Shows
Open Windows Investing by TPFGLegendary Tech Analyst Mark SF Mahaney Gives Us Tips!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 BloodFounder Led Companies Make a DifferenceThe Hunt for Dislocated High Quality Companies (DHQs)Expert Consumers Rely on Gut InstinctHo...
2023-01-1033 min
Open Windows Investing by TPFGDefending Assets with Capital Defender Strategist Elio Chiarelli, Ph.D.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 EconomicsThe Rise Of the Capital Defender ModelsInvestment Models Built for First Responders Got Grit?Investing for ChaosFOMO And more, of courseAt TPFG, our success depends upon your advisory business flourishing 🌳, by doing what is in the best i...
2022-12-0235 min
Open Windows Investing by TPFGTactical Tips In A Bear Market: Bob MeederJulie 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 QuestionPeeling the Onion of Tactical ManagementShould you be thinking tactically?Want to Hear More From Meeder? REGISTER HERE for their October 12, 2022 Webinar Since 1984, The Pacific Financial Group, Inc. (TPFG) has built a rich tradition of serving financial advisors and investors with bes...
2022-09-3029 min
Open Windows Investing by TPFGWhy Do Advisors Exist and What is Their Value? Matt Hamilton, Pres., TPFGListen to Julie talk to Matt Hamilton, 😎President of The Pacific Financial Group, Inc. (TPFG) talk about:The Need for Good Financial Advice in AmericaThe Value and History of AdvisorsHelping Individuals with Their Group Plan Accounts (SDBA)Where Are All of the Investable Assets?When Should You Be Getting Advice?Having Conversations with Your Clients ChildrenRollovers are still the "Long Sale"Being Proud of Your Valuable Advice as A Financial AdvisorWhat Do I...
2022-09-1531 min
The Translator by RiskProRiskPro's Math Passes the Test: Guest Jeff OlsenIt's Season 2! In this first episode of the season, host Julie Mochan talks to Jeff Olsen, President of RiskPro® about:What is RiskPro and Why Use It?How Is The RiskPro Math Holding Up?CLICK TO 👉DOWNLOAD RISKPRO E-BOOK W/ CHARTS How do Advisors Use RiskPro to Help their Clients?How do Compliance Teams Use RiskPro to Liability?Is it Easy To Implement as a Firm?....and more 😁About Jeff Olsen, President, RiskPro: With over a quarter century of experience in the financial services industry, Jeff has broad, dynamic experience in a variety of roles helping p...
2022-08-2531 min
Open Windows Investing by TPFGDavid Blanchett: The Realities of Retirement and MoreIn 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 Participants 📖Advice for the Profess...
2022-04-2231 min
Open Windows Investing by TPFGJosh Emanuel Talks: Inflation| Yield Curves| Energy Prices| Housing Market 📢 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 % 🏡 Housing Market, what the Yield ⚠ Curve is doing, and more!At TPFG, our success depends upon your advisory business flourishing 🌳, by d...
2022-04-0739 min
Open Windows Investing by TPFGRene Reyna of Invesco: Is ESG still where the Growth Is?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 (SDBA) of group retirement plans. LISTEN AND LEARN!🌎 What IS thematic investing and thematic ESG investing🌎 The Principles for Responsible Investing (PRI)🌎 The...
2022-03-1827 min
Open Windows Investing by TPFGMatt Peron: Investing in a Rising Rate EnvironmentIn 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🔸 Deflation🔸 Recession🔸 Economic Market Cycles🔸 Rate Hikes🔸 The Fed and Volatility🔸 Sticking to Your Playbook🔸 Finding Yield in the Bond Market🔸 Geopolitical Backdrop🔸 Tactical Investing🔸 Active vs Passive
2022-02-0224 min
Open Windows Investing by TPFGMatt Sommer: Very Insightful Research for Financial AdvisorsIn 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!✅ Diversity within the Financial Services Industry✅ New Studies on ESG I...
