The 401(k)lub POD

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Welcome to The 401(k)lub POD, hosted by the ambitious, passionate, 401(k) practitioner Jake Rushton, AIF. On this podcast you will hear from 401(k) industry leaders, business owners, employees, and other influencers to help you win more business efficient

401JA(k)E


    • Jul 22, 2022 LATEST EPISODE
    • monthly NEW EPISODES
    • 33m AVG DURATION
    • 59 EPISODES


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    Latest episodes from The 401(k)lub POD

    Modern Content Creation with Lara Acosta from LA Digital

    Play Episode Listen Later Jul 22, 2022 21:27


    Lara is crazy sharp when it comes to content and social media algorithms. We cover ideas to hopefully light a fire under your a$$ to take some action. Connect to Lara here: https://www.linkedin.com/in/laraacostar/ Or check out her agency here: https://www.ladigital.club/ --- Send in a voice message: https://anchor.fm/401klub/message

    Start Selling Compliance on YOUR Vision!

    Play Episode Listen Later Jun 30, 2022 7:25


    Too many times I hear our industry blame compliance. We need to change this and it starts with you. Make the sale to compliance on the vision you have and why it's necessary that you produce content for the world. https://www.linkedin.com/groups/13923293/ --- Send in a voice message: https://anchor.fm/401klub/message

    Venrollment with Justin Tarantin

    Play Episode Listen Later Jun 24, 2022 30:23


    Helping employees enroll is a critical part of every 401(k) plan. Now with more employees working remote the old fashioned cafeteria meetings are dying quick. And what about the new employees who aren't eligible yet. Don't you think in a the modern world where we all have phones in our pockets we should find a better way? Well, one of the newest platforms available for you is Venrollment. On the show today we walk through the experience for employees and advisors. Check it out and connect with Justin here for more info: https://www.linkedin.com/in/jtarantin/ --- Send in a voice message: https://anchor.fm/401klub/message

    Entertainment, brand, & the mighty 401(k) with Anthony Ruffalo

    Play Episode Listen Later Jun 25, 2021 35:05


    Connect with Anthony here. Join the 401(k)lub here. --- Send in a voice message: https://anchor.fm/401klub/message

    Jeanne Fisher - The ROTH 401(k) Battle

    Play Episode Listen Later Jun 4, 2021 40:00


    Um... if you don't follow Jeanne where have you been? She is the

    Good Advisors Finish First with John Stadtmueller

    Play Episode Listen Later May 28, 2021 42:06


    Connect with John here. Follow #goodadvisorsfinishfirst Get in the 401(k)lub! --- Send in a voice message: https://anchor.fm/401klub/message

    How to help more Dentists with Dr. Dan Nelson DMD

    Play Episode Listen Later May 21, 2021 27:28


    If you have any dentists whop would like to improve their practice, check out Dr. Dan's Elevation Association. --- Send in a voice message: https://anchor.fm/401klub/message

    Instant Cash Balance Plan Illustrations with Dan Harding - WealthPrime Founder

    Play Episode Listen Later Apr 30, 2021 30:28


    Connect with Dan Harding here. Join the 401(k)lub here --- Send in a voice message: https://anchor.fm/401klub/message

    Options in a conservative 401(k) portfolio?! John Ruth from Build Asset Management explains how.

    Play Episode Listen Later Apr 23, 2021 56:44


    Connect with John Ruth here Join the 401(k)lub here --- Send in a voice message: https://anchor.fm/401klub/message

    Don't miss the Linkedin opportunity with MARC VANJA MIŠANOVIĆ

    Play Episode Listen Later Apr 16, 2021 54:00


    Connect with Marc HERE Join the 401(k)lub HERE --- Send in a voice message: https://anchor.fm/401klub/message

    Was your CRM made for the 401(k) Industry? If not, check out this episode

    Play Episode Listen Later Mar 28, 2021 40:52


    The Force Manager 5500 CRM is really gaining momentum in the 401(k) space. I know how hard it is for sales people to really love a CRM, so when I saw this one it really impressed me with some of the ways it SAVED me time instead of taking more of it. Reach out to Luke White and Lou Ritchie to learn more. Make sure to join the 401(k)lub today! --- Send in a voice message: https://anchor.fm/401klub/message

    New 2022 rules for health insurance broker compensation - Steve Watson CPA, SHRM-SCP

    Play Episode Listen Later Mar 25, 2021 35:40


    Are you ready to be responsible for knowing your health insurance brokers compensation? The new rules put that on the employers. Make sure you are ready! Connect with Steve Watson HERE --- Send in a voice message: https://anchor.fm/401klub/message

    Josh Itzoe - How to REALLY build a winning 401(k) practice.

