Open Windows Investing by TPFG

Open Windows Investing by TPFG

Hosted by Julie Mochan, this podcast is for financial professionals that want to learn about the opportunity of providing advice to their clients about investing within self-directed brokerage accounts (SDBA). SDBA windows exist within thousands of 401(k), 403(b), and 457 retirement plans across the United States. Julie’s interviews are engaging and interesting for anyone in the financial industry.

Episodes

January 10, 2023 33 mins

Julie Mochan talks with legendary internet/tech analyst and author of the  book Nothing But Net - Mark S.F. Mahaney of Evercore ISI.  Hear how Mark got his top notch status learning from the best in the early years of the internet's existence, plus:

  • Is the Sky Falling?
  • There Will be Blood
  • Founder Led Companies Make a Difference
  • The Hunt for Dislocated High Quality Companies (DHQs)
  • Expert Consumers Rely on Gut Instinct
  • How Much C...
Mark as Played

Elio Chiarelli, strategist for the TPFG Capital Defender models shares an incredible story about developing a strategy like no other.  Learn with Julie Mochan about:

  • What does farming have to do with investing?
  • Austrian Economics
  • The Rise Of the Capital Defender Models
  • Investment Models Built for First Responders 
  • Got Grit?
  • Investing for Chaos
  • FOMO 
  • And more, of course

At TPFG, our success depends upon your advisory business flouri...

Mark as Played
September 30, 2022 29 mins

Julie gets tactical with Bob Meeder of Meeder Investment Management.  There is so much to learn in this episode!

Want to Hear More From Meeder?  REGISTER HERE for their October 12, 2...

Mark as Played

Listen to Julie talk to Matt Hamilton, 😎President of The Pacific Financial Group, Inc. (TPFG) talk about:

  • The Need for Good Financial Advice in America
  • The Value and History of Advisors
  • Helping Individuals with Their Group Plan Accounts  (SDBA)
  • Where Are All of the Investable Assets?
  • When Should You Be Getting Advice?
  • Having Conversations with Your Clients Children
  • Rollovers are still the "Long Sale"
  • Being Proud of Your Valu...
Mark as Played

In this episode, Julie tells you what Strategy PLUS is, and then asks David Blanchett about:

  • His Personal History in the Industry😎
  • Financial Designations and the American College 🔠
  • Is Retirement Real? 🏖
  • Women in the Workplace and Retirement trends 💃🏽
  • The Realities Social Security 😳
  • The Value of an Advisor 😎
  • MEPs vs PEPs 🤼
  • Research on 401k Plan Participants 📖
  • Advice for the Profession 🦉

At TPFG, our success depends upon you...

Mark as Played

 📢 Julie Mochan announces that  TPFG  is engaging Wilshire in a strategist due diligence / oversight relationship.  PLUS, listen to Josh Emanuel, CIO of Wilshire give the latest on:

  📊
Wilshire History
  📏 Benchmarking and Indexes (hi there
FT Wilshire 5000)
  📈 Inflation: flexible or sticky?
  🛒Demand: Goods or Services?
  ⛽ Energy Prices
   📈 Interest Rates %
  🏡 Housing Market, what th...

Mark as Played

In this Episode, Julie Mochan interviews Rene Reyna, CFP®, Head of Thematic & Specialty Product Strategy,  Invesco ETF and Indexed Strategies. TPFG's Strategy PLUS platform utilizes Invesco's expertise in the thematic ESG space to expand investment model choices for advisors wanting to help their clients through self-directed brokerage accounts (SDBA) of group retirement plans.

LISTEN AND LEARN!
🌎  What...

Mark as Played

In this episode, Open Windows Host Julie Mochan welcomes guest Matt Peron,  Director of Research at Janus Henderson Investors. Mr. Peron oversees the firm’s sector research teams and analysts, is responsible for the firm’s centralized equity research effort, and heads the firm’s Portfolio Oversight Team.  In this podcast, Matt dives into:

🔸 Inflation
🔸 Deflation
🔸 Recession
🔸 Economic Market Cycles
🔸 R...

Mark as Played

In this Episode, host, Julie Mochan talks to Matt Sommer, Ph.D., CFA, CFP®,  Head of Defined Contribution and Wealth Advisor Services as Janus Henderson Investors.   
Listen to Matt  for Amazing NEW Insight Into:  

✅The Secure Act 1.0 and 2.0

✅The Effects of COVID-19 on the Advisory Business and Advisors

✅New Research on the Value of An Advisor!

✅ Diversity within the Financial Services Industry

New Studies on ESG Investing

✅ Finan...

Mark as Played

In this episode, host Julie Mochan welcomes  Janet Lee,  AIF®, BFA, Senior Vice President of Sales at The Pacific Financial Group, Inc.  Janet  will give you everything you want to know about the self-directed brokerage account (SDBA) marketplace, and how to navigate it.🚢
We discuss the lack of customized advice for participants of employer group retirement plans, and how to solve for the problem.  Learn from one of the best ...

Mark as Played

🔦  This new financial podcast gives financial professionals:

  • 📝 direction and instructions on how to make the opportunity of self-directed brokerage account (SDBA) management a part of their successful business plan
  •  🎯 acquire and help clients that need investment advice at the participant level in their employer's group retirement plan.  
  • 🎁 get SDBA best practices in 401(k), 403(b), and 457 plans throughout the United Sta...
Mark as Played

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