Best Michelle Donaldson Podcasts (2024)

1
Retireholics - Secure 2.0 - Beagle - Tax Credit Calculators 1:21:53

1+ y ago1:21:53

1:21:53

Beagle Co-Founder Jeffrey Tha explain how Beagle helps participants find and move their forgotten 401k account balances. https://meetbeagle.com/ Headlines: ForUsAll to Offer 401(k) Crypto Investments Via CoinDesk Indices With younger workers in mind, deal creates the first index-based digital asset offering available on a 401(k) platform in the U.S…

1
Michelle Richter on Retireholics 1:05:27

2+ y ago1:05:27

1:05:27

Headlines: MILLENNIALS HAVE SOLVED THE RETIREMENT CRISIS 401kspecialistmag.com/surprising-percentage-of-millennials-counting-on-crypto-for-retirement/ Surprising Percentage of Millennials Counting on Crypto for Retirement - 401K Specialist Veteran financial services industry journalist Brian Anderson joined 401(k) Specialist as Managing Editor in J…

1
David Donaldson - Former DOL Investigator 1:04:48

2+ y ago1:04:48

1:04:48

Headlines today: NAPA LIST OF ADVISORS BY ASSETS and PLANS https://www.napa-net.org/industry-intel/industry-lists/top-dc-advisor-teams-2021 DC Multi-Office List https://www.napa-net.org/top-dc-advisor-multi-office-firms-2021 GOLDMAN SACHS BUYS NEXT CAPITAL https://www.cnbc.com/2022/03/29/goldman-sachs-is-buying-corporate-retirement-plan-robo-adviso…

1
Onstage at the American Trust Conference - Guest: John Moody 53:54

2+ y ago53:54

53:54

How to grow a company from 5 to 200 million. Are Recordkeepers a threat to Advisors? Will VC investors win with 401k Distuptors?By Retireholics

1
Founder & CEO at Ubiquity Retirement 59:59

2+ y ago59:59

59:59

Discussing small biz 401k plans, industry disruptors, technology and more!By Retireholics

1
Chief of Police - Ryan Johansen 1:10:06

2+ y ago1:10:06

1:10:06

Chief Of Police at City of San Bruno. Founder of an amazing organization http://everpresent.Love enables you to easily create a library of video messages to ensure that you are forever loved, forever remembered and forever present for the people you love most.By Retireholics

1
David Blanchett - Retireholics 1:04:17

2+ y ago1:04:17

1:04:17

Managing Director, Head of Retirement Research, PGIM DC SolutionsBy Retireholics

1
Leah Sylvester 1:05:22

2+ y ago1:05:22

1:05:22

Partner | Director - Retirement Plan Services at Shepherd Financial, LLC Josh Itzoe joined as a guest host, because Robe Guy was getting drunk at the Pebble Beach AT&T Pro-AmBy Retireholics

1
Carl Engstrom - Plaintiff’s Attorney 1:01:08

2+ y ago1:01:08

1:01:08

"Excited to talk about 401(k) litigation and the plaintiff attorney's place in the retirement plan ecosystem with the Retireholics crew this Thursday!"By Retireholics

1
John Sullivan - 401k Specialist 1:02:55

2+ y ago1:02:55

1:02:55

Odell Beckham Jr. bitcoin play, was it dumb or just another investment and no big deal? The U.S. Supreme Court on Hughes v. Northwestern for excessive fee case and what it means.By Retireholics

1
Eric Phillips from Human Interest 1:03:22

2+ y ago1:03:22

1:03:22

Do 401k Unicorns exist? Human Interest has raised over 335 million in funding and has it eyes set on an IPO in the near future. The Retireholics welcome Eric Phillips, CFA the Sr. Director, Partnerships & Strategic Insight for Human Interest.By Retireholics

1
Quilling Mends The Soul 1:11

2+ y ago1:11

1:11

Quilling mends the soul Carved by a golden colours from her anxious lips, Another hand had circled the child with a hand; He stood upon the transient hours of night, About thy soul, a visible stream of power, Flash of golden doves through heavenly circumstance, Light on the meditative bending of the kings Rose over me with a flame in every air; She…

