Tag: Financial Advisor
Retirement Income Solutions with Nevin Adams (Ep.42)

Retirement Income Solutions with Nevin Adams (Ep.42)

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In this episode, Rebecca is honored to welcome Nevin Adams, a legendary figure in the retirement planning industry. With a career spanning nearly five decades, Nevin has played a pivotal role in shaping the landscape of retirement plans. His wealth of experience and knowledge is undeniable as he shares his insights and future projections.

Dive into the transformative impact of target date funds, the advent of automatic enrollment, and the challenges with retirement income solutions as Rebecca and Nevin discuss:

  • How target date funds have simplified the investment process for 401(k) participants
  • Why automatic enrollment could change significantly increase participation rates
  • Challenges and missed opportunities regarding retirement income
  • Forecasted growth and changes in the 401(k) industry by 2030.
  • And more

Resources:

Connect With Nevin Adams:

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About Our Guest:

Now “retired” (whatever that means), Nevin is the former Chief Content Officer and Head of Retirement Research for the American Retirement Association.  One of the retirement industry’s most prolific writers, these days he’s “retired”, which means he writes less but continues to keep his eye on developments in, and threats to, the nation’s private retirement system.  In addition to helping guide the agenda development for the NAPA 401(k) Summit, he’s also the “Nevin” in the Nevin & Fred podcast (along with renowned ERISA attorney Fred Reish), offering irreverent, but relevant perspectives on the critical issues confronting plan sponsors, advisors, and retirement industry professionals. 

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How Advisors Can Use Technology to Improve Financial Knowledge in the Workplace with Emily Koochel, Ph.D., AFC®, CFT-I™ (Ep. 24)

How Advisors Can Use Technology to Improve Financial Knowledge in the Workplace with Emily Koochel, Ph.D., AFC®, CFT-I™ (Ep. 24)

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Creating financial peace of mind is a lifelong goal. As a result, finding innovative ways to talk about money in the workplace is crucial because there has been a wave of employee resignations across many industries due to financial stress. 

In this episode, Rebecca Hourihan sits down with Dr. Emily Koochel, Senior Financial Planning Education Consultant at eMoney Advisor. Dr. Koochel is an experienced financial professional, academic and researcher. Prior to FinTech, she served as an assistant professor where she taught courses in personal financial planning and working in the financial planning field. 

Here, Dr. Koochel explains what financial well-being is and how it can help individuals have a positive relationship with money. 

Dr. Koochel discusses:

  • Why she transitioned from academia to the eMoney team
  • The concept of financial wellness and how it benefits employees, businesses, and retirement plan advisors
  • The high importance of financial education
  • What does eMoney do to help financial advisors
  • And more!

Resources:

Connect With Dr. Emily Koochel:

Connect With Rebecca Hourihan: 

About Our Guest:

Dr. Emily Koochel is an experienced financial professional, academic, and researcher. She currently serves as a leader for eMoney Advisor’s Financial Education and Wellness initiatives in her role as the Senior Financial Planning Education Consultant. 

Dr. Koochel’s PhD in Applied Family Science and Master’s in Financial Planning provide a multidisciplinary lens to inform her work where she focuses on understanding the effect of financial behaviors and financial decision-making on personal and financial wellness. She serves as a subject matter expert in the field, reviewing and authoring peer-reviewed journal articles, book chapters, and contributing to public scholarship. 

Most notably she served as a co-author for the CFP Board’s book The Psychology of Financial Planning and was awarded 2020 Outstanding Research Journal Article of the Year by the Association for Financial Counseling and Planning Education. She holds the Certified Financial Therapist I designation and is an Accredited Financial Counselor.

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Business Development Strategies for 401(k) Advisors with Sasha Cibrian (Ep. 19)

Business Development Strategies for 401(k) Advisors with Sasha Cibrian (Ep. 19)

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To grow your advisory firm, you need initiatives and strategies that can help you reach a broader clientele.

In this episode, Sasha Cibrian shares her knowledge on how to design the necessary activities to expand your firm. She covers topics like client acquisition, retention, reputation, brand awareness and why having niche retirement plan content enhances your trust. Additionally, she provides useful tips to help businesses expand their network through email campaigns and social selling with LinkedIn.

Sasha discusses:

  • The concept of business development
  • How the sales funnel can be useful to develop business strategies
  • Tips on how to advance an advisor’s business
  • The value of outsourcing when getting into business development
  • And more!

Connect With Sasha Cibrian: 

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