Sean Patton Of Westminster Consulting Retireholics podcast

1:24:01

Topics: Do the Disruptors (Guideline, Human Interest, etc) know what they are doing when it comes to compliance work? The ROI of an Advisor Practice, is the ERISA Advisory Council no more? Advisor Revenue to see boost in 2025, and Great Gray Trust Company buys RPAG, WTF!?

Retireholics

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The 401k Girls & Retireholics 1:06:38

20 giorni fa1:06:38

1:06:38

The 401(k) Girls are joining us this week as our special guests. Jessica Porter, RICP®, AIF® and Hayley Porter, AIF® are two Advisors at BPG Wealth Management on a mission to shake up Financial Services with a fresh and innovative approach.

Retireholics

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Retireholics - Michael Olah 1:13:04

5 weeks fa1:13:04

1:13:04

Do the vast majority of 401k plan 5500s have a red flag? Under performing investments in recent litigation, Cerulli report says 1 million micro plans by 2029, Roth Catch-Up Loop Holes, and more!

Retireholics

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Retireholics & Holly Knight 5:48

8 weeks fa5:48

5:48

Juicy 401k News this week, lots to discuss with a fan-favorite guest Holly Knight. What is FutureStep and why have Vestwell and John Hancock partnered?, American Airlines/ESG Lawsuit and cartel-like behavior, Transamerica's Re-Brand, Waivz Webinar, AI in 401k, and more!

Retireholics

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Christmas not-so Special! 1:07:23

12 weeks fa1:07:23

1:07:23

Nothing like ERISA law & 401k to bring in the holiday spirit.

Retireholics

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Retireholics Live - Thomas Clark 1:21:55

18 weeks fa1:21:55

1:21:55

He is not afraid to share his opinion, a straight shooter and one of the top ERISA attorneys in the biz, Thomas Clark guests on this week's Retireholics show. Possible Topics: The Nevin Adams and Shlomo drama....so juicy! Flashlight Segment on SavvyFi, Jania Stout makes big move from One Digital to Prime Capital. What is the DOL's ERISA Advisory Council? Hidden fees in guaranteed income solutions, acrosin, drunk stock tips, and more!…

Retireholics

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Retireholics Live - Daniel Bryant 1:26:35

49 weeks fa1:26:35

1:26:35

Big Time Guest Alert! Daniel Bryant founded Sheridan Road Financial which eventually was sold to HUB, he is an author, adjunct lecturer, entrepreneur and all around baller. Topics to include Todd Kading's Manifesto, Empower's New Small Biz 401k, ARA and Racial Sabings Gap, and DoorDash's new Employee Savings plan. Drunk Stock Tips, Acrosyn and the comeback of the Lame or Game Game. Grab a cold one and join the fun.…

Retireholics

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Retireholics Live - No plan 1:12:01

51 weeks fa1:12:01

1:12:01

We don't know what we are doing, maybe reading some news.

Retireholics

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Retireholics Live with Spiro Preovolos 1:22:29

1 year fa1:22:29

1:22:29

Spiro Preovolos the President of Penchecks joins a live Retireholics. Topics to include: RPAG’s FlexPATH Lawsuit, Voya’s Managed Accounts, Forfeiture Account Happenings and will the Government eventually take over the 401k. We are back with Drunk Stock Tips, Flashlight Segment and a very special announcement for the Retireholics Community. Get your beers on ice and boot up that laptop.…

Retireholics

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Retireholics Live 56:44

1 year fa56:44

56:44

Matthew Eickman, J.D. the National Retirement Practice Leader at Prime Capital Investment Advisors/Qualified Plan Advisors joins as special guest on today's Retireholics. Topics to include: Brian Graff and the ARA take issue with Terese Ghilarducci again, The Dystopian Future of Government Controlled Retirement Plans, The New Fiduciary Rule, Negative Press for In-Plan Income Solutions and a New 401Kid Bill has been introduced. Get your laptops booted up and get those beers on ice....it's an all-new episode of Retireholics!…

Retireholics

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Retireholics Live - a special conspiracy episode 1:28:51

1 year fa1:28:51

1:28:51

From their secure locations, the Retireholics discuss if Blackrock, Vanguard and State Street rule the world and how ESG, Bitcoin, Target Date Funds and even disruptors like Human Interest are under their control. Make a tinfoil hat and contribute your favorite conspiracy theories in the chat bar.

