Podcast Episodes

Sheri Fitts

Season 2 Episode 7

Anyone who knows Sheri Fitts knows her hard-charging, yet fun, approach to marketing and branding. The speaker, consultant, and creator with Sheri Fi…

4 years ago

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Laurel Taylor

Season 2 Episode 6

Student loan debt is a big problem that’s getting bigger, affecting multiple aspects of an employee’s financial life, retirement savings being just o…

4 years, 1 month ago

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Brad Arends

Season 2 Episode 5

You’d be hard-pressed to find a better ambassador for the 401k advisory space than Brad Arends. The Co-Founder and CEO of intellicents sit on confere…

4 years, 1 month ago

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Rodney Balbuena

Season 2 Episode 4

SageView Advisory Group’s Rodney Balbuena is a bilingual 401(k) advisor in Southern California who also happens to be our Top Advisor By Participant …

4 years, 2 months ago

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Andrew Biggs

Season 2 Episode 3

How does the U.S. retirement system compare with other countries in retiree satisfaction? For all its faults, you’d be surprised.

Andrew Biggs, one of…

4 years, 2 months ago

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Will Hackler

Season 2 Episode 2

Will Hackler is a big personality with a big book of 401k business, and he’s also our Top Advisor By Participant Outcomes recipient for January.

One o…

4 years, 3 months ago

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Wade Pfau

Season 2 Episode 1

Dr. Wade Pfau ran neck-and-neck with Morningstar’s Christine Benz as our most popular podcast guest of 2021 and we're excited to have him back to kic…

4 years, 3 months ago

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Pete Swisher

Season 1 Episode 40

Anyone who knows Pete Swisher knows that he’s the go-to resource for anything fiduciary and pool plan-related. His pension expertise and industry ten…

4 years, 4 months ago

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Brian Graff

Season 1 Episode 39

Brian Graff recently celebrated 25 years at the helm of the American Retirement Association, and he posted side-by-side budgets on LinkedIn from 1996…

4 years, 5 months ago

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John Faustino

Season 1 Episode 38

Guaranteed income in retirement plans is a big issue—big because it’s important, complex, and getting a lot of attention, especially in the wake of t…

4 years, 5 months ago

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