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  • 00:11

    The 401k Study Group ® Roadshow

    in Business

    Today I chat with Chris Richardson from The 401k Study Group. We discuss the series of upcoming live events that The 401k Study Group will be hosting around this country.

  • 00:25

    Why so much interest in stories of young gay athletes? Plus, Bruce Jenner talks.

    in LGBT

    Today's episode is brought to you by AT&T. Mobilizing Your World.


    At Outsports we've noticed a powerful reaction every time we post stories about young LGBT athletes. Our latest story, of two gay high school athletes at a West Virginia prom, was shared over 40k times on social media. What is it about these stories that resonates so strongly with so many readers?


    Plus, Bruce Jenner had a big night last week as he came out publicly as trans in an ABC interview with Diane Sawyer. What did America learn about trans issues, and will his revelation have an impact on America's treatment of trans people?

  • 00:30

    The Behavior Gap with Carl Richards

    in Business

    Today I chat with Carl Richards, author of the books "The Behavior Gap" and "The One Page Financial Plan".  Mr. Richards is a Certified Financial Planner and the director of investment education for the BAM Alliance.  He is the creator of the weekly Sketch Guy column in the NY Times, and is a columnist for Morningstar Advisor.


    Carl uses simple sketches to make complex financial concepts easy to understand.  His mix of practical and down to earth candor has long made him one of my favorite financial columnists. 

  • 00:22

    Advisor Profiles with Matt Spay, PPC, AIF

    in Business

    Today we begin our first in a series of interviews with 401k Advisors around the country.  We will chat with Matt Spay who is a Retirement Plan Consultant at Spay & Associates.  We will discuss how his practice works with Plan Sponsors and Plan Participants as well as the reason he decided to enter the role of being a 401k Advisor.


    Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., registered broker-dealer, member FINRA/SIPC.


    Spay & Associates and Cambridge are not affiliated.

  • 00:26

    Is your 401k GPS Functioning Properly?

    in Business

    Today, John Eaton, General Manager @ 401k GPS joins me to discuss how retirement planning can offer Advisors and wealth managers tremendous opportunities.


    401K GPS is a collaborative, online tool that gives you and your client more control over their employer-sponsored retirement plan  investments. 401K GPS was designed to take the guesswork out of retirement investing by allowing you to co-manage your client’s 401(k) with knowledge, confidence and timely insights and recommendations.


    401K GPS, LLC ("401K GPS") is a federally registered investment adviser with the Securities and Exchange Commission (SEC). Please contact 401K GPS at info@401KGPS.com to receive a copy of its disclosure document. 401K GPS does not custody any 401(k) assets. Any historical returns, expected returns, or probability projections may not reflect actual future performance.

  • 00:08

    Which way should I go? Well, it depends on where you want to go!

    in Finance

    William Morgan of Capital Management Group of the Carolinas discusses 1st Quarter 2015, including Small Stocks, Foreign Stocks, Real Estate, NASDAQ, the Dow, USD valuation and 401K Plans.  People want to know what which direction to go in the Stock Market, but William asks "where do you want to go?" 


    DISCLAIMER:
    We are registered to sell Insurance products in the following state: Florida, North Carolina, South Carolina, and Tennessee.  We are registered to sell Securities in the following states:  Alabama, California, Connecticut, District of Columbia, Florida, Georgia, Illinois, Kentucky, Louisiana, Maryland, New Jersey, New York, North Carolina, South Carolina, and Virginia. 


    This is not an offer or solicitation in any other state or jurisdiction.


    Securities and Investment Advisory Services Offered Through H. Beck,Inc., Member FINRA and SIPC. 6600 Rockledge Drive, 6th Floor Bethesda, MD 20817-1806  (301) 468-0100.  Capital Management Group of the Carolinas, Inc. and H. Beck, Inc. are not affiliated.

  • 00:28

    Activating your life through #networkmarketing start #Now

    in Books

    #activate #strategy 


    Activating is nothing more than helps others to succeed in life


    Activating is not well i will do it next time its about doing it now!


    Activate is something we have to learn in the process of our lives 


    Nobody wakes up one day knowing everything! 


    Network marketing is a must today I am not saying to quit your job 


    I don't want you to quit I am saying nobody has a 401K no more 


    Nobody has extra coming to you after you get fired and you must understand times are changing! 


    #jaimesjournal #journaling #connection #strategy #activate #networkmarketing


    www.facebook.com/jaimesjournal or email is jaimesjournal@gmail.com 

  • 00:29

    Are you a Process Person, or a People Person

    in Business

    Today, Greg Raines, CEO of Atlantic Financial Group and I discuss the pros and cons of being technical vs being a people person in the financial services industry.  Mr. Raines is responsible for all of the securities operations related to the firm. In this capacity, he serves as the primary interface with the home office on all facets of risk management, compliance and supervision. Mr. Raines leads the organization’s recruiting efforts by attracting, engaging and successfully on-boarding new reps into the firm.

  • 01:02

    Episode 107

    in Finance

    Join your hosts: Anthony, Steven and Monica as they give you the truth about "Making Dollars" and breaks down all of the nonsense that we have been taught about money.  This is a fun filled show with Current News, Sports, Entertainment and commentary.  Listen to our financial insight every week Monday to Thursday 8 am to 9 am LIVE on www.takingoverradio.com.  Follow us on twitter at @dollarsnotsense.


    Visit our website at: www.triunewealth.com and www.fordinsgroup.com

  • 00:39

    Ask the TPA with Jeff Feld, CPA and Ryan Mumy, CFP, AIF

    in Business

    In a new segment from The 401k Study Group ® we bring questions from the field to the experts.  Ryan Mumy, CPF, AIF (the Advisor) will be posing some common questions to Jeff Feld, CPA (the TPA/RK).  Qualified Plan work is a team sport.  Having resources at your disposal and seeking out intelligent partners will only help increase your value to your current and potential Plan Sponsors.


    Jeff Feld has more than 30 years of experience in the defined beneift and defined contribution arena. Ryan Mumy is an Advisor that has grown his 401k practice by embracing intelligent partnering.  Tune in for a lively discussion.


     

  • 01:27

    Building Your Spiritual Portfolio

    in Spirituality

    Many people invest a lot of time, effort and money in building their retirement plan or 401K.  Many spend a lot of time systematically building for a future that will eventually cease to exist.  This is a wonderful thing to do, because if you are not worried about finances and the financial “how am I going to’s” in life, you are free you to explore another portfolio, which is equal in value to your current retirement plan or 401K.  Your spiritual portfolio is your exit strategy from this dimension called life.  Building it takes time, effort, strategic planning, understanding and of course the risks associated with your choices.  Building your spiritual portfolio is all about where you choose to place your energy once you've decided what you are wanting to experience.  And of course, the return on your investment, ROI that you are expecting. Choice=Risk=ROI.  Bring to your awareness that you can create your spiritual portfolio that is just as powerful as your financial portfolio is fun, exciting and rewarding.


    Join me Dr. Wendy Dearborne choice expert and Olivia Lashley as we explore, building your spiritual portfolio.

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