Latest Advising Podcast Episodes
Exploring the 'Annuities in TDFs' Trend with Morningstar's Jason Kephart
401(k) Specialist Podcast - April 22, 2024 16:00 - 11 minutesThere’s a trend happening right now where asset managers are using a new strategy to help 401(k) plan participants manage their retirement spending: Target date funds featuring annuities. Morningstar recently did some really interesting research on this trend, and there are some compelling reas...
Self-Advocacy and Supporting our Differences - Adventures in Advising
Adventures in Advising - April 22, 2024 04:00 - 45 minutesIn Ep. 97, Matt Markin chats with Leslie Bell, academic advisor and retention specialist at Rust College. Leslie discusses helping students understand the importance of networking and building a career portfolio. Additionally, Leslie addresses neurodivergence, misconceptions associated with it a...
A Shared Goal of Student Success - Adventures in Advising
Adventures in Advising - April 08, 2024 04:00 - 45 minutesIn episode 96, Matt Markin chats with Joan Krush, assistant director for member engagement at the NACADA Executive Office. Joan discusses her past experience in admissions and advising, building positive relationships between primary role advisors and faculty, as well as the revamp of the Emergi...
How AI is Changing the Game with Financial Finesse’s Liz Davidson
401(k) Specialist Podcast - April 01, 2024 15:00 - 15 minutesArtificial intelligence is a hot topic everywhere these days, including the financial services industry. We check in with artificial intelligence early adopter Liz Davidson, founder and CEO of Financial Finesse, who tells us about their award-winning AI-powered virtual financial coach named Aime...
Opening the Door to Publications - Adventures in Advising
Adventures in Advising - March 25, 2024 04:00 - 47 minutesIn episode 95, Matt Markin chats with returning guest Ryan Braeger, assistant dean for advising and student development at Saint Michael’s College. Ryan discusses his experience creating an institution level advising publication, the pros and cons involved, and ways that every advising professio...
Previewing the 2024 NAPA 401(k) Summit with Nevin Adams and John Sullivan
401(k) Specialist Podcast - March 18, 2024 16:00 - 16 minutesThe workplace retirement plan industry’s premiere event is just days away, with top professionals set to descend upon Nashville April 7-9 for the 2024 NAPA 401(k) Summit. We get a preview of the big event from two of the key people in charge of putting it together in Nevin Adams and John Sulliv...
Curving Passion with Realism - Adventures in Advising
Adventures in Advising - March 11, 2024 04:00 - 52 minutesIn Ep. 94, Bri Harvie, associate director of academic advising at Southern Alberta Institute of Technology discusses how the Canadian higher education system differs from the U.S., how parenting has informed her practice in advising, changing the student mindset regarding grades, and accepting ...
Defending the 401(k) with ICI's Sarah Holden
401(k) Specialist Podcast - March 01, 2024 23:00 - 16 minutesThe 401(k) has been under attack on multiple fronts lately. Between calls for eliminating their tax advantages to prop up Social Security to Bernie Sanders pining for a return to pension plans, and momentum seeming to build for the TSP-like “Retirement Savings for Americans Act” that many in th...
How to Continue Best Serving our Students - Adventures in Advising
Adventures in Advising - February 26, 2024 05:00 - 44 minutesMatthew Plescia, academic advisor in the Quinney College of Natural Resources at Utah State University discusses navigating the cultural and curriculum changes through switching institutions, advocating for others, synchronous communication technology, and utilizing an appreciative advising appr...
Matt Gray & Todd Levy
401(k) Specialist Podcast - February 15, 2024 18:00 - 23 minutesUnlocking the Door to Broader Adoption of Guaranteed Lifetime Income in 401(k)s: Matt Gray and Todd Levy Guaranteed lifetime income remains a hot topic in the workplace retirement plan market and there are plenty of factors at play these days that are helping these solutions gain traction—and m...
Reducing Barriers through Connection and Engagement - Adventures in Advising
Adventures in Advising - February 12, 2024 05:00 - 44 minutesIn episode 92, Matt Markin chats with Dr. Dana Zahorik, manager of advising services and retention initiatives at Fox Valley Technical College. Dr. Zahorik discusses the creation of CARES Purpose Driving Advising, what it means for educators to be student ready, and challenging the policies and ...
Jeanne Sutton
401(k) Specialist Podcast - February 05, 2024 17:00 - 11 minutesOhtani’s ‘Retirement’ Strategy, NQDC Plans and 2024 Stock Trends with ‘401(k) Lady’ Jeanne Sutton Baseball’s biggest star Shohei Ohtani made headlines recently by signing the largest individual contract in the history of sports when he inked a 10-year, $700 million deal with the Los Angeles Dod...
Episode 71: University of Michigan Medical School Updates
All Access: Med School Admissions - February 04, 2024 08:00 - 45 minutes ★★★★★ - 211 ratingsIn this enlightening episode, I sit down with the recently appointed, dynamic Assistant Dean for Admissions at the University of Michigan Medical School, Dr. Deborah Berman. Dr. Berman offers an in-depth look into the significant curricular updates, wellness initiatives, and the evolving admiss...
What Do You Know About Student Research? - Adventures in Advising
Adventures in Advising - January 29, 2024 05:00 - 42 minutesIn episode 91 of the podcast, Matt Markin interviews Dr. Ryan Keating, director of the Office of Student Research at CSU San Bernardino. Dr. Keating discusses how academic advising professionals can have a better understanding of what student research is, how to engage students and inform them a...
Tamiko Toland
401(k) Specialist Podcast - January 22, 2024 15:00 - 9 minutesCatching Up with 'Annuity Yoda' Tamiko Toland Guaranteed in-plan lifetime income solutions is a hot topic in the workplace retirement market these days, and we wanted to hear from one of the foremost experts on these products in “Annuity Yoda” Tamiko Toland. After stints at TIAA and CANNEX, th...
