Rephonic
Artwork for 401(k) Specialist Podcast

401(k) Specialist Podcast

401(k) Specialist Magazine
Retirement Plans
Retirement Planning
Financial Wellness
Inflation
401k
Fixed Income
Value Investing
Secure 2.0
Market Volatility
Employee Benefits
Company Mergers
401(k) Forfeiture Lawsuits
Viking Cove Institute
401(k) Plans
Annuities
Core Plus Bond
Core Bond
Invesco
Target Date Funds
Small and Medium Businesses

401(k) Specialist’s new biweekly podcast series “The 401(k) Specialist Pod(k)ast” provides retirement and 401(k) advisors with tips and strategies to optimize their business and outperform for their clients. High-profile pundits and personalities engage in smart discussions of relevant topics to educate, inform and entertain listeners.

PublishesTwice monthlyEpisodes132Founded6 years ago
Number of ListenersCategories
InvestingBusiness

Listen to this Podcast

Artwork for 401(k) Specialist Podcast

Latest Episodes

Eric Dyson, Executive Director of 90 North Consulting and one of the retirement industry’s more active ERISA expert witnesses, joins the 401(k) Specialist Podcast for a practical conversation on how plan sponsors and advisors can reduce fiduciary ris... more

As retirement planning strives to become more personalized, plan sponsors are under increasing pressure to offer solutions that meet participants where they are—not just by age or account balance, but by considering their full financial picture. That... more

YouTube

In the first new 401(k) Specialist Pod(k)ast episode of 2026, Editor-in-Chief Brian Anderson sits down with Kelby Meyers, founder and CEO of Nestimate, to explore the evolving landscape of in-plan retirement income and the Nestimate Retirement Income... more

YouTube

Allianz Life Insurance Company of North America’s latest white paper takes a deep look at how different retirement income strategies—and especially various types of annuity products—can shape participant outcomes in a world of longer lifespans and on... more

YouTube

Key Facts

Accepts Guests
Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

Similar Podcasts

People also subscribe to these shows.

Morning Wire
Morning WireThe Daily Wire
The Ben Shapiro Show
The Ben Shapiro ShowThe Daily Wire

Recent Guests

Marc Howell
Managing Director of Enhanced Plan Design
Principal Financial Group
Episode: Challenging Common Beliefs About Automated Plan Features with Principal Financial Group’s Marc Howell and Felix Okwaning
Felix Okwaning
Managing Director of Enhanced Plan Design
Principal Financial Group
Episode: Challenging Common Beliefs About Automated Plan Features with Principal Financial Group’s Marc Howell and Felix Okwaning
Bill McLaren
Stable Value Business Leader for the Retirement Plan Services Business at Lincoln Financial
Lincoln Financial
Episode: Managing Market Value Adjustments with Lincoln Financial’s Bill McLaren
Maura Reilly Kennedy
Managing Director of Neuberger Berman and senior member of the private equity investment team
Neuberger Berman
Episode: Private Equity’s Potential to Help 401(k) Participants with Maura Reilly Kennedy and Michelle Rappa
Michelle Rappa
Managing Director and client advisor at Neuberger Berman, focused on defined contribution strategy
Neuberger Berman
Episode: Private Equity’s Potential to Help 401(k) Participants with Maura Reilly Kennedy and Michelle Rappa
Matt Condos
Senior Vice President at Lincoln Financial, leading product development and management across Lincoln's defined contribution retirement business.
Lincoln Financial
Episode: Stable Value Funds: Balancing Safety and Opportunity with Lincoln Financial’s Matt Condos
Danielle Kelso
Senior Institutional Solutions Consultant
Allianz Life Insurance Company of North America
Episode: Defining Value Creation in the Decumulation Phase with Allianz Life's Danielle Kelso
Sheri Fitts
401(k) Industry Marketing and Branding Expert
Episode: Previewing SWAY | LIVE 2025 with Sheri Fitts
Knut A. Rostad
Co-founder and president of the Institute for the Fiduciary Standard
Institute for the Fiduciary Standard
Episode: Knut A. Rostad: Why EBSA Crypto Guidance Reversal is 'Absolutely Awful Decision'

Host

Brian Anderson
Editor in Chief, 401(k) Specialist

Reviews

4.7 out of 5 stars from 37 ratings
  • Excellent listening!

    Excellent listening. Really learned a lot and was very impressed with the smooth delivery of the information.

    Apple Podcasts
    5
    NickMiano
    United States6 months ago
  • Awesome Podcast

    Great podcast, super informational and I’ve learned a lot.

    Apple Podcasts
    5
    FrannyTankers
    United States6 months ago
  • Highly recommend

    Podcasts is filled with knowledge. I enjoyed listening and learned a bit as well!

    Apple Podcasts
    5
    Eric from Buffalo
    United States6 months ago
  • Jake Eigner

    Jake produced his knowledge is an easy to follow format. Really enjoyed his episode

    Apple Podcasts
    5
    hus coop
    United States3 years ago
  • Fantastic Podcast

    The host John Sullivan always seems to get exactly what he needed from the guest. This podcast is fantastic.

