“Changing the retirement industry one beer at a time”

All Episodes

236 episodes · updated automatically from YouTube

1:27:29

Retireholics - Carl Engstorm

May 9, 2026
1:16:44

Retireholics - Guest: Scott Colangelo

Apr 18, 2026
1:19:04

Retireholics - Guest: Stephen Daigle

Apr 4, 2026
1:08:34

Retireholics - Guest: Hunter Hopcroft

Mar 21, 2026
1:08:44

Retireholics - Guest: Steven Wilkinson

Mar 7, 2026
1:28:49

Retireholics - Guest: Jason Wenk

Feb 21, 2026
1:11:14

Retireholics - Guest: Sharon Pivirotto

Feb 10, 2026
1:07:09

Retireholics final show of 2025

Dec 20, 2025
1:03:04

Retireholics - Guest: Benjamin Brandt

Dec 6, 2025
1:12:59

Josh Itzoe, Nate Moody, Grant Ellis

Nov 22, 2025
1:13:04

Retireholics - Guest: Eric Dyson

Nov 8, 2025
1:26:20

Lisa Gomez on Retireholics

Oct 18, 2025
1:21:54

Retireholics - "You Don't Own The Alphabet!"

Oct 3, 2025
1:30:59

Josh Itzoe on Retireholics

Sep 20, 2025
1:05:56

Theresa Conti - Retireholics

Sep 5, 2025
1:13:07

Retireholics - Wendy Eldridge

Aug 22, 2025
1:34:52

Retireholics Live | Guest: Carl Engstrom

Aug 8, 2025
1:16:18

Retireholics - Jack Towarnicky

Jul 18, 2025
1:04:41

Retireholics - July 3rd

Jul 4, 2025
1:35:36

Grant Ellis on Retireholics

Jun 20, 2025
1:28:29

Shamanda Show on Retireholics

Jun 6, 2025
1:44:49

Today's Guest: The 401(k)ouple

May 16, 2025
1:10:37

Guest: Melissa Terito

May 2, 2025
1:22:35

Deb Rubin, CFP on Retireholics

Apr 18, 2025
1:21:44

Guest: Kevin Spaeth

Apr 4, 2025
1:18:19

Retireholics - Our guest backed out.

Mar 21, 2025
1:24:02

Nate Moody on Retireholics

Mar 7, 2025
1:06:39

The 401k Girls & Retireholics

Feb 22, 2025
1:13:29

Retireholics & Holly Knight

Jan 17, 2025
1:07:24

Christmas not-so Special!

