Grow Retire Ready Clients

RetireReady Solutions
  • 5.0 (3)
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Tap into the wealth of knowledge and experience of financial advisors across the country as they advance the cause of Americans entering retirement confident, educated, and prepared.

  1. JAN 13

    Josh Richardson | Sterling National Financial Group

    Josh Richardson explains how discovering and adopting TRAK transformed his pension-focused retirement planning practice—from manual, Excel-based calculations to interactive, professional, and efficient client meetings that drive better understanding and higher sales. He describes how TRAK has become a required core tool for his team at Sterling National Financial Group, significantly improving client experience, referrals, and his own career trajectory, especially with educators who previously didn’t understand their pensions

    21 min

  2. 10/14/2025

    Russell Telfer | Ameriflex

    Russell Telfer, a financial advisor based in Denver, discusses his career journey in financial planning, focusing on public employees like teachers and first responders. He highlights how adopting the TRAK financial planning software transformed his client interactions. The conversation showcases the importance of technology in modern financial planning and how the right tools can enhance client relationships and business productivity.

    20 min

  3. 01/07/2025

    Nancy Zhang | State Pension Advisory

    Nancy Zhang, from State Pension Advisory out of Sacramento California shares her passion and heart for helping university employees and those in the 403b market by giving them the information they need to succeed in retirement. Listen in as he shares her strategy for battling client skepticism and her success in her pursuit of growing her business to all fifty states.

    23 min

  4. 08/13/2024

    Lindsay Waltower | Sovereign Retirement Group

    Lindsay Waltower shares his passion for working with 403(b) participants and some key fundamentals of using TRAK while engaging clients. Lindsay is with Sovereign Retirement Group out of Atlanta Georgia and has over 20 years of experience in the business.

    25 min

  5. 06/25/2024

    Matt Monroe | LPL Financial

    Matthew Monroe, an LPL Advisor from Syracuse, NY discusses the joys of managing 401(k) plans and working with participants. He shares his passion and keys to the growth of his business through participant education, stating "small streams make a big river."

    25 min

  6. 01/09/2024

    Wade Murphy | The Pension Geeks

    In this exciting new podcast hear how Wade's Murphy's simple mission has not only changed their company name but impacted how they reach and interact with clients and ultimately grown their business. Wade Murphy has over 30 years of experience in the 403b space and has valuable advise on how to differentiate yourself in this niche market.

    37 min

  7. 05/09/2023

    Eric Stevens | Clarity Financial Advisors

    In this follow-up interview hear how Eric Stevens continues to grow his business in the 403(b) market post Covid with virtual meetings, an integrated benefit analysis, and a passion for relating to teachers where they are at.

    25 min

  8. 11/11/2022

    Sharon Pivirotto | 401k Best Practices

    Listen in as Sharon Pivirotto shares with us strategies and insights for getting started and succeeding in the 401k market. Also learn about Sharon's website 401kBestPractices.com and the excellent resources it has to offer.  Sharon is a veteran with 25+ years experience in the finance business. She has a passion for research and helping advisors in the 401k marketplace.

    18 min
See All (33)

Ratings & Reviews

5
out of 5
3 Ratings

About

Tap into the wealth of knowledge and experience of financial advisors across the country as they advance the cause of Americans entering retirement confident, educated, and prepared.

Information

  • Creator
    RetireReady Solutions
  • Years Active
    2019 - 2026
  • Episodes
    33
  • Rating
    Clean
  • Copyright
    © 2026 Grow Retire Ready Clients
  • Show Website
    Grow Retire Ready Clients