Best CAPTRUST Podcasts (2024)

1
Episode 18: Elevating Your Assets and Securing Your Financial Future with Kelly Brothers of CAPTRUST. 27:05

14d ago27:05

27:05

Join us as we sit down with the ever-charismatic Kelly Brothers, who not only regales us with tales of his switch from a TV news anchor to a financial advisor but also imparts his wealth of knowledge on wealth management. Kelly, a sage in the realm of financial planning with CAPTRUST, discusses the nitty-gritty of investment management and legacy p…

1
Episode 65: Hearts & Wallets 34:33

2d ago34:33

34:33

What most surprises retirees as they enter their new phase of life? In episode 65 of the Revamping Retirement podcast, Hearts & Wallets founder Laura Varas joins CAPTRUST's Matt Patrick and Audrey Wheat to talk about the topic. The trio delves into what retirees didn’t expect to happen in retirement—including the surprise of retiring earlier than i…

1
Episode 32: The Growth of Five Star Bank is Commitment to the Community. 51:39

6d ago51:39

51:39

Get ready to rethink your understanding of banking and business growth with James Beckwith, the dynamic CEO of Five Star Bank. Discover how James's journey from a modest beginning in Santa Rosa to a respected figure in the banking world can inspire your own career path. From his early education at Santa Rosa Junior College to his transformative exp…

1
Episode 31: Social Security, Roth IRA's and Choosing a Financial Advisor. 51:40

13d ago51:40

51:40

What happens when the fundamentals of Social Security face unprecedented challenges? Join me, Kelly Brothers, as I unpack the looming crises of a dwindling worker-to-beneficiary ratio and rising life expectancies, which put Social Security's financial stability at risk. We'll explore potential solutions like raising the retirement age and forming a…

1
Episode 30: Mark Finan's Forecast Calls for Blue Skies and a Bright Future. 51:40

20d ago51:40

51:40

How does one man's childhood fascination with thunderstorms lead to a career as the chief meteorologist at a renowned news station? Join me, Kelly Brothers, on Bite Size Finance as we sit down with Mark Finan, KCRA's Chief Meteorologist, who shares his captivating journey from Southern New Hampshire to the University of Utah and beyond. Mark's earl…

1
Episode 29: Carmichael Dave. His Story Is So Much More Than Just the Kings. 52:31

27d ago52:31

52:31

Experience the outcome of unwavering determination with Carmichael Dave, morning show host on Sports 1140 KHTK, in a podcast that promises to leave you with nuggets of wisdom on perseverance and persistence. Join me, Kelly Brothers, as we traverse Carmichael Dave's captivating journey from eager critic to a broadcasting force, weathering multiple s…

1
Episode 64: Brian Graff 37:24

29d ago37:24

37:24

Brian Graff, the CEO of the American Retirement Association, unpacks the new fiduciary rule and the implications of the expiring Tax Cut and Jobs Act. Hear how these changes can affect retirement planning on episode 64 of Revamping Retirement with hosts Jennifer Doss and Peter Ruffel.

1
Episode 28: From Foster Care to Harvard Law School. Andrew Bridge's Story of Education and Advocacy. 51:40

1M ago51:40

51:40

Join me, Kelly Brothers, for a heartfelt journey with Andrew Bridge, a man who transformed his turbulent childhood in foster care into a life of advocacy and hope. Listen in as Andrew opens up about his early life marked by his mother's schizophrenia and the traumatic separation that led him to the foster care system. His narrative is a poignant te…

1
Episode 27: Something Wrong? Call Anh Phoong. And Now, the Story of How That Came To Be. 50:40

1M ago50:40

50:40

Join me, Kelly Brothers in a conversation with Anh Phoong, the trailblazing attorney from Sacramento who turned her academic struggles into a story of triumph. Her journey from a business major at Sac State to the valedictorian of Lincoln Law School is nothing short of cinematic, filled with twists of fate and tenacious grit. Ann's candid recollect…

1
Episode 26: Your Family's Future; Preserving the Legacy with Mike Genovese 51:07

2M ago51:07

51:07

Imagine inheriting the family vacation home only to find you can't afford the liabilities that come with the gift. That's just one of the critical topics we 'll dissect with Mike Genovese, a financial mastermind from CapTrust, illuminating the shadowy corners of estate planning. Together, we navigate the intricacies of California's Prop 19 and delv…