    Play Episode Listen Later Mar 19, 2021 37:41


    Josh Itzoe drops some of the most incredible ideas in this show. You will learn how to manage your time and team. How to scale and if writing a book is really worth it. Jump in the (k)lub today! https://www.401klub.com/ --- Send in a voice message: https://anchor.fm/401klub/message

    Bradford Kadelski - Executive Compensation Solutions

    Play Episode Listen Later Mar 12, 2021 27:51


    Brad Kadelski Brad is an expert in non-qualified deferred compensation plans. He also specializes in key man strategies. These are often a great tool for your clients to reduce risk. Text 401JA(k)E at 385-220-8548 https://www.401klub.com/ --- Send in a voice message: https://anchor.fm/401klub/message

    Chad Johansen - How to win control and affiliated service groups.

    Play Episode Listen Later Mar 6, 2021 56:57


    Chad is one of the biggest names in the 401(k) industry on the hit show Retireholiks. He has an insane amount of plan design (k)nowledge and will be helping us better understand control and affiliated service groups. Text 401k to: 385-220-8548 --- Send in a voice message: https://anchor.fm/401klub/message

    David Alsop - Better ways to work with HR

    Play Episode Listen Later Mar 1, 2021 55:51


    David Alsop is currently the Head of HR for Ultradent, a manufacturing company with over 1,400 employees. He is also the founder of Jumpspark, a new movement in HR. David will be teaching us how to approach HR and spark change to the 401(k). Check out the video of this episode here. Text me 385-220-8548 to (k)eep in touch. --- Send in a voice message: https://anchor.fm/401klub/message

    Steve Watson - Finding more $$$$ in Healthcare for 401(k)s

    Play Episode Listen Later Feb 20, 2021 45:15


    Steve is taking massive action as a CFO and CHRO. He is also filing his free time by helping other companies fix their healthcare insurance plans. He is the founder of Trendbreakers, which is how he is changing the way companies manage healthcare. Steve will teach us how to look for ways to find more money for higher 401(k) contributions. Remember to text me at 385-220-8548 to keep up to date on all the 401(k)lub updates. https://my.community.com/401jake --- Send in a voice message: https://anchor.fm/401klub/message

    Elise Micheals - Leadership Mindset

    Play Episode Listen Later Feb 12, 2021 32:43


    Stop trying to do everything yourself! A real leader knows how to manage expectations and communicate. Elise Micheals explains her thoughts around this today. Text me at: 385-220-8548 for more 401(k)lub updates! https://www.401klub.com/ Also, I'm on clubhouse @401JA(k)E --- Send in a voice message: https://anchor.fm/401klub/message

    Rebecca Hourihan's 401(k) Marketing Magic

    Play Episode Listen Later Dec 21, 2020 56:37


    I rarely find an advisor in the 401(k) space that hasn't heard Rebecca Hourihan. She is THE AUTHORITY in marketing for anyone looking to do 401(k) business. She is the CMO at her firm, 401(k) Marketing. They provide help for advisors who need a full brand, brochures and sales processes. They also offer ongoing 401(k) content creation. In this episode we cover a lot of ground with ideas for you to use in 2021 and beyond. Enjoy the show and connect with Rebecca! --- Send in a voice message: https://anchor.fm/401klub/message

    Win on Linkedin with Chaz Horn

    Play Episode Listen Later Dec 15, 2020 54:48


    I met Chaz on Linkedin. His content caught my attention and then he took it step further and engaged with me through a direct message and a video. He has nearly 30 years experience in B2B sales and it's very apparent he knows what he is doing. Now, I get hundreds of these direct messages each month, but not like this. Chaz adds the human element into social media, specifically Linkedin, in a way you need to hear and execute on. Linkedin is on fire right now and I don't want you to miss out. You have never had an easier opportunity to gain trust with total strangers who need your help with their business. You can connect with Chaz here: https://www.linkedin.com/in/chaz-horn/ --- Send in a voice message: https://anchor.fm/401klub/message

