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“Changing the retirement industry one beer at a time”

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Retireholics final show of 2025

Saturday, December 20, 2025 · 1:07:09

Show notes

Topics we're pulling from the 401k rags:
🔥401GO just locked in a $33M series B what this means for advisors and platforms.💡BNY Mellon is stepping up with contributions to employees’ Trump accounts. 🏆 Proven strategies to ace the finalist presentation and close more 401(k) plans?
← Newer Retireholics - Guest: Sharon Pivirotto Older → Retireholics - Guest: Benjamin Brandt

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