    Apple Podcasts
    5
    Gabster79
    United States4 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

The host is praised for the quality of questions and discussions, which resonate well with the audience.
Listeners appreciate the valuable insights provided by industry leaders, enhancing their understanding of retirement planning strategies.
The podcast is often recommended for its informative content and relevance to financial professionals.

Top Investing Podcasts

The Ramsey Show
The Ramsey ShowRamsey Network
Prof G Markets
Prof G MarketsVox Media Podcast Network
Odd Lots
Odd LotsBloomberg
Wake Up to Wealth
Wake Up to WealthBrandon Brittingham
Motley Fool Money
Motley Fool MoneyThe Motley Fool
Money Guy Show
Money Guy ShowBrian Preston and Bo Hanson
Financial Audit
Financial AuditCaleb Hammer
The Science of Flipping
The Science of FlippingJustin Colby, Bleav

Talking Points

Recent interactions between the hosts and their guests.

Exploring Guaranteed Income in DC Plan Trends with Allianz Life’s Matt Stubblefield
Q: What next steps should advisors consider regarding lifetime income solutions?
Advisors should educate themselves on available solutions, choose evaluation frameworks for comparisons, and identify potential clients who could benefit from these offerings.
Exploring Guaranteed Income in DC Plan Trends with Allianz Life’s Matt Stubblefield
Q: Can you tell me about the role personalized advice can play in managing annuity contributions?
Personalized advice tailors retirement strategies to individual needs, making it easier for participants to navigate their annuity contributions effectively.
Exploring Guaranteed Income in DC Plan Trends with Allianz Life’s Matt Stubblefield
Q: What insights did the research provide about which demographics are the most interested in guaranteed lifetime income solutions?
Millennials show the most interest in annuities, with 78% considering adding them to retirement plans, possibly due to concerns about social security and lack of traditional pensions.
Exploring Guaranteed Income in DC Plan Trends with Allianz Life’s Matt Stubblefield
Q: Can you run through some of the key benefits of adding guaranteed lifetime income sources such as annuities to retirement plans?
Annuities help manage risks faced by participants in retirement and provide a reliable flow of income, which 86% prefer over managing a retirement account balance.
Exploring Guaranteed Income in DC Plan Trends with Allianz Life’s Matt Stubblefield
Q: What would you say are the main uncertainties that planned participants face as they approach retirement?
The major concerns include market volatility, inflation, longevity risk, and spending shocks, all of which create a complex landscape for participants nearing retirement.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About 401(k) Specialist Podcast

What is 401(k) Specialist Podcast about and what kind of topics does it cover?

This podcast serves as a specialized resource for retirement and 401(k) advisors, featuring insightful discussions on strategies and trends that can enhance their business performance and client outcomes. Episodes are characterized by conversations with industry leaders who share expert knowledge on topics such as automated plan features, private equity integration in 401(k) plans, and the implications of emerging regulations. The content aims to provide listeners with practical advice and strategies while also offering a platform for thought leadership in the evolving landscape of retirement planning.

Where can I find podcast stats for 401(k) Specialist Podcast?

Rephonic provides a wide range of podcast stats for 401(k) Specialist Podcast. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to 401(k) Specialist Podcast and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

How many listeners does 401(k) Specialist Podcast get?

Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for 401(k) Specialist Podcast, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.

What are the audience demographics for 401(k) Specialist Podcast?

Rephonic provides comprehensive predictive audience data for 401(k) Specialist Podcast, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.

How many subscribers and views does 401(k) Specialist Podcast have?

To see how many followers or subscribers 401(k) Specialist Podcast has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to 401(k) Specialist Podcast?

These podcasts share a similar audience with 401(k) Specialist Podcast:

1. Morning Wire
2. The Ben Shapiro Show

How many episodes of 401(k) Specialist Podcast are there?

401(k) Specialist Podcast launched 6 years ago and published 132 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact 401(k) Specialist Podcast?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for 401(k) Specialist Podcast?

Rephonic pulls ratings and reviews for 401(k) Specialist Podcast from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.

How do I access podcast episode transcripts for 401(k) Specialist Podcast?

Rephonic provides full transcripts for episodes of 401(k) Specialist Podcast. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.

What guests have appeared on 401(k) Specialist Podcast?

Recent guests on 401(k) Specialist Podcast include:

1. Marc Howell
2. Felix Okwaning
3. Bill McLaren
4. Maura Reilly Kennedy
5. Michelle Rappa
6. Matt Condos
7. Danielle Kelso
8. Sheri Fitts

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

Find and pitch the right podcasts

We help savvy brands, marketers and PR professionals to find the right podcasts for any topic or niche. Get the data and contacts you need to pitch podcasts at scale and turn listeners into customers.
Try it free for 7 days