Retireholics
Hosted by JD Carlson · Retireholics
4.8from 13 ratings
- 99
- Episodes
- 20
- Transcribed
- 13
- Ratings
- Bi-weekly
- Cadence
- 2019
- First episode
About Retireholics
Financial Industry show for industry professional, plan sponsors and 401k nerds. (Formally known as Retireholiks)
- Publisher
- Retireholics
- Category
- business
- Language
- en
- Explicit
- No
- First episode
- 6 Dec 2019
- Latest episode
- 22 Oct 2026
Latest episodes
20 of 99 episodes have a transcript.
22 Oct 2026TRANSCRIPT
Zachary Dennis: TPAs, Private Equity & Cash Balance Plans | Retireholics
7 Oct 2026TRANSCRIPT
Edward Jones + RPAG, Great Gray & Private Equity | Retireholics
25 Sept 2026TRANSCRIPT
401(k)ouple discuss AI, private equity, & plan design
Inside a recent episode
Zachary Dennis: TPAs, Private Equity & Cash Balance Plans | Retireholics
Published 22 Oct 2026 · Transcript excerpt
[…] But 5% I feel like is a good spot from a testing perspective, benefits of asset. So that's what I use across all of my plans. It's been a decade since I've worked on a market-based interest crediting rate plan. It just causes weird stuff to happen. So you need to create a new assumption, which is what's the long-term growth in benefits, and that's going to get used in valuing funding liabilities for the VAL. It affects that stuff. It affects non-discrimination testing. But again, I could just assume 5% like my plans, and a lot of that shakes out to be the same. Like if there's a loss in the plan, then you do zero kind of interest crediting for the year. […]
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See plansWho has been a guest on Retireholics
Names identified in recent episode analyses. Showing up to five guests.
- Zachary Dennis
- John Lestock
- Tod Ruble
- Sheri Fitts
- Kevin Spaeth
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
- Apple Podcasts (US)
- 5.0 / 5
- 11 ratings
- Spotify
- 3.5 / 5
- 2 ratings
Podcast Authority Score: 29 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
- Quality
- 39
- Social presence
- 0
- YouTube
- 0
- Engagement
- 51
Contact Retireholics
- Guest appearances
- Books guests
Based on episode analysis; this does not confirm that the show is currently accepting guests.
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Questions about Retireholics
Who hosts Retireholics?
JD Carlson host the show. Published by Retireholics.
How often do new episodes come out?
The show publishes bi-weekly, based on its RSS feed.
Does Retireholics take guests?
Yes. Guests have been identified in episode analyses.
Where can I read transcripts?
20 of 99 episodes have a transcript on Pod Engine. Full transcripts are available with a Pod Engine plan.
Host of Retireholics?
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