The Advisor Upside Show

More than 40,000 public comments have poured into the Department of Labor's proposed retirement rule. Sean Allocca and John Manganaro explore what's at stake for advisors, plan sponsors, and retirement savers, plus why younger investors are increasingly aligning portfolios with their personal values.

This episode is brought to you by Fidelity.

When should your clients claim Social Security: 62, full retirement age, or 70? Claim too early, and the reduction in benefits is permanent. 

In the debut episode of The Advisor Upside Show, presented by Fidelity, Sean Allocca and John Manganaro sit down with retirement expert Marcia Mantell to bust the most stubborn Social Security myths: the real math on claiming age, the working-while-collecting trap, and why benefits are not tax-free, despite what the headlines say.

Follow The Advisor Upside Show for weekly takes on the trends shaping advisors’ business.

From Future Proof and advisor conferences to annuity psychology and prediction market ETFs, Sean Allocca and John Manganaro break down the trends shaping financial advice, advisor education, and the future of wealth management.

Presented by Fidelity.

Follow The Advisor Upside Show for weekly takes on the trends shaping advisors’ business.

The wealth management industry is changing fast, but many advisors are still using the same old playbook. Join hosts Sean Allocca and John Manganaro, along with leading industry expert guests, as they break down the trends shaping your business.

Each week, we'll cover critical topics while also having a little fun. It's all on the table, from retirement income planning and Social Security to the behavioral side of investing and what clients are hearing elsewhere. We've created The Advisor Upside Show because staying informed isn’t enough anymore. You need to stay ahead.

New episodes every Wednesday. Launching June 3rd on all podcast platforms and YouTube.