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Experienced Voices

Moderated By: Jeanne Gray, Publisher of American Entrepreneurship Today(R)

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There is nothing like having experienced VoicesTM to keep an entrepreneur on track to execute their vision. Check out our Podcast Series that delves into a wide range of of topics that bring to the forefront the critical details of starting and building a successful business.
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401(k) Specialist Podcast

401(k) Specialist Magazine

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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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Business and Life Success tips for LAZY over-achiever. This podcast gives you the tips it took me 20 years to get right! Your business can be a lonely place, but hugely rewarding! In Grow, Sell and Retire, my goal is for you to have the tools available to make things happen in your business to create real change. Your business has two rockets and this is the ROCKET FUEL to bring you one step closer to feeling wealthy.
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Hey folks! Tune in to the latest episode of B.D. Dalton's dynamic business podcast where he sits down with Glenn Kramon, the editorial genius from The New York Times and a seasoned Stanford professor. This episode is a goldmine for anyone looking to elevate their written communication game. Glenn shares his top tips, emphasizing the importance of s…
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The DOL’s new fiduciary rule is scheduled to become effective in September, and retirement plan advisors and plan sponsors have plenty to do to prepare for the changes it will bring. Jerry Schlichter, founding and managing partner of Schlichter Bogard LLC and a well-known pioneer of retirement plan excessive fee litigation, visits the 401(k) Specia…
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Patricia Lizarraga is the Founder and Managing Partner of Hypatia Capital Management. Leveraging her 30+ years of experience on Wall Street, she and her co-founder launched in 2023 an ETF comprised solely of female-led publicly traded companies, WCEO. Hear how she navigated the launch of this unique financial model that highlights the performance o…
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Health Savings Accounts can be a very effective tool not only to pay for out-of-pocket medical expenses, but also to save for retirement thanks to a unique triple tax advantage. To check in on the pulse of the HSA market, we talk with the co-founder and president of Devenir Research Eric Remjeske, who is also a co-author of the semi-annual Devenir …
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Daniel Daoura, founder and CTO of Pebblebee, is a serial entrepreneur and visionary leader in the trackables industry. Daniel began his career at Boeing, where he spent over 10 years in lead engineering roles developing global software and hardware systems for military asset-tracking communication systems. Leveraging this experience, Daniel venture…
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The Department of Labor released its final “Retirement Security Rule” recently, which aims to raise the legal bar for financial advisors, brokers, insurance agents and others who give retirement investment advice. Noted ERISA attorney Fred Reish Esquire, Partner at Faegre Drinker, shares his thoughts on some of the rule’s key focuses and changes, a…
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There’s a trend happening right now where asset managers are using a new strategy to help 401(k) plan participants manage their retirement spending: Target date funds featuring annuities. Morningstar recently did some really interesting research on this trend, and there are some compelling reasons to believe this type of solution could gain some se…
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Artificial intelligence is a hot topic everywhere these days, including the financial services industry. We check in with artificial intelligence early adopter Liz Davidson, founder and CEO of Financial Finesse, who tells us about their award-winning AI-powered virtual financial coach named Aimee, and how AI really is turning into a game-changer fo…
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First-time entrepreneurs often have great business ideas that provoke their passion to start a business. Our guests, Stacy Pena and Brian Engleman, are Fund Managers for the San Diego Angel Conference and they will share their experience as to how angel investors view founding entrepreneurs and the business ideas they pitch for funding. Don't miss …
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The workplace retirement plan industry’s premiere event is just days away, with top professionals set to descend upon Nashville April 7-9 for the 2024 NAPA 401(k) Summit. We get a preview of the big event from two of the key people in charge of putting it together in Nevin Adams and John Sullivan, the former and current Chief Content Officers for t…
