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.
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:
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:
At TPFG, our success depends upon your advisory business flouri...
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...
Listen to Julie talk to Matt Hamilton, 😎President of The Pacific Financial Group, Inc. (TPFG) talk about:
At TPFG, our success depends upon you...
📢 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...
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!
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:
🔸 Economic Market Cycles
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
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 ...
🔦 This new financial podcast gives financial professionals:
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