The Advisor Upside Show

Altruist founder and CEO Jason Wenk joins Advisor Upside to explain how AI could reshape financial advice, why a person born today may never need a human advisor, and what the industry must do to survive the next wave of automation.

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Empower Investments Chief Investment Strategist Marta Norton breaks down the biggest risks facing markets, from AI earnings concentration to Fed expectations, geopolitics, and the future of the 60/40 portfolio.

Relax, the robots aren’t coming for your job. AssetMark CEO Michael Kim explains why human advice, trust, and relationships will become even more valuable as technology reshapes wealth management. Plus, he shares insights on AssetMark’s evolution, private markets, and why the wealth management industry is entering one of its biggest periods of opportunity.

This episode is brought to you by Fidelity. 

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Could higher inflation actually help retirees? 

This week, Sean Allocca and John Manganaro break down why rising prices could lead to a larger Social Security cost-of-living adjustment (COLA) and what this could mean for retirees. Plus, what the Social Security 2100 Act would change if it passed, and why Treasury officials are raising concerns about a fast-growing class of tax alpha ETFs.

Topics include:

• Social Security COLA projections
• Inflation and retirement planning
• Retirement policy updates
• Tax-efficient ETFs and 351 exchanges
• Treasury and SEC scrutiny
• Wealth management trends
• What financial advisors should watch next

Submit your questions and guest suggestions to [email protected]!

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People are living longer than ever, but are they prepared? Entrepreneur and author Jon Sabes discusses longevity planning, healthy aging, retirement income, Blue Zones, social isolation, and why advisors need to rethink retirement planning for a 100-year life.

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Vestwell CEO Aaron Schumm joins The Advisor Upside Show to discuss the $50 trillion retirement savings gap, AI's impact on retirement planning, 401(k) innovation, private markets, workplace savings, fintech partnerships, entrepreneurship, and the future of financial advice.

This episode is brought to you by Fidelity.

• 00:00 – Show open / intro
• 01.55 - $50 Trillion Savings Gap in America.
• 23.23 - Quickfire Questions with Aaron Schumm
• 36.36 - Public Speaking 

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What does the future of retirement savings look like? In this episode of The Advisor Upside Show, Ascensus CEO Nick Good joins John Manganero and Sean Allocca to discuss the evolution of 401(k) plans, SECURE Act reforms, retirement readiness, leadership, succession planning, and how financial services can help more Americans save for retirement. Plus, lessons from leading a 5,000-person organization and why transparency matters in business.

Retirement researcher David Blanchett joins The Advisor Upside Show to break down seven major flaws in modern financial planning. From Monte Carlo misconceptions and retirement spending myths to guaranteed income, longevity risk, and portfolio construction mistakes, this conversation challenges some of the industry's most common assumptions.

Dani Fava, Chief Strategy Officer at Carson Group, joins The Advisor Upside Show to discuss how AI is transforming wealth management.

From achieving 100% advisor adoption of AI tools to why advisor fees may actually rise—not fall—in the age of automation, Dani explains what advisors need to understand about technology, client expectations, capacity constraints, and the future of advice.

This week, John and Sean unpack why markets continue to shrug off global conflicts, what one geopolitical event could trigger a major market downturn, and how advisors should think about risk in 2026. Plus: AI and alternative investments, a controversial emergency-fund debate, and three psychological patterns that can quietly derail even the best retirement plans.