The Advisor Upside Show

The Daily Upside
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The wealth management industry is changing fast, but many financial advisors are still using the same old playbook. Join hosts Sean Allocca and John Manganaro, along with leading industry expert guests, as they break down the trends shaping your business. Each week, we'll cover critical topics while also having a little fun. It's all on the table, from retirement income planning and Social Security to the behavioral side of investing and what clients are hearing elsewhere. We've created The Advisor Upside Show because staying informed isn’t enough anymore. You need to stay ahead. New episodes every Wednesday. #FinancialAdvisor #WealthManagement #FinancialPlanning

Episodes

  1. How Wealth Management Is Changing: Conferences, AI and New Investor Behaviors

    3d ago

    How Wealth Management Is Changing: Conferences, AI and New Investor Behaviors

    From Future Proof and advisor conferences to annuity psychology and prediction market ETFs, Sean Allocca and John Manganaro break down the trends shaping financial advice, advisor education, and the future of wealth management. Presented by Fidelity. Follow The Advisor Upside Show for weekly takes on the trends shaping advisors’ business.

    35 min
  2. Social Security In 2026: What Financial Advisors Need To Know

    3d ago

    Social Security In 2026: What Financial Advisors Need To Know

    When should your clients claim Social Security: 62, full retirement age, or 70? Claim too early, and the reduction in benefits is permanent.  In the debut episode of The Advisor Upside Show, presented by Fidelity, Sean Allocca and John Manganaro sit down with retirement expert Marcia Mantell to bust the most stubborn Social Security myths: the real math on claiming age, the working-while-collecting trap, and why benefits are not tax-free, despite what the headlines say. Follow The Advisor Upside Show for weekly takes on the trends shaping advisors’ business.

    26 min
  3. The Advisor Upside Show trailer

    May 26

    The Advisor Upside Show trailer

    The wealth management industry is changing fast, but many advisors are still using the same old playbook. Join hosts Sean Allocca and John Manganaro, along with leading industry expert guests, as they break down the trends shaping your business. Each week, we'll cover critical topics while also having a little fun. It's all on the table, from retirement income planning and Social Security to the behavioral side of investing and what clients are hearing elsewhere. We've created The Advisor Upside Show because staying informed isn’t enough anymore. You need to stay ahead. New episodes every Wednesday. Launching June 3rd on all podcast platforms and YouTube.

    1 min

Trailer

About

The wealth management industry is changing fast, but many financial advisors are still using the same old playbook. Join hosts Sean Allocca and John Manganaro, along with leading industry expert guests, as they break down the trends shaping your business. Each week, we'll cover critical topics while also having a little fun. It's all on the table, from retirement income planning and Social Security to the behavioral side of investing and what clients are hearing elsewhere. We've created The Advisor Upside Show because staying informed isn’t enough anymore. You need to stay ahead. New episodes every Wednesday. #FinancialAdvisor #WealthManagement #FinancialPlanning

Information

  • Creator
    The Daily Upside
  • Years Active
    2K
  • Episodes
    3
  • Rating
    Clean
  • Copyright
    © The Daily Upside 2026
  • Show Website
    The Advisor Upside Show