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Hosted by Julie Mochan, this podcast is for financial professionals that want to learn about the opportunity of providing advice to their clients about investing within self-directed brokerage accounts (SDBA). SDBA windows exist within thousands of 401(k), 403(b), and 457 retirement plans across the United States. Julie’s interviews are engaging and interesting for anyone in the financial industry.
 
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Julie interviews legendary internet/tech analyst and author of the must read book Nothing But Net - Mark S.F. Mahaney Since 1984, The Pacific Financial Group, Inc. (TPFG) has built a rich tradition of serving financial advisors and investors with best-in-class investment solutions and unrivalled customer service. The firm was founded on the single …
 
Elio Chiarelli, strategist for the TPFG Capital Defender models shares an incredible story about developing a strategy like no other. Learn with Julie Mochan about: What does farming have to do with investing? Austrian Economics The Rise Of the Capital Defender Models Investment Models Built for First Responders Got Grit? Investing for Chaos FOMO A…
 
Julie gets tactical with Bob Meeder of Meeder Investment Management. There is so much to learn in this episode! Is it different this time? What is a Secular Bull or Bear Market? What is a Cyclical Bull or Bear Market? Are Seculars and Cyclicals happening now? The Million Dollar Question Peeling the Onion of Tactical Management Should you be thinkin…
 
Listen to Julie talk to Matt Hamilton, 😎President of The Pacific Financial Group, Inc. (TPFG) talk about: The Need for Good Financial Advice in America The Value and History of Advisors Helping Individuals with Their Group Plan Accounts (SDBA) Where Are All of the Investable Assets? When Should You Be Getting Advice? Having Conversations with Your …
 
It's Season 2! In this first episode of the season, host Julie Mochan talks to Jeff Olsen, President of RiskPro® about: What is RiskPro and Why Use It? How Is The RiskPro Math Holding Up? CLICK TO 👉DOWNLOAD RISKPRO E-BOOK W/ CHARTS How do Advisors Use RiskPro to Help their Clients? How do Compliance Teams Use RiskPro to Liability? Is it Easy To Imp…
 
In this episode, Julie tells you what Strategy PLUS is, and then asks David Blanchett about: His Personal History in the Industry😎 Financial Designations and the American College 🔠 Is Retirement Real? 🏖 Women in the Workplace and Retirement trends 💃🏽 The Realities Social Security 😳 The Value of an Advisor 😎 MEPs vs PEPs 🤼 Research on 401k Plan Part…
 
📢 Julie Mochan announces that TPFG is engaging Wilshire in a strategist due diligence / oversight relationship. PLUS, listen to Josh Emanuel, CIO of Wilshire give the latest on: 📊 Wilshire History 📏 Benchmarking and Indexes (hi there FT Wilshire 5000) 📈 Inflation: flexible or sticky? 🛒Demand: Goods or Services? ⛽ Energy Prices 📈 Interest Rates % 🏡 …
 
In this Episode, Julie Mochan interviews Rene Reyna, CFP®, Head of Thematic & Specialty Product Strategy, Invesco ETF and Indexed Strategies. TPFG's Strategy PLUS platform utilizes Invesco's expertise in the thematic ESG space to expand investment model choices for advisors wanting to help their clients through self-directed brokerage accounts (SDB…
 
In this episode, Open Windows Host Julie Mochan welcomes guest Matt Peron, Director of Research at Janus Henderson Investors. Mr. Peron oversees the firm’s sector research teams and analysts, is responsible for the firm’s centralized equity research effort, and heads the firm’s Portfolio Oversight Team. In this podcast, Matt dives into: 🔸 Inflation…
 
In this Episode, host, Julie Mochan talks to Matt Sommer, Ph.D., CFA, CFP®, Head of Defined Contribution and Wealth Advisor Services as Janus Henderson Investors. Listen to Matt for Amazing NEW Insight Into: ✅The Secure Act 1.0 and 2.0 ✅The Effects of COVID-19 on the Advisory Business and Advisors ✅New Research on the Value of An Advisor! ✅ Diversi…
 
In this episode, host Julie Mochan welcomes Janet Lee, AIF®, BFA, Senior Vice President of Sales at The Pacific Financial Group, Inc. Janet will give you everything you want to know about the self-directed brokerage account (SDBA) marketplace, and how to navigate it.🚢 We discuss the lack of customized advice for participants of employer group retir…
 
🔦 This new financial podcast gives financial professionals: 📝 direction and instructions on how to make the opportunity of self-directed brokerage account (SDBA) management a part of their successful business plan 🎯 acquire and help clients that need investment advice at the participant level in their employer's group retirement plan. 🎁 get SDBA be…
 
In this episode, you can listen to The Translator's host, Julie Mochan talk with an interesting individual that transitioned from a San Diego police officer to a RiskPro-using financial professional that followed his calling for helping individuals and churches throughout the country: Doug Eagle , President of Eagle Retirement Plans, Inc. is is the…
 
In this second episode of the series of mini-casts (short podcasts within a podcast) ,The Translator host, Julie Mochan, gets talking about PTE 2020-02 with Chief Compliance Officer and General Counsel for The Pacific Financial Group, Inc. , Jason Luhan. In December of 2020, the DOL adopted PTE 2020-02 🎙 Jason tells you who is affected by the DOL's…
 
This episode is the first in a series of mini-casts (short podcasts within a podcast) where The Translator host, Julie Mochan, will dig into financial regulatory and compliance topics with Chief Compliance Officer and General Counsel for The Pacific Financial Group, Inc. , Jason Luhan. Look for lots of About RiskPro: RiskPro® is a revolutionary tec…
 
In this episode, The Translator's host, Julie Mochan, first gives ridiculous "Julie Tips for Re-Entry into the Office Atmosphere": avoiding people ☕🤨 changing the dress code🤠 wearing shoes 👟👠👞 hair and make-up 👱🏽‍♂️💈💄 and then dives deep and gets real by asking many important questions of expert Life and Leadership Coach, Kerry Bestwick. Everyone f…
 
The Translator's host, Julie Mochan interviews Dennis Thankachan, CEO of Lightyear.ai. about leaving the financial industry to start a business that offers its product and services to many industries, including the the financial industry. Dennis shares his personal philosophy on knowing which path to take to be successful at doing what you have a p…
 
Julie Mochan, host of The Translator by RiskPro talks to Doug Griffith, Founder of Anthrobot Creative and 35 year veteran of Walt Disney Imagineering. About RiskPro RiskPro® is a revolutionary technology platform that provides risk profiling, portfolio construction, and automated account surveillance. Serving as the World’s First Virtual Portfolio …
 
In this episode, Julie Mochan talks about the volatility in the "short squeezer" stocks and when RiskPro was able to spot the potential risk. Julie's guest is Glen Schreitmueller, Chief Product Officer of ProTools, LLC, developer of RiskPro. Glen and Julie dig into RiskPro, their new integration with Envestnet, and what a financial institution can …
 
Tune in to enjoy host Julie Mochan talk in depth to Nick Scalzo, CEO of RiskPro's parent company about the origin and development of this RegTech solution. Nick then shares quite a bit about his history growing up in Southern California,and the Orange County punk music scene. There are lots of shout outs to many people that have influenced and help…
 
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