1
Episode 17: Smart Tax Strategies Boost Real Estate Profits 25:30

2M ago25:30

25:30

Ever stumbled upon a goldmine in your very own tax returns? Well, that’s exactly what happened to one of our clients, a real estate agent who was initially shortchanged by a whopping $22,000 in deductions. Join us as we unfold this eye-opening case study, divulging how meticulous reporting and strategic deductions can lead to substantial refunds. W…

1
Episode 25: Raising Beams and Breaking Barriers; Allison Otto Cements a Legacy and More. 50:23

2M ago50:23

50:23

Join me, Kelly Brothers, for a comprehensive exploration of family legacy and construction prowess with Allison Otto, CEO of Otto Construction, a cornerstone of our regional development. Listen in as Allison unveils the storied history of her family's business, beginning with her grandfather's post-war entrepreneurial spirit, and how it has blossom…

1
Episode 24: How the San Francisco Giants Digital Diamond Keeps Fans on Base. 51:40

2M ago51:40

51:40

Bryan Srabian, the digital wizard behind the Giants' fan-favorite tweets and trending TikToks, joins us for a homerun discussion on the evolution of sports media. From the MySpace era to the fast-paced world of Instagram, we're taking you behind the scenes of the Giants' game plan for winning hearts in the digital realm. Bryan reflects on his own t…

1
Episode 63: Morningstar's Mike Allen on AI 47:10

2M ago47:10

47:10

This month’s episode features an in-depth discussion on artificial intelligence (AI) between Dawn McPherson, Matt Patrick, and Mike Allen, Morningstar's Head of Technology for Workplace Solutions. They explore AI's evolving role in retirement planning, discussing its potential for personalized participant experiences, and operational efficiencies. …

1
Special Episode: Swinging for the Future. Sacramento's Big League Option Is Real. 13:33

2M ago13:33

13:33

Could the arrival of the Athletics be the catalyst that transforms Sacramento into a big-league city? Join me, Kelly Brothers, and special guest Gregg Lukenbill, the visionary behind Sacramento's sports evolution, as we dissect the Athletics' seismic shift to our hometown. Through our conversation, we unpack the rich tapestry of Sacramento's baseba…

1
Episode 23: From Gold Rush to Court Rush, How Gregg Lukenbill Brought the NBA to Town. 51:40

2M ago51:40

51:40

Join me, Kelly Brothers, for a riveting journey through Sacramento's historical landscape with the city's very own game-changer, Gregg Lukenbill. Listen in as Gregg, once a young entrepreneur donning lumberjack shirts, recounts his audacious move to bring the Kansas City Kings to Sacramento and explores the city's vibrant 19th-century history. We t…

1
Episode 22: Mastering the Market-Strategies for Buying, Selling, and Valuation for Your Business 49:36

3M ago49:36

49:36

Unlock the secrets of navigating the business marketplace and take control of your entrepreneurial destiny with expert guidance from Randy Hendershot of Evolution Advisors. Join me, Kelly Brothers, as we traverse the complex terrain of buying, selling, and valuing businesses. Whether you're an established business owner contemplating an exit, or a …

1
Episode 16: Strategic Benefits to Attract & Retain Staff AND Save on Taxes! 29:32

3M ago29:32

29:32

Unlock the secrets of keeping your team happy and your business thriving with the wisdom we'll bring to the table today. We're pulling back the curtain on employee retention strategies and the tax benefits they can harvest. We're eager to share a case study, a real life example from an HVAC contractor's hiring hurdles. With an emphasis on the power…

1
Episode 21: From Scoops to Success-Faye Nabhani's Mission of Economic Empowerment. 51:40

3M ago51:40

51:40

From scooping ice cream to steering Safe Credit Union as its CEO, Faye Nabhani's career is nothing short of inspirational, and I had the pleasure of uncovering her journey in this episode. We laughed about those early days behind the counter and marveled at how those foundational experiences in customer service and finance shaped her knack for empa…