Dec 20, 2024
23:22

RETIREHOLICS THE MOVIE

Nov 29, 2024
1:13:40

Retireholics Live - Fred Greenstein

Nov 22, 2024
1:21:56

Retireholics Live - Thomas Clark

Nov 8, 2024
1:02:17

Retireholics Live - 10 things I hate about 401k

Oct 18, 2024
1:24:04

Retireholics Live - Guest: Anne Lester

Oct 4, 2024
1:08:50

Retireholics Live - Economy

Sep 20, 2024
1:14:17

Retireholics Live - Guest: Kim Trathen

Sep 6, 2024
1:15:30

Retireholics Live - Guest: Love

Aug 16, 2024
1:23:27

Retireholics Live - Guest: Danny Hest & Richard Banziger

Aug 2, 2024
1:23:06

Retireholics Live - Sheri Fitts

Jun 21, 2024
1:31:36

Retireholics Live - Jordan Cross

Jun 7, 2024
1:15:07

Retireholics Live - Experimental show

May 17, 2024
1:25:52

Retireholics Live - Jeff Kayajanian

May 3, 2024
1:26:36

Retireholics Live - Daniel Bryant

Apr 5, 2024
1:12:02

Retireholics Live - No plan

Mar 22, 2024
1:22:30

Retireholics Live with Spiro Preovolos

Mar 8, 2024
1:20:00

Retireholics Live

Feb 16, 2024
56:45

Retireholics Live

Feb 2, 2024
1:28:52

Retireholics Live - a special conspiracy episode

Jan 19, 2024
1:11:36

Retireholics Live with Charlie Nelson

Jan 5, 2024
1:24:28

Retireholics Live with Preston Rutledge

Dec 22, 2023
1:09:52

Retireholics Live

Dec 8, 2023
1:24:10

Retireholics Live

Nov 17, 2023
1:16:47

Retireholics Live - Guest: Shlomo Benartzi

Nov 3, 2023
1:15:44

Retireholics Live - Guest: Michael DiCenso

Oct 20, 2023
1:07:51

Live at Wealth@Work 2023 - 401GO & seahorses

Oct 18, 2023
1:11:33

Wealth@Work 2023 - Petros Koumantaros

Oct 17, 2023
1:09:55

Retireholics Live - Guest: Rob Barnett

Oct 6, 2023
1:18:25

Retireholics Live - Guest: Rosalyn Brown

Sep 22, 2023
1:25:14

Chad Parks the Founder of Ubiquity

Sep 8, 2023
1:13:12

Retireholics Live

Aug 18, 2023
1:09:41

Retireholics Live - Jim Sharp of 401kSafe

Aug 4, 2023
1:10:58

Retireholics Live - Guest: Michelle Richter-Gordon and Mark Chamberlain

Jul 7, 2023
37:49

OneDigital Evolve Conference 2023 - Kristen Hall Eskew

Jun 24, 2023
24:15

OneDigital Evolve Conference 2023 - Laura (Clark) Rogers

Jun 24, 2023
9:03

OneDigital Evolve Conference 2023 - Mike Sullivan

Jun 22, 2023
1:02:17

Retireholics Live - Guest: Low Energy JD & Tahoe Chad

Jun 16, 2023
1:07:45

Jamie Hopkins on Retireholics

Jun 2, 2023
1:04:04

Live from Broadridge Fi360 Solutions Annual Conference 2023

May 22, 2023
1:14:36

Retireholics Live!

May 19, 2023
1:11:43

Kevin Busque Founder and CEO of Guideline joins Retireholics today!

May 5, 2023
1:23:11

Retireholics

Apr 7, 2023
1:01:17

Guest - Kelly Mann

Mar 24, 2023
58:46

Debate: Jake Rushton and Steven T. Wilkinson

Mar 23, 2023
1:16:29

Retireholics - SVB? Hey isn't that the bank we use?

Mar 17, 2023
1:21:54

Finding old 401ks with Beagle

Mar 3, 2023
1:08:10

Retireholics - Guest: Robert Madore

Feb 24, 2023
1:05:19

Retireholics - Courtenay Shipley

Feb 17, 2023
1:16:40

Tax Credits for Small Employer Plans under SECURE 2.0

Feb 10, 2023
1:06:19

Retireholics - Sheri Fitts & Rick Unser

Feb 3, 2023
1:17:11

401k Headlines with Retireholics

Jan 27, 2023
1:09:16

401k Headlines with Guest: David Hawash of Stax.ai

Jan 20, 2023
1:08:43

401k Headlines with Guest: Eric Dyson

Jan 13, 2023
1:09:47

401k headlines with guest Glenn Dial

Jan 6, 2023
1:13:04

401k headlines with guest Nevin Adams

Dec 30, 2022
1:10:26

Headlines: Robinhood's Retirement Push & SECURE 2.0

Dec 23, 2022
29:52

#401kLady Jeanne Sutton's technique for filling your pipeline

Dec 21, 2022
1:04:30

Retireholics Live - Guest: Stephen Johnson

Dec 16, 2022
56:31

TDF vs. Managed Accounts

Dec 8, 2022
1:03:22

Retireholics - Special Guest: Steve Gresham

Dec 2, 2022
1:05:30

Retireholics - Special Guest: Kate Clark

Nov 18, 2022
43:33

Retireholics - Guest: Michael Kushner

Nov 12, 2022
1:01:08

Retireholics - Back from Wealth@Work 2022

Oct 21, 2022
1:03:33

Retireholics - Guest: Bill Presson

Oct 14, 2022
56:53

Retireholics - Ron Surz & TDF's

Oct 7, 2022
55:41

Retireholics - Tall Can Talks

Sep 30, 2022
1:03:31

Retireholics - Guest: Michael DiCenso

Sep 23, 2022
1:07:09

Retireholics - Nevin Adams drops by for headlines.

