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Chad Johansen
401(k) Specialist Podcast
English - September 13, 2021 12:00 - 11 minutes - 7.86 MBInvesting Business 401k retirement planning retirement advising wealth advising 401kspecalist podcast john sullivan brian anderson ria Homepage Download Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Anthony Scaramucci
Next Episode: Gerard Baker
Chad Johansen is a Partner and Director of Consulting with California-based Plan Design Consultants, and he’s also its resident 401k nerd. And thank God for that, because without him, the firm’s weekly Retireholi(k)s webcast would devolve into even more of a drunken mess than it already is. If you’re completely lost, check out the latest issue of our magazine. In the meantime, Johansen had great insight about the challenges he sees for independent TPAs and 401k advisors, their move towards wealth management, and what the industry can and should do better.