1
Episode 20: Rob Turner's Passion for Print Helped Sactown Magazine to Not Only Survive But Thrive. 50:06

3M ago50:06

50:06

Step into the world of print passion and perseverance with Rob Turner, Sactown Magazine's co-founder and publisher, as he recounts the enthralling saga of bringing a city magazine to life amidst the digital revolution. From an unexpected car accident catapulting his career to an ambitious return to his roots in Sacramento, Rob's story is one of unw…

1
Fiduciary Liability with Dan Aronowitz 44:54

3M ago44:54

44:54

In the latest episode of Revamping Retirement, Dawn McPherson and Jennifer Doss talk with Dan Aronowitz, president of Encore Fiduciary. The three dive into litigation trends, particularly in navigating the complexities of fiduciary liability and underwriting. Highlights include: An overview of recent trends in retirement plan litigation, emphasizin…

1
Episode 19: Canvas to Closings-Tim Collom's Fusion of Art & Real Estate 51:40

3M ago51:40

51:40

Meet Tim Collom, the man who's living proof that you can wear multiple hats and wear them brilliantly. As a real estate maven and an artist with a penchant for vibrant creativity, Tim's unique journey from the Bay Area to Sacramento has seen him transform a pivotal career change at 21 into a thriving dual venture. Our conversation takes you through…

1
Episode 18: From Paper Route to Entrepreneur Evangelist, Mark Haney Builds His Growth Factory. 51:40

3M ago51:40

51:40

Growing up with a paper route may seem quaint, but for Mark Haney, it was the proving ground for an entrepreneurial titan in the making. From outwitting the neighborhood competition to turning a New Year's Eve into a masterclass in opportunity, Mark's journey is a reminder that the seeds of success are often found in the soil of our earliest endeav…

1
Episode 15: Have You Set Your Business Straight for 2024? 31:27

4M ago31:27

31:27

Ever found yourself tangled in a web of receipts and expense reports every month end? We've all been there, and it's exactly why we're suggesting something different for 2024. This episode is full of strategy gems for your business's financial health. We'll suggest effective bookkeeping systems, wave goodbye to cumbersome manual tracking and say he…

1
Episode 17: A WWII Legacy to Courtroom Success, Roger Dreyer's Motivation. 51:35

4M ago51:35

51:35

Join me today as I sit down with Roger Dreyer, the esteemed attorney whose lineage and legal prowess form the spine of this riveting edition of Bite Size Finance. Discover the heroic tales of Roger's father—a nimble navigator and bombardier during World War II—whose experiences in the skies and struggles as a POW shaped the ethos that Roger carries…

1
Episode 16: Mastering the Game. How Ethan Conrad Built His $1.6B Commercial Real Estate Empire. 47:18

4M ago47:18

47:18

Join me as I talk with the owner of 10 million square feet of commercial property, Ethan Conrad. Listen intently as he takes us behind the scenes of his remarkable journey amassing a real estate empire valued at a staggering $1.6 billion. Hear how Ethan challenges the prevailing narrative about the decline of retail spaces, providing compelling evi…

1
Caregivers and Retirement Readiness with Greenwald Research 27:48

4M ago27:48

27:48

This month on Revamping Retirement, Dawn McPherson and Matt Patrick talk with Lisa Greenwald, CEO of Greenwald Research. The three discuss the impact of caregiving responsibilities on retirement readiness. Lisa highlights that caregivers face unique challenges that often aren't addressed by employers and benefits providers, such as reduced work hou…

1
Episode 15: Securing Your Estate Before the 2026 Changes With Drobny Law's Anne Rosenthal. 51:59

4M ago51:59

51:59

When Anne Rosenthal, the managing shareholder of Drobny Law, speaks about estate tax law, it's impossible not to get engrossed in the conversation. Her journey from the Midwest to Sacramento's estate planning elite is not just a story of geographic change but a testament to her dedication in helping families circumnavigate the looming complexities …

1
Episode 14: Field Official to Fox Sports Analyst, Mike Pereira's Uncommon Path to Success. 50:57

4M ago50:57

50:57

When Mike Pereira steps into a room—or onto a field—stories and wisdom seem to follow him like a shadow on a sunny day. In our latest episode, this Stockton native, who's traversed an incredible path from NFL official to Fox Sports commentator, doesn't just share his journey; he lets us in on the intimate pivots and touchdowns of a life dedicated t…

