show episodes
 
The 401k Owner's Manual with George Huss. The one they couldn't put in your 401k enrollment packet. Profit from these tips on how to rank your 401k investment options; how to set up a portfolio; and, how to let your winners run and cut your losses short. ( The book is now available on Amazon ! Print on demand or Kindle! Grab your own copy now, at: http://ftp2.co/amz )
 
The Ask the Experts 401k Best Practices Podcast is where financial advisors get resources, strategies and best practices for growing a successful and compliant 401k practice. As the host, Sharon Pivirotto interviews top 401k advisors and leading industry and business experts and shares ideas for growing, servicing, and managing a successful 401k business.
 
America's 401k Show is heard around the country each week as Coach Pete and the team bring on everything you need know about your retirement transition. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings.
 
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show series
 
Sign Up For a WeBull Stock Market Trading Account Instagram @camboni11 and @kennycolin23 Twitter @camboni11 and @kenndrickcolin In this episode of Marathon Money, we talk about the future of cryptocurrencies, Bitcoin, Algorand, Coinbase and more. MarathonMoneyPlus.comBy Stock Investing, Stock Options, 401k, Retirement, Value Stocks, Investments, Blockchain, Penny Stocks, Money, Stocks, Wincrease, Investing
 
On this week's America's 401K Show, Coach Pete will have a 20 question comprehensive retirement checklist that you don't want to miss. He tackles questions like, "Do I have enough money to retire?, When should I take Social Security? How much can I safely withdraw from my portfolio?"and a lot more. Join him, Steve Sedahl and Morgan Patrick! If you …
 
Sign Up For a WeBull Stock Market Trading Account Instagram @camboni11 and @kennycolin23 Twitter @camboni11 and @kenndrickcolin In this episode of Marathon Money, we talk about the Coinbase listing that will be happening this week. We also talk about other cryptocurrencies, Square, taking profit and more! MarathonMoneyPlus.com…
 
Jake Rushton, a tech-savvy advisor with TrueNorth Wealth in Salt Lake City, is doing some amazing things with social media engagement. He’s part of a younger generation of plan professionals who are overturning and improving on a traditional, staid (some would say boring) defined contribution system and actually making 401(k)s fun, attracting atten…
 
Sign Up For a WeBull Stock Market Trading Account Instagram @camboni11 and @kennycolin23 Twitter @camboni11 and @kenndrickcolin In this episode we talk about how to invest when stocks are going down, buying high and selling low, CVNA and more. MarathonMoneyPlus.comBy Stock Investing, Stock Options, 401k, Retirement, Value Stocks, Investments, Blockchain, Penny Stocks, Money, Stocks, Wincrease, Investing
 
Guest Bio Joshua Dietch is the group manager of Retirement Thought Leadership in Global Brand Marketing. Joshua is responsible for leading a team of researchers and writers who create retirement thought leadership in support of the firm's workplace retirement, intermediary, and institutional businesses. He also is a vice president of T. Rowe Price …
 
Private equity and retirement plans – do they belong together? It’s a complicated issue, with needed yield and diversification on the one hand and complexity and the potential for abuse on the other. Ric Edelman, author, talk show host, and founder of investing powerhouse Edelman Financial Engines has clear and direct views on the subject. He break…
 
Sign Up For a WeBull Stock Market Trading Account Instagram @camboni11 and @kennycolin23 Twitter @camboni11 and @kenndrickcolin In this episode we talk about interest rates and how it affects stocks, is Tesla a car company or an investment firm, SPACs and more. MarathonMoneyPlus.comBy Stock Investing, Stock Options, 401k, Retirement, Value Stocks, Investments, Blockchain, Penny Stocks, Money, Stocks, Wincrease, Investing
 
Sign Up For a WeBull Stock Market Trading Account Instagram @camboni11 and @kennycolin23 Twitter @camboni11 and @kenndrickcolin In this episode, we talk about the stimulus and what we think people will buy in the stock market it and more. MarathonMoneyPlus.comBy Stock Investing, Stock Options, 401k, Retirement, Value Stocks, Investments, Blockchain, Penny Stocks, Money, Stocks, Wincrease, Investing
 
On this week's America's 401K Show, Coach Pete and Steve Sedahl talks about "Financial Fill Up Coach Pete. An American Success Story" booklet that tells all about Coach Pete's success story. He also talks about TNS - Tax Navigation Strategy, how to get a proper tax plan and retirement income plan, Theresa Opeka has "Whatever Happened to Woolworth's…
 
What do current equity valuations and bond yields potentially mean for returns in the coming decade? Today, Rob Arnott, Chairman of Research Affiliates gets out his crystal ball and shares his thoughts. If you have heard Rob on prior episodes of the podcast, you will know he is not shy and doesn’t pull any punches. More importantly, he also shares …
 