Retireholics

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Retireholics Live with Preston Rutledge 1:22:02

1 year fa1:22:02

1:22:02

The Honorable Preston Rutledge joins as our guest for the Christmas Special. Topics to include: U.S. House Ways and Means Committee Woke ESG, Osaic acquires Lincoln's wealth management biz, Coffee Badging, Artificial Intelligence backed IRS 5500 marketing strategies, Roth Rollover Legislation, Drunk Stock Tips, a new XMAS game, and more!…

Retireholics

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Retireholics Live 1:09:51

1 year fa1:09:51

1:09:51

Today's Show: Special guest Bob Foster of Fiduciary Advocates. Topics to include Bitcoin in 2024, LTPTE and the American Retirement Association ERISA'S Birthday, Advisor Shortcomings, and John Sullivan's juicy article on Rich Dad Poor Dad Robert Kiyosaki. Also...Drunk stock tips from Robey.

Retireholics

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Retireholics Live 1:24:09

1 year fa1:24:09

1:24:09

RobeGuy is back for a special episode that is jam packed with surprises. Topics to include: IBM's new change to plan design, Dave Ramsey Controversy, Empower's 2023 Sales Numbers, Bitcoin's Comeback, Drunk Stock Tips and Yield Curve Inversion. Lets get drunk and talk about financial stuff.

Retireholics

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Retireholics - Secure 2.0 - Beagle - Tax Credit Calculators 1:21:53

2 years fa1:21:53

1:21:53

Beagle Co-Founder Jeffrey Tha explain how Beagle helps participants find and move their forgotten 401k account balances. https://meetbeagle.com/ Headlines: ForUsAll to Offer 401(k) Crypto Investments Via CoinDesk Indices With younger workers in mind, deal creates the first index-based digital asset offering available on a 401(k) platform in the U.S. Some 401(k) participants will soon be able to invest part of their 401(k) directly into the constituents of the CoinDesk Market Select Index (CMIS) under terms of a deal announced today by ForUsAll and CoinDesk Inc. -401k Specialist House Passes Resolution to Repeal DOL 401(k) ESG Rule The resolution catalyzes the debate over whether to allow ESG investing considerations in retirement savings plans, with the Senate next to weigh in. The U.S. House of Representatives approved a resolution to overturn a Department of Labor rule passed in November 2022 allowing for, but not mandating, environmental, social and governance investing in retirement plans. -PlanAdviser…

Retireholics

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Michelle Richter on Retireholics 1:05:27

3 years fa1:05:27

1:05:27

Headlines: MILLENNIALS HAVE SOLVED THE RETIREMENT CRISIS 401kspecialistmag.com/surprising-percentage-of-millennials-counting-on-crypto-for-retirement/ Surprising Percentage of Millennials Counting on Crypto for Retirement - 401K Specialist Veteran financial services industry journalist Brian Anderson joined 401(k) Specialist as Managing Editor in January 2019. He has led editorial content for a variety of well-known properties including Insurance Forums, Life Insurance Selling, National Underwriter Life & Health, and Senior Market Advisor. 401kspecialistmag.com ARA NOT DIGGING NEW LEGISLATION napa-net.org/news-info/daily-news/ara-expresses-opposition-protecting-americas-retirement-security-act ARA Expresses Opposition to Protecting America’s Retirement Security Act | National Association of Plan Advisors The American Retirement Association expressed its opposition to the Protecting America’s Retirement Security Act (PARSA) in an April 5 letter to lawmakers. “Our opposition to this legislation is based on both its substance and its process,” writes ARA CEO Brian Graff. napa-net.org TECH THAT ALLOWD ADVISORS TO MANAGE PARTICIPANT'S 401k FOR THEM planadviser.com/pontera-mutual-group-launch-new-partnership/ Pontera and Mutual Group Launch New Partnership | PLANADVISER The new relationship provides affiliated advisers with a simplified way to manage their clients’ retirement accounts and held away accounts from a single, secure interface. Financial technology company Pontera, formerly known as FeeX, has announced that it has formed a partnership with Mutual ...…

