Economics Podcasts

Hosted by Julie Mochan, this podcast is for financial professionals that want to learn about the opportunity of providing advice to their clients about investing within self-directed brokerage accounts (SDBA). SDBA windows exist within thousands of 401(k), 403(b), and 457 retirement plans across the United States. Julie’s interviews are engaging and interesting for anyone in the financial industry.

Hosted by Julie Mochan, this podcast is for financial professionals that want to learn about the opportunity of providing advice to their clients about investing within self-directed brokerage accounts (SDBA). SDBA windows exist within thousands of 401(k), 403(b), and 457 retirement plans across the United States. Julie’s interviews are engaging and interesting for anyone in the financial industry.

Location:

United States

Description:

Hosted by Julie Mochan, this podcast is for financial professionals that want to learn about the opportunity of providing advice to their clients about investing within self-directed brokerage accounts (SDBA). SDBA windows exist within thousands of 401(k), 403(b), and 457 retirement plans across the United States. Julie’s interviews are engaging and interesting for anyone in the financial industry.

Language:

English

Contact:

800-735-7199


Episodes

David Blanchett: The Realities of Retirement and More

4/21/2022
In this episode, Julie tells you what Strategy PLUS is, and then asks David Blanchett about: His PersonalHistory in the Industry😎Financial Designations and the American College 🔠Is Retirement Real? 🏖Women in the Workplace and Retirement trends 💃🏽The RealitiesSocial Security 😳The Value of an Advisor 😎MEPs vs PEPs 🤼Research on 401k Plan Participants 📖Advice for the Profession 🦉At TPFG, our success depends upon your advisory business flourishing 🌳, by doing what is in the best...

Duration:00:31:15

Josh Emanuel Talks: Inflation| Yield Curves| Energy Prices| Housing Market

4/7/2022
📢 Julie Mochan announces that TPFG is engaging Wilshire in a strategist due diligence / oversight relationship. PLUS, listen to Josh Emanuel, CIO of Wilshire give the latest on: 📊 Wilshire History 📏 Benchmarking and Indexes (hi there FT Wilshire 5000) 📈 Inflation: flexible or sticky? 🛒Demand: Goods or Services? ⛽ Energy Prices 📈 Interest Rates % 🏡 Housing Market, what the Yield ⚠ Curve is doing, and more! At TPFG, our success depends upon your advisory business flourishing 🌳,...

Duration:00:39:17

Rene Reyna of Invesco: Is ESG still where the Growth Is?

3/17/2022
In this Episode, Julie Mochan interviews Rene Reyna, CFP®, Head of Thematic & Specialty Product Strategy, Invesco ETF and Indexed Strategies. TPFG's Strategy PLUS platform utilizes Invesco's expertise in the thematic ESG space to expand investment model choices for advisors wanting to help their clients through self-directed brokerage accounts (SDBA) of group retirement plans. LISTEN AND LEARN! 🌎 What IS thematic investing and thematic ESG investing 🌎 The Principles for Responsible...

Duration:00:27:29

Matt Peron: Investing in a Rising Rate Environment

2/2/2022
In this episode, Open Windows Host Julie Mochan welcomes guest Matt Peron, Director of Research at Janus Henderson Investors. Mr. Peron oversees the firm’s sector research teams and analysts, is responsible for the firm’s centralized equity research effort, and heads the firm’s Portfolio Oversight Team. In this podcast, Matt dives into: 🔸 Inflation 🔸 Deflation 🔸 Recession 🔸 Economic Market Cycles 🔸 Rate Hikes 🔸 The Fed and Volatility 🔸 Sticking to Your Playbook 🔸 Finding...

Duration:00:24:33

Matt Sommer: Very Insightful Research for Financial Advisors

1/27/2022
In this Episode, host, Julie Mochan talks to Matt Sommer, Ph.D., CFA, CFP®, Head of Defined Contribution and Wealth Advisor Services as Janus Henderson Investors. Listen to Matt for Amazing NEW Insight Into: ✅The Secure Act 1.0 and 2.0 ✅The Effects of COVID-19 on the Advisory Business and Advisors ✅New Research on the Value of An Advisor! ✅ Diversity within the Financial Services Industry ✅ New Studies on ESG Investing ✅ Financial Industry or History Major? At TPFG, our success...

Duration:00:41:20

Janet Lee: Self-Directed Brokerage Account Window Opportunities

1/20/2022
In this episode, host Julie Mochan welcomes Janet Lee, AIF®, BFA, Senior Vice President of Sales at The Pacific Financial Group, Inc. Janet will give you everything you want to know about the self-directed brokerage account (SDBA) marketplace, and how to navigate it.🚢 We discuss the lack of customized advice for participants of employer group retirement plans, and how to solve for the problem. Learn from one of the best in the business about how utilizing self-directed brokerage account...

Duration:00:16:40

Intro to Open Windows Investing - Opportunity Is Everywhere!

1/5/2022
🔦 This new financial podcast gives financial professionals: direction and instructions on how to make the opportunity of self-directed brokerage account (SDBA) management a part of their successful business plan 🎯 acquire and help clients that need investment advice at the participant level in their employer's group retirement plan. get SDBA best practices in 401(k), 403(b), and 457 plans throughout the United States. Compelling interviews with experts, strategists, advisors, CEOs,...

Duration:00:04:11