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The 401k Owner's Manual with George Huss. The one they couldn't put in your 401k enrollment packet. Profit from these tips on how to rank your 401k investment options; how to set up a portfolio; and, how to let your winners run and cut your losses short. ( The book is now available on Amazon ! Print on demand or Kindle! Grab your own copy now, at: http://ftp2.co/amz )
 
The 401k Best Practices Ask the Experts Podcast is where financial advisors get resources, strategies and best practices for growing a successful and compliant 401k practice. As the host, Sharon Pivirotto interviews top 401k advisors and leading industry and business experts and shares ideas for growing, servicing, and managing a successful 401k business.
 
America's 401k Show is heard around the country each week as Coach Pete and the team bring on everything you need know about your retirement transition. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings.
 
Do you INSTINCTIVELY KNOW that Wall Street doesn't have your best interests at heart, and that there's a better way to grow and protect your money to build wealth for generations? Then this is the alternative investments show for you. Self Directed Investor Talk is America's ONLY Podcast exclusively for Self Directed Investors (whether using a Self Directed IRA, Solo 401k, or non-retirement accounts) who trust themselves more than they trust Wall Street. You'll get innovative investment stra ...
 
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show series
 
Episode #30 – Resource Review – 401kGrabNGo Looking for strategies, scripts, and ideas to get more 401k sales opportunities (and close them and then service them?)… In this episode of the 401k Best Practices (Ask the Experts) podcast, I’m talking with Andy Hudson from 401(k) Champions about a valuable resource they offer advisors called 401kGrabNGo…
 
What investments work best with rising inflation? Retirement Wealth Strategist Marty Hensley and Retirement Insurance Planner Gregg Berrian are in the studio, answering YOUR questions! If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (88…
 
Episode #29 – How to Get New 401k Leads into Your Pipeline Want more 401k leads? Not sure the most effective methods or where to start? In this episode of the 401k Best Practices (Ask the Experts) podcast, I’m sharing some intel on the best 401k prospecting methods to help you get new 401k leads into your pipeline (from the Marketing Effectiveness …
 
Episode #28 – Using 401k Titles – Marketing Genius or Something Else? I have a question I’d like to pose to you – and would love your opinion… In this episode of the 401k Best Practices (Ask the Experts) podcast, I’m sharing my thoughts on using 401k titles (like 401k Quarterback, 401k Coach, etc.), what Robert Cialdini says about titles, and then …
 
Episode #27 – Creating Your Own Unique 401k Service Process How can you avoid the commoditization trap – selling the same products and services as everyone else and competing on price? In this episode of the 401k Best Practices (Ask the Experts) podcast, I’m sharing one way to package your services that allow you to sell value and the experience yo…
 
Episode #26 – 401k Prospecting and Conversion Tips How do you get in front of more 401k prospects? What’s the best marketing strategy to use? And how do you convert those prospects to clients? In this episode of the 401k Best Practices (Ask the Experts) podcast, I’m sharing a few strategies on common marketing methods that work, the key to success …
 
The most important earthly relationship one can have is with their spouse. Retirement Wealth Strategist Marty Hensley and Retirement Insurance Planner Gregg Berrian are in the studio, talking about how to navigate retirement with your spouse. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, c…
 
If you're nearing retirement, find out how you can maximize your savings! Retirement Wealth Strategist Marty Hensley and Retirement Insurance Planner Gregg Berrian are in the studio, breaking down how to make the most of your retirement money! If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, …
 
Episode #25 – How to Scale Your 401k Business with Segmented Service Models Trying to find ways to scale your 401k business (or put a system in place so you can scale easily as you grow your 401k business?)… In this episode of the 401k Best Practices (Ask the Experts) podcast, I’m sharing what your service model needs for every plan, and how to put…
 
Are we entering into a new market correction? Retirement Wealth Strategist Marty Hensley and Retirement Insurance Planner Gregg Berrian are in the studio, talking about how you can secure your savings to weather the storm. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete an…
 
Episode #24 – How to Build Authority as a 401k Educator Looking for ways to build authority as a 401k expert and educator – but not sure where to start? In this episode of the 401k Best Practices (Ask the Experts) podcast, I’m sharing severals ways you can leverage industry resources to create valuable content to send to your prospects and clients,…
 
