top of page

1st & 3rd Thursdays at 4:30pm (PT)

Retireholiks

Guest - Kelly Mann

Retireholics
Guest - Kelly Mann
Guest - Kelly Mann
01:01:17
Play Video

Guest - Kelly Mann

Debate: Jake Rushton and Steven T. Wilkinson
58:46
Play Video

Debate: Jake Rushton and Steven T. Wilkinson

Retireholics  - SVB? Hey isn't that the bank we use?
01:16:29
Play Video

Retireholics - SVB? Hey isn't that the bank we use?

Finding old 401ks with Beagle
01:21:54
Play Video

Finding old 401ks with Beagle

Retireholics - Guest: Robert Madore
01:08:10
Play Video

Retireholics - Guest: Robert Madore

Retireholics - Courtenay Shipley
01:05:19
Play Video

Retireholics - Courtenay Shipley

Tax Credits for Small Employer Plans under SECURE 2.0
01:16:40
Play Video

Tax Credits for Small Employer Plans under SECURE 2.0

Retireholics - Sheri Fitts & Rick Unser
01:06:19
Play Video

Retireholics - Sheri Fitts & Rick Unser

401k Headlines with Retireholics
01:17:11
Play Video

401k Headlines with Retireholics

401k Headlines with Guest: David Hawash of Stax.ai
01:09:16
Play Video

401k Headlines with Guest: David Hawash of Stax.ai

401k Headlines with Guest: Eric Dyson
01:08:43
Play Video

401k Headlines with Guest: Eric Dyson

401k headlines with guest Glenn Dial
01:09:47
Play Video

401k headlines with guest Glenn Dial

401k headlines with guest Nevin Adams
01:13:04
Play Video

401k headlines with guest Nevin Adams

Headlines: Robinhood's Retirement Push & SECURE 2.0
01:10:26
Play Video

Headlines: Robinhood's Retirement Push & SECURE 2.0

#401kLady Jeanne Sutton's technique for filling your pipeline
29:52
Play Video

#401kLady Jeanne Sutton's technique for filling your pipeline

Retireholics Live - Guest: Stephen Johnson
01:04:30
Play Video

Retireholics Live - Guest: Stephen Johnson

ASK THE "GURU"

You've reached the mountain top. Instead of a finding a wise guru, it's a Retireholi(k). He seems friendly, if not a bit unwashed. Why not throw him a bone & send him a message...

jdguru.png
Contact Retireholiks
bottom of page