Pooled employer plans are getting a lot of attention, but do they live up to the hype? JD Carlson has strong feelings on the subject. The CEO of California-based TPA Plan Design Consultants is also the host of Retireholi(k)s, a fun and informative weekly webcast that combines alcohol, adolescent hijinks, and serious discussions of the issues surrou…
 
Sign Up For a WeBull Stock Market Trading Account Instagram @camboni11 and @kennycolin23 Twitter @camboni11 and @kenndrickcolin We talk about the Nasdaq almost in correction territory, our new play on MM+, AESE buyout from Ballys and More. MarathonMoneyPlus.comBy Stock Investing, Stock Options, 401k, Retirement, Value Stocks, Investments, Blockchain, Penny Stocks, Money, Stocks, Wincrease, Investing
 
On this week's America's 401K Show, Coach Pete has a lesson on repetition of income with his "Financial Fill Up" strategy, taxes and how to put an income plan together He also asks about how you feel about the current direction of your retirement plan. He also talks with Steve Sedahl about his Financial Pizza podcast and a lot more. If you want mor…
 
At least once a year it makes sense to check in on what our friends at the state run retirement plans are up to. Today, I am happy to have Katie Selenski, the Executive Director of CalSavers, the California State Retirement Plan and Dylan Giambatista, the with the new Vermont or Green Mountain Secure Retirement Plan. Katie shares some encouraging d…
 
Sign Up For a WeBull Stock Market Trading Account Instagram @camboni11 and @kennycolin23 Twitter @camboni11 and @kenndrickcolin We talk about stocks falling this week and if this is a buying opportunity, UVXY, Twitter vs. OnlyFans and more. MarathonMoneyPlus.comBy Stock Investing, Stock Options, 401k, Retirement, Value Stocks, Investments, Blockchain, Penny Stocks, Money, Stocks, Wincrease, Investing
 
Is financial wellness actually working and is the general public even familiar with the term? Jean Chatzky is CEO and co-founder of HerMoney.com and the financial editor of NBC’s “Today” show. She’s also a prolific writer of 11 bestselling books. Jean’s well-versed in financial wellness and how it’s measured, as well as its connection to health and…
 
Sign Up For a WeBull Stock Market Trading Account Instagram @camboni11 and @kennycolin23 Twitter @camboni11 and @kenndrickcolin In this episode, we talk about Lucid Motors and if they can compete with Tesla. We also talk about Boeing and if it’s a buy here at its current price. MarathonMoneyPlus.comBy Stock Investing, Stock Options, 401k, Retirement, Value Stocks, Investments, Blockchain, Penny Stocks, Money, Stocks, Wincrease, Investing
 
Sign Up For a WeBull Stock Market Trading Account Instagram @camboni11 and @kennycolin23 Twitter @camboni11 and @kenndrickcolin We talk about some of the picks from Marathon Money +, Zillow and more. YOU MISSED IT! MarathonMoneyPlus.comBy Stock Investing, Stock Options, 401k, Retirement, Value Stocks, Investments, Blockchain, Penny Stocks, Money, Stocks, Wincrease, Investing
 
On this week's America's 401K Show, Coach Pete, Marty Hensley, Thomas Lipscomb and Jennifer Ransdell talk about protected and unprotected retirement accounts. Do you know which one you're in? They also talk about a "bicycle bubble" and its relation to the market, retirement case studies, a Dave Perkins "Road Trip" and a lot more. If you want more i…
 
If you couldn’t tell, the COVID pandemic and its impact on the economy, retirement plans and individuals has really gotten me thinking. Along those lines, a recent presentation from this week’s return guest, David Blanchett, the head of retirement research for Morningstar’s Investment Management group, on Total Economic Worth, struck a chord. A ver…
 
Fred gets frank about fiduciary. It’s a new year, a new Congress, and a new direction with so many of the issues that affect the 401(k) and retirement plan space. This week, we turn to the one and only Fred Reish, one of the country’s top ERISA experts with legal powerhouse Faegre Drinker Biddle & Reath, for a discussion of fiduciary, ESG investing…
 
Sign Up For a WeBull Stock Market Trading Account Instagram @camboni11 and @kennycolin23 Twitter @camboni11 and @kenndrickcolin This episode is about making better investment decisions, investing in companies that are first to market with a new product, Snapchat, Roku, Docusign and more. MarathonMoneyPlus.com…
 
Sign Up For a WeBull Stock Market Trading Account Instagram @camboni11 and @kennycolin23 Twitter @camboni11 and @kenndrickcolin What a week in the market! We talk about GameStop and AMC stock and if the short squeeze can continue. We also give our opinion on how we would trade it with 5,000 and more. MarathonMoneyPlus.com…
 
The financial markets have started the decade on a feverish pace despite a brief pandemic induced bear market. Today, Dr. David Kelly, CFA with J.P. Morgan Asset Management joins me to share his thoughts on where we go from here. As usual he has great insights on what it will take to get some inflation in the economy, what impact new policies from …
 
