Financial Industry show for industry professional, plan sponsors and 401k nerds. (Formally known as Retireholiks)
| Publishes | Twice monthly | Episodes | 95 | Founded | 7 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||
Sheri Fitts joins JD Carlson to break down stretch matches vs. non-elective contributions, fiduciary responsibilities, and the latest on pooled employer plans. Essential listening for 401(k) advisors staying ahead of plan design trends.
In this epis... more
This week's special guest is Kevin Spaeth of PenChecks Trust. Topics to include: Voya Financial partners with SinglepointAI Inc. in TPA onboarding tech play, (k)quote and 3(38) Investment Fiduciaries become FIDUCION, PLANSPONSOR Magazine's 2026 Recor... more
Brian Danos joins JD Carlson to break down participant vs. employer-paid fee strategies, recordkeeper pricing tactics, and how AI is transforming 401(k) compliance documents. Essential insights for advisors navigating fee debates and modernizing plan... more
Diving deep on participant notices, missing participants, beneficiaries, hard copy vs. electronic options.
Also covering the 401k headlines/news of the week.
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These guys are awesome. Robe guy is my favorite!
JD is holding a gun to my head and making me give this 5 stars and write a review. I don't feel like I'm in any real danger, because I don't think JD is smart enough to work a handgun. However, I just want to get this over with, so I don't have to smell him anymore.
Those two words don’t go together.... or do they. I may be biased but Robe Guy is my spirit animal.
These guys are awesome. Robe guy is my favorite!
This video show for the 401k industry should have been a podcast from the start, as I hate looking at these guys.
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Recent interactions between the hosts and their guests.
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Industry-focused discussions centered on retirement plans, 401(k) ecosystems, and the broader retirement services landscape. Episodes frequently tackle plan design, fees, governance, and regulatory dynamics, with candid debates about private equity, AI tooling, third-party administrators, and new product concepts like guaranteed income and retirement mortgages. A standout is the high-energy, informal banter that blends practical practitioner insights with sharp market observations, entertaining listeners while unpacking complex topics for plan sponsors, advisors, and record-keepers. The show's mix of guest experts, industry insiders, and outspoken hosts creates a spicy, opinionated vantage on how retirement planning could evolve through tra... more
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Rephonic provides comprehensive predictive audience data for Retireholics, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.
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These podcasts share a similar audience with Retireholics:
1. The 401k Playbook
2. All-In with Chamath, Jason, Sacks & Friedberg
Retireholics launched 7 years ago and published 95 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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Rephonic pulls ratings and reviews for Retireholics from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.
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Recent guests on Retireholics include:
1. Kevin Spaeth
2. Brian Danos
3. Todd Harlow
4. Hayley Porter
5. Jessica Porter
6. Scott Colangelo
7. Stephen Daigle
8. Hunter Hopcroft
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.