Latest 401ks Podcast Episodes
Teresa Ghilarducci
401(k) Specialist Podcast - August 23, 2021 16:00 - 16 minutesTeresa Ghilarducci once called the 401k an immature, underdeveloped child that needs help over a mudpuddle to the curve when crossing a street. While we disagree, we love the imagery. A labor economist and nationally recognized expert in retirement security with The New School for Social Researc...
Marcia Wagner
401(k) Specialist Podcast - August 09, 2021 14:00 - 10 minutesFew, if any, know ERISA better than Marcia Wagner. The high-profile attorney is the go-to person to explain complex regulatory guidance to the layperson, one reason the law firm she founded is so successful. We asked her what’s keeping her up at night and her answer was not what we expected, but...
Ross Marino
401(k) Specialist Podcast - July 19, 2021 11:00 - 14 minutesWe just have to ask if anyone knows if Ross Marino has time to sleep. Advisor2X, the firm he founded in 2010, has held over a thousand events in 50 cities, all focused on advisory practice growth. Then there’s his own wealth management and retirement plan book of business, his OUTCOMES podcast, ...
Jania Stout
401(k) Specialist Podcast - July 05, 2021 15:00 - 9 minutesIt’s difficult to find a better ambassador for the retirement plan space than Jania Stout, founder of Fiduciary Plan Advisors, a OneDigital company. Her enthusiasm and engagement are infectious and while retirement saving is her focus, she’s helping her client with so much more. She was on the r...
Barbara Roper
401(k) Specialist Podcast - June 25, 2021 13:00 - 9 minutesBarbara Roper is an outspoken advocate for effective regulation to protect the public from predatory practices, and she’s often critical of watered-down rules friendly to the industry. As director of investor protection for the Consumer Federation of America, she makes frequent targets of Reg BI...
Samantha Russell
401(k) Specialist Podcast - June 07, 2021 15:00 - 14 minutesSamantha Russell is chief evangelist with Twenty Over Ten, a digital marketing platform for financial professionals. Russell’s practical yet insightful digital marketing tips and techniques have helped thousands of financial professionals experience significant growth. And lord knows, when it c...
Michael Finke
401(k) Specialist Podcast - May 24, 2021 13:00 - 19 minutesAs pandemic restrictions evaporate and the U.S. economy looks to fully reopen, many 401k-focused advisors are predicting big things for the rest of 2021 as plan sponsors and participants refocus on retirement-related issues. And they’re not the only ones focused on retirement issues this year, ...
Alex Assaley
401(k) Specialist Podcast - May 10, 2021 16:00 - 14 minutesWith a total of roughly $1.7 trillion, student loan debt is a major issue for many Americans. Whether or not it’s an actual impediment to retirement saving, participants often believe it is, acting as a phycological hurdle that often prevents them from saving. We turn to the one and only Alex A...
Wade Pfau
401(k) Specialist Podcast - April 26, 2021 15:00 - 14 minutesDr. Wade Pfau is a Professor of Retirement Income with The American College of Financial Services. Pfau’s low-key, academic style belies his groundbreaking research in the area of retirement income, making him a leading voice in what can be complicated, yet critically important, issues for most ...
Jake Rushton
401(k) Specialist Podcast - April 09, 2021 15:00 - 11 minutesJake Rushton, a tech-savvy advisor with TrueNorth Wealth in Salt Lake City, is doing some amazing things with social media engagement. He’s part of a younger generation of plan professionals who are overturning and improving on a traditional, staid (some would say boring) defined contribution sy...
Ric Edelman
401(k) Specialist Podcast - March 22, 2021 16:00 - 13 minutesPrivate equity and retirement plans – do they belong together? It’s a complicated issue, with needed yield and diversification on the one hand and complexity and the potential for abuse on the other. Ric Edelman, author, talk show host, and founder of investing powerhouse Edelman Financial Engin...
Episode 263: Do You Have A Full Retirement Plan?
SHP Retirement Road Map® Show - March 18, 2021 00:00 - 28 minutes ★★★★ - 11 ratingsThis week, SHP founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis discuss the many areas of retirement planning. Derek, Matt, and Keith focus on the difference between having a pile of investments and having a full retirement plan. They share ideas to potentially help red...
Episode 262: A Portfolio Versus A Full Retirement Plan
SHP Retirement Road Map® Show - March 11, 2021 00:00 - 28 minutes ★★★★ - 11 ratingsThis week, SHP founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis explain the distinction between having just a portfolio and having a full retirement plan. Preparing for the future and building a full plan is critical. Derek, Matt, and Keith discuss the importance of edu...
JD Carlson
401(k) Specialist Podcast - March 08, 2021 16:00 - 16 minutesPooled employer plans are getting a lot of attention, but do they live up to the hype? JD Carlson has strong feelings on the subject. The CEO of California-based TPA Plan Design Consultants is also the host of Retireholi(k)s, a fun and informative weekly webcast that combines alcohol, adolescen...
Episode 261: The Tax Train is Coming!
SHP Retirement Road Map® Show - March 05, 2021 00:00 - 8 minutes ★★★★ - 11 ratingsThis week, SHP founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis continue the journey through the SHP Retirement Road Map®. True retirement planning doesn't just address investments, but the 5 critical areas of retirement. This week Derek, Matt, and Keith start the deep ...
Episode 260: Tax Planning: We May Not All Get COVID, But We All Will Pay For It"
SHP Retirement Road Map® Show - February 26, 2021 00:00 - 28 minutes ★★★★ - 11 ratingsThis week, SHP founders, Matthew Peck CFP® CIMA® and Derek Gregoire, continue educating you on the 5 critical areas of retirement planning. In this episode, Derek and Matt begin the deep dive into tax planning. Many people don't think about this as being an important part of planning, bu...
