Blog | Retireholiks

Jun 4, 2020

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...

Apr 11, 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 11, 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 29, 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 15, 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...

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Retireholics

Funny 401(k) focused video show for Financial Advisors.