show episodes
 
The 401k Owner's Manual with George Huss. The one they couldn't put in your 401k enrollment packet. Profit from these tips on how to rank your 401k investment options; how to set up a portfolio; and, how to let your winners run and cut your losses short. ( The book is now available on Amazon ! Print on demand or Kindle! Grab your own copy now, at: http://ftp2.co/amz )
 
The 401(k) Fridays podcast offers companies of all sizes free strategic, educational and actionable content to improve their retirement plans. My name is Rick Unser and I am your host. All episodes leverage my nearly two decades of experience working with employers to bring you candid interviews with industry experts, new best practices and valuable perspectives on current events.
 
The Ask the 401k Experts Podcast is where financial advisors get resources, strategies and best practices for growing a successful and compliant 401k practice. As the host, Sharon Pivirotto interviews top 401k advisors and leading industry and business experts and shares ideas for growing, servicing, and managing a successful 401k business.
 
America's 401k Show is heard around the country each week as Coach Pete and the team bring on everything you need know about your retirement transition. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings.
 
Learn all the tips, tricks and more for Personal Wealth Management and 401K Retirement Plans'
 
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show series
 
Have your investments been blown away in the last two weeks? What should I do when a hurricane hits the market ? Find out now. Remember, there is hope. Don’t miss episode 276 of The 401k Owner's Manual !
 
Do the largest 0.1% of workplace retirement plans in the country or the “Mega Plans” do things the same as the other 99.9% of plans? As you will hear from my guest, Charlie Nelson, CEO of Retirement & Employee Benefits of VOYA Financial, sometimes they do, sometimes they don’t. I had a few technical issues and distractions on my end to deal wit ...…
 
What are the Technicals telling us? Has the Bull Market gone on too long ? Are the Bear Market Pundits correct ? Find out now. Remember, there is hope. Don’t miss episode 275 of The 401k Owner's Manual !
 
If you have been searching for a candid overview on the state of workplace retirement plan education in the world of automatic enrollment and changing technology, then look no further than this episode with Catherine Golladay, Senior Vice President for Participant Services & Administration at Charles Schwab. During this fast paced conversation ...…
 
Based on the recent IRS private letter ruling I though this would be a good episode from the archives to repost. While this episode is almost two years old, my guest, Tony Aguilar, who at the time was the co-founder and CEO of Student Loan Genius could not be more current and relevant about the realities and challenges that come with student de ...…
 
Discover hard learned lessons for actually placing a trade. Included are valuable do's and don'ts. Remember, there is hope. Don’t miss episode 274 of The 401k Owner's Manual !
 
This episode is a perfect example of one where I get to use the podcast as my own research lab and learn right along side of you. Environmental, Social & Governance investments, or ESG or is it ES&G strategies, is a new topic here on the podcast and one that i have been looking forward to exploring. Their popularity seems to have ebbed and flow ...…
 
In this episode of Marathon Money, we are joined by Abu-Bakr from Third World Investors. We discuss why people fear stocks and also why it’s hard for people to get a good financial education.
 
Guest Bio Kevin Murphy is a senior vice president and Head of the Defined Contribution Strategic Accounts team for Franklin Templeton's US Investment-Only division. He is responsible for directing and expanding sales of mutual funds and sub-advised portfolio products in employer-sponsored retirement plans. In addition to leading the team of Str ...…
 
Discover the benefits of the Bullish Price Objective. How to calculate it. What it is. What it is not. And, using it for reward to risk calculations. Remember, there is hope. Don’t miss episode 273 of The 401k Owner's Manual !
 
In this 19-minute podcast, Bob Keebler covers the basics of Roth IRAs, including general concepts; taxation of conversions and distributions; mathematics of conversions; and estate tax considerations. This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com Please visit our software, books, and PowerPo ...…
 
We have talked about financial wellness on the podcast before, but not like this. My conversation today with Bill Harmon, President of Retirement Corporate Markets for Voya Financial illustrates how a thoughtful approach to financial wellness can help you become the employer of choice in your market and make a meaningful difference in the battl ...…
 
In this 20-minute podcast, Bob Keebler discusses strategies for Roth IRA conversions after tax reform. This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.comBy steve@leimbergservices.com.
 
Discover which sector reversed out of the top asset class ranking and which sector took its place. Remember, there is hope. Don’t miss episode 272 of The 401k Owner's Manual !
 
