Open Windows Podcast

This podcast gives financial professionals useful direction on how to make self-directed brokerage account (SDBA) management a part of a successful business plan. Julie interviews experts, strategists, and advisors for SDBA window best practices in 401(k), 403(b), & 457 plans throughout the US. 🔦 

 Learn from one of the best in the business. Janet Lee is a Senior Vice President of Sales at TPFG and has years of experience guiding advisors toward success. Learn about the expanding SDBA opportunity landscape and everything there is to know about the 401(k) brokerage window marketplace and how to start navigating it. 🚢

Matt Sommer, Ph.D., CFA, CFP^®, Head of Janus Henderson Investors’ Defined Contribution and Wealth Advisor Services Team explains the Secure Act in detail, and dives into new research studies covering: The true value of an advisor, behavioral finance, diversity, spotting an ESG investor, and lots more! 🧐

Julie Mochan welcomes guest Matt Peron, Director of Research at Janus Henderson Investors. Mr. Peron dives into topics that give listeners insights into:

Inflation, Deflation, Recession, Rate Hikes, The Geopolitical Backdrop, Tactical Investing, Active vs Passive,

Baseball & Stock Picking! 🔸 

Julie welcomes Rene Reyna, CFP®, Head of Thematic & Specialty Product Strategy at Invesco!  PFG's Strategy PLUS platform utilizes Invesco's thematic ESG expertise for advisors wanting to offer more sustainable investment models for participants of group retirement plans that offer self-directed brokerage accounts (SDBA). 

You don't have to go extreme to be green. 💚

Julie announces that TPFG is engaging Wilshire in a strategist due diligence | oversight relationship.

Listen and learn from Josh Emanuel, CIO of Wilshire about:

   Wilshire History, Benchmarking  Inflation, Energy Prices, Interest Rates, Housing Market, Yield Curve and much more! 🚢

Follow Us for Updates and Wilshire's Monday Market Flash!

Julie Mochan welcomes guest David Blanchett, Managing Director and Head of Retirement Research at PGIM DC Solutions. Asking David: Is Retirement Real? Women in the Workplace and Retirement; The Realities of Social Security; The Value of an Advisor;    Research on 401k Plan Participants and MORE! 📖 

Julie Mochan interviews TPFG President, Matt Hamilton. They have a down-to-earth exchange about the value of advisors in today's society: 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? 🧾

Julie gets tactical with Bob Meeder of Meeder Investment Management. Regarding the Markets: 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 and more!  🚢

Elio Chiarelli, Strategist for the TPFG Capital Defender models shares an incredible story about developing a strategy like no other.  

• What does farming have to do with investing?
  
• The Rise of the Capital Defender Models
• Investment Models Built for First Responders 
  
• Investing for Chaos
• FOMO 
• And more, of course 👌

Legendary internet/tech analyst and author of the book Nothing But Net - Mark S.F. Mahaney of Evercore ISI talks about how he got his top notch status learning from the best +

• Is the Sky Falling?
• There Will be Blood
• Founder Led Companies Make a Difference
• The Hunt for Dislocated High Quality Companies (DHQs)
  
• Growth Curve Initiatives (GCIs)
• What to Do When You Get it Wrong
• Twitter and more!

We have so many amazing guests

coming in 2023! ✨