Retireholics

1
David Donaldson - Former DOL Investigator 1:04:48

3 years fa1:04:48

1:04:48

Headlines today: NAPA LIST OF ADVISORS BY ASSETS and PLANS https://www.napa-net.org/industry-intel/industry-lists/top-dc-advisor-teams-2021 DC Multi-Office List https://www.napa-net.org/top-dc-advisor-multi-office-firms-2021 GOLDMAN SACHS BUYS NEXT CAPITAL https://www.cnbc.com/2022/03/29/goldman-sachs-is-buying-corporate-retirement-plan-robo-advisor-nextcapital.html SECURE ACT 2.0 https://401kspecialistmag.com/house-passes-secure-2-0/…

Retireholics

1
Onstage at the American Trust Conference - Guest: John Moody 53:54

3 years fa53:54

53:54

How to grow a company from 5 to 200 million. Are Recordkeepers a threat to Advisors? Will VC investors win with 401k Distuptors?

Retireholics

1
Founder & CEO at Ubiquity Retirement 59:59

3 years fa59:59

59:59

Discussing small biz 401k plans, industry disruptors, technology and more!

Retireholics

1
Chief of Police - Ryan Johansen 1:10:06

3 years fa1:10:06

1:10:06

Chief Of Police at City of San Bruno. Founder of an amazing organization http://everpresent.Love enables you to easily create a library of video messages to ensure that you are forever loved, forever remembered and forever present for the people you love most.

Retireholics

1
David Blanchett - Retireholics 1:04:17

3 years fa1:04:17

1:04:17

Managing Director, Head of Retirement Research, PGIM DC Solutions

Retireholics

1
Leah Sylvester 1:05:22

3 years fa1:05:22

1:05:22

Partner | Director - Retirement Plan Services at Shepherd Financial, LLC Josh Itzoe joined as a guest host, because Robe Guy was getting drunk at the Pebble Beach AT&T Pro-Am

Retireholics

1
Carl Engstrom - Plaintiff’s Attorney 1:01:08

3 years fa1:01:08

1:01:08

"Excited to talk about 401(k) litigation and the plaintiff attorney's place in the retirement plan ecosystem with the Retireholics crew this Thursday!"

Retireholics

1
John Sullivan - 401k Specialist 1:02:55

3 years fa1:02:55

1:02:55

Odell Beckham Jr. bitcoin play, was it dumb or just another investment and no big deal? The U.S. Supreme Court on Hughes v. Northwestern for excessive fee case and what it means.

Retireholics

1
Eric Phillips from Human Interest 1:03:22

3 years fa1:03:22

1:03:22

Do 401k Unicorns exist? Human Interest has raised over 335 million in funding and has it eyes set on an IPO in the near future. The Retireholics welcome Eric Phillips, CFA the Sr. Director, Partnerships & Strategic Insight for Human Interest.

Retireholics

1
Keith Gredys 1:05:54

3 years fa1:05:54

1:05:54

Transamerica Lawsuit, Better Plan Designs, Why Many Fiduciaries are Blowing It, TPA Advisor Relations, and more. Guest: Keith Gredys Chairman/CEO The Kidder Company/Fuerza Financial, Inc.

Retireholics

1
William Hackler at Wealth@Work 2021 in Nashville 55:01

3 years fa55:01

55:01

After a late night of karaoke, the boys all get together at the crack of noon and talk to our buddy Will Hackler.

Retireholics

1
Laura Rogers of OneDigital 1:06:04

3 years fa1:06:04

1:06:04

Laura (Clark) Rogers, MBA, AIF is the Director of Financial Elements at OneDigital.