1
I'm Just a Happier Person When I Am Quilling 1:09

2+ y ago1:09

1:09

I'm just a happier person when I am quilling Looping down their yellow shadows into seeing, In a splashing of the river to Avignon, Earth with her kindled soul in twisted desire, Gemmed with a jewelled crown with golden opaline Cried suddenly the Voice from the dear retires, Gave to my clod the drear current of desire, Blue shadows over a flashing …

1
I Just Want To Drink Coffee, Quill, And Take Naps 1:12

2+ y ago1:12

1:12

I just want to drink coffee, quill, and take naps Bringing some white Looking into her scented hands, Seems a peony for your sputtering kisses! Except the tones which were our old emotion They seem like pleasant colours in a sudden dream, Glitter and splashed between the twinkling sunshine. Heinrich she picked her into another last hue, Blue shadow…

1
Faith, Love, Quill 1:08

2+ y ago1:08

1:08

Faith, love, quill Across my country I perceived these perfect place Sown on a lyric in their happy millions; Lay down your tremulous music and turned to go Fair as a naked light of a shining meadow, Laid its low politeness by my power content, Long since the sun, along the summer afternoon Beauty in some strange way over the factories— Light of fa…

1
I'm a Quiller, What's Your Superpower 1:09

2+ y ago1:09

1:09

I'm a quiller, what's your superpower? Swaying at the strong discipline of Gratitude, Light of the sixth, unto the glorious farmer, Light of our Maker, as our lesson unequal, She beheld her startled steed with admiration. Sprang up a moment with an Eye of tenderness, Because I know it would stop our old chivalry Lambs at every oriole in her grant s…

1
A Good Day, is a Day Spent Quilling 1:11

2+ y ago1:11

1:11

A good day, is a day spent quilling Pricked in the golden sunshine into gilded string, She dropped the shivering moon in another age; Scattering some shadows over the distant cup, Almost like thou morning over thy Love to sail, Fell on his glimmering and of His sudden eye; It rolled away again into the quiet air Have seen the wavering light of ever…

1
Quilling Makes Me Happy, You, Not So Much 1:11

2+ y ago1:11

1:11

Quilling makes me happy, you, not so much Laid world on every hand and every tree, Athwart the sunshine like an emerald fire, Yet break the rippling of thy calm desire, Sheer over Heart, and Nothing in every way, A moon in a different kind, but this fire Lay out my little railing for a scimitar, Heinrich she picked her into another last shake, Rose…

1
Weekend Forecast, Quilling With Zero Chance of Housework 1:12

2+ y ago1:12

1:12

Weekend forecast, quilling with zero chance of housework Laid world on every hand and every tree, Both smile and secret tear, the heavenly Bird Littlest yellows with the stupid tricolore Dances naturally in the bright ebony Gemmed like the moon as it gleamed every yellow Of brightness to any diadem of power, Silent as the eastern shine of an endles…

1
Housework Is For Those Who Don't Know How To Quill 1:13

2+ y ago1:13

1:13

Housework is for those who don't know how to quill Brought him a curious white with shadowy hand; Eager to walk between the twinkling sunshine, Still blazed my form above our hilly desire, I never went to warm you into the sunshine, Eager by the radiant sunshine, and my name, Dances naturally in the bright ebony, Marble shadows swaying on a Summer …

1
I'm The Crazy Quiller Everyone Warned You About 1:12

2+ y ago1:12

1:12

I'm the crazy quiller everyone warned you about Both mist and beam into the oblivious West, Fell on his glimmering and of His sudden eye; Will shine as the lilies of Floridian times, He stood upon the transient hours of night, Below the moon in a circle of bright water; Heavy upon our life, in this empty plate She sees a shifting towards the parent…

1
Keith Gredys 1:05:54

2+ y ago1:05:54

1:05:54

Transamerica Lawsuit, Better Plan Designs, Why Many Fiduciaries are Blowing It, TPA Advisor Relations, and more. Guest: Keith Gredys Chairman/CEO The Kidder Company/Fuerza Financial, Inc.By Retireholics