2022-01-2741 min
Open Windows Investing by TPFGJanet Lee: Self-Directed Brokerage Account Window OpportunitiesIn 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 retirement plans, and how to solve for the problem. Learn from one of the best in the business about how utilizing self-directed brokerage account windows and professio...
2022-01-2016 min
Open Windows Investing by TPFGIntro to Open Windows Investing - Opportunity Is Everywhere!🔦 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 best practices in 401(k), 403(b), and 457 plans throughout the United States. 🎬Compelling interviews with experts, strategists, advisors, CEOs, etc..Host, Julie Mochan takes listeners through interviews with a "no nonsense |no need to...
2022-01-0504 min
The Translator by RiskProEpisode 11: A RiskPro User Creating Plans for Churches - Doug EagleIn this episode, you can listen to The Translator's host, Julie Mochan talk with an interesting individual that transitioned from a San Diego police officer to a RiskPro-using financial professional that followed his calling for helping individuals and churches throughout the country: Doug Eagle , President of Eagle Retirement Plans, Inc. is is the Translator's guest seat. Enjoy! 🎁 Reach out to RiskPro's President, Jeff Olsen today to see how we can easily help you mitigate liability for your firm while keeping advisors and compliance teams happy and healthy - plus r...
2021-11-1623 min
The Translator by RiskProEpisode 10: Who is Affected by the DOL's Prohibited Transaction Exemption (“PTE”) 2020-02In this second episode of the series of mini-casts (short podcasts within a podcast) ,The Translator host, Julie Mochan, gets talking about PTE 2020-02 with Chief Compliance Officer and General Counsel for The Pacific Financial Group, Inc. , Jason Luhan. In December of 2020, the DOL adopted PTE 2020-02 🎙 Jason tells you who is affected by the DOL's final exemption🎙Jason talks Vol. 55, Issue 3 2010 Fiduciary Obligations of the Broker-Dealers and Investment Advisers - a.k.a. the Villanova Law Review piece 🎙Investment Advisory and Fiduciary Obligations About RiskPro: ...
2021-08-2713 min
The Translator by RiskProEpisode 9: Introducing The NEW Compliance "Mini-Cast" Series with Jason LuhanThis episode is the first in a series of mini-casts (short podcasts within a podcast) where The Translator host, Julie Mochan, will dig into financial regulatory and compliance topics with Chief Compliance Officer and General Counsel for The Pacific Financial Group, Inc. , Jason Luhan.Look for lots of About RiskPro: RiskPro® is a revolutionary technology platform that provides risk profiling, portfolio construction, and automated account surveillance. Serving as the World’s First Virtual Portfolio Strategist, RiskPro evaluates and communicates risk for investors, advisors, and home offices, utilizing a common langu...
2021-08-0609 min
The Translator by RiskProEpisode 8: Dare to Get Real with Expert Life/Leadership Coach Kerry BestwickIn this episode, The Translator's host, Julie Mochan, first gives ridiculous "Julie Tips for Re-Entry into the Office Atmosphere":avoiding people ☕🤨changing the dress code🤠wearing shoes 👟👠👞hair and make-up 👱🏽♂️💈💄and then dives deep and gets real by asking many important questions of expert Life and Leadership Coach, Kerry Bestwick. Everyone from Executives, Professors, Athletes, Interns, Sports Teams, Students, Parents, can earn how to align your mental, physical, emotional and spiritual compass to start thriving , not just surviving your hectic life. Also in this episode (not necessarily is this order): dealing with social media wearing a "mask" to keep up with your title rea...
2021-07-2340 min
The Translator by RiskProEpisode 7: Get Inspired with Lightyear.ai CEO, Dennis ThankachanThe Translator's host, Julie Mochan interviews Dennis Thankachan, CEO of Lightyear.ai. about leaving the financial industry to start a business that offers its product and services to many industries, including the the financial industry. Dennis shares his personal philosophy on knowing which path to take to be successful at doing what you have a passion for. About RiskProRiskPro® is a revolutionary technology platform that provides risk profiling, portfolio construction, and automated account surveillance. Serving as the World’s First Virtual Portfolio Strategist, RiskPro evaluates and communicates risk for investors, advisors, and home...
