Shows
The Retirement AuthoritiesWhat does it mean to sponsor a 401(k) plan?Joining us on the podcast this week, Brad Boyle and Chelsea Walker of ABG Rocky Mountain discuss what it means to start a 401(k) plan and what having a solid TPA/Recordkeeping in your back pocket can do for your business.
2020-12-0721 minThe Retirement AuthoritiesStudent Debt - The Growing ProblemIn this podcast, Amanda Hahnel the Director of Emerging Product at Fidelity talks about Student Debt. Join us as we unpack who this is affecting, why this is a growing problem in America, and what we are doing about it.
Discover more about Fidelity - Here
Disclosure: Views expressed are as of the date indicated, based on the information available at that time, and may change based on market or other conditions. Unless otherwise noted, the opinions provided are those of the speaker or author and not necessarily those of Fidelity Investments or its...2020-11-3000 minThe Retirement AuthoritiesHow Managed Accounts Helps Participants w/ MorningstarIn this short but oh-so-sweet episode, we are speaking with Julie Varga, Vice President, Investment and Product Specialist at Morningstar Investment Management. We will be discussing who Morningstar Investment Management is, what advisor Managed Accounts are, and how Managed Accounts can help participants.
Podcast Disclosures for a third party podcast: Introduction: Julie Varga is Vice President, Investment and Product Specialist for Morningstar Investment Management LLC, a registered investment adviser and a subsidiary of Morningstar, Inc.
Ending Disclosure: Morningstar Investment Management’s commentary is for information purposes only and should not be considered an investment ad...2020-10-1900 minThe Retirement AuthoritiesApplying 2,300+ year old knowledge to make an impact w/ Robert J. CruzJoin us as we interview Robert J. Cruz, CIMA®, C(k)P®, CRPS®, AIFA®, where we travel back in time 2,300+ years to learn tactics & gain insights into a different way of being that can help all of us when it comes to our overall financial health. We discuss stoicism, the art of negative visualization, the hedonic treadmill, & the importance of Amor Fati.
How can we set ourselves up now to make a positive impact later? How can we be more accepting of a challenge? How can we be more grateful for what we have now...2020-09-0836 minThe Retirement AuthoritiesFinancial Finesse & Changing Financial Lives w/ Greg WardJoin us as we talk with Greg Ward, the Director of the Financial Wellness Think Tank at Financial Finesse and the sitting Vice Chair of EBRI’s Financial Wellbeing Research Center. He is an expert on workplace financial wellness and has developed comprehensive industry standards for designing, delivering, and measuring the ROI of workplace financial wellness programs delivered as an employer-paid benefit.
Greg & Erica will be talking about the financial literacy gap, what causes individuals to shy away from engaging in financial conversations, shame & biases, and how Financial Finesse helps to fill in some of th...2020-08-2627 minThe Retirement AuthoritiesMoney Vehicle w/ Jedidiah Collins - The Fullback of FinanceIn this episode we will be talking with NFL turned CFP, Jedidiah Collins, around his book Money Vehicle and discover ways in which we can elevate the financial literacy of all people.
Jed takes great pride in transforming the lives of our youth and giving families a platform to come together and discuss money in ways they have never done previously. Listen to get some great insights, sign up for his certification course, and read his book to get financially fit.
LinkedIn - https://www.linkedin.com/in/jedidiah-collins/
Amazon - https://www...2020-08-2124 minThe Retirement AuthoritiesA different approach to interacting with your clients w/ Sean KellyJoin me this week as I interview Sean Kelly, Vice President & Financial Advisor @ Heffernan Retirement Services in California.
We discuss Sean's unique approach to interacting with clients - especially in a time of COVID-19.
How does Sean use chickens & eggs to educate his clients? Listen now to find out.
Connect with Sean via the links below.
Sean LinkedIn - https://www.linkedin.com/in/seankellyfiduciary/
Heffernan Retirement Services LinkedIn - https://www.linkedin.com/company/heffernan-insurance-brokers/
Heffernan Retirement Services Web Page...2020-07-1022 minThe Retirement AuthoritiesEmployee Culture & The Future of HR w/ Jared OlsenThis week on The Retirement Authorities Podcast, we had the pleasure of chatting with Jared Olsen from Motivosity.
We discuss everything from the future of human resources, #recruiting, employee #culture, #communication, and love languages. If you are looking for a way to create rich employee #acknowledgment and community building system, take a look at Motivosity.
Jared Olsen LinkedIn - https://www.linkedin.com/in/jaredolsen/
Motivosity LinkedIn - https://www.linkedin.com/company/motivosity/
Motivosity Website - https://www.motivosity.com/
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Send in a voice...2020-07-0637 minThe Retirement AuthoritiesFranklin Templeton, RISE Survey, & Innovation w/ Jessica WilsonThis week on the cast we have the pleasure of interviewing Jessica Wilson, VP Senior Retirement Strategist & DCIO at Franklin Templeton.
We discuss FinTek, the RISE Survey that FT conducted this year, and how Franklin Templeton is working hard to innovate in the financial/retirement space.
Learn more about Franklin Templeton Here.