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The 401(k) has been under attack on multiple fronts lately. Between calls for eliminating their tax advantages to prop up Social Security to Bernie Sanders pining for a return to pension plans, and momentum seeming to build for the TSP-like “Retirement Savings for Americans Act” that many in the workplace retirement market believe would constitute …
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Brain and Brawn: Two Powers of Herculean Business: In this dynamic episode, B.D. Dalton II sits down with Robert Siegel to dive into the pivotal themes of digital transformation and systems leadership, as unpacked in Robert's enlightening book "The Brains and Brawn Company". They dissect how the most successful firms are those that effectively meld…
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Join author Mark Atkeson on his 30-plus year journey of living and working in China, an eyewitness to China's great transformation into a superpower. As both an entrepreneur and investor, Mark shares his firsthand experiences in a country that lifted 800 million people out of poverty over that period, spurred in large part by innovating Chinese ent…
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Unlocking the Door to Broader Adoption of Guaranteed Lifetime Income in 401(k)s: Matt Gray and Todd Levy Guaranteed lifetime income remains a hot topic in the workplace retirement plan market and there are plenty of factors at play these days that are helping these solutions gain traction—and more widespread adoption—in 401(k) plans. Matt Gray, Ass…
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Ohtani’s ‘Retirement’ Strategy, NQDC Plans and 2024 Stock Trends with ‘401(k) Lady’ Jeanne Sutton Baseball’s biggest star Shohei Ohtani made headlines recently by signing the largest individual contract in the history of sports when he inked a 10-year, $700 million deal with the Los Angeles Dodgers. Interestingly, he deferred $68 of the $70 million…
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Not many college students can claim that their startup won $100,000 at a pitch competition held at the San Diego Angel Conference and then also gained seed funding. Student athlete Dominyck Bullard, now student entrepreneur, accomplished both soon after launching his digital media startup Athletiverse. His company manages the digital assets of coll…
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Want to Crush the Competition? Here is episode 3 of our mini Series from Dave Dodson. Get in here. Small Business Strategy: Key to Growth The discussion revolved around the importance of business strategy, especially for small business owners. B.D. and David spoke about the significance of strategy for business growth, even for companies with a sma…
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Catching Up with 'Annuity Yoda' Tamiko Toland Guaranteed in-plan lifetime income solutions is a hot topic in the workplace retirement market these days, and we wanted to hear from one of the foremost experts on these products in “Annuity Yoda” Tamiko Toland. After stints at TIAA and CANNEX, the thought leader in retirement and annuities in the indi…
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Michael Watkins gives the Lazy Over Achievers tactical strategies to make amazing things happen. 1. Navigating the Geopolitical Business Maze with Michael Watkins In this eye-opening episode, B.D. Dalton II chats with the illustrious Michael Watkins, straight out of scenic Zurich. They dive deep into Michael's riveting new book, focusing on masteri…
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Episode 2 of Crushing the Competition with Dave Dodson This episode with is part of three episodes designed to deliver punch and focus in three parts The Manager's Superpowers, Employee Heroes and lastly, Leveraging Strategy Dave Dodson is the guru behind the amazingly useful The Manager's Handbook (not boring; inside joke from original episode #13…
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Crushing Competition Ep 1 Management Superpowers Leadership Priorities B.D. and David engaged in a conversation about strategic management and the concept of 'employee heroes'. David shared their motivation behind writing their book, emphasizing the need for a practical handbook on leadership implementation. They highlighted the importance of consi…
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The Year Ahead with John Hancock Retirement CEO Wayne Park As the new year opens, our first podcast of 2024 features a look at what to expect in the workplace retirement market from a high-level leader in John Hancock Retirement CEO Wayne Park. With oversight over all aspects of John Hancock Retirement’s business, Park is an ideal person to shed in…
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In this awesome GSR podcast we learn to get back to basics to get stratospheric returns from your next event. Nick Gray gives B.D. and the Lazy Over Achiever massive top tips on making the 2 Hour Cocktail party your next and best event ever. Networking Events: Focus on Interests, Not Resumes 1.In this engaging episode, B.D. Dalton II chats with Nic…
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Hear Ardy Arianpour, CEO & Co-Founder of SEQSTER, a healthcare technology startup. Ardy shares his journey to solve a giant pain point in the healthcare industry, achieving funding and his one-on-one meeting with Bill Gates to discuss his disruptive model. SEQSTER is on the frontline of healthcare innovation, breaking down health data silos, using …
