Best Jeanne Gray Podcasts (2024)

1
Entrepreneur Daniel Daoura | Marketing an Innovative New Tech Product 39:17

2d ago39:17

39:17

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…

1
Fred Reish Unpacks the DOL’s New Fiduciary Rule 17:04

8h ago17:04

17:04

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…

1
Exploring the 'Annuities in TDFs' Trend with Morningstar's Jason Kephart 11:37

14d ago11:37

11:37

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…

1
How AI is Changing the Game with Financial Finesse’s Liz Davidson 15:27

1M ago15:27

15:27

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…

1
Two SDAC Angel Investors weigh in on funding Startups: "Jockey or Horse?" 31:36

2M ago31:36

31:36

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 …

1
Previewing the 2024 NAPA 401(k) Summit with Nevin Adams and John Sullivan 16:39

2M ago16:39

16:39

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…

1
Defending the 401(k) with ICI's Sarah Holden 16:49

2M ago16:49

16:49

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 …

1
Brain and Brawn: Two Powers of Herculean Businesses with Robert Siegel 32:35

3M ago32:35

32:35

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…

1
Author Mark Atkeson I How Chinese Entrepreneurs moved China Forward 46:52

3M ago46:52

46:52

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…

1
Matt Gray & Todd Levy 23:16

3M ago23:16

23:16

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…

1
Jeanne Sutton 11:08

3M ago11:08

11:08

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…

1
Student Entrepreneur Dominyck Bullard l Sports Passion leads to launch of Athletiverse, a funded scalable Startup 35:40

4M ago35:40

35:40

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…

1
Crushing the Competition Ep 3 Leveraging Business Strategy 31:57

4M ago31:57

31:57

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…

1
Tamiko Toland 9:22

4M ago9:22

9:22

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…

1
Strategies for Next Level Success with Michael Watkins 30:39

4M ago30:39

30:39

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…

1
Crushing the Competiton Ep 2 Employee Heroes with Dave Dodson 27:56

4M ago27:56

27:56

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…

1
Crush Your Competition Episode 1 Manager Superpowers 30:07

4M ago30:07

30:07

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…

1
Wayne Park 13:45

4M ago13:45

13:45

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…

1
Power Hosting for Business Success with Nick Gray 29:24

4M ago29:24

29:24

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…

1
Entrepreneur Ardy Arianpour l Solving an Enormous Pain Point that led to a Meeting with Bill Gates 47:05

5M ago47:05

47:05

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 …

1
Make every month your best month, High Impact Performance with Jeanne Olmor 30:45

5M ago30:45

30:45

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…

1
CEO Sri Solur | Transforming a Top Retail Brand to Compete in the Digital Economy 43:52

5M ago43:52

43:52

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 …

1
Brian McDonnell 12:25

5M ago12:25

12:25

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…

1
Entrepreneur William Santana Li l The Mindset That Entrepreneurs Must Have to Gain Funding for Their Startup 36:54

6M ago36:54

36:54

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 …

1
Entrepreneur Patrik Schmidle l How We Funded Our Medtech Startup 34:13

6M ago34:13

34:13

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.…

1
Lance Schoening 16:53

6M ago16:53

16:53

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…

1
Susan Newman & Rob Grimes | The Excitement of Retail Innovation 28:07

6M ago28:07

28:07

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…

1
Jason Berkowitz 14:21

7M ago14:21

14:21

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…

1
Lisa Gomez 16:15

7M ago16:15

16:15

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…

1
Jania Stout 12:48

7M ago12:48

12:48

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…

1
Crush your Competition with David Dodson 27:22

8M ago27:22

27:22

"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…

1
Jennifer Flitton 11:57

8M ago11:57

11:57

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 …

1
Ugly Mug gets down and focused on business success- Wayne Mullins on GSR 28:46

8M ago28:46

28:46

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…

1
Andrew Biggs 17:24

8M ago17:24

17:24

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…

1
Steve Visconti l Serial Entrepreneur takes on Cyber Security 30:27

9M ago30:27

30:27

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…

1
Derek Fiorenza 15:14

9M ago15:14

15:14

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 …

1
Joe Hendrickson & Brian Lenz 17:35

9M ago17:35

17:35

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…

1
Fred Reish 17:20

10M ago17:20

17:20

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…

1
Udaiyan Jatar | Former Coca-Cola Brand Executive Launches Health Beverage 40:06

10M ago40:06

40:06

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…

1
Grow Sell Retire Podcast - Words that Sell From International Engagement specialist Richard Blank 36:00

10M ago36:00

36:00

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…

1
Dr. Peter Bonutti: The Challenges of Medical Device Innovation 44:00

11M ago44:00

44:00

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…

1
Grow Sell Retire Podcast - Dragons Unicorns and AI Chat with Piers Linney 31:00

11M ago31:00

31:00

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…

1
Rebecca Hourihan 13:14

11M ago13:14

13:14

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…

1
Carol Craig I Aerospace Entrepreneur: From Woman Veteran Founder to CEO of a NASDAQ Public Company 37:48

11M ago37:48

37:48

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…

1
David Hait | Fintech Entrepreneur: Private Equity Exit 40:30

11M ago40:30

40:30

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…

1
Tom Frazier | An Entrepreneurial Vision of Greener Data Centers Building Communities 50:04

12M ago50:04

50:04

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 …

1
Justin Livengood 16:54

12M ago16:54

16:54

Exploring the Mid-Cap Market with Invesco’s Justin Livengood Our guest today makes the argument for why mid-caps as an asset class belong in a properly diversified defined contribution plan investment menu, and explains why most 401(k) participants are probably not aware of just how overly exposed they are right now to just a handful of the biggest…

1
Michael Kitces: Why Chat GPT Complements (Not Replaces) Advisors 22:39

12M ago22:39

22:39

The rapid emergence of artificial intelligence and Chat GPT specifically has raised a bunch of fresh questions about the role it will play in financial advice, and how it will impact the work and role of financial advisors moving forward. High-profile advisor Michael Kitces—the “Chief Financial Planning Nerd” at Kitces.com, Head of Planning Strateg…

1
Robyn Barrett | Factoring for High Growth Startups 36:08

1y ago36:08

36:08

If you are an entrepreneur with a growing company, having access to capital is at the top of your list. Hear Robyn Barrett explain the fundamentals of factoring, a finance vehicle that gets cash into the hands of entrepreneurs based on their accounts receivables. Robyn built her own factoring company, so she knows what entrepreneurs need. Factoring…

1
Amy Addington I Co-founders' People Skills Drive Pet Services Company's Success 33:27

1y ago33:27

33:27

Amy Addington is the co-founder of Woofie’s Pet Ventures, LLC, a multi-million dollar animal services company. Starting in 2018, Woofies awarded its first three franchises in Northern Virginia in 2019 and launched its in-house professional grooming school, Woofie’s Accelerated Grooming School (WAGS). Woofie’s has been recognized locally, regionally…

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Jeanne Gray Podcasts

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