Hosted by Julie Mochan, this podcast is for financial professionals that want to learn about the opportunity of providing advice to their clients about investing within self-directed brokerage accounts (SDBA). SDBA windows exist within thousands of 401(k), 403(b), and 457 retirement plans across the United States. Julie’s interviews are engaging and interesting for anyone in the financial industry.
Legendary Tech Analyst Mark SF Mahaney Gives Us Tips!
Julie Mochan talks with legendary internet/tech analyst and author of the book Nothing But Net - Mark S.F. Mahaney of Evercore ISI. Hear how Mark got his top notch status learning from the best in the early years of the internet's existence, plus: Is the Sky Falling?There Will be BloodFounder Led Companies Make a DifferenceThe Hunt for Dislocated High Quality Companies (DHQs)Expert Consumers Rely on Gut InstinctHow Much Company Revenue Growth vs GDP Growth Curve Initiatives (...
1 Dec 2022
Defending Assets with Capital Defender Strategist Elio Chiarelli, Ph.D.
Elio Chiarelli, strategist for the TPFG Capital Defender models shares an incredible story about developing a strategy like no other. Learn with Julie Mochan about: What does farming have to do with investing?Austrian EconomicsThe Rise Of the Capital Defender ModelsInvestment Models Built for First Responders Got Grit?Investing for ChaosFOMO And more, of courseAt TPFG, our success depends upon your advisory business flourishing 🌳, by doing what is in the best interest of every...
30 Sept 2022
Tactical Tips In A Bear Market: Bob Meeder
Julie gets tactical with Bob Meeder of Meeder Investment Management. There is so much to learn in this episode! Is it different this time?What is a Secular Bull or Bear Market?What is a Cyclical Bull or Bear Market?Are Seculars and Cyclicals happening now?The Million Dollar QuestionPeeling the Onion of Tactical ManagementShould you be thinking tactically?Want to Hear More From Meeder? REGISTER HERE for their October 12, 2022 Webinar Since 1984, The Pacific Financial Group, I...
14 Sept 2022
Why Do Advisors Exist and What is Their Value? Matt Hamilton, Pres., TPFG
Listen to Julie talk to Matt Hamilton, 😎President of The Pacific Financial Group, Inc. (TPFG) talk about: The Need for Good Financial Advice in AmericaThe Value and History of AdvisorsHelping Individuals with Their Group Plan Accounts (SDBA)Where Are All of the Investable Assets?When Should You Be Getting Advice?Having Conversations with Your Clients ChildrenRollovers are still the "Long Sale"Being Proud of Your Valuable Advice as A Financial AdvisorWhat Do Investors Really Care About?H...
22 Apr 2022
David Blanchett: The Realities of Retirement and More
In this episode, Julie tells you what Strategy PLUS is, and then asks David Blanchett about: His Personal History in the Industry😎Financial Designations and the American College 🔠Is Retirement Real? 🏖Women in the Workplace and Retirement trends 💃🏽The Realities Social Security 😳The Value of an Advisor 😎MEPs vs PEPs 🤼Research on 401k Plan Participants 📖Advice for the Profession 🦉At TPFG, our success depends upon your advisory business flourishing 🌳, by doing what is in the best interest of ever...
7 Apr 2022
Josh Emanuel Talks: Inflation| Yield Curves| Energy Prices| Housing Market
📢 Julie Mochan announces that TPFG is engaging Wilshire in a strategist due diligence / oversight relationship. PLUS, listen to Josh Emanuel, CIO of Wilshire give the latest on: 📊 Wilshire History 📏 Benchmarking and Indexes (hi there FT Wilshire 5000) 📈 Inflation: flexible or sticky? 🛒Demand: Goods or Services? ⛽ Energy Prices 📈 Interest Rates % 🏡 Housing Market, what the Yield ⚠ Curve is doing, and more! At T...
18 Mar 2022
Rene Reyna of Invesco: Is ESG still where the Growth Is?
In this Episode, Julie Mochan interviews Rene Reyna, CFP®, Head of Thematic & Specialty Product Strategy, Invesco ETF and Indexed Strategies. TPFG's Strategy PLUS platform utilizes Invesco's expertise in the thematic ESG space to expand investment model choices for advisors wanting to help their clients through self-directed brokerage accounts (SDBA) of group retirement plans. LISTEN AND LEARN! 🌎 What IS thematic investing and thematic ESG investing 🌎 The Principles fo...
2 Feb 2022
Matt Peron: Investing in a Rising Rate Environment
In this episode, Open Windows Host Julie Mochan welcomes guest Matt Peron, Director of Research at Janus Henderson Investors. Mr. Peron oversees the firm’s sector research teams and analysts, is responsible for the firm’s centralized equity research effort, and heads the firm’s Portfolio Oversight Team. In this podcast, Matt dives into: 🔸 Inflation 🔸 Deflation 🔸 Recession 🔸 Economic Market Cycles 🔸 Rate Hikes 🔸 The Fed and Volatility 🔸 Sticking to Your Playbook 🔸 Finding Yield in...
27 Jan 2022
Matt Sommer: Very Insightful Research for Financial Advisors
In this Episode, host, Julie Mochan talks to Matt Sommer, Ph.D., CFA, CFP®, Head of Defined Contribution and Wealth Advisor Services as Janus Henderson Investors. Listen to Matt for Amazing NEW Insight Into: ✅The Secure Act 1.0 and 2.0 ✅The Effects of COVID-19 on the Advisory Business and Advisors ✅New Research on the Value of An Advisor! ✅ Diversity within the Financial Services Industry ✅ New Studies on ESG Investing ✅ Financial Industry or History Major? At...
5 Jan 2022
Intro to Open Windows Investing - Opportunity Is Everywhere!
🔦 This new financial podcast gives financial professionals: 📝 direction and instructions on how to make the opportunity of self-directed brokerage account (SDBA) management a part of their successful business plan 🎯 acquire and help clients that need investment advice at the participant level in their employer's group retirement plan. 🎁 get SDBA best practices in 401(k), 403(b), and 457 plans throughout the United States. 🎬Compelling interviews with experts, strat...
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