All Episodes
Displaying 21 - 40 of 58 in total
Ep #38: Delivering Efficient Financial Planning to Retirement Plan Participants With Ben Pitts
Ben Pitts from TIFIN Wealth joins the show to discuss how new fintech can help retirement plan advisors enhance the participant experience by delivering personalized f...
Ep #37: Wrestling with Rollovers and Other Regulatory Trends With Fred Reish
Fred Reish is a partner in Faegre Drinker’s Benefits & Executive Compensation practice group, the Investment Management group, and the Financial Services ERISA Team. T...
Ep #36: Mastering Social Media Marketing with SRPs Jeanne Sutton and Jake Rushton
Today we have the pleasure of welcoming two very exciting guests to the show. Jeanne Sutton and Jake Rushton are both Managing Director's for Strategic Retirement Part...
Ep #35: Cross Solving Problems for Clients Using Creativity With Jason Chepenik
For more than 20 years, Jason Chepenik has been recognized as a thought leader and advocate for the retirement industry, testifying in 2008 before the Department of La...
Ep #34: Finding Missing Participants and Streamlining Notifications with Michael Kirschman
Michael Kirschman is the Co-Founder of Plan Notice, a new service that helps companies track and manage communications with its retirement plan participants. Today Mic...
Ep #33: The Importance of Giving Women a Seat at the Leadership Table with Leah Sylvester
Learn the essential steps toward the equality this industry needs.
Ep #32: Designing A Plan That Serves A Company’s Purpose And Their People with Troy Redstone
Troy Redstone and Josh Itzoe discuss why a company’s corporate culture is a good indicator of whether they will be a good client and commit to running a successful plan.
Ep #31: How to Navigate the Current Fiduciary Liability Insurance Market with Tom Schrandt
Tom discusses the current market for fiduciary liability insurance and how this has recently changed due to ERISA litigation.
Ep #30: Driving Outcomes Through the "Power of One" with Marko Ungashick
Marko joins the show to discuss advisor outsourcing, delivering financial wellness, managing accounts, and retirement income.
Ep #29: Rethinking Retiree Spending Patterns and Preferences with Stuart Ritter
Going over T. Rowe Price’s recently published research on retirees' spending and savings patterns, preferences, and priorities.
Ep #28: Making the Complex Simple with Jim Sampson
Jim Sampson shares his approach to helping his clients and employees understand every step of the process.
Ep #27: Helping Employees Change Their Money Story with Holly Knight
Holly Knight shares her inspiring story of working her way out of poverty and describes why everyone has the opportunity to change their money story.
Ep #26: How To Be A Retirement Plan "Fixer" with Alex Assaley
Alex shares the importance of building a practice that is in alignment with your values while also providing quality information in an easy-to-digest format.
Ep #25: Talking About TPAs (And More) with Ary Rosenbaum
Sound advice for growing your business from scratch, getting referrals, and creating great relationships with your clients.
Ep #24: Building a Strong Culture in a Growing and Thriving Firm with Jania Stout
Jania Stout shares the importance of believing in yourself, what it takes to build a thriving team, and how to help American's feel less stressed and be happy.
Ep #23: The Convergence of Health, Wealth and Retirement with Vince Morris
OneDigital supports holistic workforce strategy conversations surrounding the convergence of health, wealth, and retirement.
Ep #22: Sustainable Solutions and ESG Investing with Will Collins-Dean
Learn about environmental, social, and governance (ESG) strategies, specifically the landscape of ESG investing and the different issues each area tries to target.
Ep #21: The Current Landscape of Student Loan Debt with Chris Walters
Learn about the current legislative environment as it relates to student loan debt and the advancements Chris hopes to see in terms of further student loan forgiveness.
Ep #20: Providing Financial Coaching and Guidance to Those Who Need It Most with Liz Davidson
Learn the importance of financial wellness and how to provide better education for your clients, as well as your team.
Ep #19: The Past, Present and Future of ERISA Litigation with Jerry Schlichter
What you need to know about retirement plan litigation.