We try to get Dr. David Blanchett, Morningstar’s Head of Retirement Research, to commit to settling an important debate once and for all about target-date funds—do investors need to be “all in” in their allocations in order for TDFs to work properly, or can some assets be held away. We also take a close look at target-date strategies amid the volat…
 
Sign Up For a WeBull Stock Market Trading Account Instagram @camboni11 and @kennycolin23 Twitter @camboni11 and @kenndrickcolin We talk about the TDOC hitting new highs, the stock market being over bought, Square in the hall of fame and should you buy the OTC index. MarathonMoneyPlus.comBy Stock Investing, Stock Options, 401k, Retirement, Value Stocks, Investments, Blockchain, Penny Stocks, Money, Stocks, Wincrease, Investing
 
Sign Up For a WeBull Stock Market Trading Account Instagram @camboni11 and @kennycolin23 Twitter @camboni11 and @kenndrickcolin We talk about the EV car market and if it’s too late to get in or if it’s still early. MarathonMoneyPlus.comBy Stock Investing, Stock Options, 401k, Retirement, Value Stocks, Investments, Blockchain, Penny Stocks, Money, Stocks, Wincrease, Investing
 
Happy New Year! I could not think of a better way to kick off 2021 than with an update from Pete the Planner on the impact of the pandemic on personal finances. Some of what he says you might expect, but the group of employees he feels are at the most risk will likely surprise you. That and a whole lot more are part of our conversation. As a remind…
 
You can always count on Ed Murphy for straight talk and honest opinions, and he doesn’t disappoint in our wide-ranging interview. Murphy, President, and CEO of Empower Retirement, is here to discuss M&A and consolidation in the recordkeeping space, the work environment during the pandemic, and NFL football. Empower announced two major acquisitions …
 
Sign Up For a WeBull Stock Market Trading Account Instagram @camboni11 and @kennycolin23 Twitter @camboni11 and @kenndrickcolin We go over 2021 stock market predictions, Bitcoin and Cryptocurrencies, TDOC, Square, Zillow and more.. MarathonMoneyPlus.comBy Stock Investing, Stock Options, 401k, Retirement, Value Stocks, Investments, Blockchain, Penny Stocks, Money, Stocks, Wincrease, Investing
 
We needed a clear thinker with a comprehensive view to help us close out a complicated year. The choice was unanimous, “Nevin.” Nevin Adams, Chief Content Officer and Head of Retirement Research at the American Retirement Association, gives us his take on the big retirement story of 2020, how retirement plans helped ordinary Americans in a time of …
 
Sign Up For a WeBull Stock Market Trading Account Instagram @camboni11 and @kennycolin23 Twitter @camboni11 and @kenndrickcolin We go over some of the best stock picks of 2020 and also talk about where we see the market going in 2021. MarathonMoneyPlus.comBy Stock Investing, Stock Options, 401k, Retirement, Value Stocks, Investments, Blockchain, Penny Stocks, Money, Stocks, Wincrease, Investing
 
Sign Up For a WeBull Stock Market Trading Account Instagram @camboni11 and @kennycolin23 Twitter @camboni11 and @kenndrickcolin Capital gains tax, MarathonMoneyPlus.com, Disney stock, Twitter and more.By Stock Investing, Stock Options, 401k, Retirement, Value Stocks, Investments, Blockchain, Penny Stocks, Money, Stocks, Wincrease, Investing
 
Dr. Alicia Munnell, director of the Center for Retirement Research at Boston College, joins us to discuss retirement plan coverage, leakage and other issues currently affecting 401ks. Importantly, she tells is what can be done to address them. Munnell is the Peter F. Drucker Professor of Management Sciences at Boston College’s Carroll School of Man…
 
Sign Up For a WeBull Stock Market Trading Account Instagram @camboni11 and @kennycolin23 Twitter @camboni11 and @kenndrickcolin AirBNB and DoorDash IPO’s, is Apple the reason for the success of new companies, stock market recap and more.By Stock Investing, Stock Options, 401k, Retirement, Value Stocks, Investments, Blockchain, Penny Stocks, Money, Stocks, Wincrease, Investing
 
Sign Up For a WeBull Stock Market Trading Account Instagram @camboni11 and @kennycolin23 Twitter @camboni11 and @kenndrickcolin This episode focuses on creating investment strategies for yourself, learning how to stay disciplined while investing, setting investment goals and we also talk about Gucci Mane vs. Jeezy and more.…
 
Admittedly, when I develop topics and content for the podcast I am generally catering to the mid to large plan market. Today, I am excited to welcome Chad Parks, the Founder & CEO of Ubiquity Retirement + Savings to discuss the world of small retirement plans. As you will hear, Chad brings his years of experience and is not shy to share his perspec…
 
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