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From 10 epsHosts
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Recent guests
Recent episodes
Blake Barnes | Lead Gen 4
Jun 2, 2026
18m 29s
Josh Richardson | Sterling National Financial Group
Jan 13, 2026
21m 26s
Russell Telfer | Ameriflex
Oct 14, 2025
19m 34s
Nancy Zhang | State Pension Advisory
Jan 7, 2025
22m 33s
Lindsay Waltower | Sovereign Retirement Group
Aug 13, 2024
25m 19s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 6/2/26 | Blake Barnes | Lead Gen 4✨ | lead generationappointment setting+4 | Blake Barnes | Lead Gen 4 | 403(b)federal employee | lead generationappointment setting+5 | — | 18m 29s | |
| 1/13/26 | Josh Richardson | Sterling National Financial Group✨ | retirement planningfinancial technology+3 | Josh Richardson | TRAKSterling National Financial Group | — | retirement planningTRAK+5 | — | 21m 26s | |
| 10/14/25 | Russell Telfer | Ameriflex✨ | financial planningtechnology+3 | Russell Telfer | AmeriflexTRAK+1 | Denver | financial advisorTRAK software+3 | — | 19m 34s | |
| 1/7/25 | Nancy Zhang | State Pension Advisory✨ | retirement planning403b market+3 | Nancy Zhang | State Pension Advisory | Sacramento Californiafifty states | retirement403b+3 | — | 22m 33s | |
| 8/13/24 | Lindsay Waltower | Sovereign Retirement Group✨ | 403(b) participantsclient engagement+3 | Lindsay Waltower | Sovereign Retirement Group | Atlanta Georgia | Lindsay WaltowerSovereign Retirement Group+3 | — | 25m 19s | |
| 6/25/24 | Matt Monroe | LPL Financial✨ | 401(k) managementparticipant education+3 | Matthew Monroe | LPL Financial | Syracuse, NY | 401(k)financial advisor+3 | — | 25m 12s | |
| 1/9/24 | Wade Murphy | The Pension Geeks✨ | business growthclient interaction+3 | Wade Murphy | RetireReady Solutions | — | Wade Murphy403b+3 | — | 36m 42s | |
| 5/9/23 | Eric Stevens | Clarity Financial Advisors✨ | business growth403(b) market+3 | Eric Stevens | Clarity Financial AdvisorsRetireReady Solutions | Covid403(b)+1 | Eric StevensClarity Financial Advisors+4 | — | 25m 28s | |
| 11/11/22 | Sharon Pivirotto | 401k Best Practices✨ | 401k strategiesfinancial advice+3 | Sharon Pivirotto | 401kBestPractices.comRetireReady Solutions | — | 401kbest practices+5 | — | 17m 46s | |
| 7/12/22 | Richard Nevins | Raima Insurance & Financial Services✨ | business growth403(b) marketplace+3 | Richard Nevins | Raima Insurance & Financial Services | DeSoto Texas | Richard NevinsRaima Insurance+5 | — | 14m 42s | |
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| 6/1/22 | 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 to bring value to employee education and some key insights to being successful in the 401k marketplace. | 24m 20s | ||||||
| 3/21/22 | 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. | 19m 11s | ||||||
| 12/14/21 | 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 plans along with an opportunity her company can provide to advisors working in the federal marketplace. | 13m 45s | ||||||
| 11/16/21 | 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 retirement through proper positioning and seamless coordination of their federal benefits and personal assets. We are excited to have him share some of his insights on growing a thriving retirement counseling business in the federal market place. | 10m 03s | ||||||
| 8/9/21 | 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 successful financial planner out of Norther California. He has been in the business since 1991. He started off in the 403(b) marketplace and later found his niche with small business owners. | 19m 37s | ||||||
| 6/8/21 | 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. Listen in as Alberto shares his experience on helping clients reach their retirement goals and growing a thriving practice. | 15m 42s | ||||||
| 5/4/21 | 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 goals. Listen in as she shares some of her experience of how not to overwhelm and add stress to a client but encourage them as they pursue retirement readiness. | 13m 25s | ||||||
| 11/10/20 | 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 on some of his pro-tips for web calls, building trust, and helping clients reach retirement readiness. Also, check out his non profit Educational Retirement Advisors, whos goal is to get every teacher in front of a fiduciary advisor, and have a documented retirement plan completed. www.ed-adv... | 18m 01s | ||||||
| 7/14/20 | 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 in making sure that they are aligned with their mission and vision when looking at employee compensation strategies. Jim has had success with TRAK while working with collective bargaining to educate, bring clarity and ultimately buy-in from employees. With his position, and not being an agent... | 25m 33s | ||||||
| 6/23/20 | 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 has more than 40 years of experience in the financial services industry and is the founder of the 401(k) Coach Program. He is the Author of “Paychecks for Life: How to Turn Your 401(k) into a Paycheck Manufacturing Company” and “Save America, Save! The Secrets of a Successful 401(k) Plan”. ... | 31m 50s | ||||||
| 5/26/20 | 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 trusts/investments directly related to employee benefit plans and personal trust accounts she is a veteran in the 401(k) market. In this podcast she shares some of her creative and profession tips on engaging plan sponsors, running successful annual participant meetings and growing assets under management.&... | 21m 56s | ||||||
| 5/12/20 | Adam San Juan & Kristen Abell | Ameritas | Adam San Juan is the Regional Sales Director at Ameritas for the greater Detroit area. With over 20 years of experience helping financial advisors and TPA’s to establish 401(k) retirement plans for their small business clients and prospects. Kristen Abell is a Regional Client/Relationship Manager at Ameritas with over fifteen years of professional experience in the Financial Services industry, focusing on retirement planning and client relationship management. In this podcast hear pro-tips... | 32m 29s | ||||||
| 4/21/20 | Ann Vanderslice | Retirement Planning Strategies | Ann is an experienced advisor, sought after trainer, and SEO of Retirement Planning Strategies based in Denver, Colorado. With over 18 years working with federal employees and their complex retirement plans, she shares some of the obstacles, key insight, and strategies of her success working within this niche market. Like, the crucial shift in how she uses TRAK that not only has her business growing but her client's engagement in reaching their retirement goals. Simplify Complex Federal Ret... | 18m 18s | ||||||
| 4/7/20 | Shawn McCoy | Federal Employee Benefits Advocates | Shawn McCoy is the owner of Federal Employee Benefits Advocates, an educational company for both financial advisors and federal employees based out of Louisiana. With over 20 years as an advisor and being successful in the federal market place for about a decade now, he has a wealth of knowledge on navigating the obstacles and seizing the opportunities that come with this market. In this podcast get a glimpse of what he offers as a trainer and how he brings clarity to a complicated retirement... | 29m 05s | ||||||
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