The Retirement Advisor: Recent Episodes
American Trust Retirement
The Retirement Advisor, brought to you by American Trust brings together some of the top industry professionals from those companies serving the retirement plan industry. Hosted by American Trust Chief Revenue Officer Micah DiSalvo, The Retirement Advisor podcast covers the most pressing topics and issues facing the industry today, while also having a bit of fun along the way.
In episode 12 of The Retirement Advisor Podcast with American Trust guest host Jason Grantz is joined by Fred Reish and Dr. Greg Kasten to discuss participant advice and regulatory issues.
Welcome to The Retirement Advisor Podcast series, where we take a look at what’s driving the advisor financial world. In today’s episode, our guest host Nate Friday is joined by Steve Warden of Mid Atlantic Trust Company and Billy Wise of Tandem Wealth Advisors to discuss the variety of model types in the industry, why model portfolios are becoming more prevalent in the 401(k) space and the benefits of actively managed model portfolios for plan participants.
Podcast Guests:
Steve WardenVice President of Relationship Management & Sales Development
Mid Atlantic Trust Company
William WiseVice President
Tandem Wealth Advisors
The COVID outbreak has changed the retirement industry and the way advisors must do things. How are advisors setting themselves apart in 2021? Join guest host Brian Flynn, Regional Director at American Trust, as he is joined by experts from 401(k) Marketing®.
Rebecca Hourihan, Founder and CMO, and Sasha Cibrian, Retirement Plan Marketing Manager, join Brian to discuss: * Elements that should be in your 401(k) business game plan * Marketing in the Corona age * Tips for improving your digital reputation
Podcast Host Micah DiSalvo
Podcast Guests:
Jason C. Roberts
Chief Executive Officer
Pension Resource Institute, LLC (PRI)
Troy Tisue
President
TAG Resources, LLC
Shawn West, AIF®, CPFA®
Founder
ERISA Direct/CuraFin Advisors
Podcast Host Jeremy Gerardy, QKA, AIF®
Podcast Guests:
Zach Mahoney, CFP® AIF® QKA Mahoney
Principal, Z Mark Financial LLC
Jake Rushton, AIF®
Founder of 401(k)lub
Vice President of Retirement Plan Experiences, TrueNorth Retirement Services
Aaron Schueller, QKA, AIF®
Vice President, Bankers’ Retirement Partners
In Episode 7, we'll explore the components of a successful retirement.
- Guest Host | Jason Grantz, Senior Regional Director
- Special Guest | Alex Assaley, AIF, Managing Principal Retirement Plans at AFS 401(k) Retirement Services
- Special Guest | David Blanchett, PhD, CFA, CFP, Head of Retirement Research at Morningstar Investment Management, LLC
- Special Guest | Tom Clark, Partner & Chief Operating Officer at The Wagner Law Group
- Special Guest | Will Hackler, QPA, AIF, ERPA, Director of Retirement Plans at Integrated Partners
Welcome to The Retirement Advisor Podcast series, where we take a look at what's driving the advisor financial world. In Episode 6 of The Retirement Advisor Podcast from American Trust, host Micah DiSalvo, Chief Revenue Officer, is joined by Jennifer Ingham, VP Sales and Product Development at Ingham Retirement Group, and Matt Foster, National Retirement Consultant at Franklin Templeton to discuss how we redefine the participant experience in 2021.
Episode five of the Retirement Advisor Podcastfrom American Trust, hosted by Micah DiSalvo, Chief Revenue Officer of American Trust. Recently, American Trust completed a transaction joining Unified Trust and American Trust. It’s clearly an exciting time for all of our employees, and most importantly, all of our partners. So we thought it would be a great time to have Dr. Gregory Kasten, the founder and CEO of Unified Trust, on our show.
Dr. Kasten has a very unique story. Yes, he’s a real medical doctor, and he entered the retirement industry over 35 years simply by starting out managing his own 401(k) plan for his practice. Soon, other fellow doctors and practitioners asked him to do the same for them and thirty years later he had built Unified Trust into a thriving business built upon the simple focus of always doing what’s right for the participant. We’re excited to have the entire Unified Trust team aboard and we hope you enjoy this wide-ranging conversation with our guest, Dr. Gregory Kasten.
In this live broadcast we will chat with industry leaders that represent the Advisor, Product Innovation and MEP/PEP side of the industry to hear about what is coming up next for our industry.
Guests on this episode of the Retirement Advisor:
- Joe Denoyior, President, Retirement and Private Wealth, HUB International Profile
- Adam Sokolic,Chief Operating Officer, Retirement & Private Wealth HUB International Profile
- Troy Tisue, President, TAG Resources, LLC Profile
The third episode of the Retirement Advisor Podcastfrom American Trust Retirement — hosted by Micah DiSalvo, Chief Revenue Officer of American Trust Retirement — is now available. Jon Anderson of Cetera Financial Group, Jonathan Dues of Fisher Investments and Brett Shofner of Work Plan Retire join the podcast this month for a great conversation that delves into many of the key areas impacting everyone in the retirement industry.
We of course can’t ignore the on-going impact of COVID-19 on our lives. Our guests this month offer some unique ways they are reaching out and staying in front of clients and prospects these days and also how they are approaching business in general — both the successes and challenges they are seeing, and the strategies and tactics advisors might want to avoid in today’s environment.
Another hot topic in the industry are models and the use of target-date funds, and this became a spirited conversation on the podcast. These funds are widely popular, but our guests share some concerns over how they are being used and maybe how they might not be delivering the best outcomes for participants.
Welcome to the second episode of the Retirement Advisor Podcast from American Trust Retirement. The retirement plan industry is constantly changing, and this time in history is no different. So this month, as the emergence of this new normal in our industry becomes, well, normal, we welcome Rebecca Hourihan of 401(k) Marketing, Jason C. Roberts of the Pension Resource Institute, and Paul Grutzner of Gallagher and we focus on:
- Creative marketing ideas leveraging technology
- What tools, technology and resources are Advisors having success with to drive more efficiency in their small market retirement plan business
- What is important for Advisors to think about when considering selling or partnering on their business
- What the next generation of retirement plan Advisors should focus on as they build their practice
- And it wouldn't be a retirement industry podcast without a bit of time focused on all of the changing regulations, so we spend some time on the most important aspects that Advisors need to be aware of right now.
Welcome to the first episode of the Retirement Advisor Podcast — a new show that will provide a place for retirement industry professionals to share their experiences and lessons learned. The content is meant to provide support to the Advisor community, but also to have a bit of fun along the way! In today's show we welcome, Jason Chepenick of Chepenick Financial, Brian Graff of American Retirement Association and Tony Franchimone of Retirement Benefits Group.