2020-06-1119 minThe Retirement AuthoritiesPutting People First w/ Erica BonserThe tables have turned for this week's conversation where Erica Bonser, our podcast host, is put in the hot seat to discuss the importance of putting your people first & how that translates into employee benefits. Before Erica came to work with ABG as the Director of Marketing, she worked as a community & people developer at #lululemon & moved on to starting her own business where she expanded this work within small businesses in Colorado.
We talk branding, culture, feedback conversations, and mindset shifts. Don't miss out.
As mentioned in the discussion, the list...2020-06-0525 minThe Retirement AuthoritiesMyFirestorm, the journey, & the impact of networking w/ Philip PeltoJoin us as we interview Philip Pelto, the owner of Firestorm, a professional networking organization that focuses on serving the business to business (B2B) market. We dive into how Philip got started, what makes Firestorm so successful, and the importance that finance plays when starting a business.
"MyFirestorm, founded in 2005, is a business to business networking organization. We organize weekly meetings and events that are designed to help high-quality professionals meet, build relationships, and share referrals. MyFirestorm groups and socials are typically composed of high-quality B2B salespeople, entrepreneurs, business owners...2020-06-0130 minThe Retirement AuthoritiesThe Key To Successful Outcomes w/ Scott JohnsonJoin us as we interview Scott Johnson of Decision Point Financial out of Arizona & Washington state. We discuss ways in which Scott & his firm have been showing up for individuals during the crisis, triathlons, & the future of work.
www.decisionpointfinancial.com
retirement | savings | wealth management | financial Advisor | Finance | employee benefits | plan sponsor | Plan participant | Triathlon | swim | bike | run | Type A | Personality | COVID-19
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Send in...2020-05-2616 minThe Retirement AuthoritiesMarketing & Communication in the Retirement Industry w/ Jake RushtonJoin me as I interview Jake Rushton, founder of 401 JA(k)E & Vice President of TrueNorth Retirement Services in Salt Lake City, Utah.
We challenge the traditional method of marketing #grassroots in the financial & retirement industry and encourage our audience to pivot their strategies. The one thing that COVID-19 has shown us is that if your business solely relied on gaining business by chatting over a cup of coffee, then you aren't going to make it.
From digital marketing, brand identity, industry personality, and platforms - if you work in a...2020-05-1225 minThe Retirement AuthoritiesHow to COVID Proof Your Retirement Plan w/ Jeff ZobellJoin us as we interview Jeff Zobell, Principal at ABG Rocky Mountain, where we will be getting into a conversation around how to COVID proof your retirement plan. We will be discussing managed accounts, 3(16) services, and much much more. There's even a surprise around 9:35 - wonder what it is? Listen now.
To connect with Jeff Zobell click here.
To learn more about ABG Rocky Mountain click here.
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Send in a voice message: https://anchor.fm/abg-rocky-mountain/message2020-04-2712 minThe Retirement AuthoritiesCOVID-19 & the effects it has on those we work with w/ Shawn OramJoin us as we discuss COVID-19 and the effects it has on the people we work with.
Connect with Shawn via LinkedIn here to see what he is getting up to.
Do you have questions about today's discussion? Are there any other topics you'd like us to discuss? Email the host at erica@abgrm.com
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Send in a voice message: https://anchor.fm/abg-rocky-mountain/message2020-04-1715 minThe Retirement AuthoritiesCOVID-19 | Feedback From The Frontline w/ Jeff ZobellJoin me as I interview Jeff Zobell, one of the founders of ABG Rocky Mountain, as we discuss the effects of COVID-19 on plan sponsors and participants. Jeff gives us his major takeaways and challenges you to think about your retirement plans in this environment in a very different way.
To learn more about Jeff, follow him here: https://www.linkedin.com/in/jeff-zobell-664bb018/
To learn more about what ABG Rocky Mountain is doing during these times, stay connected here: https://www.linkedin.com/company/alliance-benefit-group---rocky-mountain
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Send in...2020-04-1312 minThe Retirement AuthoritiesThe Paycheck Protection Program - The Life Raft Small Business Need Right NowJoin me as I interview Chris Mautz, CEO of ABGRM, about the Paycheck Protection Program that was put out by the SBA under the CARES Act.
We will be diving deep and getting clear about who is eligible, what it does, and how you can start the process.
Read the full article on LinkedIn @alliancebenefitgrouprockymountain and access the application HERE.
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Send in a voice message: https://anchor.fm/abg-rocky-mountain/message2020-04-0115 minThe Retirement AuthoritiesCOVID-19. How ABGRM can help & why we are starting this podcast.Join me as I interview Shawn Orem, President of ABG Rocky Mountain, on COVID-19 and how ABGRM can help through this uncertain time.
We will be discussing how advisors can support their clients while getting pushback, disproving myths, and talking all things support.
Stay tuned for part 2 of this discussion coming soon!
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Send in a voice message: https://anchor.fm/abg-rocky-mountain/message2020-03-3014 minThe Retirement AuthoritiesThe Retirement Authorities (Trailer)---
Send in a voice message: https://anchor.fm/abg-rocky-mountain/message2020-03-2000 min