401(k) Specialist Podcast

401(k) Specialist Podcast

401(k) Specialist’s new biweekly podcast series “The 401(k) Specialist Pod(k)ast” provides retirement and 401(k) advisors with tips and strategies to optimize their business and outperform for their clients. High-profile pundits and personalities engage in smart discussions of relevant topics to educate, inform and entertain listeners.

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Episoder(145)

Laurel Taylor

Laurel Taylor

Tackling Student Loan Debt Relief Issues with Candidly’s Laurel Taylor Student loan debt has gotten plenty of attention lately, thanks not only to the great news about the student loan debt repayment...

13 Feb 202316min

Josh Itzoe

Josh Itzoe

Josh Itzoe’s Been Busy, and 401(k) Advisors are Reaping the Benefits Former TAPO honoree Josh Itzoe is now spending his days helping other 401(k) advisors. As the Founder & CEO of FiduciaryWor(k)s an...

30 Jan 202314min

Bonnie Treichel

Bonnie Treichel

Bonnie Treichel Talks Retirement Income Solutions, the New ESG Rule and SECURE 2.0 There’s a select few people in the retirement business who seem like they’re just about everywhere, and are involved...

16 Jan 202310min

Jake Eigner

Jake Eigner

The Groom Law Group’s Jake Eigner Talks Final SECURE 2.0 Hurdles and New ESG Rule Impacts Groom Law Group Attorney Jake Eigner—a rising young star in the ERISA community—highlights some of the stickin...

12 Des 202214min

Jamie Hopkins

Jamie Hopkins

The Carson Group’s Jamie P. Hopkins is a busy guy. A nationally recognized writer and researcher who frequently speaks at events around the country, Jamie is the Managing Partner of Wealth Solutions a...

28 Nov 202215min

Greg Jenkins

Greg Jenkins

Surprising Findings About Participant Retirement Income Perceptions: Invesco’s Greg Jenkins Our friends at Invesco recently released a voluminous new study exploring 401k plan participant and plan s...

11 Nov 202210min

David Musto

David Musto

What Excites, Intrigues Ascensus CEO David Musto about the Industry? What’s happening with sequence-of-return risk, inflation, and the possibility of more delayed retirements? There are few better to...

24 Okt 202213min

Jeff Hull

Jeff Hull

Here's the Skinny on President Biden's Student Loan Debt Relief Long expected, it's finally happened. President Biden declared student loan debt relief for certain borrowers through what the administ...

26 Sep 202214min

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