ABOUT THIS PODCAST 🔗
Hosted by Julie Mochan, this podcast is for financial professionals that want to learn about the opportunity of providing advice to their clients about investing within self-directed brokerage accounts (SDBA). SDBA windows exist within thousands of 401(k), 403(b), and 457 retirement plans across the United States. Julie’s interviews are engaging and interesting for anyone in the financial industry.
Update frequency:
monthly
Average audio length:
30 minutes
English
United States
10 episodes
since Jan. 5, 2022
episodic
LATEST EPISODE 🔗
Julie Mochan talks with legendary internet/tech analyst and author of the book Nothing But Net - Mark S.F. Mahaney of Evercore ISI. Hear how Mark got his top notch status learning from the best in the early years of the internet's existence, plus:
Is the Sky Falling?
There Will be Blood
Fou…
SEARCH PAST EPISODES
Search past episodes of Open Windows Investing by TPFG.
PREVIOUS EPISODES 🔗
Elio Chiarelli, strategist for the TPFG Capital Defender models shares an incredible story about developing a strategy like no other. Learn with Julie Mochan about:
What does farming have to do with investing?
Austrian Economics
The Rise Of the Capital Defender Models
Investment Models Built for …
Julie gets tactical with Bob Meeder of Meeder Investment Management. There is so much to learn in this episode!
Is it different this time?
What is a Secular Bull or Bear Market?
What is a Cyclical Bull or Bear Market?
Are Seculars and Cyclicals happening now?
The Million Dollar Question
Peeling t…
Listen to Julie talk to Matt Hamilton, 😎President of The Pacific Financial Group, Inc. (TPFG) talk about:
The Need for Good Financial Advice in America
The Value and History of Advisors
Helping Individuals with Their Group Plan Accounts (SDBA)
Where Are All of the Investable Assets?
When Should Y…
In this episode, Julie tells you what Strategy PLUS is, and then asks David Blanchett about:
His Personal History in the Industry😎
Financial Designations and the American College 🔠
Is Retirement Real? 🏖
Women in the Workplace and Retirement trends 💃🏽
The Realities Social Security 😳
The Value of an…
📢 Julie Mochan announces that TPFG is engaging Wilshire in a strategist due diligence / oversight relationship. PLUS, listen to Josh Emanuel, CIO of Wilshire give the latest on: 📊 Wilshire History 📏 Benchmarking and Indexes (hi there FT Wilshire 5000) 📈 Inflation: flexible or sticky? 🛒Dema…
In this Episode, Julie Mochan interviews Rene Reyna, CFP®, Head of Thematic & Specialty Product Strategy, Invesco ETF and Indexed Strategies. TPFG's Strategy PLUS platform utilizes Invesco's expertise in the thematic ESG space to expand investment model choices for advisors wanting t…
In this episode, Open Windows Host Julie Mochan welcomes guest Matt Peron, Director of Research at Janus Henderson Investors. Mr. Peron oversees the firm’s sector research teams and analysts, is responsible for the firm’s centralized equity research effort, and heads the firm’s Portfolio Oversight…
In this Episode, host, Julie Mochan talks to Matt Sommer, Ph.D., CFA, CFP®, Head of Defined Contribution and Wealth Advisor Services as Janus Henderson Investors. Listen to Matt for Amazing NEW Insight Into:
✅The Secure Act 1.0 and 2.0
✅The Effects of COVID-19 on the Advisory Business and Adv…
🔦 This new financial podcast gives financial professionals:
📝 direction and instructions on how to make the opportunity of self-directed brokerage account (SDBA) management a part of their successful business plan
🎯 acquire and help clients that need investment advice at the participant level in…
Disclaimer: The podcast and artwork embedded on this page are from Julie Mochan, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
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