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.
Episodes
Friday Jul 30, 2021
Friday Jul 30, 2021
Financial Advisor Sean Patton joins the show to discuss aggregators, the convergence of health, wealth and retirement, and strategies around being an HR consultant.
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