What Does the Future Hold for NACADA? - Adventures in Advising
Adventures in Advising - January 15, 2024 05:00 - 31 minutesAs NACADA’s executive director since August 2023, Dr. Kyle Ross joins the podcast to discuss how his background has prepared him for this role, his message to members, his vision for the direction of the organization, NACADA’s commitment to DEI, and how NACADA will remain the leader in academic ...
A Conversation w/ NACADA’s Executive Director
Adventures in Advising - January 15, 2024 05:00 - 31 minutesAs NACADA’s executive director since August 2023, Dr. Kyle Ross joins the podcast to discuss how his background has prepared him for this role, his message to members, his vision for the direction of the organization, NACADA’s commitment to DEI, and how NACADA will remain the leader in academic ...
Wayne Park
401(k) Specialist Podcast - January 08, 2024 15:00 - 13 minutesThe Year Ahead with John Hancock Retirement CEO Wayne Park As the new year opens, our first podcast of 2024 features a look at what to expect in the workplace retirement market from a high-level leader in John Hancock Retirement CEO Wayne Park. With oversight over all aspects of John Hancock R...
Episode 70: AAMC Prospective Applicant Resources
All Access: Med School Admissions - January 05, 2024 08:00 - 53 minutes ★★★★★ - 211 ratingsWelcome to this special episode where we delve into the treasure trove of resources available for prospective medical school applicants. Today, we're joined by Tami Levin, MA, the Director of Premed and Applicant Resources at the AAMC, and Laura Fletcher, PhD, a senior research analyst in the Ad...
Brian McDonnell
401(k) Specialist Podcast - December 11, 2023 17:00 - 12 minutesIBM sent shockwaves through the retirement industry recently when it was revealed that the tech and computing giant is halting its 5% 401(k) match in favor of a 5% contribution to a new, portable, immediate-vesting pension called a “Retirement Benefit Account.” Joining us to discuss this move a...
Examining the Professionalization of Advising - Adventures in Advising
Adventures in Advising - December 04, 2023 05:00 - 38 minutesIn Ep 89, we chat with Dr. Craig McGill, assistant professor at Kansas State University. Craig discusses grounded theory, knowledge creation within the professionalization of academic advising, and the untapped research and scholarship potential of primary role advisors. This week's episode is g...
Transformational Leadership in Advising - Adventures in Advising
Adventures in Advising - November 20, 2023 05:00 - 45 minutesIn episode 88, we chat with Dr. Margaret Mbindyo, associate professor and advisement coordinator at Millersville University. Dr. Mbindyo discusses transformational leadership, change management, working with immigrant and refugee students through the Promising Scholars project, and the goals of ...
Lance Schoening
401(k) Specialist Podcast - November 14, 2023 03:00 - 16 minutes2024 SECURE 2.0 Insights with Principal’s Lance Schoening As we head toward 2024, more and more provisions of the landmark SECURE 2.0 retirement reform legislation package are coming online, including some provisions that have lots of people in the industry really excited. One of those people ...
Jason Berkowitz
401(k) Specialist Podcast - November 06, 2023 15:00 - 14 minutesIRI’s Jason Berkowitz: Why Biden’s Fiduciary Rule Gets it Wrong While the American Retirement Association is among those saying “fair” when it comes to the Department of Labor’s new proposed retirement security rule released last week that seeks to update the definition of an investment advice ...
Celebrating First Gen College Students - Adventures in Advising
Adventures in Advising - November 06, 2023 05:00 - 51 minutesIn Ep. 87, we're observing First-Generation College Celebration in November! We chat with Zachary Desjardins with University at Albany. As a proud first-generation college graduate, Zach shares his personal and professional experience tackling the institutional and psychological barriers that ex...
Lisa Gomez
401(k) Specialist Podcast - October 23, 2023 16:00 - 16 minutesTalking DOL Retirement Saving Priorities with EBSA Head Lisa Gomez It’s been about a year since the Honorable Lisa M. Gomez was sworn in as the Assistant Secretary of Labor, and quite a busy year it’s been for the head of the Employee Benefits Security Administration, which is responsible for a...
Dealing with Compassion Fatigue - Adventures in Advising
Adventures in Advising - October 23, 2023 04:00 - 49 minutesIn episode 86, we chat with Dr. Quentin Alexander with James Madison University and Dr. Charlie Nutt, retired NACADA Executive Director. Charlie gives his thoughts on leadership changes in NACADA and being the latest recipient of the Virginia N. Gordon award, while Quentin discusses what compass...
Episode 69: Northwestern University Feinberg School of Medicine
All Access: Med School Admissions - October 14, 2023 21:00 - 1 hour ★★★★★ - 211 ratingsDr. Roopal Kundu, Associate Dean for Admissions, highlights the unique curricular features and educational philosophy at Northwestern University Feinberg School of Medicine, shedding light on their innovative approaches to medical education. From fostering curiosity and inquiry to promoting equ...
Reframing Perspectives - Adventures in Advising
Adventures in Advising - October 02, 2023 11:00 - 50 minutesIn episode 85, we interview Alex Kunkle, director of academic advising at Nevada State University. Alex chats about utilizing a centralized advising model, management styles, NACADA involvement, and supporting students experiencing shame and guilt. How to Start a Podcast Guide: The Complete Gui...
Jennifer Flitton
401(k) Specialist Podcast - September 25, 2023 13:00 - 11 minutesCapitol Hill Retirement Reform Update with Invesco’s Jennifer Flitton With 2024 quickly approaching, it’s a good time to check in on the status of retirement reform efforts and progress in Washington D.C.—particularly as the industry prepares for a variety of SECURE 2.0 provisions scheduled to ...
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