12 episodes

Solutions, ideas, and interviews delivered in swift and fun way for investment advisors, financial firms, compliance, back offices, and portfolio managers anyone more curious than the average bear. All of this is brought to you by Julie Mochan, also host of Open Windows Investing by TPFG.  www.tpfg.com
Julie Mochan, AIF®

The Translator by RiskPro Hosted by Julie Mochan

    • Business
    • 5.0 • 9 Ratings

Solutions, ideas, and interviews delivered in swift and fun way for investment advisors, financial firms, compliance, back offices, and portfolio managers anyone more curious than the average bear. All of this is brought to you by Julie Mochan, also host of Open Windows Investing by TPFG.  www.tpfg.com
Julie Mochan, AIF®

    RiskPro's Math Passes the Test: Guest Jeff Olsen

    RiskPro's Math Passes the Test: Guest Jeff Olsen

    It's Season 2! In this first episode of the season, host Julie Mochan talks to Jeff Olsen, President of RiskPro® about:What is RiskPro and Why Use It?How Is The RiskPro Math Holding Up?CLICK TO 👉DOWNLOAD RISKPRO E-BOOK W/ CHARTS How do Advisors Use RiskPro to Help their Clients?How do Compliance Teams Use RiskPro to Liability?Is it Easy To Implement as a Firm?....and more 😁About Jeff Olsen, President, RiskPro: With over a quarter century of experience in the financial services indu...

    • 31 min
    Episode 11: A RiskPro User Creating Plans for Churches - Doug Eagle

    Episode 11: A RiskPro User Creating Plans for Churches - Doug Eagle

    In this episode, you can listen to The Translator's host, Julie Mochan talk with an interesting individual that transitioned from a San Diego police officer to a RiskPro-using financial professional that followed his calling for helping individuals and churches throughout the country: Doug Eagle , President of Eagle Retirement Plans, Inc. is is the Translator's guest seat. Enjoy! 🎁 Reach out to RiskPro's President, Jeff Olsen today to see how we can easily help you mitigate ...

    • 23 min
    Episode 10: Who is Affected by the DOL's Prohibited Transaction Exemption (“PTE”) 2020-02

    Episode 10: Who is Affected by the DOL's Prohibited Transaction Exemption (“PTE”) 2020-02

    In this second episode of the series of mini-casts (short podcasts within a podcast) ,The Translator host, Julie Mochan, gets talking about PTE 2020-02 with Chief Compliance Officer and General Counsel for The Pacific Financial Group, Inc. , Jason Luhan. In December of 2020, the DOL adopted PTE 2020-02 🎙 Jason tells you who is affected by the DOL's final exemption🎙Jason talks Vol. 55, Issue 3 2010 Fiduciary Obligations of the Broker-Dealers and Investment Advisers - a.k.a. the Vil...

    • 13 min
    Episode 9: Introducing The NEW Compliance "Mini-Cast" Series with Jason Luhan

    Episode 9: Introducing The NEW Compliance "Mini-Cast" Series with Jason Luhan

    This episode is the first in a series of mini-casts (short podcasts within a podcast) where The Translator host, Julie Mochan, will dig into financial regulatory and compliance topics with Chief Compliance Officer and General Counsel for The Pacific Financial Group, Inc. , Jason Luhan.Look for lots of About RiskPro: RiskPro® is a revolutionary technology platform that provides risk profiling, portfolio construction, and automated account surveillance. Serving as the World’s First ...

    • 9 min
    Episode 8: Dare to Get Real with Expert Life/Leadership Coach Kerry Bestwick

    Episode 8: Dare to Get Real with Expert Life/Leadership Coach Kerry Bestwick

    In this episode, The Translator's host, Julie Mochan, first gives ridiculous "Julie Tips for Re-Entry into the Office Atmosphere":avoiding people ☕🤨changing the dress code🤠wearing shoes 👟👠👞hair and make-up 👱🏽‍♂️💈💄and then dives deep and gets real by asking many important questions of expert Life and Leadership Coach, Kerry Bestwick. Everyone from Executives, Professors, Athletes, Interns, Sports Teams, Students, Parents, can earn how to align your mental, physical, emotional and spiritu...

    • 40 min
    Episode 7: Get Inspired with Lightyear.ai CEO, Dennis Thankachan

    Episode 7: Get Inspired with Lightyear.ai CEO, Dennis Thankachan

    The Translator's host, Julie Mochan interviews Dennis Thankachan, CEO of Lightyear.ai. about leaving the financial industry to start a business that offers its product and services to many industries, including the the financial industry. Dennis shares his personal philosophy on knowing which path to take to be successful at doing what you have a passion for. About RiskProRiskPro® is a revolutionary technology platform that provides risk profiling, portfolio construction, and automated...

    • 36 min

Customer Reviews

5.0 out of 5
9 Ratings

9 Ratings

Nikki Sixxx ,

Episode 4

I’m working on the intensity...hahahahaha! FYI

Ginger Woolridge ,

Great mix

Great mix of business and fun. Very candid and real!

Top Podcasts In Business

The Ramsey Show
Ramsey Network
The Prof G Pod with Scott Galloway
Vox Media Podcast Network
Planet Money
NPR
PBD Podcast
PBD Podcast
REAL AF with Andy Frisella
Andy Frisella #100to0
The Diary Of A CEO with Steven Bartlett
DOAC