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.

Retireholiks

Nevin & Fred have a podcast!

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.  

Brett Shofner - Live@Chicago Institutional Investor RPAS Conference

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

Ross Marino - Wealth @ Work Conference

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.

Bill Schories - National Sales Director - DCIO at Invesco

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

Josh Itzoe

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.

Another ‘Shamanda Show‘ takeover

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?

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

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

Sean Patton of Westminster Consulting

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

Matthew Jackson - The Retirement Dreammaker

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. 

Carrie Ohm - One Digital

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.

Cindy Dash - Broadridge Senior Vice President

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

Preston Rutledge - Former Head of DOL’s EBSA

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.

401k Mindfulness with Fred Barstein

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.

IRA's for kids with Chris Carosa

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.

Rothification of the 401k Match & Crypto in 401k

401k retirement plan industry podcast for financial advisors, plan sponsors & other 401k nerds

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Retireholiks

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