Grow Retire Ready Clients
RetireReady Solutions
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Josh Richardson | Sterling National Financial Group
Josh Richardson explains how discovering and adopting TRAK transformed his pension-focused retirement planning practice—from manual, Excel-based calculations to interactive, professional, and…
Russell Telfer | Ameriflex
Russell Telfer, a financial advisor based in Denver, discusses his career journey in financial planning, focusing on public employees like teachers and first responders. He highlights how adopting…
Nancy Zhang | State Pension Advisory
Nancy Zhang, from State Pension Advisory out of Sacramento California shares her passion and heart for helping university employees and those in the 403b market by giving them the information they…
Lindsay Waltower | Sovereign Retirement Group
Lindsay Waltower shares his passion for working with 403(b) participants and some key fundamentals of using TRAK while engaging clients. Lindsay is with Sovereign Retirement Group out of Atlanta…
Matt Monroe | LPL Financial
Matthew Monroe, an LPL Advisor from Syracuse, NY discusses the joys of managing 401(k) plans and working with participants. He shares his passion and keys to the growth of his business through…
Wade Murphy | The Pension Geeks
In this exciting new podcast hear how Wade's Murphy's simple mission has not only changed their company name but impacted how they reach and interact with clients and ultimately grown their business.…
Eric Stevens | Clarity Financial Advisors
In this follow-up interview hear how Eric Stevens continues to grow his business in the 403(b) market post Covid with virtual meetings, an integrated benefit analysis, and a passion for relating to…
Sharon Pivirotto | 401k Best Practices
Listen in as Sharon Pivirotto shares with us strategies and insights for getting started and succeeding in the 401k market. Also learn about Sharon's website 401kBestPractices.com and the excellent…
Richard Nevins | Raima Insurance & Financial Services
Listen in as Richard Nevins shares the value of listening, keeping it simple and personable to grow your business in the 403(b) marketplace. Richard Nevins is a successful advisor with 14+ years of…
Jonathon Schultheiss | Strategic Retirement Partners
Listen in as we are excited to welcome back Jonathon Schultheiss, Managing Director with Strategic Retirement Partners out of Greensboro, NC. In this podcast hear Jonathon's passion as he shares how…
Galen Mizuguchi | Hawaii Benefit Partners
Hear how Galen Mizuguchi shifts his focus amidst the pandemic to reach teachers in Hawaii and grows his business by sharing his appreciation and building trust.
Cassie Knight | Fed Options LLC.
In this podcast Ed Dressel interviews Cassie Knight, founder of Fed Options out of Nashville, Tennessee. Cassie shares some of her insights on the complexities and misunderstandings of the federal…
Tom Walker | Walker Capital Preservation Group, Inc
In this podcast we interview Tom Walker, founder of Walker Capital Preservation Group, Inc. out of North Carolina where they strive to educate and empower today's federal employee to maximize their…
Don St Clair | St Clair Financial
In this podcast we are excited to interview Don St Clair with St Clair Financial as he shares his insights on the power of the paycheck illustration in financial planning. Don St Clair is a…
Alberto Gaglianese | Lincoln Investment
Alberto Gaglianese is a financial planner for Lincoln Investment, based out of Fort Washington, Pennsylvania. He has had a successful practice in the 403(b) and the 457 marketplace since 1986. …
Deann Cross | Integrity Financial
Deann Cross is Chief Operating Officer at Integrity Financial Corporation. She has over 20 years of experience in the financial service industry and helping others reach their wealth management…
Terry Mulhern | Transamerica
Terry is an Associate Director RICP - Retirement Income Certified Professional at Transamerica out of Columbus Ohio. He has 12 plus years in finance and leads a team of 15 other advisors. Listen in…
Jim Westrum | Wayzata Public Schools ISD 284
Jim Westrum is the executive director of finance and business with the Wayzata Public Schools located in Minneapolis St. Paul, Minnesota. His primary role is to act as the district's CFO and assist…
Charles Epstein | Epstein Financial Services
Charlie is the principal of Epstein Financial Services, an independent RIA providing corporate retirement plan consulting, as well as wealth management services in East Lyme Meadow, Massachusetts. He…
Jane Hagen | Tri-Star Trust Bank
Jane Hagen is the Senior Vice President, Director of Retirement Plans & Senior Relationship Manager at Tri-Star Trust Bank out of Michigan. With over 25 years experience in banking and…
Frequently Asked Questions
Grow Retire Ready Clients has published 33 episodes since October 2019, covering topics in Business, Investing.
Grow Retire Ready Clients is currently highly active with new episodes semi-annually. Average episode length is 21m.
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