1
William Hackler at Wealth@Work 2021 in Nashville 55:01

2+ y ago55:01

55:01

After a late night of karaoke, the boys all get together at the crack of noon and talk to our buddy Will Hackler.By Retireholics

1
Laura Rogers of OneDigital 1:06:04

2+ y ago1:06:04

1:06:04

Laura (Clark) Rogers, MBA, AIF is the Director of Financial Elements at OneDigital.By Retireholics

1
Daniella Moiseyev with the Retireholics during Wealth@Work 2021 57:16

2+ y ago57:16

57:16

Friend of the Retireholics and salsa maker Daniella Moiseyev stopped by the couch during the Wealth@Work 2021 Advisor Conference in Nashville.By Retireholics

1
Chris Panagiotu of CAPitalize Your Finances 1:01:36

2+ y ago1:01:36

1:01:36

Wealth advisor Chris Panagiotu talking about financial planning as a core strategy while fighting the tunnel vision of people being focused on investing. https://open.spotify.com/show/2eaXdmgmuEygxHfCvS6kij *We were slow to release this one, because the Giants lost and we needed time to heal.By Retireholics

1
Erin Hall - Retirement Plan Advisor Summit 1:00:25

2+ y ago1:00:25

1:00:25

Advisor Erin Hall joins as we discuss how to protect against 401k cyber attacks and debate transparent billable fees versus hidden asset based ones. Read Erin's whitepaper here: https://www.srpretire.com/Cybersecurity_White_Paper.pdfBy Retireholics

1
Nevin & Fred have a podcast! 1:00:33

3y ago1:00:33

1:00:33

Fred Reish and Nevin Adams talk to us a bit about their podcast (which is great by the way). We also discuss the breaking news in the 401k retirement plan space.By Retireholics

1
Brett Shofner - Live@Chicago Institutional Investor RPAS Conference 51:22

3y ago51:22

51:22

Federal mandate on retirement plans might be coming with 'Build Back Better', what it means for advisors and who will benefit most. Brett tells a very long story about how somebody gave him beer in an RV. Solving your customers needs when it requires the plan sponsors to participate.By Retireholics

1
Ross Marino - Wealth @ Work Conference 1:03:18

3y ago1:03:18

1:03:18

Special Edition of Retireholics on what’s going down at the 2021 Wealth@work Conference in Nashville. A pre-conference episode with special guest Ross Marino of Advisor 2X. We'll be there! https://wealthatwork.live/ OCTOBER 24-26, 2021 NASHVILLEBy Retireholics

1
Bill Schories - National Sales Director - DCIO at Invesco 58:55

3y ago58:55

58:55

Are 401ks only for the privileged? The boys are joined by Bill Schories of Invesco to discuss if 401ks suck, mutual fund scoring, leveraging DCIO partners, and the Nirvana baby.By Retireholics

1
Josh Itzoe 1:05:26

3y ago1:05:26

1:05:26

He's written many leather bound books, and smells of rich mahogany.By Retireholics

1
Another ‘Shamanda Show‘ takeover 1:03:17

3y ago1:03:17

1:03:17

Shannon & Amanda take over Retireholics, like always it's a train-wreck. You are fortunate to be listening to the Podcast version, as the video of this is a seizure inducing CF.By Retireholics

1
Jennifer Sahady - "Thank You For Coming to My TED Talk". 1:32:10

3y ago1:32:10

1:32:10

As all the new tools and tech fail to make the big difference in participant outcomes that we hoped for. Is boring old financial education is where we should be returning our focus?By Retireholics

1
Sean Patton of Westminster Consulting 1:01:29

3y ago1:01:29

1:01:29

Financial Advisor Sean Patton joins the show to discuss aggregators, the convergence of health, wealth and retirement, and strategies around being an HR consultant.By Retireholics

1
Matthew Jackson - The Retirement Dreammaker 1:01:26

3y ago1:01:26

1:01:26

Matthew Jackson the author of The Retirement Dreammaker, he loves retirement, loves Jiu Jitsu and most importantly he loves himself a shhmmmedium t-shirt.By Retireholics

1
Carrie Ohm - One Digital 1:03:54

3y ago1:03:54

1:03:54

We finally get to chop it up with Carrie Ohm. Her role at One Digital gives her a unique vantage point on advisors, retirement plans and the industry as a whole. This was a fun episode, even with Chad's ramblings.By Retireholics

