Best Sdba Podcasts (2024)

Julie Mochan talks with legendary internet/tech analyst and author of the book Nothing But Net - Mark S.F. Mahaney of Evercore ISI. Hear how Mark got his top notch status learning from the best in the early years of the internet's existence, plus: Is the Sky Falling? There Will be Blood Founder Led Companies Make a Difference The Hunt for Dislocate…

1
Special Guest, Santa Stops by the SDBA! 5:05

Play Pause

1+ y ago5:05

5:05

SDBA President, Karl Adam sits down with Santa to talk about what is on the SDBA's Christmas wish list and requested a few stocking stuffers to share with our member bankers. Happy holidays from the SDBA staff!

1
Defending Assets with Capital Defender Strategist Elio Chiarelli, Ph.D. 35:21

1+ y ago35:21

35:21

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…

1
Today's Banking Trends w/South Dakota Division of Banking Director, Bret Afdahl 39:10

1+ y ago39:10

39:10

SDBA President, Karl Adam, is joined by the Director of the South Dakota Division of Banking, Bret Afdahl, on Friday, October 14, 2022, to discuss trends and topics currently affecting the banking industry.

1
Cybersecurity: Best Practices w/Rick Monheim and Jon Waldman 54:18

1+ y ago54:18

54:18

Rick Monheim, member of the SDBA Tech Work Group and an IT Analyst with Security First bank in Rapid City interviews SBS Cybersecurity co-founder, Jon Waldman for the SDBA Bank Squawk podcast. Whether you are a social media user, utilize online banking, have an email account, work in the online space, or all of the above, this episode is relevant f…

1
Cybersecurity Awareness w/Jim Edman, CISA Cybersecurity Advisor 25:05

1+ y ago25:05

25:05

SDBA President, Karl Adam, is joined by Jim Edman, CISA Cybersecurity Advisor, during October's Cybersecurity Awareness Month, to talk about what CISA is and what they do, current cybersecurity threats, ways to protect yourself and your institutions, and what steps to take if you have been compromised.…

1
Tactical Tips In A Bear Market: Bob Meeder 29:08

2y ago29:08

29:08

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…

1
Why Do Advisors Exist and What is Their Value? Matt Hamilton, Pres., TPFG 31:12

2y ago31:12

31:12

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 …

1
Today's Banking Industry w/Sen. Mike Rounds 51:29

2y ago51:29

51:29

SDBA President, Karl Adam, is joined by US Senator for South Dakota, Mike Rounds, on Tuesday, August 16, 2022, to talk about ongoing banking issues that impact the South Dakota banking industry. The Inflation Reduction Act (IRA), ECORA, the SAFE Banking Act and ESG are some of the key issues Karl and Sen. Rounds discuss.…

1
David Blanchett: The Realities of Retirement and More 31:21

2y ago31:21

31:21

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…

1
Josh Emanuel Talks: Inflation| Yield Curves| Energy Prices| Housing Market 39:25

2+ y ago39:25

39:25

📢 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 % 🏡 …

1
Rene Reyna of Invesco: Is ESG still where the Growth Is? 27:29

2+ y ago27:29

27:29

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…

1
2-28-22 SDBA Legislative Update 7:29

2+ y ago7:29

7:29

Weeks six and seven of the 2022 South Dakota Legislature.

1
2-14-22 SDBA Legislative Update 6:31

2+ y ago6:31

6:31

Week five of the 2022 South Dakota Legislature.

1
2-7-22 SDBA Legislative Update 6:20

2+ y ago6:20

6:20

Week four of the 2022 South Dakota Legislature.

1
Matt Peron: Investing in a Rising Rate Environment 24:34

2+ y ago24:34

24:34

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…

1
1-31-22 SDBA Legislative Update 5:12

2+ y ago5:12

5:12

Week three of the 2022 South Dakota Legislature.

1
Matt Sommer: Very Insightful Research for Financial Advisors 41:20

2+ y ago41:20

41:20

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…

1
1-24-22 SDBA Legislative Update 4:55

2+ y ago4:55

4:55

Week one and two of the 2022 South Dakota Legislature.

1
Janet Lee: Self-Directed Brokerage Account Window Opportunities 16:40

2+ y ago16:40

16:40

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…

1
Intro to Open Windows Investing - Opportunity Is Everywhere! 4:11

2+ y ago4:11

4:11

🔦 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…