Latest Excel 401k Podcast Episodes

David Kulchar

TAPO Talks - July 08, 2021 15:00 - 9 minutes ★★★★★ - 1 rating
This week, we’re joined by David Kulchar, Managing Director of Retirement Plan Services with Oswald Financial. Kulchar is a pioneer in the retirement plan advisory space with a high level of ERISA expertise. As our June Top Advisor By Participant Outcomes (TAPO), he describes a recent plan spons...

Syed Nishat

TAPO Talks - June 17, 2021 11:00 - 12 minutes ★★★★★ - 1 rating
This week, we’re joined by Syed Nishat, a Partner at Wall Street Alliance Group, which has a strong presence in the physician and doctors office niche. COVID presented unique challenges for frontline workers, something he witnessed firsthand. Nishat, our May Top Advisor By Participant Outcomes, ...

Josh Itzoe

TAPO Talks - May 11, 2021 14:00 - 16 minutes ★★★★★ - 1 rating
This week, we’re joined by Josh Itzoe, host of the popular Fiduciary U podcast and founder of Fiduciary Works, a company he recently launched whose core purpose is to help American workers retire with dignity. He also happens to be our Top Advisor By Participant Outcomes(TAPO) for the month of A...

Brent Sheppard

TAPO Talks - March 24, 2021 18:00 - 10 minutes ★★★★★ - 1 rating
Welcome to another edition of TAPO Talk, a discussion with top advisors about what sets them apart. This week, we speak with Brent Sheppard, a partner and financial advisor with Marlton, N.J.-based Cadence Financial Management. Sheppard is our March TAPO and he reveals what’s working with clien...

Steven Glasgow

TAPO Talks - March 24, 2021 18:00 - 7 minutes ★★★★★ - 1 rating
“Broadly, we’re more productive and getting more done,” explains Steven Glasgow, Executive Vice President/Wealth Management with Tower Circle Partners of Janney Montgomery Scott in Franklin, Tenn. But (and there’s always a ‘but’) it comes at a price, one that was concerning for the industry befo...

Brian Hartstein

TAPO Talks - March 09, 2021 22:00 - 8 minutes ★★★★★ - 1 rating
Brian Hartstein, Director of Corporate Development with Bayntree Wealth Advisors, literally grew up in the retirement plan space, starting in the family business in the seventh grade. His passion is palpable, and much of his success stems from his willingness to do what competitors won’t. He de...