Sep 2, 2022
1:06:57

Retireholics - Guest: Bryant Lester

Aug 26, 2022
1:06:45

Retireholics - Guest: Grant Arends of Intellicents

Aug 12, 2022
1:04:36

Retireholics - Guest: Taylor Schulte

Aug 5, 2022
1:10:36

Retireholics - Guest: Ed Lamark

Jul 29, 2022
59:16

Elizabeth Heffernan on Retireholics

Jul 22, 2022
1:04:58

Retireholics Live - Guest: Vance Barse

Jul 8, 2022
1:07:00

Retireholics Live - Guest: Holly Knight

Jun 17, 2022
1:11:39

Retireholics Live - Guest: John Sullivan editor 401k Specialist Magazine

Jun 10, 2022
1:05:57

Retireholics Live - Guest: Paul Hughes of People Help, Inc.

Jun 3, 2022
1:09:05

Retireholics Live - Guest: Jennifer Rayner

May 27, 2022
1:04:21

Sarah Simoneaux - Retireholics

May 13, 2022
55:58

Bradford "SCOOTER" Campbell - Western Pension & Benefits Council 2022 Spring Conference

May 12, 2022
1:05:28

Michelle Richter on Retireholics

Apr 8, 2022
1:04:49

David Donaldson - Former DOL Investigator

Apr 5, 2022
1:01:28

Faith Teope - Retireholics

Apr 5, 2022
53:29

Retireholics live onstage show from the American Trust Conference

Mar 17, 2022
1:00:00

Chad Parks - Founder Ubiquity Retirement

Mar 6, 2022
1:10:07

Ryan Johansen - Retireholics

Mar 2, 2022
1:04:18

David Blanchett - Retireholics

Feb 14, 2022
1:05:23

Leah Sylvester - Retireholics

Feb 8, 2022
1:01:09

Carl Engstrom - Retireholics

Feb 2, 2022
1:02:56

John Sullivan - 401k Specialist

Jan 28, 2022
1:03:23

Retireholics - Eric Philips from Human Interest

Jan 21, 2022
1:05:55

Keith Gredys on Retireholics

Dec 17, 2021
55:02

William Hackler at Wealth@Work 2021 in Nashville

Dec 16, 2021
1:06:05

Laura Rogers of OneDigital

Dec 14, 2021
57:17

Daniella Moiseyev with the Retireholics during Wealth@Work 2021

Dec 14, 2021
57:06

Surprise guest host Rick Unser

Nov 23, 2021
1:00:26

Erin Hall - Retirement Plan Advisor Summit

Oct 23, 2021
1:00:34

Nevin Adams & Fred Reish have a podcast!

Oct 8, 2021
51:23

Brett Shofner - Live@Chicago Institutional Investor RPAS Conference

Oct 8, 2021
58:56

Bill Schories - National Sales Director - DCIO at Invesco

Sep 16, 2021
1:05:27

Retireholics - Guest: Josh Itzoe

Sep 8, 2021
1:03:32

Another 'Shamanda Show' takeover

Aug 31, 2021
1:32:11

Jennifer Sahady - "Thank You For Coming to My TED Talk".

Aug 26, 2021
1:01:30

Sean Patton of Westminster Consulting

Jul 30, 2021
1:02:46

Matthew Jackson - The Retirement Dreammaker

Jul 2, 2021
1:03:26

Cindy Dash - Broadridge Senior Vice President

Jun 21, 2021
1:03:08

Preston Rutledge - Former Head of DOL’s EBSA

Jun 17, 2021
1:04:17

IRA for kids with Chris Carosa of Fidicuary News

Jun 4, 2021
1:00:34

Rothification of the match & Crypto in 401k

May 21, 2021
1:05:18

Sheri Fitts - Really showing up to virtual.

May 17, 2021
1:03:22

John Faustino - Head of Fi360

May 17, 2021
1:02:22

Michael Kitces - Retirement Plan Industry coming after participants

May 4, 2021
58:43

Katie Boyer of PensionPro on Retireholics

Apr 30, 2021
1:03:20

Michael Kitces on Retireholics - 'Sheltering In Place'

Apr 23, 2021
1:01:52

Retireholics - 'Sheltering In Place' - Mike Webb

Apr 16, 2021
1:07:10

Retireholics - 'Sheltering In Place'

Apr 9, 2021
1:05:31

Retireholi(k)s - 'Sheltering In Place'

Apr 2, 2021
1:18:11

Retireholi(k)s - 'Sheltering In Place'

Mar 26, 2021
1:08:36

Retireholi(k)s - 'Sheltering In Place'

