Solutions, ideas, and interviews delivered in swift and fun way for investment advisors, financial firms, compliance, back offices, and portfolio managers anyone more curious than the average bear. All of this is brought to you by Julie Mochan, also host of Open Windows Investing by TPFG. www.tpfg.com Julie Mochan, AIF®
It's Season 2! In this first episode of the season, host Julie Mochan talks to Jeff Olsen, President of RiskPro® about:
Important Disclosures: This recording has been prepared and made available by RiskPro® t...
In this episode, you can listen to The Translator's host, Julie Mochan talk with an interesting individual that transitioned from a San Diego police officer to a RiskPro-using financial professional that followed his calling for helping individuals and churches throughout the country: Doug Eagle , President of Eagle Retirement Plans, Inc. is the Translator's guest seat. Enjoy!
RiskPro® is a revolutionary techno...
In this second episode of the series of mini-casts (short podcasts within a podcast) ,The Translator host, Julie Mochan, gets talking about PTE 2020-02 with Chief Compliance Officer and General Counsel for The Pacific Financial Group, Inc.
In December of 2020, the DOL adopted PTE 2020-02
🎙 Jason tells you who is affected by the DOL's final exemption
🎙Jason talks Vol. 55, Issue 3 2010 Fiduciary O...
This episode is the first in a series of mini-casts (short podcasts within a podcast) where The Translator host, Julie Mochan, will dig into financial regulatory and compliance topics with Chief Compliance Officer and General Counsel for The Pacific Financial Group, Inc. , Jason Luhan.
Look for lots of
About RiskPro: RiskPro® is a revolutionary technology platform that provides risk profiling, portfolio constru...
In this episode, The Translator's host, Julie Mochan, first gives ridiculous "Julie Tips for Re-Entry into the Office Atmosphere":
and then dives deep and gets real by asking many important questions of expert Life and Leadership Coach, Kerry Bestwick.
Everyone from Executives, Professors, Athletes, Interns, Spor...
The Translator's host, Julie Mochan interviews Dennis Thankachan, CEO of Lightyear.ai. about leaving the financial industry to start a business that offers its product and services to many industries, including the the financial industry. Dennis shares his personal philosophy on knowing which path to take to be successful at doing what you have a passion for.
About RiskPro
Julie Mochan, host of The Translator by RiskPro talks to Doug Griffith, Founder of Anthrobot Creative and 35 year veteran of Walt Disney Imagineering.
About RiskPro
RiskPro® is a revolutionary technology platform that provides risk profiling, portfolio construction, and automated account surveillance. Serving as the World’s First Virtual Portfolio Strategist, RiskPro evaluates and communicates risk for investors, advisors...
In this episode, Julie Mochan talks about the volatility in the "short squeezer" stocks and when RiskPro was able to spot the potential risk.
Julie's guest is Glen Schreitmueller, Chief Product Officer of ProTools, LLC, developer of RiskPro.
Glen and Julie dig into RiskPro, their new integration with Envestnet, and what a financial institution can easily do to uncover risk in their entire book of busines...
Tune in to enjoy host Julie Mochan talk in depth to Nick Scalzo, CEO of RiskPro's parent company about the origin and development of this RegTech solution.
Nick then shares quite a bit about his history growing up in Southern California,and the Orange County punk music scene. There are lots of shout outs to many people that have influenced and helped Nick all along the way to his current successes that he shares with his...
Episode #3: Julie interviews the President of Cantella and Company, Inc. of Boston, Jennie Devlin. This is a super fast and fun talk with a woman to watch in the financial industry. Got a career? Got a kid? Got a kid and then some twins? Got all that and Riskpro too? Jennie tells us how to handle it all in style!
Learn More About RiskPro: https://www.riskproadvisor.com/
RiskPro
Office: 949-259-6928
2077 ...
If you work in the home office of a financial institution, you should listen to this episode. I drop in on an interview that Jeff Olsen, Pres. RiskPro, is having with Chris Mills, Exec VP of Advisory and Operations, Kovack Financial - Let Chris know if you want to know more about his experience; or contact me for more RiskPro info!
Kovack Securities, Inc. Member FINRA / SIPC
6451 North Federal Highway, Suite 1201<...
In this episode, I talk ]about what the technology does, and why it is a game-changing tool in the financial industry.
Episodes of The Translator will have different styles. This particular style, as it is the first Episode, is a "fact-finder".
For more information, visit www.riskproadvisor.com
This recording has been prepared and made available by RiskPro® to be used for information purposes only. Ris...