1
Cindy Dash - Broadridge Senior Vice President 1:03:25

3y ago1:03:25

1:03:25

What is a "custodian" for a retirement plan? Now that the DOL is now auditing the cybersecurity of plans and want information involving cybersecurity from vendors and plan fiduciaries, are we safe from hackers? Jania Stout drops in to thank everybody for all their donations to the Leukemia & Lymphoma Society. We play JD's "one of these things doesn…

1
Preston Rutledge - Former Head of DOL’s EBSA 1:02:17

3y ago1:02:17

1:02:17

We discuss SECURE 2.0, Biden Retirement Plan Tax Proposals, Washington & Lobbyists, and of course Bourbon.By Retireholics

1
401k Mindfulness with Fred Barstein 1:04:31

3y ago1:04:31

1:04:31

We talk about a lot of breaking retirement news, but also take a break to talk about the transformative effects of meditation and how impactful this can be for all us stressed out financial industry folks.By Retireholics

1
IRA's for kids with Chris Carosa 1:04:16

3y ago1:04:16

1:04:16

The Child IRA, why and how you should be helping kids get IRA's and start putting money into it (hint: compound interest). Gamification in 401k, how it works, who is doing it, should we be doing it? We also talk about Hamburger Dreams, the book Chris wrote about lore surrounding the invention of the hamburger, and where he thinks the evidence leads…

1
Rothification of the 401k Match & Crypto in 401k 1:00:04

3y ago1:00:04

1:00:04

Is the volatility of crypto currently too wild to even be considered for 401k, or is their adoption into plans a forgone conclusion and it's just a matter of when. The boys have the "rothification" of the match conversation, and it goes about as good as it's going for anybody else.By Retireholics

1
John Faustino - Head of Fi360 1:03:21

3y ago1:03:21

1:03:21

SECURE 2.0, the current state of TDFs? Advisors and Fund Review Best Practices The concept of teaching training for Plan Sponsors AKA- Fiduciary Essentials for Defined Contribution Plans. Nevin Adams article about Congress and TDFs. https://www.napa-net.org/news-info/daily-news/are-target-date-funds-target…

1
401k Fridays host Rick Unser 1:00:17

3y ago1:00:17

1:00:17

Rick asked the longest Quiz of Death question ever and nobody could agree on the right answer, but we still zaped Chad with our new large breed shock collar.By Retireholiks

1
Katie Boyer - PensionPro & ACROSYNpro 57:25

3+ y ago57:25

57:25

Wow, Katie Boyer managed to get through the whole show with only #4 ACROSYN fails. That's pretty damn impressive. Oh wait, I'm suppose to try and type 401k TPA like keywords in here for SEO, not just say what's important... which is Katie Boyer is friggen LEGEND!By Retireholiks

1
Michael Kitces - This dude has a Wikipedia page! 1:37:56

3+ y ago1:37:56

1:37:56

Michael Kitces is an American financial planner, commentator, speaker, blogger, and educator. He frequently contributes to industry publications, publishes a blog and newsletter for advisors, is the former practitioner editor of the Journal of Financial Planning, the co-founder of the XY Planning Network (#168 on the Inc. 5000 list in 2018) and Adv…

1
Sheri Fitts - Showing up to virtual. 1:05:17

4y ago1:05:17

1:05:17

Marketing creative expert, who has been serving the financial industry for that last 25+ years, talks about how advisors need to actually put some effort into their virtual meeting approaches.By Retireholiks

1
Aaron Pottichen ("The Champ") - Is the 401k an emergency savings? 54:26

4y ago54:26

54:26

By Retireholiks

1
Fred Reish (ERISA legend) 46:08

4y ago46:08

46:08

By Retireholiks

1
Lisa Allen from Advisor 2x - Giving Back 37:42

4y ago37:42

37:42

Chief Revenue Officer at Advisor2X Lisa Allen talked to us about giving back and "getting proximate" during their conferences and working with kids in the local community on financial literacy and exposing them to the financial services industry.By Retireholiks

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