    Changing the status quo with Ary Rosenbaum

    Play Episode Listen Later Nov 20, 2020 44:59


    Early in my career I spent hours learning online and one source kept showing up from the one and only Ary Rosenbaum. I'm sure you have had a similar experience while looking for an answer to a tough 401(k) plan question. Ary has been consistently sharing some of the most direct and useful content for a decade. Recently he started "That 401(k) Conference" where he originally brought together advisors and other industry professionals at Major League Baseball Stadiums for a fun event which includes a professional athlete and a tour. I've attended two of these and it was a great time. Covid has changed these to virtual, which has increased the attendance. I'm thrilled to be speaking at his next National event in January 2021. Connect with Ary here: https://www.linkedin.com/in/ary-rosenbaum-1135a41/ The 401(k)lub is open now through November 25th: https://www.401klub.com --- Send in a voice message: https://anchor.fm/401klub/message

    Strategic Benefit Plan Design with Aaron Pottichen

    Play Episode Listen Later Nov 10, 2020 50:42


    Aaron Pottichen is one of biggest influencers in the 401(k) Industry! It doesn't take long to see why. His approach to find ways to help his clients create savings to fund the most advantageous 401(k) plan designs is a strong talent his clients benefit from. It includes creative complete benefit plan designs with his parters at Alliant (https://www.alliant.com/pages/default.aspx). Aaron has also won every award possible including the 401(k) Specialist Magazine "Top Advisor Participant Outcomes" Award (2018) as well as the Reireholiks Advisor Brawl. It will be exciting to see what Aaron does next. Connect with him on Linkedin here: https://www.linkedin.com/in/aaronpottichen/ Also, check out the 401(k)lub launching this WEEK!!! https://www.401klub.com/ --- Send in a voice message: https://anchor.fm/401klub/message

    Niching down and bring more value with James Hou, JD

    Play Episode Listen Later Nov 5, 2020 44:04


    James Hou is an attorney who was drawn to the insurance industry early in his career. He has found his niche helping physicians reduce risk through the right coverage. I have been fascinated with some of the case studies James has shared with me and scared with others. In my experience, one of the key influencers on the 401(k) advisor selection can be the property and casualty insurance agent. Most companies worry out insurance needs before starting a plan. My hope is this episode will encourage you to find a valuable partner like James in your niche. You can connect with him here: https://www.linkedin.com/in/mrjameshou/ Also, get on the list now for the 401(k)lub launching next week!! https://www.401klub.com/ --- Send in a voice message: https://anchor.fm/401klub/message

    Next level thin(k)ing with Alex Assaley

    Play Episode Listen Later Oct 31, 2020 57:52


    Alex Assaley has done some incredible work in the 401(k) industry. One of the most impressive is his attention on participant education. I've looked to Alex as an influencer for many years and it was a really fun to finally sit down and talk with him. You can learn more about Alex here. Make sure to head over and join the 401(k)lub too: https://www.401klub.com/ --- Send in a voice message: https://anchor.fm/401klub/message

    Dan Kravitz teaches us how you can bring REAL VALUE with a Cash Balance Plan.

    Play Episode Listen Later Oct 27, 2020 53:05


    Dan Kravitz has been in the industry for over 25 years. In this episode you will learn why cash balance plans are an account you need to learn and know how to explain. Dan tells us why and how he build the strongest cash balance brand in the country. He also covers how you can get started or take your cash balance practice to the next level. He mentions a few webcasts covering a variety of topics including one of the hottest right now, Strategic Plan Termination. I strongly urge you to spend some time on his website learning as much as possible on how to use this powerful account to help your clients. https://www.cashbalancedesign.com/ I'll see this Friday Oct 30 at 3:30est at the Excel Conference with Matt Jackson and Jania Stout. Register here: https://app.livestorm.co/advisor2x/how-to-avoid-burnout-and-manage-stress?utm_source=Livestorm+company+page Finally, make sure to sign up to be notified of the 401(k)lub launch next month: https://www.401klub.com/ --- Send in a voice message: https://anchor.fm/401klub/message

    How Wealthy Tiffany went from a 401(k) participant to a successful wealth mentor by age 38.