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In the latest "Grow Sell and Retire" episode, B.D. Dalton II is joined by Jeanne, a dynamic consultant and coach renowned for aiding coaches and consultants in skyrocketing their sales. The episode delves into Jeanne's eclectic career journey, beginning as a fashion designer, then venturing into acting and executive recruitment on Wall Street. Afte…
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Sri Solur, CEO of Kenmore Brands at Transformco, takes listeners through his journey of transforming the Kenmore brand in today’s digital world, leaving behind its one-hundred-year history as a top Sears appliance brand. Hear how through his leadership he changed the company’s "retail-captive" culture to embrace innovation, while also applying his …
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IBM sent shockwaves through the retirement industry recently when it was revealed that the tech and computing giant is halting its 5% 401(k) match in favor of a 5% contribution to a new, portable, immediate-vesting pension called a “Retirement Benefit Account.” Joining us to discuss this move and its wider implications within the retirement industr…
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Finding investor funding for a startup is an enormous challenge, William Santana Li, an intrapreneur at Ford Motor and its youngest senior executive at the age of 28 provides frank insight about startup funding—having raised over $120 million for his robots venture Knightscope. He shares the unconventional and visionary mindset that enabled him to …
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Funding a life science or medtech startup is uniquely challenging due to the extended time required for product development, and if applicable, product approval. Patrik Schmidle​, Founder and CEO of CARI Health shares how he navigated funding for his medtech startup that brought in millions of dollars in funding from a range of funding sources.…
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2024 SECURE 2.0 Insights with Principal’s Lance Schoening As we head toward 2024, more and more provisions of the landmark SECURE 2.0 retirement reform legislation package are coming online, including some provisions that have lots of people in the industry really excited. One of those people is Lance Schoening, Director of Policy at Principal, the…
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Susan Newman, SVP of Conferences at the National Retail Federation, and Rob Grimes, Founder and CEO of the International Food & Beverage Technology Association discuss the latest innovations impacting the retail industry and how they will be showcased at the upcoming Retail Big Show in January. They share the excitement of the Food Service Innovati…
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IRI’s Jason Berkowitz: Why Biden’s Fiduciary Rule Gets it Wrong While the American Retirement Association is among those saying “fair” when it comes to the Department of Labor’s new proposed retirement security rule released last week that seeks to update the definition of an investment advice fiduciary under ERISA, many insurance-based organizatio…
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Talking DOL Retirement Saving Priorities with EBSA Head Lisa Gomez It’s been about a year since the Honorable Lisa M. Gomez was sworn in as the Assistant Secretary of Labor, and quite a busy year it’s been for the head of the Employee Benefits Security Administration, which is responsible for administering, regulating and enforcing provisions of ER…
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When you want to gain insight about what’s going on in the retirement industry, you want to talk to someone who’s in the loop and immersed in the business. We can’t think of someone who fits that description better than Jania Stout. 401(k) Specialist’s “Top Advisor by Participant Outcomes” in 2020 is now the Senior Vice President, Retirement + Weal…
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"I called his book boring... It was anything but and his idea that Crushing your competition has a formula was awesome. This is a no BS chat with David Dodson who shows us the 5 traits and practical tools that we need to build a formidable business. This based on years of research, hands on application and interviews with CEOs from Apple, Southwest…
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Capitol Hill Retirement Reform Update with Invesco’s Jennifer Flitton With 2024 quickly approaching, it’s a good time to check in on the status of retirement reform efforts and progress in Washington D.C.—particularly as the industry prepares for a variety of SECURE 2.0 provisions scheduled to kick in come January. To learn where things stand on a …
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Success tips for the Lazy Over Achiever. B.D. Dalton and Wayne Mullins Grow Sell and Retire Podcast Top tip: When a team member brings you, the owner, a problem "Ask don't answer" To learn more about serial entrepreneur and all around great guy Wayne's secrets, listen to the podcast. B.D. Dalton conducted a discussion with Wayne Mullins, who operat…