In this episode of Marathon Money, Matthew Sullivan joins us to talk about his company QuantmRE. QuantmRE enables homeowners to release the value of the equity that is locked up in their homes without taking on more debt.
 
This episode was a real treat for me and hopefully will be for you. I am excited share my conversation with The Honorable Phyllis Borzi, the former Assistant Secretary of Labor for the Employee Benefits Security Administration under President Obama. We covered a range of topics that regardless of your involvement with workplace retirement plans ...…
 
Maybe I'm a little early with the football analogy, but it seemed to fit. Today, we welcome back Tom Clark, an ERISA Attorney and Partner at The Wagner Law Group as we discuss five 401(k) fiduciary fumbles we see plan sponsors make. As a return guest who I have gotten to know pretty well, we have a little fun and share some insight along the wa ...…
 
The secret to really managing investment risk. And, discover a better way to judge your retirement age. Remember, there is hope. Don’t miss episode 271 of The 401k Owner's Manual !
 
Welcome back to new episodes of the 401(k) Fridays Podcast! After taking a little hiatus in July I am really excited about what we have in store for the remained of the year. Also, during our little break I updated the podcast intro, if you skipped it go back and give it a quick listen. We also updated the website, thank you Jonah and Annie at ...…
 
Discover the first step in any portfolio construction. Bulls do it ! Bears do it ! Also grab a quick update on what’s working now. Remember, there is hope. Don’t miss episode 270 of The 401k Owner's Manual !
 
In this episode of Marathon Money, we talk with Daniel Ameduri of FutureMoneyTrends.com about different passive income ideas that you should look into. Daniel Ameduri is Co-Founder of the Future Money Trends. He is a self-made multi-millionaire, full time fact finder, and a proud father of 3.
 
Discover who is calling for an impending “full-on Bear Market” ! Plus a quick update on what’s working now. Remember, there is hope. Don’t miss episode 269 of The 401k Owner's Manual !
 
In this episode of Marathon Money, we talk with David Moadel from PorfolioWealthGlobal.com about diversification, inflation, stock options and more. Visit his site from the links below to view some of his stock picks and also see what’s in his portfolio. PortfolioWealthGlobal.com/mypicks PortfolioWealthGlobal.com/dividend PortfolioWealthGlobal. ...…
 
We are taking a brief summer hiatus. Enjoy this episode from the archives. New episodes will resume again in August. Enjoy! This episode is fresh out of the 401(k) Fridays Podcast experiment lab. Today my guest JD Carlson, the President & CEO of the legendary Third Party Administration firm Plan Design Consultants and Host of the Retireholi(k)s ...…
 
Welcome to new listeners on the Spotify Platform ! Get a quick market update and discover what’s working now. Remember, there is hope. Don’t miss episode 268 of The 401k Owner's Manual !
 
Employers consistently want to know what other employers are doing in their 401(k) plan. In this episode we drill into the decisions employers are making about plan design, investment options, fiduciary process and employee retirement outcomes. The heavy lifting is done by Derek Wallen, a SVP at Fidelity and architect of their annual Plan Spons ...…
 
This week Coach Pete D'Arruda lays out a case study that we should all aspire to and a nifty tool to help find those lost 401(k) plans.
 
Its getting to be that time of year again, no not that time of year, its time to plan for benefits open enrollment. Over the last several years all the changes and activity in health plans has grabbed the headlines and the lions share of the focus of employee meetings. This year, and going forward where does the 401(k) plan fit? To shed some li ...…
 
Historical market data has identified a number of tradable investment strategies. Get a quick market update and discover what’s working now. Remember, there is hope. Don’t miss episode 267 of The 401k Owner's Manual !
 
There has been vast improvement by retirement plan fiduciaries when it comes to reviewing fees and investments. We even see more retirement plan committee who check the box on other important fiduciary tasks. But does that mean they have a good governance process? With that said, what is fiduciary governance, what does good governance look like ...…
 
This week Coach Pete D'Arruda walks us through how to avoid costly mistakes in your 401(k) plus how working with a fiduciary can really jumpstart your retirement.
 
Believe it or not, but it has been over six months since we have tackled about financial wellness on the podcast. Today, Chris Whitlow, the Founder & CEO of Edukate, address the red hot topic. In our conversation today we tackle an interesting thought on financial wellness, despite nearly everyone talking about it, are employers actually embrac ...…
 
Discover the secret to getting a successful retirement outcome. If you miss this one obstacle it will hurt. Remember, there is hope. Don’t miss episode 266 of The 401k Owner's Manual !
 
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