1
Episode 14: Torqued on Taxes? Revving Up the Engines of Software vs Personal Professional Service. 31:11

4M ago31:11

31:11

Ever felt like navigating the tax system is like trying to solve a Rubik's Cube in the dark? Join us, Melissa and Eric, as we shine a light on the tax labyrinth, helping you crack the code. This episode isn't just a run-of-the-mill tax talk; it's a treasure map to the gold mines of tax benefits for both individuals and business owners. We tackle th…

1
Episode 13: Reshaping the Journey to College. The Story of Billy Downing's ESM Prep. 50:03

5M ago50:03

50:03

When the entrepreneurial spark meets a commitment to education, you get Billy Downing's remarkable story. Join me, Kelly Brothers, in the conversation with Billy, the founder and CEO of ESM, as he takes us on a journey through his Sacramento upbringing and into the heart of his mission where "Every Student Matters". His unique blend of an immigrant…

1
Episode 12: Mikuni Mastermind Taro Arai. It Started With a Dream. 51:36

5M ago51:36

51:36

Join me, Kelly Brothers, on a fascinating journey through the life and adventures of Taro Arai, the Chief Dreaming Officer of Mikuni Sushi. Listen in as Taro recounts his unconventional path from Japan to Sacramento, painting a vivid picture of the cultural challenges and personal aspirations that propelled him to leave his homeland. His narrative …

1
Episode 11: Son of Immigrants, Kelly Brothers Personal History to Financial Future. 51:40

5M ago51:40

51:40

As a kid, I remember my parents' stories about leaving Ireland with little more than hope for a better future, and the importance they placed on educating us, their children. That tenacity and foresight is the spirit behind today's conversation where we'll navigate the twists and turns of retirement planning, a journey that's become an individual r…

1
Plan Sponsor Predictions for 2024 20:18

5M ago20:18

20:18

This month on Revamping Retirement, Jennifer Doss introduced new co-hosts Matt Patrick, Audrey Wheat, and Pete Ruffel. The four share their predictions for the year ahead as it relates to plan sponsors and the defined contribution space. Predictions include: Recordkeeper consolidation Expanded QDIA solutions An increase in regulation from the Depar…

1
Episode 13: Is it time for somebody new to do your taxes? 28:33

6M ago28:33

28:33

Listen and learn as Melissa and Eric discuss the signs that demonstrate it’s time for you to find a new tax professional to do your taxes. Do you know what to look for when you're not sure about your tax person? Do you know what questions to ask? Are you a good client? Here are just some examples of what it is you should be considering along with m…

1
Auto-Portability with Neal Ringquist 22:49

6M ago22:49

22:49

This month, CAPTRUST’s Jennifer Doss and Audrey Wheat are joined by Neal Ringquist, executive vice president and chief revenue officer for the Retirement Clearinghouse. In this discussion on auto-portability, Neal emphasizes the advantages and benefits of auto-portability for both the participant and the plan sponsor. These benefits include: Stream…

1
Episode 12: Questions You've Asked About Tax Liabilities with Answers From Your Hosts 36:52

7M ago36:52

36:52

On this episode Eric and Melissa answer questions from real prospective clients who called Busy Bee for tax advice (names and scenarios have been changed.) They break down two different scenarios and how they advise a client could reduce their tax liability. Some of the highlights from the show include: Set up a corporation! If you are filing as a …

1
Inequities in Retirement: SECURE 2.0 and More with Dr. Nari Rhee 33:30

7M ago33:30

33:30

This month, CAPTRUST’s Jennifer Doss and Matt Patrick are joined by Dr. Nari Rhee, director of the Retirement Security Program at the UC Berkeley Labor Center. In this conversation, which focuses on labor and retirement issues, Dr. Rhee emphasizes the challenges faced by low and middle-income workers in the U.S. retirement system, particularly in t…

1
Episode 11: It's Not Too Late! End of Year Tax Strategies to Implement Now to Save Money 51:13

8M ago51:13

51:13

In this episode, your hosts, Melissan and Eric Broughton, give tax strategies that can save you money if you implement them before the end of the year. These aren’t “loopholes” and they aren’t “shady” practices, these are strategic methods that business owners have been using for decades. Some of the ideas in this episode include: -Prepay rent or o…