2021-05-1436 min
The Translator by RiskProEpisode 6: Connecting Dots with a Veteran Disney Imagineeeeeer!Julie Mochan, host of The Translator by RiskPro talks to Doug Griffith, Founder of Anthrobot Creative and 35 year veteran of Walt Disney Imagineering. About RiskProRiskPro® is a revolutionary technology platform that provides risk profiling, portfolio construction, and automated account surveillance. Serving as the World’s First Virtual Portfolio Strategist, RiskPro evaluates and communicates risk for investors, advisors, and home offices, utilizing a common language that is simple to understand. RiskPro was developed by ProTools, LLC., a RegTech innovator headquartered in Newport Beach, CA. To learn more about how RiskPro enables financial inst...
2021-03-2440 min
The Translator by RiskProEpisode 5: It's 2021! What did we see coming?In this episode, Julie Mochan talks about the volatility in the "short squeezer" stocks and when RiskPro was able to spot the potential risk. Julie's guest is Glen Schreitmueller, Chief Product Officer of ProTools, LLC, developer of RiskPro. Glen and Julie dig into RiskPro, their new integration with Envestnet, and what a financial institution can easily do to uncover risk in their entire book of business before it can create a problem. For the latest, visit Our Blog! https://www.riskproadvisor.com/blogThis is a short fun listen with bonus features like....how t...
2021-02-0322 min
The Translator by RiskProEpisode 4: The One Thing RegTech, RiskPro and SoCal Punk Rock have in Common: Nick ScalzoTune in to enjoy host Julie Mochan talk in depth to Nick Scalzo, CEO of RiskPro's parent company about the origin and development of this RegTech solution. Nick then shares quite a bit about his history growing up in Southern California,and the Orange County punk music scene. There are lots of shout outs to many people that have influenced and helped Nick all along the way to his current successes that he shares with his Co-CEO Megan Meade! Click for More About RiskPro Office: 949-259-6928 2077 West Coast Highway, Sui...
2020-07-1638 min
The Translator by RiskProEpisode 3: Run A Successful Company and Home School? Jennie Tells Us HowEpisode #3: Julie interviews the President of Cantella and Company, Inc. of Boston, Jennie Devlin. This is a super fast and fun talk with a woman to watch in the financial industry. Got a career? Got a kid? Got a kid and then some twins? Got all that and Riskpro too? Jennie tells us how to handle it all in style!Learn More About RiskPro: https://www.riskproadvisor.com/RiskProOffice: 949-259-69282077 West Coast Highway, Suite ANewport Beach, CA 92663solutions@riskproadvisor.comLearn More About Cantella & Co.Inc. at: https...
2020-06-0626 min
The Translator by RiskProEpisode 2: Chris Mills talks Back Office Insights and Game ChangersIf you work in the home office of a financial institution, you should listen to this episode. I drop in on an interview that Jeff Olsen, Pres. RiskPro, is having with Chris Mills, Exec VP of Advisory and Operations, Kovack Financial - Let Chris know if you want to know more about his experience; or contact me for more RiskPro info! Kovack Securities, Inc. Member FINRA / SIPC6451 North Federal Highway, Suite 1201Fort Lauderdale, Florida 33308Ph: (954) 782-4771 Fax: (954) 943-7331Email: info@kovacksecurities.comRiskProOffice: 949-259-6928...
2020-03-1916 min
The Translator by RiskProEpisode 1: Jeff Olsen Explains RiskPro to UsIn this episode, I talk to Jeff Olsen, President of RiskPro about what the technology does, and why it is a game-changing tool in the financial industry. Episodes of The Translator will have different styles. This particular style, as it is the first Episode, is a "fact-finder".For more information, visit www.riskproadvisor.comJeff can be reached at 800-735-3764This recording has been prepared and made available by RiskPro® to be used for information purposes only. RiskPro® is an investment risk profiling and portfolio construction software as a service platform developed by ProT...
2020-03-0911 min