Jean Chatzky
401(k) Specialist Podcast - February 22, 2021 18:00 - 12 minutesIs financial wellness actually working and is the general public even familiar with the term? Jean Chatzky is CEO and co-founder of HerMoney.com and the financial editor of NBC’s “Today” show. She’s also a prolific writer of 11 bestselling books. Jean’s well-versed in financial wellness and how...
Episode 20: Jean Chatzky
401(k) Specialist Podcast - February 22, 2021 18:00 - 12 minutesIs financial wellness actually working and is the general public even familiar with the term? Jean Chatzky is CEO and co-founder of HerMoney.com and the financial editor of NBC’s “Today” show. She’s also a prolific writer of 11 bestselling books. Jean’s well-versed in financial wellness and how...
Episode 259: Could These Potential Changes Impact Your Legacy Plan?
SHP Retirement Road Map® Show - February 19, 2021 00:00 - 4 minutes ★★★★ - 11 ratingsThis week, SHP founders, Matthew Peck CFP® CIMA® and Keith Ellis continue the deep dive into the SHP Retirement Road Map®. They've touched on income planning, investment planning, and legacy planning so far. For this episode, Keith and Matt continue to bring you through legacy planning a...
Episode 19: Fred Reish
401(k) Specialist Podcast - February 08, 2021 05:00 - 15 minutesFred gets frank about fiduciary. It’s a new year, a new Congress, and a new direction with so many of the issues that affect the 401(k) and retirement plan space. This week, we turn to the one and only Fred Reish, one of the country’s top ERISA experts with legal powerhouse Faegre Drinker Biddl...
Episode 258: Legacy Planning: Ft. Special Guest Attorney Keith McManus
SHP Retirement Road Map® Show - January 29, 2021 00:00 - 51 minutes ★★★★ - 11 ratingsThis week, SHP Co-founders, Derek Gregoire & Matthew Peck CFP® CIMA® welcome back Attorney Keith McManus of McManus Estate Planning to continue the discussion on legacy planning. Legacy planning is another key area of the SHP Retirement Road Map®. You have worked so hard to save for reti...
Episode 18: David Blanchett
401(k) Specialist Podcast - January 25, 2021 03:00 - 11 minutesWe try to get Dr. David Blanchett, Morningstar’s Head of Retirement Research, to commit to settling an important debate once and for all about target-date funds—do investors need to be “all in” in their allocations in order for TDFs to work properly, or can some assets be held away. We also tak...
David Blanchett
401(k) Specialist Podcast - January 25, 2021 03:00 - 11 minutesWe try to get Dr. David Blanchett, Morningstar’s Head of Retirement Research, to commit to settling an important debate once and for all about target-date funds—do investors need to be “all in” in their allocations in order for TDFs to work properly, or can some assets be held away. We also tak...
Episode 257: Legacy Planning: Part 1
SHP Retirement Road Map® Show - January 22, 2021 00:00 - 51 minutes ★★★★ - 11 ratingsThis week, SHP Co-founders, Derek Gregoire & Matthew Peck CFP® CIMA® move on from income and start the discussion on legacy planning. Legacy planning is another key area of the SHP Retirement Road Map®. You have worked so hard to save for retirement, it is important to think about what y...
Episode 256: Income Planning Part 3
SHP Retirement Road Map® Show - January 15, 2021 00:00 - 51 minutes ★★★★ - 11 ratingsThis week, SHP Co-founders, Derek Gregoire & Matthew Peck CFP® CIMA® continue to bring you through the five-step SHP Retirement Roadmap®. Many people do not have a plan that focuses on all five areas. In the last few weeks, the SHP Partners talked about mapping out a budget, finding out ...
Edmund F. Murphy III
401(k) Specialist Podcast - January 13, 2021 19:00 - 12 minutesYou can always count on Ed Murphy for straight talk and honest opinions, and he doesn’t disappoint in our wide-ranging interview. Murphy, President, and CEO of Empower Retirement, is here to discuss M&A and consolidation in the recordkeeping space, the work environment during the pandemic, and N...
Episode 17: Edmund F. Murphy III
401(k) Specialist Podcast - January 13, 2021 19:00 - 12 minutesYou can always count on Ed Murphy for straight talk and honest opinions, and he doesn’t disappoint in our wide-ranging interview. Murphy, President, and CEO of Empower Retirement, is here to discuss M&A and consolidation in the recordkeeping space, the work environment during the pandemic, and N...
Episode 255: Income Planning Continued
SHP Retirement Road Map® Show - January 08, 2021 00:00 - 51 minutes ★★★★ - 11 ratingsThis week, SHP Co-founders, Derek Gregoire & Matthew Peck CFP® CIMA® continue to bring you through the five-step SHP Retirement Roadmap®. Derek and Matt want to help make sure you are checking off all the boxes, crossing all T’s, and dotting all I’s. Many people do not have a plan that f...
Episode 254: Income Is King
SHP Retirement Road Map® Show - December 31, 2020 00:00 - 51 minutes ★★★★ - 11 ratingsThis week, SHP founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis take you through step one of the SHP Retirement Roadmap®. Income planning may just be the most important part of retirement planning. It is crucial to know where your paycheck will come from once you stop w...
Nevin Adams
401(k) Specialist Podcast - December 28, 2020 15:00 - 12 minutesWe needed a clear thinker with a comprehensive view to help us close out a complicated year. The choice was unanimous, “Nevin.” Nevin Adams, Chief Content Officer and Head of Retirement Research at the American Retirement Association, gives us his take on the big retirement story of 2020, how r...
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