    Play Episode Listen Later Oct 9, 2020 27:07


    This episode was a fun look at the 401(k) experience from the eyes of a participant. Tiffany Thomas is an old friend of mine who was sick of working in her 9-5 job so she took action and found a way to not only be financially independent, but she is also helping others do the same. She is now known as Wealthy Tiffany and we can learn a ton from what motivated her to do what most never dare. You can connect with Tiffany here: https://www.wealthytiffany.com/ https://www.linkedin.com/in/wealthytiffany/ https://www.youtube.com/wealthytiffany?sub_confirmation=1 https://www.instagram.com/wealthytiffany/ https://www.facebook.com/WealthyTiffany/ MAKE SURE TO SIGN UP TO BE NOTIFIED ABOUT THE 401(k)lub!! https://www.401klub.com/ --- Send in a voice message: https://anchor.fm/401klub/message

    Why you MUST partner with the right TPA. A deep dive with Shannon Edwards.

    Play Episode Listen Later Oct 5, 2020 50:38


    Look I know bundled sounds good in the early stages of a plan, but you may be setting yourself up for a compliance nightmare. Partnering with the right TPA in your 401(k) practice is one of the best ways to win long term. It may cost a little more, but the value will be much higher. In this episode I discussed this with Shannon Edwards from TriStar Pension in Oklahoma City. Her experiences will help you be a better advisor and wholesaler. Also, make sure you sign up for reminders about the 401(k)lub. We will be launching later this month. --- Send in a voice message: https://anchor.fm/401klub/message

    How YOU need to react to the CalSavers program with Tom Frost.

    Play Episode Listen Later Sep 29, 2020 42:10


    Tom Frost is a 401(k) advisor is southern California doing something super valuable and honestly very unique. He is the founder of The 401(k) Plan Company. His mission is simple, to help employers provide a better solution and avoid the expensive penalties for not offering a retirement plan. The problem is, there are over 750,000 employers in California alone and he needs more help. Check out his great ideas he is executing. More information on the SECURE ACT and it's impact in California. Look for more information on your specific state here! Cycling (k)its Here --- Send in a voice message: https://anchor.fm/401klub/message

    What makes a TOP Retirement Plan Third Party Administrator? (A convo with Ronald Stair)

    Play Episode Listen Later Sep 25, 2020 53:31


    I had an amazing conversation with Dr. Ronald Stair from Creative Plan Design. If you are looking for some ideas on how to approach the retirement industry as an advisor, wholesaler, or administrator this is the right podcast for you. Connect with Ronald here on Linkedin. --- Send in a voice message: https://anchor.fm/401klub/message

    Life and practice advice from Rockstar Matthew Jackson

    Play Episode Listen Later Sep 23, 2020 48:22


    This episode was so much fun for me! Matthew Jackson is so genuine and experienced. He is driven with a "WHY" that will push you to be at your best. Check out what he is doing in the managed account space at 401(k) Maneuver. Or you can even find his bestselling book on Amazon.   --- Send in a voice message: https://anchor.fm/401klub/message

    Does your proposal process suck? We have Scott Buffington here to help you fix this!

    Play Episode Listen Later Sep 8, 2020 47:21


    I always hate staying up late to fix and review a proposal to get it just right. Seems like a huge wast of time and honestly very old fashioned. Lucky for us, I'm not the only one who feels this way. Scott Buffington, the Founder and CEO of 401plans.com spent some time with me today explaining his solution and how it can help you. We cover both angles as an advisor and a wholesaler.  Make sure to get your 401JA(k)E cycling kits ordered today. The store closes Sep. 30th. Use code "401k" for $40 off! https://voltcyclewear.com/pages/401jake --- Send in a voice message: https://anchor.fm/401klub/message

    3 Reasons a NO MATCH 401(k) PLAN still makes sense.

    Play Episode Listen Later Aug 25, 2020 7:56


    Tons of business owners want to offer a 401(k) plan, but often struggle to commit to a match. Does it make any sense to set up a plan in this scenario? Let's talk about 3 valid reasons the answer is YES! https://www.401jake.com/ #401k #Financial Advisors --- Send in a voice message: https://anchor.fm/401klub/message

    How to win MORE 401(k)'s with Benefits Brokers! Starring Katie Wood

    Play Episode Listen Later Aug 20, 2020 52:10


    We all know the 401(k) plan fits into an employers overall benefits package, but how many of you are spending time working with the benefits broker. This relationship is one you need to work on and give back to if you want incredible results. Executive teams often turn to their benefits brokers and consultants for direction on the 401(k). Learn how to be top of mind when that conversation happens. Katie Wood is one of the best brokers I've ever met. If you are looking for help with a clients benefits you can find her here. Or email her at: katie.wood@usi.com Remember (k)lub Sesh is every 3 weeks. More info here: https://www.401jake.com/sesh #401k #financialdvisors #benefits #employeewellness --- Send in a voice message: https://anchor.fm/401klub/message

    What's going on with HSA's?