Episode #23 – How to Differentiate Yourself as a 401k Advisor Looking for ways to differentiate yourself as a 401k advisor to make it easier to compete for (and win) new business? In this episode of the 401k Best Practices (Ask the Experts) podcast, I’m sharing a cliff-notes version of a full-length training on DIFFERENTIATION – how to differentiat…
 
Episode #22 – Becoming a 401k Specialist: 3 Training Programs I Recommend If you’re not sure which 401k designation or certification program to pursue first (or next)… In this episode of the 401k Best Practices (Ask the Experts) podcast, I share 3 programs I’d recommend you start with on your path to becoming a 401k specialist. Mentioned in this ep…
 
Episode #21 – New 401k Advisor? Start Here… Every week I field questions from advisors about how to get started in the 401k industry and how to get new business. In this episode of the 401k Best Practices (Ask the Experts) podcast, I’m sharing a few tips for getting started in the 401k industry. Mentioned in this episode: The Retirement Plan Profes…
 
Episode #20 – 3 Done-For-You Social Media Marketing Resources Looking for done-for-you resources to kickstart your social media marketing strategy? I have some in the 401k Business in a Box library, but so does my competition… In this episode of the 401k Best Practices (Ask the Experts) podcast, I’m sharing 3 other resources you might want to consi…
 
Episode #19 – What You Should Do Before You Start Posting on Social Media So you’ve made the decision to use social media as a marketing strategy. Now, there’s something you need to do before you start posting. In this episode of the 401k Best Practices (Ask the Experts) podcast, I’m sharing the important step you need to take before you start post…
 
Episode #18 – What Advisors Should Post on Social Media If you’re not sure what to post on your social media accounts (or think it should be all business and educational) – then this episode will shed some light into what you should be posting. In this episode of the 401k Best Practices (Ask the Experts) podcast, we’re talking about the types of co…
 
Episode #17 – How Much Time Should You Spend On Social Media Marketing Weekly We’ve been talking a lot about social media as a marketing strategy in recent episodes. So today I want to answer the question that I’ve been getting, and that’s. “How much time do you actually need to spend doing social media every week?” In this episode of the 401k Best…
 
Episode #16 – Swipe My Free Template Tuesday Strategy To Grow Your List If you want to learn a strategy that’s going to get plan sponsor prospects to your website and on your email lead list, then you’re going to want to hear the strategy I’m gonna share with you today. In this episode of the 401k Best Practices Ask the Experts podcast, I’m sharing…
 
Episode #15 – 3 Reasons to Consider Social Media as a Marketing Strategy As a 401k Advisor, do you shy away from Social Media because you’re not sure if you need to spend anytime posting content online? In this episode of the 401k Best Practices Ask the Experts podcast, I’m talking about 3 reasons I believe you should be on social media… To summari…
 
Episode #14 – A Super Simple Social Media Planning Strategy Not sure what to post on your blog? On LinkedIn? On your social media profiles? Always searching for topics to talk about and share? In this episode of the 401k Best Practices Ask the Experts podcast, I’m sharing a super-simple social media planning strategy to make coming up with content …
 
Episode #13 – Three Ways to Grow Your 401k Business If growing the revenue your 401k plan business brings in is a goal you have, you’ll want to listen to this episode. In this episode of the Ask the Experts podcast, we’re talking about 3 ways – or strategies – to grow your 401k Plan Book of Business To summarize One way to grow your 401k business r…
 
Episode #12 – Crush Your 401k Business Goals Are you on track to meet your business goals for this year? Not sure? Maybe it’s time to review your goals for the year, or spend some time formalizing your goals so you can have your best year ever. In this episode of the Ask the Experts podcast, we’re talking about setting goals for your 401k business …
 
Have you ever wondered what it's like to work with an independent fiduciary advisor? Chief Wealth Strategist Parker Holland and Retirement Insurance Planner Gregg Berrian are in the studio discussing what life is like here at Capital Financial, and breaking down all the areas we can cover in retirement planning. If you have questions about taxes in…
 
Have you wondered how much more you could have in savings if you start sooner rather than later? Chief Wealth Strategist Parker Holland and Retirement Insurance Planner Gregg Berrian are in the studio crunching those hard numbers in retirement planning. If you have questions about taxes in retirement, or if you want a second opinion on your retirem…
 
Inflation has been up dramatically this year, but has it been on the rise for longer than that?Chief Wealth Strategist Parker Holland and Retirement Insurance Planner Gregg Berrian are in the studio taking a deep dive into inflation and how you can protect your retirement savings against it. If you have questions about taxes in retirement, or if yo…
 