1
Student Loans with Candidly 23:42

8M ago23:42

23:42

In this month’s episode of Revamping Retirement, Jennifer Doss and Dawn McPherson sit down with Amber Moulder and James Sheridan from Candidly. Candidly is a financial wellness platform focused on addressing student loan debt, emergency savings, retirement, and more. This episode covers the restart of student loan payments, SECURE 2.0 and its impac…

1
Episode 10: Hire Your Kids, Save on Taxes. Here's How. 32:36

9M ago32:36

32:36

Learn from Eric and Melissa as they share the benefitsof hiring your children to work in the family business. What can they do? For starters, they can file, they can shred, they can sweep, heck they can even star in your social media commercials! Done properly, they can be paid thus reducing your taxes and building a nest egg for themselves. Let th…

1
Holistic Financial Wellness with Kimley-Horn 25:32

9M ago25:32

25:32

In this month’s episode of Revamping Retirement, Jennifer Doss talks with Kimberly Plessinger and David McEntee from Kimley-Horn. They discuss the company's financial wellness initiatives, including benefits and retirement plans. Kimley-Horn places a strong emphasis on financial wellness, especially for its younger employees, providing educational …

1
Episode 9: 87,000 New IRS Agents. Are You Prepared? 38:35

10M ago38:35

38:35

You’ve heard the news, the federal government has authorized funding for 87,000 new I.R.S. agents to help with tax enforcement. Are you panicked, angry, anxious? Stop worrying and ignore the noise. We break down what the new funding really means and how it could affect you or your business. If you file your taxes correctly you have nothing to worry…

1
Participant First With SUNY 32:06

10M ago32:06

32:06

In episode 55 of Revamping Retirement, Jennifer Doss and Scott Matheson are joined by Michael Consorte, director of university-wide benefits for SUNY. Michael shares his expertise in retirement program management, participant engagement, and adapting offerings to meet participant needs. Michael emphasizes the importance of adopting a participant-ce…

1
Episode 8: Starting a business? How to save on taxes Now! 33:57

11M ago33:57

33:57

Join your hosts Melissa and Eric as they discuss how to get financially prepared for cash flow and taxes before you start your business. One of the biggest mistakes new business owners make is they get started and then they talk to a tax professional after the year has ended only to find out they could have saved a ton of money by setting up their …

1
Mid-Year Check-In and Market Update 29:25

11M ago29:25

29:25

This month, Jennifer Doss and Dawn McPherson look back on the first half of the year, including a mid-year market update with CAPTRUST’s Kevin Fieldman, director of investment research. Listen to learn more about market volatility, inflation, and some SECURE 2.0 provisions that are affecting plan sponsors now and in the near future. Later, Mike Web…

1
Episode 7: Are you a Realtor? Then listen to this! 30:18

12M ago30:18

30:18

Hear your hosts, Melissa and Eric, have a conversation about Realtors this week and how important it is for them to treat their job like they are running a business. Whether you are a new Realtor who expects to make a solid income in your first year or you are established and very successful, it is vital for tax savings to set up the proper corpora…

1
“How America Saves,” with Vanguard 33:20

1y ago33:20

33:20

This month, Jennifer Doss and Scott Matheson are joined by David Stinnett, principal of strategic retirement consulting at Vanguard. Stinnett breaks down the 22nd annual “How America Saves” report, which covers trends in retirement plan design and participant behavior, including the use of financial advice programs, savings rates, and more. Later, …

1
Episode 6: Save time and money with one...simple...change 31:16

1y ago31:16

31:16

There are a lot of tips and tricks to try and save money on taxes and in other ways with your small business, but maybe the most impactful, simple change you can make to your operation is to hire a bookkeeper. Monthly bookkeeping is invaluable, it can help you eliminate extra subscriptions, catch accidental charges or fraud and give you a clear and…

1
Millennials and Retirement with Katie Gatti Tassin 36:42

1y ago36:42

36:42

This month, Katie Gatti Tassin of Morning Brew’s Money with Katie show joins CAPTRUST’s Jennifer Doss and Scott Matheson on Revamping Retirement. Tassin is known for her financial expertise focused on the millennial generation and covering topics from long-term savings and 401(k) contributions to personal finance goals and salary negotiations. With…

Podcasts Worth a Listen

CAPTRUST Podcasts

Podcasts Worth a Listen

Quick Reference Guide