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See past Sheltering-In-Place episodes

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RetireholiCs

Entertaining 401(k) video show for Financial Advisors.

401(k) industry nerds that record a fun show for financial advisors and other professionals in the retirement plan space. It's our replacement for the boring corporate webinar, where we drink and have conversations that will probably get us in trouble.

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...

Thomas Clark

It you've been to a 401k conference and skipped the break-out session with this ERISA Attorney, you may have skipped one of the best...

Sheltering In Place series

Like the rest of the world, the Retireholiks are in lockdown (that's surreal to write). The boys being bored out of their minds,...

Secure Act at That 401k Conference

At the start of this pandemic, the Retireholiks thought it would be a great idea to fly to Orlando to see their pal Ary Rosenbaum and...

Sal Tripodi - Hawaii Seminar

Our best backdrop ever, Waikiki Bay with Diamond Head from the patio of Rum Fire at the Sheraton. If that wasn't awesome enough, we also...

Excel 401k - The Advisors Conference 2019

On the floor of the Excel 401k advisors' conference in Texas, we had a little fun and sat down with some of the attendees to see what they w

ASPPA - TPA Growth Summit (Live!)

Live in D.C. at the ASPPA TPA Growth Summit .

The most interesting ERISA Attorney in the world.

After Fred Reish told us he likes Dos Equis amber, of course we did this. The episode where we learned Fred Reish likes this beer.

Fred Reish episode.

We had joked around about one day getting Fred Reish on the show, but not actually expecting it to happen. Then some friends attending...

3 worst industry logos

Filmed on the floor of the 2018 Excel 401(k): The Advisors’ Conference. Maria Behrens of Advizr & Troy Tar stopped by the couch to have...

The Wolniewicz

Matt Wolniewicz came on the show while we were down at the Fi360 Conference. We had a lot of fun with him, and he said the Word of the...

ADVISOR BRAWL

Congratulations to Aaron Pottichen for winning our silly contest and big thanks to Alex Assaley for participating also. You guys really...

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