Retireholics Live - Fred Greenstein Longtime industry pro Fred Greenstein joins the Retireholics as this week's special guest. Topics will focus on Retirement Plan Advisor best practices in running a successful and profitable business, as well as an update on Bitcoin in 401k, DOL Lost Retirement Accounts, Retireholics The Movie update, and Drunk Stock Tips.
Retireholics
金融服务
Carlsbad，CA 1,985 位关注者
Changing the retirement plan industry one beer at a time! Live Thurs 4:30pm (PT) - https://zoom.us/w/760355487
关于我们
401k show for advisors and retirement industry professionals, where we drink a couple beers and have real conversations about the retirement plan world. Retireholics is always looking for new friends, please reach out! Join us live Thursday's 4:30pm (PT) - retireholics.com/live Email: [email protected] www.retireholiks.com
- 网站
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https://www.retireholics.com
Retireholics的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Carlsbad，CA
- 类型
- 私人持股
- 创立
- 2014
- 领域
- retireholiks、retireholics、401k、retirement、PEP、Joh Sullivan和Beer
地点
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主要
获取路线
7513 CAMINO MINERO
US，CA，Carlsbad，92009-8722
Retireholics员工
动态
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For Your Consideration
Big Announcement! Super excited to announce the world premiere of RETIREHOLICS THE MOVIE. Streaming live at 1PM (PT) on Wednesday November 27th (AKA Blackout Wednesday). Four friends hit the open road on a journey across the country, facing unexpected challenges, hidden secrets, and unforgettable adventures as they chase down a prized possession that means everything to one of them. This film is brought to you by the generous sponsorship of PenChecks Trust and stars Mark Palmini, Chad Johansen, Justin MacNeil with guest appearances by Shannon Edwards, Vincent Morris, Ryan Rink and an Oscar worthy performance by the legend Fred Reish. How to attend information/link is in the comments below. #401k #401kplan #ERISA #retireholiks
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Retireholics Live - Thomas Clark He is not afraid to share his opinion, a straight shooter and one of the top ERISA attorneys in the biz, Thomas Clark guests on this week's Retireholics show. Possible Topics: The Nevin Adams and Shlomo drama....so juicy! Flashlight Segment on SavvyFi, Jania Stout makes big move from One Digital to Prime Capital. What is the DOL's ERISA Advisory Council? Hidden fees in guaranteed income solutions, acrosin, drunk stock tips, and more!
www.dhirubhai.net
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On a brand new live episode of RH today, we bring back the Flashlight Segment and talk with SavvyFi about their Student Loan Retirement Match technology. Also excited to have a fan favorite back on the show in Thomas Clark, JD, LLM Grab a cold one and join us later today.
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Retireholics Live - 10 things I hate about 401k Come join us to complain about the retirement plan industry. What do you hate most? Let us know in the chatbar.
www.dhirubhai.net
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Retireholics Live - Guest: Anne Lester It's Another Big Baller Guest Alert! Today's guest has been featured on Bloomberg TV, Barrons, CNBC, Forbes, Wall Street Journal and more. She is the former Head of Retirement Solutions at J.P. Morgan and launched the SmartRetirement Target Date Series, a Ray Lillywhite Lifetime Award Recipient and author of the book 'Your Best Financial Life".......drumroll please.......It's fricken Anne Lester! Possible Topics: Is Todd Kading the new deep thinker in 401k? Shlomo's Secret Society, a NEW Week PEP hits the market, Target Date Funds, Saving Strategies in and out of a 401k, Drunk Stock Tips, the totally original Nope or Dope Game and of course the treacherous spinning of the Wheel of Ice!
www.dhirubhai.net
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Retireholics Live - Economy Is the 401k world is about to hit a major slowdown, is the economy on shaky ground, recession in our future?
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Retireholics Live - Guest: Kim Trathen Today the Retireholics are joined by Marketing Expert Kim Trathen. An alcohol influenced discussion on Pricing and Profitability in the 401k biz, Growth Strategies, Business Statistics, the IRS and Participant Choice, Empower's TIKTOK, The ARA's New Website Reveal, 401k Millionaires, Acrosin, Wheel of Ice and More!
www.dhirubhai.net
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Retireholics Live - Guest: Love Feel the love along with the Retireholics.
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Retireholics Live - Guest: Danny Hest & Richard Banziger PensionBee US coming to America, Mark Zuckerberg's new look, is the new Fiduciary Rule dead? An update on M&A activity in the TPA space, What is a TPA firm really worth? A look at TPA video marketing, Robey's Drunk Stock Tips, and a possible Acrosyn world record.
www.dhirubhai.net