Are you afraid you won't be able to enjoy your retirement because of a bad plan or no plan? Chief Wealth Strategist Parker Holland and Retirement Insurance Planner Gregg Berrian are in the studio breaking down how you can make your savings more efficient for a secure and successful retirement! If you have questions about taxes in retirement, or if …
 
Everyone wants to know "What stock should I invest in?" It's not as simple as just picking the "right stock". Retirement and Wealth Strategist Noah Shindler is in the studio discussing the importance of building a retirement plan that mitigates risk in your savings. If you have questions about taxes in retirement, or if you want a second opinion on…
 
Do you know how your financial advisor is getting paid? Are they working in your best interest? Retirement and Wealth Strategist Marty Hensley is in the studio defining how a fiduciary works and the standards they are held up to. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach …
 
401k fees can be anywhere from 0.2% to 5% of your assets; what are you paying? Retirement and Wealth Strategist Marty Hensley is in the studio to break down not only how to find that info, but also how you can lower your fees and expenses in retirement. If you have questions about taxes in retirement, or if you want a second opinion on your retirem…
 
Take a trip back in time with us to see what retirement planning was like in yester-year! Retirement and Wealth Strategists Marty Hensley and Noah Shindler are in the studio combining the old-school and new-school, talking about what has changed and what has stayed the same in retirement. If you have questions about taxes in retirement, or if you w…
 
Inflation is on the rise; how will it affect your savings? Gregg Berrian is in the studio going over how you can make your retirement inflation-proof, so you don't have to worry about the rising costs of everything! If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the t…
 
What does success in retirement look like for you? Marty Hensley and Gregg Berrian are in the studio breaking down a case study, showing how they'll work for you. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858. See omnys…
 
Is your retirement plan set up the way you want? Marty Hensley and Gregg Berrian are in the studio discussing retirement timelines and how you can potentially move up your start date. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888…
 
How long should you keep your retirement savings in the market? Marty Hensley and Gregg Berrian are in the studio to break down how much of your money should be at risk on the road to retirement. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Finan…
 
In this episode we are talking about Real Estate Appraising with Cynthia Schneider the Chief Strategy Officer for Beckstone Partners. Cynthia got her start in real estate in 2006, starting her first company in the appraisal space and expanding from there. Actively strategizing with clients, lenders and hedge funds through the market crash of 2008, …
 
Is it better to pay taxes now or pay taxes later? On this episode, Coach Pete D'Arruda talks about the different options you have to invest your retirement savings and the importance of when you invest. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capita…
 
If you can answer these 3 questions, then your retirement plan is on the right track. On this episode, Coach Pete D'Arruda is in the studio talking about how to take control of your retirement income. Also, Coach listens to another story of Brokers Behaving Badly. If you have questions about taxes in retirement, or if you want a second opinion on y…
 
Have you ever wondered what it's like to play in the NFL or be on ABC's Shark Tank? On this episode, Coach Pete D'Arruda has a great conversation with Former NFL Halfback and founder of Ice Shaker, Chris Gronkowski. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the t…
 
From Cryptocurrency crashes to inflation, are any investments safe in retirement? On this episode, Coach Pete D'Arruda is behind the mic, breaking down how to secure your retirement savings when it feels like everything else is crumbling. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, conta…
 
Are you overwhelmed by the 'Retirement Planning' world? On this episode, Coach Pete D'Arruda is joined in the studio by financial advisor, Gregg Berrian, to answer listener questions on retirement savings. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Cap…
 
"There is no 'cookie-cutter' retirement plan." On this episode, Coach Pete D'Arruda interviews author and CEO of Powerful Legacy, Kristina Ping Kepperling, on her book, The Retirement Train. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial …
 
Commissions, taxes and fees! Oh My! Coach Pete D'Arruda is joined in the studio by financial advisor Gregg Berrian. Together, they discuss financial termites, and more importantly, how to avoid them! Also, our hosts listen to the story of another Broker Behaving Badly! If you have questions about taxes in retirement, or if you want a second opinion…
 
We know you'd like to retire ASAP, but when is the right time for you? In this episode, Coach Pete D'Arruda is joined in the studio by financial advisor Gregg Berrian to talk about how to grow your retirement savings and replenish your funds at the same time. If you have questions about taxes in retirement, or if you want a second opinion on your r…
 
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