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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
 
As a result of the pandemic induced bear market, only 56% of retirees would welcome more guaranteed income in retirement; do you want more guaranteed money? Coach Pete is joined in the studio by Senior Wealth Strategist, Marty Hensley, and Wealth Strategist, Gregg Berrian, going over how you can increase your income in retirement. If you have quest…
 
Episode #34 – Resource Review – Catapult (An RFP Solution) Looking for a turn-key, full-service, Request for Proposal (RFP) platform? In this episode of the 401k Best Practices (Ask the Experts) podcast, I’m talking with Justin Witz, Founder and CEO of Catapult HQ, Inc. about their RFP platform called “Catapult.” Mentioned in this episode: Catapult…
 
Coach Pete is joined by David Webb, Fox News columnist and host of the David Webb Show on SiriusXM Patriot 125, breaking down the current state of the financial world. 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 …
 
Smart people learn from their experiences, so how do you learn from something you haven't gone through? Coach Pete is in the studio, going over how to properly plan the change from working to retired. 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 …
 
So many things in life change and when they change concerning your savings, you need to be prepared. Coach Pete is joined in the studio by Senior Wealth Strategist, Marty Hensley, and Wealth Strategist, Gregg Berrian, discussing strategies you can implement to withstand the ever-changing financial world. If you have questions about taxes in retirem…
 
Do you know where fees are coming from in your retirement plan? Senior Wealth Strategist, Marty Hensley, is joined in the studio by Retirement and Insurance Planner, Gregg Berrian, breaking down the importance of financial education when preparing for retirement. If you have questions about taxes in retirement, or if you want a second opinion on yo…
 
Why would you leave your money in a company 401k if you could roll it over? Senior Wealth Strategist, Marty Hensley, is joined in the studio by Retirement and Insurance planner, Gregg Berrian, discussing how to effectively move your money into the right retirement vehicles. If you have questions about taxes in retirement, or if you want a second op…
 
Are you paying taxes on money that you don't need? Senior Wealth Strategist, Marty Hensley, is in the studio breaking down strategies you can implement to lower your tax rates in 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 Financial …
 
Outlasting your savings is a risk that has retirees and pre-retirees worried. Senior Wealth Strategist, Marty Hensley, is in the studio talking about retirement concerns and how we can address them. 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 Fi…
 
Episode #33 – Resource Review – PscNet (Profit Sharing Comparison System) Looking for an easy-to-use retirement plan design and proposal solution? I recently spoke with Marco Brown, creator of PscNet about a plan design comparison software program that allows advisors to create proposals comparing several types of qualified plans, (including Age We…
 
Everyone's situation is different, so we're here to answer as many questions as we can! Coach Pete is in the studio with Senior Wealth Manager, Marty Hensley, to answer your questions and help you have a secure retirement. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete an…
 
On this episode, we take a trip to the past, back to 1984! Coach Pete is in the studio with Senior Wealth Manager, Marty Hensley, breaking down what it means to have a proper financial plan for a successful 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…
 
What are you doing to reduce risk in your savings? Coach Pete is in the studio with Senior Wealth Manager, Marty Hensley, talking about strategies to strengthen your plan against inflation, taxes, fees and commissions. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and th…
 
We're here exposing gold and other commodities; are they really less risky? Coach Pete is in the studio with Senior Wealth Manager, Marty Hensley, discussing true savings volatility and whether gold is a good part of a successful retirement plan. If you have questions about taxes in retirement, or if you want a second opinion on your retirement pla…
 
Episode #32 – Resource Review – The Retirement Analysis Kit (TRAK) Looking for a way to add tremendous value to the participants in the plans you serve? A tool that engages participants and helps move the needle on retirement readiness? In this episode of the 401k Best Practices (Ask the Experts) podcast, I’m talking with Ed Dressel from RetireRead…
 
Does your plan have the flexibility to move and bend with today's volatile market? Chief Wealth Strategist, Parker Holland, is in the studio with Life Insurance Specialist, talking about how to create a financial plan that will let you sleep well at night. If you have questions about taxes in retirement, or if you want a second opinion on your reti…
 
You've probably heard a lot about retirement plans, but what info can yo take to the bank? Chief Wealth Strategist, Parker Holland, is in the studio analyzing surveys and questionnaires to tell the truth about retirement planning. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach…
 
What are the biggest problems for Baby Boomers today and what's the solution? Coach Pete is joined in the studio by Doug Orchard, documentarian and director of The Baby Boomer Dilemma, to break down the importance of creating a secure financial future before it's too late. If you have questions about taxes in retirement, or if you want a second opi…
 
Life insurance can be like a Swiss Army knife in retirement; do you know all that it can do? Chief Wealth Strategist, Parker Holland, is in the studio with Life Insurance Specialist, Austin Maxwell, to discuss life insurance and how to make it work for you! If you have questions about taxes in retirement, or if you want a second opinion on your ret…
 
You've got questions and we've got answers! Chief Wealth Strategist, Parker Holland, is in the studio, going over how to do an in-service roll-over, make your savings inflation-proof, and more! 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 Financi…
 
3 years out may seem late in the game to create a retirement plan, but it's never too late! Chief Wealth Strategist, Parker Holland, is in the studio, analyzing growth rates to make your retirement principle last! If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the tea…
 
"It's a band-aid over a bullet wound." Chief Wealth Strategist, Parker Holland, is in the studio, discussing recessionary environments and the plans you can make to protect your 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 Capital Fin…
 
The economy feels like a roller coaster; can we hold on until the ride levels out? Chief Wealth Strategist, Parker Holland, is in the studio, breaking down market trends and how they can affect your 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 th…
 
Episode #31 – Resource Review – PlanTools Looking for an investment monitoring program that gives you control over the parameters… and includes the ability to customize each IPS, a built-in CRM, a client vault, a fiduciary education center – and more!? In this episode of the 401k Best Practices (Ask the Experts) podcast, I’m talking with David Witz…
 
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…
 
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 …
 
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…
 
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 …
 
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