59 episodes

Welcome to The 401(k)lub POD, hosted by the ambitious, passionate, 401(k) practitioner Jake Rushton, AIF. On this podcast you will hear from 401(k) industry leaders, business owners, employees, and other influencers to help you win more business efficiently and effectively. You will also hear ideas about sales, operations, marketing, personal branding, and lifestyle design. The content we cover will be useful for anyone in the 401(k) industry including advisors, wholesalers, TPAs, auditors, and plan sponsors. Get ready to take your 401(k) practice AND YOUR LIFE to a new level!

The 401(k)lub POD 401JA(k)E

    • Business
    • 5.0 • 1 Rating

Welcome to The 401(k)lub POD, hosted by the ambitious, passionate, 401(k) practitioner Jake Rushton, AIF. On this podcast you will hear from 401(k) industry leaders, business owners, employees, and other influencers to help you win more business efficiently and effectively. You will also hear ideas about sales, operations, marketing, personal branding, and lifestyle design. The content we cover will be useful for anyone in the 401(k) industry including advisors, wholesalers, TPAs, auditors, and plan sponsors. Get ready to take your 401(k) practice AND YOUR LIFE to a new level!

    Modern Content Creation with Lara Acosta from LA Digital

    Modern Content Creation with Lara Acosta from LA Digital

    Lara is crazy sharp when it comes to content and social media algorithms. We cover ideas to hopefully light a fire under your a$$ to take some action. 

    Connect to Lara here: https://www.linkedin.com/in/laraacostar/

    Or check out her agency here: https://www.ladigital.club/






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    • 21 min
    Start Selling Compliance on YOUR Vision!

    Start Selling Compliance on YOUR Vision!

    Too many times I hear our industry blame compliance. We need to change this and it starts with you. Make the sale to compliance on the vision you have and why it's necessary that you produce content for the world. 



    https://www.linkedin.com/groups/13923293/


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    Send in a voice message: https://podcasters.spotify.com/pod/show/401klub/message

    • 7 min
    Venrollment with Justin Tarantin

    Venrollment with Justin Tarantin

    Helping employees enroll is a critical part of every 401(k) plan. Now with more employees working remote the old fashioned cafeteria meetings are dying quick. And what about the new employees who aren't eligible yet. Don't you think in a the modern world where we all have phones in our pockets we should find a better way? Well, one of the newest platforms available for you is Venrollment. On the show today we walk through the experience for employees and advisors. Check it out and connect with Justin here for more info: https://www.linkedin.com/in/jtarantin/


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    Send in a voice message: https://podcasters.spotify.com/pod/show/401klub/message

    • 30 min
    Entertainment, brand, & the mighty 401(k) with Anthony Ruffalo

    Entertainment, brand, & the mighty 401(k) with Anthony Ruffalo

    Connect with Anthony here.

    Join the 401(k)lub here. 


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    Send in a voice message: https://podcasters.spotify.com/pod/show/401klub/message

    • 35 min
    Jeanne Fisher - The ROTH 401(k) Battle

    Jeanne Fisher - The ROTH 401(k) Battle

    Um... if you don't follow Jeanne where have you been? She is the 💣.



    See you in the 401(k)lub!


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    Send in a voice message: https://podcasters.spotify.com/pod/show/401klub/message

    • 40 min
    Good Advisors Finish First with John Stadtmueller

    Good Advisors Finish First with John Stadtmueller

    Connect with John here.

    Follow #goodadvisorsfinishfirst

    Get in the 401(k)lub!


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    Send in a voice message: https://podcasters.spotify.com/pod/show/401klub/message

    • 42 min

Customer Reviews

5.0 out of 5
1 Rating

1 Rating

AndyNeary ,

The dude knows his retirement stuff

Jake brings a TON of value to the retirement planning world. If you’re a financial adviser, you’d be wise to listen into to these episodes.

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