Mar 19, 2021
1:31:41

Retireholi(k)s - 'Sheltering In Place'

Mar 12, 2021
1:08:06

Retireholi(k)s - 'Sheltering In Place'

Mar 5, 2021
1:02:26

Retireholi(k)s - 'Sheltering In Place'

Feb 26, 2021
1:38:01

Retireholi(k)s - 'Sheltering In Place'

Feb 5, 2021
1:48:46

Retireholi(k)s - 'Sheltering In Place'

Jan 29, 2021
1:10:16

Retireholi(k)s - 'Sheltering In Place'

Jan 22, 2021
1:07:21

Retireholi(k)s - 'Sheltering In Place'

Jan 8, 2021
1:18:26

Retireholi(k)s - 'Sheltering In Place'

Dec 18, 2020
1:06:26

Retireholi(k)s - 'Sheltering In Place'

Dec 11, 2020
1:22:51

Retireholi(k)s - 'Sheltering In Place'

Dec 4, 2020
1:04:06

Retireholi(k)s - 'Sheltering In Place'

Nov 20, 2020
1:13:21

Retireholi(k)s - 'Sheltering In Place'

Nov 13, 2020
1:05:26

Retireholi(k)s - 'Sheltering In Place' - PETE KIRTLAND

Nov 6, 2020
1:01:00

Retireholiks - Mutual of Omaha

Oct 30, 2020
1:09:51

Retireholi(k)s - 'Sheltering In Place'

Oct 16, 2020
1:19:14

Retireholiks - Renee Scherzer

Oct 10, 2020
1:03:30

Retireholi(k)s - 'Sheltering In Place'

Oct 2, 2020
1:18:34

Retireholi(k)s - 'Sheltering In Place'

Sep 25, 2020
1:27:18

Retireholi(k)s - 'Sheltering In Place'

Sep 11, 2020
1:06:47

Retireholi(k)s - 'Sheltering In Place'

Sep 4, 2020
1:12:03

Retireholi(k)s - 'Sheltering In Place'

Aug 14, 2020
1:09:36

Retireholi(k)s - 'Sheltering In Place'

Jul 24, 2020
1:06:27

Retireholi(k)s - 'Sheltering In Place'

Jul 10, 2020
1:18:15

Retireholi(k)s - 'Sheltering In Place'

Jul 3, 2020
1:07:52

Retireholi(k)s - 'Sheltering In Place'

Jun 26, 2020
8:00

Lisa Allen from Advisor 2x - Diversity in Financial Services

Jun 21, 2020
1:04:46

Retireholi(k)s - 'Sheltering In Place'

Jun 19, 2020
4:41

Jeanne Fisher Sutton - 401k Lady

Jun 16, 2020
1:00:18

Retireholi(k)s - 'Sheltering In Place' - Phil Troyer

Jun 12, 2020
10:00

Tom Clark - Volatile markets & blackout periods.

Jun 5, 2020
1:09:24

Paul Carlson - Retireholi(k)s - 'Sheltering In Place'

May 20, 2020
10:00

Sal Tripodi - Shifting cost to the plan during the pandemic

May 19, 2020
1:03:57

Aaron Pottichen - Retireholi(k)s - 'Sheltering In Place'

May 15, 2020
58:37

Jeanne Fisher CFP - Retireholi(k)s - 'Sheltering In Place'

May 6, 2020
7:05

401k Financial Advisors Marketing Post Pandemic

May 5, 2020
1:24:05

Tom Clark - Retireholi(k)s - 'Sheltering In Place'

May 1, 2020
8:51

Steps for Financial Advisors to take now online

Apr 29, 2020
1:05:59

Sal Tripodi - Retireholi(k)s - 'Sheltering In Place'

Apr 29, 2020
9:59

Market Uncertainty, Coronavirus Impact on Recordkeepers

Apr 25, 2020
1:09:06

Retireholi(k)s - 'Sheltering In Place'

Apr 22, 2020
9:11

401k's future, better with Trump or Biden?

Apr 18, 2020
53:34

Retireholi(k)s - 'Sheltering In Place' - Bill Harmon from Voya

Apr 17, 2020
9:52

Alex Assaley - Guiding Plan Participants During The Pandemic

Apr 13, 2020
9:59

Rick Unser - Point Of Sales post pandemic.

