Retireholics

Retireholics
  • 5.0 (11)
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  • UPDATED WEEKLY

Financial Industry show for industry professional, plan sponsors and 401k nerds. (Formally known as Retireholiks)

  1. MAR 20

    Retireholics - Guest: Hunter Hopcroft

    Special guest Hunter Hopcroft is joining on behalf of Basic Capital. We will dig into Basic Capital's concept they call a Retirement Mortgage where they put in 4 dollars for every 1 dollar the participant puts in.....crazy right? Hoping to ask all the right questions and learn more later today. Other topics include: Morningstar's new Ai Assistant, a revisit of the whole Gusto x Guideline x Accrue x Vestwell dealio, Financial FOMO, and an update on Crypto in 401k. Fun Segments = FinTok Clips, Tales From Texas, Acrosin, and The 100% Credible and Trustworthy Wheel of Ice.

    1h 9m

  2. MAR 6

    Retireholics - Guest: Steven Wilkinson

    Topics to include: Insured Retirement Institute (IRI) wants Congress to mandate lifetime income in 401k (really bro?), a deep look at 408b2 & 404a5, Fi360 (now Broadridge) vs RPAG vs Morningstar, How much money are Recordkeepers and Advisors making? a review of PLANADVISER's Adviser Value Survey, Fintok, Texas Tips and more....

    1h 9m

  3. FEB 20

    Retireholics - Guest: Jason Wenk

    Jason Wenk joined as the featured guest on Retireholics. Topics include: Aaron Schumm and Vestwell raise 365 million, SEC backs new $300 gift limit for Advisors, Fred Barstein thinks 401k plans are an illusion, Altruist's Ai platform Hazel is making big waves in wealth management. For those that don't know Jason is the real deal... the firm (Altruist) he founded is a disruptor custodian competing with the likes of Charles Schwab, Fidelity Investments, and Pershing. In 2025 Altruist was valued at approximately 2 Billion dollars!

    1h 29m

  4. FEB 9

    Retireholics - Guest: Sharon Pivirotto

    Topics we pulled from the 401k rags: We will be breaking down Radish and how it’s reshaping tax advantaged employee incentive plans. Digging into Basic Capital’s $25M raise and what it signals for VC backed recordkeeper disruption. Unpacking leadership changes at Ubiquity with James Hobson stepping in as CEO. We’ll also demystify the NAPA Black Book, what it is and why advisors care. Taking a look at Otto, the new AI assistant debuting at RPAG to support retirement plan advisors. A fast paced episode packed with insights, innovation and industry intel.

    1h 11m

  5. 12/20/2025

    Retireholics final show of 2025

    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?

    1h 7m

  6. 12/06/2025

    Retireholics - Guest: Benjamin Brandt

    Pentegra “boogeyman” settlement finally gets the green light, Trump Accounts roll out with bold promises for newborn savers, and a surprising study suggests retirees may be heading toward a 2.1% withdrawal rate—whether they mean to or not. Plus, fresh data shows investors growing frustrated with disappointing Target Date Funds.

    1h 3m

  7. 11/21/2025

    Josh Itzoe, Nate Moody, Grant Ellis

    A 401(k) blackout gone wrong, a quick dive into market value adjustments (MVAs), and our reaction to ABOON. We also hit Great Gray’s latest acquisition, the evolving Wealthspire/Aon/NFP/Madison Dearborn story, and Paychex’s new AI-powered advisor alerts.

    1h 13m

  8. 10/18/2025

    Lisa Gomez on Retireholics

    Guest: Lisa M. Gomez the Former Assistant Secretary of Labor for Employee Benefits Security at USDOL Potential topics: A mix of industry, regulatory, and cultural developments. Key retirement plan topics include growing litigation concerns impacting DC plan services, new CIT offerings aimed at reducing small business 401(k) fees, and the ongoing battle over the DOL fiduciary rule, the DOL’s reversal of crypto investment guidance. A law firm facing penalties for sharing confidential information, and Empower signaling potential RIA acquisitions.... and Taylor Swift.

    1h 26m
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5
out of 5
11 Ratings

About

Financial Industry show for industry professional, plan sponsors and 401k nerds. (Formally known as Retireholiks)

Information

  • Creator
    Retireholics
  • Years Active
    2019 - 2026
  • Episodes
    87
  • Rating
    Explicit
  • Copyright
    © Copyright 2019 All rights reserved.
  • Show Website
    Retireholics

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