Retireholics

1
Daniella Moiseyev with the Retireholics during Wealth@Work 2021 57:16

3 years fa57:16

57:16

Friend of the Retireholics and salsa maker Daniella Moiseyev stopped by the couch during the Wealth@Work 2021 Advisor Conference in Nashville.

Retireholics

1
Chris Panagiotu of CAPitalize Your Finances 1:01:36

3 years fa1:01:36

1:01:36

Wealth advisor Chris Panagiotu talking about financial planning as a core strategy while fighting the tunnel vision of people being focused on investing. https://open.spotify.com/show/2eaXdmgmuEygxHfCvS6kij *We were slow to release this one, because the Giants lost and we needed time to heal.

Retireholics

1
Erin Hall - Retirement Plan Advisor Summit 1:00:25

3 years fa1:00:25

1:00:25

Advisor Erin Hall joins as we discuss how to protect against 401k cyber attacks and debate transparent billable fees versus hidden asset based ones. Read Erin's whitepaper here: https://www.srpretire.com/Cybersecurity_White_Paper.pdf

Retireholics

1
Nevin & Fred have a podcast! 1:00:33

3 years fa1:00:33

1:00:33

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.

Retireholics

1
Brett Shofner - Live@Chicago Institutional Investor RPAS Conference 51:22

3 years fa51:22

51:22

Federal mandate on retirement plans might be coming with 'Build Back Better', what it means for advisors and who will benefit most. Brett tells a very long story about how somebody gave him beer in an RV. Solving your customers needs when it requires the plan sponsors to participate.

Retireholics

1
Ross Marino - Wealth @ Work Conference 1:03:18

3 years fa1:03:18

1:03:18

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

Retireholics

1
Bill Schories - National Sales Director - DCIO at Invesco 58:55

3 years fa58:55

58:55

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.

Retireholics

1
Josh Itzoe 1:05:26

4 years fa1:05:26

1:05:26

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

Retireholics

1
Another ‘Shamanda Show‘ takeover 1:03:17

4 years fa1:03:17

1:03:17

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.

Retireholics

1
Jennifer Sahady - "Thank You For Coming to My TED Talk". 1:32:10

4 years fa1:32:10

1:32:10

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?

Retireholics

1
Sean Patton of Westminster Consulting 1:01:29

4 years fa1:01:29

1:01:29

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

Retireholics

1
Matthew Jackson - The Retirement Dreammaker 1:01:26

4 years fa1:01:26

1:01:26

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

Retireholics

1
Carrie Ohm - One Digital 1:03:54

4 years fa1:03:54

1:03:54

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.

Retireholics

1
Cindy Dash - Broadridge Senior Vice President 1:03:25

4 years fa1:03:25

1:03:25

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.…

Retireholics

1
Preston Rutledge - Former Head of DOL’s EBSA 1:02:17

4 years fa1:02:17

1:02:17

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

Retireholics

1
401k Mindfulness with Fred Barstein 1:04:31

4 years fa1:04:31

1:04:31

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.

Retireholics

1
IRA's for kids with Chris Carosa 1:04:16

4 years fa1:04:16

1:04:16

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.…

Retireholics

1
Rothification of the 401k Match & Crypto in 401k 1:00:04

4 years fa1:00:04

1:00:04

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.

Retireholics

1
John Faustino - Head of Fi360 1:03:21

4 years fa1:03:21

1:03:21

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…

Retireholics

1
401k Fridays host Rick Unser 1:00:17

4 years fa1:00:17

1:00:17

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.

Retireholics

1
Katie Boyer - PensionPro & ACROSYNpro 57:25

4 years fa57:25

57:25

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!

Retireholics

1
Michael Kitces - This dude has a Wikipedia page! 1:37:56

4 years fa1:37:56

1:37:56

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 influential" advisors list. - https://en.wikipedia.org/wiki/Michael_Kitces…

Retireholics

1
Sheri Fitts - Showing up to virtual. 1:05:17

4 years fa1:05:17

1:05:17

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.

Retireholics

1
Aaron Pottichen ("The Champ") - Is the 401k an emergency savings? 54:26

5 years fa54:26

54:26

Retireholics

5 years fa33:04