Retireholics - 401k Plan Industry Show for Advisors

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19Episodes

401k retirement plan industry podcast for financial advisors, TPA’s, CPA’s, plan sponsors & other 401k and financial nerds. Formerly the “retireholiks”, but our stupid spelling was confusing people.

We have unscripted, uncensored discussions with 401k retirement plan insiders and other financial professionals, while drinking beer and playing games.

Lisa Allen from Advisor 2x - Giving Back

June 21, 2020

Chief Revenue Officer at Advisor2X Lisa Allen talked to us about giving back and "getting proximate" during their conferences and working with kids in the local community on financial literacy and exposing them to the financial services industry.

Retireholics - 401k Plan Industry Show for Advisors

Retireholics - 401k Plan Industry Show for Advisors

Lisa Allen from Advisor 2x - Giving Back

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Retireholics - 401k Plan Industry Show for Advisors

Retireholics - 401k Plan Industry Show for Advisors

Lisa Allen from Advisor 2x - Giving Back

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