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Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com
The Burden is a documentary series that takes listeners into the hidden places where justice is done (and undone). It dives deep into the lives of heroes and villains. And it focuses a spotlight on those who triumph even when the odds are against them. Season 5 - The Burden: Death & Deceit in Alliance On April Fools Day 1999, 26-year-old Yvonne Layne was found murdered in her Alliance, Ohio home. David Thorne, her ex-boyfriend and father of one of her children, was instantly a suspect. Another young man admitted to the murder, and David breathed a sigh of relief, until the confessed murderer fingered David; “He paid me to do it.” David was sentenced to life without parole. Two decades later, Pulitzer winner and podcast host, Maggie Freleng (Bone Valley Season 3: Graves County, Wrongful Conviction, Suave) launched a “live” investigation into David's conviction alongside Jason Baldwin (himself wrongfully convicted as a member of the West Memphis Three). Maggie had come to believe that the entire investigation of David was botched by the tiny local police department, or worse, covered up the real killer. Was Maggie correct? Was David’s claim of innocence credible? In Death and Deceit in Alliance, Maggie recounts the case that launched her career, and ultimately, “broke” her.” The results will shock the listener and reduce Maggie to tears and self-doubt. This is not your typical wrongful conviction story. In fact, it turns the genre on its head. It asks the question: What if our champions are foolish? Season 4 - The Burden: Get the Money and Run “Trying to murder my father, this was the thing that put me on the path.” That’s Joe Loya and that path was bank robbery. Bank, bank, bank, bank, bank. In season 4 of The Burden: Get the Money and Run, we hear from Joe who was once the most prolific bank robber in Southern California, and beyond. He used disguises, body doubles, proxies. He leaped over counters, grabbed the money and ran. Even as the FBI was closing in. It was a showdown between a daring bank robber, and a patient FBI agent. Joe was no ordinary bank robber. He was bright, articulate, charismatic, and driven by a dark rage that he summoned up at will. In seven episodes, Joe tells all: the what, the how… and the why. Including why he tried to murder his father. Season 3 - The Burden: Avenger Miriam Lewin is one of Argentina’s leading journalists today. At 19 years old, she was kidnapped off the streets of Buenos Aires for her political activism and thrown into a concentration camp. Thousands of her fellow inmates were executed, tossed alive from a cargo plane into the ocean. Miriam, along with a handful of others, will survive the camp. Then as a journalist, she will wage a decades long campaign to bring her tormentors to justice. Avenger is about one woman’s triumphant battle against unbelievable odds to survive torture, claim justice for the crimes done against her and others like her, and change the future of her country. Season 2 - The Burden: Empire on Blood Empire on Blood is set in the Bronx, NY, in the early 90s, when two young drug dealers ruled an intersection known as “The Corner on Blood.” The boss, Calvin Buari, lived large. He and a protege swore they would build an empire on blood. Then the relationship frayed and the protege accused Calvin of a double homicide which he claimed he didn’t do. But did he? Award-winning journalist Steve Fishman spent seven years to answer that question. This is the story of one man’s last chance to overturn his life sentence. He may prevail, but someone’s gotta pay. The Burden: Empire on Blood is the director’s cut of the true crime classic which reached #1 on the charts when it was first released half a dozen years ago. Season 1 - The Burden In the 1990s, Detective Louis N. Scarcella was legendary. In a city overrun by violent crime, he cracked the toughest cases and put away the worst criminals. “The Hulk” was his nickname. Then the story changed. Scarcella ran into a group of convicted murderers who all say they are innocent. They turned themselves into jailhouse-lawyers and in prison founded a lway firm. When they realized Scarcella helped put many of them away, they set their sights on taking him down. And with the help of a NY Times reporter they have a chance. For years, Scarcella insisted he did nothing wrong. But that’s all he’d say. Until we tracked Scarcella to a sauna in a Russian bathhouse, where he started to talk..and talk and talk. “The guilty have gone free,” he whispered. And then agreed to take us into the belly of the beast. Welcome to The Burden.
"SmartLess" with Jason Bateman, Sean Hayes, & Will Arnett is a podcast that connects and unites people from all walks of life to learn about shared experiences through thoughtful dialogue and organic hilarity. A nice surprise: in each episode of SmartLess, one of the hosts reveals his mystery guest to the other two. What ensues is a genuinely improvised and authentic conversation filled with laughter and newfound knowledge to feed the SmartLess mind. Subscribe to SiriusXM Podcasts+ to listen to new episodes of SmartLess ad-free and a whole week early. Start a free trial now on Apple Podcasts or by visiting siriusxm.com/podcastsplus.
The World's Most Dangerous Morning Show, The Breakfast Club, With DJ Envy, Jess Hilarious, And Charlamagne Tha God!