    Play Episode Listen Later Aug 18, 2020 21:54


    The HSA is quickly becoming the go to retirement account. What do you need to understand to prepare your 401(k) practice? The big players are making moves to capture assets. You need to spend time on this website to stay relevant and valuable: https://thehsareportcard.com/ Make sure to join our next (k)lub Sesh: https://www.401jake.com/sesh --- Send in a voice message: https://anchor.fm/401klub/message

    Top 3 qualities to look for in a TPA

    Play Episode Listen Later Aug 4, 2020 31:29


    You know how much I value a top notch TPA (Third Party Administrator) partner. They can help you win more plans with plan design help than almost any other way. They can come in the form of a CPA firm, a specialists firm, or inside of a recordkeeper. So how can decided who to trust to help your clients? After all, they are getting paid the client just like the advisor and recordkeeper. In this episode I dive into this topic with Coleton Hutchins, QKA from The Ryding Company. Connect with him on Linkedin. Sign up fo the (k)lub Sesh here: https://www.401jake.com You can find me all over social media too: Linkedin: https://www.linkedin.com/in/jakerushton/ Instagram: https://www.instagram.com/401jake/ Facebook: https://www.facebook.com/401jake Twitter: https://twitter.com/jakerushton --- Send in a voice message: https://anchor.fm/401klub/message

    How to review 401(k) record-keepers.

    Play Episode Listen Later Jul 17, 2020 28:35


    A HUGE value you must bring to the table in your advisor role is knowing which record-keepers to recommend. In this episode I discuss the key points to review and consider when you start to look for a better home for your 401(k) plans. You must consider the service, technology and pricing. A small fee difference could lead to you loosing or keeping a plan when you don't value the other important aspects. https://www.401jake.com/ You can find me all over social media too: Linkedin: https://www.linkedin.com/in/jakerushton/ Instagram: https://www.instagram.com/401jake/ Facebook: https://www.facebook.com/401jake Twitter: https://twitter.com/jakerushton TikTok: @jakerushton401k --- Send in a voice message: https://anchor.fm/401klub/message

    Should we pay attention to PEP 401(k) Plans? Special Guest Brendon Moore

    Play Episode Listen Later Jul 10, 2020 40:47


    The SECURE Act approved the new PEP or Pooled Employer Plan option for 2021. I wanted to explore this new option with Brendon Moore, and advisor out of Hartford Connecticut. He is working to launch a PEP in January 2021. Listen in as we discuss the good and bad of this new plan option. We both agree if you are a 401(k) advisor, you better start talking about this option now even if you don't plan to offer them. Make sure to get to the (k)lub Sesh!! https://www.401jake.com/sesh --- Send in a voice message: https://anchor.fm/401klub/message

    The MEGA 401(k) plan experience with Klodian Mitri

    Play Episode Listen Later Jul 3, 2020 37:38


    My good buddy Klodian finished up 8 years as a consultant for Deloitte. He is a triple major CPA with a ton of experience looking to make his next move. As a pro elite Ironman triathlete he knows how to push it and not take no for an answer. I was fascinated to hear how he managed his 401(k). It seems the larger the plan the less personal touch there is. I'm working to change that and improve how experienced and educated employees like Klodian deserve more to help with retirement planning. Connect with Klodian here: Linkedin: https://www.linkedin.com/in/klodian-mitri-cpa-99088092/ Insta: https://www.instagram.com/klodiangosling/ Also don't miss out on the next (k)lub Sesh on July 17th . We are covering recordkeeper due diligence. https://www.401jake.com/sesh --- Send in a voice message: https://anchor.fm/401klub/message

    (k)now your role!

    Play Episode Listen Later Jun 30, 2020 8:41


    I see a ton of advisors trying to run their business AND be an advisor. This limits your growth and full potential. You need to figure out what you love and excel at. Double down on that! Next (k)lub Sesh July 17th: https://www.401jake.com/sesh --- Send in a voice message: https://anchor.fm/401klub/message

    Retirement Roc(k)star Joey Ossey is changing the 401(k) world!