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Andrew Biggs Explains Why There is Really Is No Retirement Crisis In an environment where Americans are repeatedly told by mainstream media that they are facing a serious retirement savings crisis because they aren’t saving enough, there’s one person who repeatedly stands up to refute these claims. Andrew Biggs, Senior Fellow at the American Enterp…
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Serial entrepreneur Steve Visconti is co-founder and CEO of Xiid, a cyber security startup providing a proprietary architecture to protect enterprise networks and assets. Steve discusses cyber security in terms of both large companies and startups, sharing insight about cyber threats dominating our news. He also gives his view as to how a tech star…
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Building Client Relationships with Advisor Derek Fiorenza Derek Fiorenza, C(K)P, CPFA, AIF, PPC, MSBA, is wired a little differently than the typical retirement plan advisor. He joins us to explain the somewhat unique approach he has to building client and participant relationships. Fiorenza, who serves as the Vice President, COO and CCO of Summit …
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Lifetime Income Solutions in 401(k)s Allianz Life’s Joe Hendrickson and AmericanTCS’ Brian Lenz Discuss Market Momentum In-plan guaranteed lifetime income solutions, such as annuities, have received plenty of attention in the wake of the SECURE Act of 2019 and 2022’s SECURE 2.0 legislation, which made it significantly easier to add these types of s…
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Fred Reish’s DOL Fiduciary Rule Update The retirement industry will be keeping a close eye on the Department of Labor in August in anticipation of proposed regulation regarding its fiduciary rule, and whether or not a retirement plan-to-IRA rollover recommendation made by an advisor who is a fiduciary to a plan or participant constitutes a fiduciar…
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Product brands surround our everyday lives, but few truly understand what is required to create a brand that is preeminent and enduring. Udaiyan Jatar (UJ) held prominent positions in both P&G and Coca Cola. In the latter he was one of the youngest Global Vice-Presidents where he led the strategy, innovation, and marketing for Global R&D. Now UJ is…
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The Who brought us Tommy the Pinball Wizard and now the GSR Podcast brings you Richard Blank who is the Word Wizard who loves Pinball from the heart of central America in Costa Rica. Richard brings his secrets and tips and tricks around engaging clients, building teams and making things happen to move your business to the next level. Escucha bien y…
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Dr. Peter Bonuitti is a renowned orthopedic surgeon who pioneered Minimally Invasive Surgery and has over 500 patents and applications. In a discussion of his two most recently launched products, the world’s smartest mobile UV light sanitizer and a medical device to counter severe headaches, Dr. Bonutti shares insight about the challenges and the r…
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Do you wonder how Dragons think? Piers Linney is an investor, entrepreneur, ex lawyer, ex Banker, and full time driven person. He looks at the world through the lense of efficiency, drive and making things happen. His new focus is how AI will change the world of business, hopefully for the better. Listen to the show and follow Piers all over the so…
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Retirement Advisor Marketing with Rebecca Hourihan We were curious to learn more about what 401(k)-focused advisors are doing with their 401(k) marketing efforts these days, and what kind of investments in time and resources they are making in efforts to grow their business. For answers, we checked in with Rebecca Hourihan, Founder and Chief Market…
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Carol Craig began her career as a Naval Flight Officer flying P3 Orion Aircraft, serving as a trailblazer for women in the military. Today she is the CEO of Sidus Space, a public company listed on the NASDAQ Exchange. Hear her story of her first aerospace startup, Craig Technologies, that benefited from SBA programs for women, veterans and minoriti…
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From his time-consuming experience of preparing options data, fintech entrepreneur David Hait saw an unmet need for it to be better organized, cleaned, and made easier to use by portfolio managers, investors, and academic researchers worldwide. In 1999 he founded New York-based OptionMetrics when options trading was less common than it is today, wi…
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Tom Frazier is the co-founder and CEO of Redivider, which follows his 25-year corporate career in technology to become a visionary entrepreneur driving transformational initiatives in future tech, B2B, and public sectors. Tom's latest venture is building greener data centers in Opportunity Zones across the U.S. He shares how he pulled together the …
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