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...
Retireholics
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- Apr 10, 2020
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,...
- Apr 10, 2020
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...
- Nov 20, 2019
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...
- Oct 28, 2019
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
- Oct 21, 2019
ASPPA - TPA Growth Summit (Live!)
Live in D.C. at the ASPPA TPA Growth Summit .
- May 14, 2019
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.
- May 14, 2019
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...
- Feb 14, 2019
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...
- Jan 25, 2019
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...
- Jan 11, 2019
ADVISOR BRAWL
Congratulations to Aaron Pottichen for winning our silly contest and big thanks to Alex Assaley for participating also. You guys really...