Apr 13, 2020
9:42

Nevin Adams - CARES Act & 401k

Apr 13, 2020
9:59

Jania Stout - 401k match during a pandemic

Apr 13, 2020
46:36

Secure Act 401k Conference with Ary Rosenbaum

Apr 13, 2020
33:05

Sal Tripodi - Live Hawaii Seminar ERISA

Apr 13, 2020
1:04:51

Nevin Adams at the ASPPA 2019 TPA Growth Summit.

Oct 27, 2019
21:56

Ross Marino - What all elite advisors do.

Oct 18, 2019
1:02:16

The 4 Billion Dollar Woman, ERISA Attorneys Battle and Wellness (again)

Aug 27, 2019
1:01:14

Retireholiks Live Show - Episode #35

Aug 3, 2019
40:25

Jason Roberts: 401k Mistakes to Avoid - Retireholiks #34

Jun 27, 2019
16:55

Fred Reish - Retireholiks #33

May 13, 2019
32:00

Two West card game for Financial Advisors - Retireholiks #32

Apr 4, 2019
41:48

Advizr and Financial Wellness - Retireholiks #31

Feb 15, 2019
25:07

Beers, Mai Tais and a Shift To Digital - Retireholiks #30

Jan 24, 2019
50:37

Alex Assaley of AFS Retirement Services - Retireholiks #29

Dec 14, 2018
31:53

Aaron Pottichen of CLS Partners - Retireholiks #28

Dec 14, 2018
46:21

Don't be a sucky 401k Advisor - Retireholiks #27

Oct 28, 2018
16:52

Fi360 and The Retireholi(k)s breakdown of the Fi360 Toolkit

Jul 11, 2018
20:58

Elevate Your Practice With Financial Wellness - Retireholiks #26

Jun 18, 2018
36:01

Podcasting and becoming an expert in your field - Retireholiks #25

Apr 25, 2018
23:10

Be Unforgettable - Marketing with Sheri Fitts - Retireholiks #24

Mar 9, 2018
22:09

401k Fun and Industry Disruption - Retireholiks #23

Jan 15, 2018
33:29

Millennials and 401ks - Retireholiks #22

Oct 20, 2017
28:32

Financial Wellness, Industry Buzzword or 401k Value Add? - Retireholiks #21

Aug 9, 2017
39:25

401k Hidden Fees Exposed - PSCA 70th Annual Conference - Retireholiks #20

May 24, 2017
40:23

Secrets to Modern Day 401k Marketing - Retireholiks #19

Apr 25, 2017
35:12

401k RFP Process & Retirement Replacement Ratio - Retireholiks #18

Feb 17, 2017
30:31

The Magical Staircase of 401k - Retireholiks #17

Jan 20, 2017
28:38

Open MEP & Branding your Advisor Business with a Personal Touch - Retireholiks #16

Nov 14, 2016
31:17

John Oliver and Cheap 401k Fees - Retireholiks #15

Oct 25, 2016
37:25

401k Target Date Funds and Small 401k Plan Lawsuits - Retireholiks #14

Oct 3, 2016
35:02

Can advisors use social media and what is a 3(16)? - Retireholiks #13

Aug 19, 2016
17:41

Best Interest vs suitability, what's the difference? #Retireholiks #12

Jul 12, 2016
38:57

401k Robo advisors tools for advisors - Retireholiks #11

Jun 7, 2016
33:02

What your 401k competition isn't doing, but you should be. - Retireholiks #10

May 13, 2016
21:56

DOL fiduciary rule and 401k IRA rollovers - Retireholiks #9

Apr 26, 2016
28:29

Prospecting 401k plans in down markets - Retireholiks #8

Feb 28, 2016
39:00

Top Heavy 401k plans - Retireholiks #7

Jan 20, 2016
36:54

Discussing Anthony Robbins and his America's Best 401k - Retireholiks #6

Nov 18, 2015
24:12

Nationwide Fund Window and Plan Advisor Tools review - Retireholiks #5

Oct 6, 2015
20:35

Swearing in corporate emails? - Retireholiks #4

Sep 8, 2015
37:53

Top 9 401(k) recordkeeper breakdown - Retireholiks #3

Jul 14, 2015
16:04

Our first episode! Best Practices on fee comparisons - Retireholiks #1

Jun 5, 2015
14:23

401k's & TPA Revenue Sharing - Retireholiks #2

Jun 4, 2015