The Wealth@Work Show

Kelly Majdan joins Ross Marino sharing tips on asking good questions to balance the cognitive and behavioral facets of our understanding.

Deane Mayerhofer and Jeffrey Cullen share their insights with Ross Marino on Strategic Retirement Partners success.

Petros Koumantaros and Ross Marino discuss the AI technology in ChatGPT.

Jeff Acheson and Ross Marino discuss how employers can retain mission critical employees by offering non-qualified deferred comp options.

Jamie Greenleaf and Jed Cohen join Ross Marino discussing the role of the fiduciary in the changing healthcare benefits industry. 

Maryanne Spatola joins Ross Marino to share info on how the office, and the ways we work, are changing in today's workplace.  #humanfirst #humanresources #workplace 

Register to attend Wealth@wor(k) 2022 today by visiting https://wealthatwork.live

Part 1
Ross Marino talks with Jeff Acheson of Independent Financial Partners about his upcoming session at Wealth@wor(k) 2022 that revolves around changing the focus of financial planning to a human first approach.

Part 2
Ross Marino talks with Alex Assaley & Brett Shofner about their upcoming session at Wealth@wor(k) 2022, “Retirement Committee Meetings of the Future”.

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Learn more about Work Plan Retire:
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Register to attend Wealth@wor(k) 2022 today by visiting https://wealthatwork.live

Part 1
Ross Marino talks with Devyn Duex & Tina Shackman about their upcoming session at Wealth@wor(k) 2022. “Getting Back to Basics” is all about figuring out basic necessities in order to develop a successful retirement plan.

Part 2
Ross Marino talks with Holly Knight of NFP and Faith Teope, CEO of Leverage Retirement, about their session at Wealth@wor(k) 2022. “Undressing the Mind” will address the importance & process of reevaluating generational preconceptions as advisors in order to provide clients with what they need.

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Register for Wealth@wor(k) today by visiting wealthatwork.live

On this episode of Wealth@wor(k)...
Part 1: Ross Marino talks with John Sullivan, Editor-in-chief of 401(k) Specialist Magazine, a publication/website dedicated to helping retirement plan advisors ensure a secure retirement for hard-working Americans. 401(k) Specialist is the official media sponsor for Wealth@wor(k) 2022.
Part 2: Ross Marino talks with Jamie Greenleaf about the impact and adoption of the Consolidated Appropriations Act, as well as her upcoming sessions on Wealth@wor(k) 2022 in Las Vegas.

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401(k) Specialist Site

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On this episode of Wealth@Work, Ross Marino talks with Tom Brinker, Director of The American College Center for Special Needs, about advising clients with a focus on special needs. They discuss the impact of understanding each client's individual story and situation, and the familial, legal, and financial considerations of advising under special circumstances.

Learn more about The American College Center for Special Needs: https://specialneeds.theamericancollege.edu/

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