    Play Episode Listen Later Jun 23, 2020 61:57


    Joey Ossey is one of a kind. His story of following his passions is contagious. You will learn how he combined his love for the drums with the 401(k) space to bring a valuable solution for advisors all over the country. Follow him here: https://www.linkedin.com/in/joey-ossey-aif®-crps®-6959583a https://www.instagram.com/retirementrockstars https://twitter.com/401kRockstar And don't forget to join the (k)lub at: https://www.401jake.com/sesh --- Send in a voice message: https://anchor.fm/401klub/message

    Ta(k)e the BIG JUMP today!

    Play Episode Listen Later Jun 23, 2020 14:38


    What's stopping you from reaching your goals? Most of us know exactly what we need to do, however, we feel safer following the status quo doing the same things daily. It's time to get out and take action. If you are looking for help, I've posted my top 5 secrets for 2020 over at https://www.401jake.com Make sure you attend the (k)lub Sesh this Friday! https://www.401jake.com/sesh --- Send in a voice message: https://anchor.fm/401klub/message

    (k)ick taxes with Chad Johansen

    Play Episode Listen Later Jun 17, 2020 45:07


    Safe Harbor is only the start to a great plan design. You need to know what questions to ask to steer the business owner in the right direction. They won't have a clue what the gateway percentage is, but you SHOULD! Listen up to learn from one of the best in the industry! Chad Johansen explains how he approaches plan design conversations for professional groups like doctors, dentists, attorneys and engineers. You can see more of Chad on the Retireholi(k)s ( https://www.retireholiks.com/) show or find him hard at work at Plan Design Consultants (https://www.plandesign.com) Next (k)lub Sesh is June 26th 10:30pst/1:30est https://www.401jake.com/sesh --- Send in a voice message: https://anchor.fm/401klub/message

    How to respond to 401(k) tax fears.

    Play Episode Listen Later Jun 10, 2020 23:55


    It's obvious no one likes taxes, but to say the 401(k) is a bad tax move makes ZERO sense to me. In this episode I discuss why some people try to use taxes to scare people into other financial products, when in fact they should do the opposite and try to understand how to maximize tax savings in their 401(k) with the proper distribution strategies. --- Send in a voice message: https://anchor.fm/401klub/message

    Plan design with the 401(k) Builder Nate Salisbury

    Play Episode Listen Later Jun 4, 2020 35:58


    Understanding the proper plan design is critical for each industry. Today we discuss what niche Nate is in and how he brings value. You can learn more about Nate here: https://independent401kadvisors.com/construction/ Don't miss the (k)lub Sesh: https://www.401jake.com/sesh --- Send in a voice message: https://anchor.fm/401klub/message

    Why do ties SCARE people?

    Play Episode Listen Later Jun 2, 2020 5:58


    I've found I connect way more with 401(k) participants when I'm not in a suit and tie. Why is that? Does it really matter what the advisor is wearing? --- Send in a voice message: https://anchor.fm/401klub/message

    How do I win 401(k) plans with the right cadence!

    Play Episode Listen Later May 29, 2020 19:28


    You need to listen, be patient, and adapt. Every client is very different! --- Send in a voice message: https://anchor.fm/401klub/message

    What can we learn from SGN? Come on JIM!

    Play Episode Listen Later May 26, 2020 21:00


    Audience is key. How do you create an audience? Let's dig in. --- Send in a voice message: https://anchor.fm/401klub/message

    Is there 401(k) influencer marketing?

    Play Episode Listen Later May 19, 2020 25:55


    Why is everyone thinking they have a secret weapon? The product isn't your weapon, your value is. --- Send in a voice message: https://anchor.fm/401klub/message

    What is a 401(k) blackout?

    Play Episode Listen Later May 15, 2020 14:22


    Blackouts sound scary, but they really aren't that bad if you focus on communication. --- Send in a voice message: https://anchor.fm/401klub/message

    Three steps to a great 401(k) enrollment meeting

    Play Episode Listen Later May 7, 2020 14:08


    Have you ever been to a boring 401(k) meeting? I have and it sucked and made me avoid starting a 401(k) for years. I want to share with you how I've made improvements to see better outcomes for employees. --- Send in a voice message: https://anchor.fm/401klub/message

    Are side hustle's the new 401(k) plan?

    Play Episode Listen Later May 5, 2020 25:12


    Now that COVID-19 has accelerated our approach to online and remote working, will we see a change in how we work towards retirement? I'll be discussing my experience and why I've created 401JA(k)E. I will also talk about the huge opportunity you have and may not even know it yet. Check out https://www.401jake.com/ for more helpful information. --- Send in a voice message: https://anchor.fm/401klub/message

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