Retireholics

By RetireholicsBusiness Investing

Retireholics episodes

April 08, 2022 Michelle Richter on Retireholics
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 ...
1 hr 6 min
April 05, 2022 David Donaldson - Former DOL Investigator
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/
1 hr 5 min
March 18, 2022 Onstage at the American Trust Conference - Guest: John Moody
How to grow a company from 5 to 200 million.
Are Recordkeepers a threat to Advisors?
Will VC investors win with 401k Distuptors?
54 min
March 02, 2022 Chief of Police - Ryan Johansen
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.
1 hr 11 min
February 14, 2022 David Blanchett - Retireholics
Managing Director, Head of Retirement Research, PGIM DC Solutions
1 hr 5 min
February 08, 2022 Leah Sylvester
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
1 hr 6 min
February 01, 2022 Carl Engstrom - Plaintiff’s Attorney
"Excited to talk about 401(k) litigation and the plaintiff attorney's place in the retirement plan ecosystem with the Retireholics crew this Thursday!"
1 hr 2 min
January 28, 2022 John Sullivan - 401k Specialist
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.
1 hr 3 min
December 16, 2021 William Hackler at Wealth@Work 2021 in Nashville
After a late night of karaoke, the boys all get together at the crack of noon and talk to our buddy Will Hackler.
56 min
December 14, 2021 Daniella Moiseyev with the Retireholics during Wealth@Work 2021
Friend of the Retireholics and salsa maker Daniella Moiseyev stopped by the couch during the Wealth@Work 2021 Advisor Conference in Nashville.
58 min