Shows
Aligned Money Show401(k) Plans with JD CarlsonOn this show, we talked about how 401(k) plans have become more user friendly, how people can best take advantage of them and the confidence you have when you better understand your financial situation. JD is the CEO of Plan Design Consultants and the host of the Retireholi(k)s podcast. Listen to find out what you need to know, why it’s important and how to get started.
You can learn more about JD at PlanDesign.com, RetireHoliks.com and LinkedIn.
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2024-01-0821 min
The 401(k) NewsEpisode 20 - The Retireholi(k)Our 20th podcast episode is now available for your enjoyment.
On this episode we interviewed JD Carlson. He is the co-founder of the Retireholiks and owner of Plan Design Consultants, Inc. In our interview we discuss JD Carlson's origins, and how he revolutionized the pension podcast industry. In the mean time, please visit our website www.the401kpodcast.com and subscribe!
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Podcast URL: Amazon: https://lnkd.in/emYQZHe
Apple: https://lnkd.in/e5qpghC
Google: https://lnkd.in/gVzWS2b
Spotify: https://lnkd.in/gURts5w
Websi...
2022-01-2151 min
The 401(k)lub PODChad Johansen - How to win control and affiliated service groups.Chad is one of the biggest names in the 401(k) industry on the hit show Retireholiks. He has an insane amount of plan design (k)nowledge and will be helping us better understand control and affiliated service groups.
Text 401k to: 385-220-8548
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Send in a voice message: https://anchor.fm/401jake/message
2021-03-0656 min
The 401(k)lub POD(k)ick taxes with Chad JohansenSafe Harbor is only the start to a great plan design. You need to know what questions to ask to steer the business owner in the right direction. They won't have a clue what the gateway percentage is, but you SHOULD! Listen up to learn from one of the best in the industry! Chad Johansen explains how he approaches plan design conversations for professional groups like doctors, dentists, attorneys and engineers. You can see more of Chad on the Retireholi(k)s ( https://www.retireholiks.com/) show or find him hard at work at Plan Design Consultants (https://www...
2020-06-1745 min
Retireholics - 401k Plan Industry Show for AdvisorsMatthew Wolniewicz - 401k Financial Advisors Marketing Post PandemicMatthew Wolniewicz, President of Fi360 took a break from watching the draft, and talked to the Retireholiks about what advisors did for their clients during the pandemic is going to be Publish now a great talking point to a prospect in a post pandemic point of sale.
2020-05-1232 min
Retireholics - 401k Plan Industry Show for AdvisorsRick Unser - What a post pandemic 'Point of Sale' meetings should look like.401k Fridays podcast (go subscribe right now) host Rick Unser zoomed in with the Retireholiks to discuss a variety of topics.
2020-04-111h 10
The 401(k) NewsEpisode 11 - The 401k LadyOur 11th podcast episode is now available for your enjoyment.
On this episode we interviewed Jeanne Fisher, also known as "The 401(k) Lady". She is the managing director of Strategic Retirement Partners. In our interview we discuss her prior conversation with The Retireholi(k)s regarding before-tax and ROTH 401(k) contributions.
Please let us know what type of 401(k) contributions you prefer to use; before-tax or ROTH?
If you would like to support the 401(k) Podcast please visit our Patreon page by clicking on https://lnkd.in/gU_6DBU and donate $2. Thank you.
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2020-03-0119 min
The 401(k) NewsEpisode 10 - Common Financial SenseOur 10th podcast episode is now available for your enjoyment.
On this episode we interviewed Harris Nydick. He is the co-author of Common Financial Sense and co-owner of CFS Investment Advisory Services, L.L.C. In our interview we discuss his AMAZING book Common Financial Sense and simple methods to save for retirement. Harris was also kind enough to provide us with 3 hard copies of his excellent book Common Financial Sense. Which we will giveaway to the first 3 listeners that comment on our video. To purchase a copy of Common Financial Sense, please click on the link b...
2020-02-0236 min
The 401(k) NewsEpisode 9 - The SECURE ActOur ninth podcast episode is now available for your enjoyment.
Please watch our video to learn about the SECURE Act.
If you would like to support the 401(k) Podcast please visit https://lnkd.in/gvNceJk and donate $1, $5, or $10. Thank you.
YouTube Video - https://www.youtube.com/watch?v=7_ftin6UBSc
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2020-01-0420 min
The 401(k) NewsEpisode 8 - 401(k) ResourcesPlease watch our video to learn about 401(k) resources in order to obtain reliable and verifiable information.
If you would like to support the 401(k) Podcast please visit https://lnkd.in/gvNceJk and donate $1, $5, or $10. Thank you.
YouTube Video - https://lnkd.in/gdwYvB3
Music Credit:
Author - Quincas Moreira
Song - Love or Lust
YouTube - https://lnkd.in/gyP7k-Q
#fernandorinconjrqka #QKA #ASPPA #401K #Retireholiks #401klady #Rickunser #401kspecialistmag #401kfridays #Charlesschwab #Fidelityinvestments
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Send in a vo...
2019-11-2210 min
401(k) RoundtableFrustrated By Complex 401(k) Terms? We'll Help You Clarify If It Is Jargon, Gibberish or JumbledToday we have a little fun, I am excited to welcome back J.D. Carlson who by day is the President & CEO of Plan Design Consultants, a Third Party Administration firm and by night is a YouTube sensation as one fourth of the Retireholiks. Our conversation is a follow-up to one we had on the podcast last year where we tackled some tricky workplace retirement terms to either decipher some industry jargon, declare they are pure Gibberish or if they are real terms or concepts that can be confused or jumbled together. I think the conversation we have falls...
2019-10-181h 12401(k) RoundtableFrustrated By Complex 401(k) Terms? We'll Help You Clarify If It Is Jargon, Gibberish or JumbledToday we have a little fun, I am excited to welcome back J.D. Carlson who by day is the President & CEO of Plan Design Consultants, a Third Party Administration firm and by night is a YouTube sensation as one fourth of the Retireholiks. Our conversation is a follow-up to one we had on the podcast last year where we tackled some tricky workplace retirement terms to either decipher some industry jargon, declare they are pure Gibberish or if they are real terms or concepts that can be confused or jumbled together. I think the conversation we have falls...
2019-10-181h 12