Chase Davis returns to the podcast to discuss the identity of the newly minted Evangelicals for Harris. Every election cycle gives us a new elite of evangelicals who support the pro-abortion candidate because they are tired of partisan politics. ⁠Chase names these individuals as well as notes their backgrounds and damaging contributions to this mov…

The small to mid-size business retirement plan market is a key growth opportunity for advisors who are looking to expand their client base and provide much-needed benefit solutions to a traditionally underserved segment. With all the new tax incentives for startup plans and state mandates to either offer a plan or have employees opted-in to a state…

In this episode of the 401(k) Specialist Podcast, we’ll travel down the road to better participant outcomes with MFS Investment Management’s Jeri Savage, who will direct us through the key insights from the newly released 2024 MFS Global Retirement Survey. Podcast Episode Player Savage, Lead Retirement Strategist at Boston-based MFS, elaborates on …

Since the rapid rise in interest rates over the past few years, fixed income has come back into the spotlight. As the Federal Reserve begins cutting interest rates, retirement plan advisors might now be wondering how this shift will impact core bond and core plus bond portfolios. To find out, we speak with Matt Brill, CFA, Head of North America Inv…

Considerable resources have been devoted to solving the challenge of portability in retirement savings over the past few years, and the stakes are high to get it right and cut down on costly an unnecessary retirement plan leakage. In this episode, we talk with Ben Thomason, Head of Defined Contribution Distribution at Allianz Life Insurance Company…

Pastoral ministry has gone through hard times. The fall of many pastors has only exacerbated the epidemic in our culture. In this interview, Pastor Michael Clary elaborates on his excellent piece at Sola Ecclesia where he defines the problem in pastoral ministry: Unfortunately, many neutral-world churches built with neutral-world tools have been th…

My interview with Lutheran theologian Dr. Jordan Cooper touches on fundamental pillars of Western civilization. Jordan has been a great resource to me personally, and I know you will enjoy our discussion of the restoration of the three transcendentals of goodness, beauty, and truth. You can purchase Jordan's book. You can follow Jordan on X. The mo…

ERISA attorney Allie Itami, Partner at Lathrop GPM in Minneapolis, joins the 401(k) Specialist Pod(k)ast to talk about the status of the Department of Labor’s beleaguered fiduciary rule in light of recent stay rulings in Texas, and also chimes in on ERISA at 50 before addressing compliance challenges presented by annuities in 401(k) plans. And clic…

Thousands of Christians are moving away from contemporary-style praise music and are reviving hymn and psalm singing. However, many people are not equipped with musical training, and this can make learning and singing traditional worship music extremely difficult. So, what do we do? I spoke with Isaiah Holt about their app called Sing Your Part. Th…

Morningstar Retirement President Brock Johnson joins a special 100th episode of the 401(k) Specialist Pod(k)ast to provide an inside look and share insights into the past, present and future of the comprehensive retirement planning solutions and investment research unit. Johnson talks about how retirement solutions and research have evolved over th…

As our society declines morally, trust in institutions also declines. But should we view this as an unaltered reality? Should we cease to work for a trusting society? I contend there is no institutional longevity unless trust is inherent to its mission. In this episode, I offer five recommendations for restoring a high-trust culture. Post Script: T…

The retirement landscape is undergoing a dramatic shift, characterized by unprecedented challenges such as increased longevity and unpredictable market conditions. Traditional retirement models centered solely on wealth accumulation are no longer sufficient. A more holistic approach is imperative to effectively manage risks, generate sustainable in…

It’s quite rare for one person to manage a large-cap mutual fund for a consecutive span of 25 years, but that’s just what Kevin C. Holt, CFA, chief investment officer, U.S. Value Equities at Invesco, is celebrating this summer. Holt and Devin Armstrong, who have been co-lead portfolio managers for the Invesco Comstock Fund since 2007, apply a uniqu…

No matter how easy plan sponsors try to make it for employees to participate in their company-sponsored 401(k) plan, too many workers still aren’t enrolling. Our guests on today have some ideas on dealing with this problem—centered on how instead of making it easy to participate, making it even harder to avoid enrolling in the plan in the first pla…

Despite offering unique tax advantages, lots of people remain unaware of health savings accounts (HSA)—and even many who are using them aren’t using them to anywhere near their full potential. Jeremy Keil, CFP, CFA, a retirement-focused financial advisor and host of both the Retirement Revealed Podcast and Mr. Retirement YouTube channel, joins the …

Our guests are Pastor Steve Wilkins and Mr. Jarrod Richey from Church of the Redeemer in Monroe, LA. We discuss the place of the arts in modern culture, especially within the Church. Steve Wilkins is the President of the RSA Board of Governors. Jarrod Richey is Academic Dean of RSA and Board member. Students can pursue a one —or two-year Arts certi…

Pastor Kip Chelashaw summarizes the place of Animism and Christianity in Kenya's history. He articulates how Nairobi is deeply diverse culturally and religiously. Kenya is a Christian place unashamed of following Jesus, though the faith is not deeply theological. We also discuss the CREC's place in Nairobi and his labors in planting our first CREC …

The DOL’s new fiduciary rule is scheduled to become effective in September, and retirement plan advisors and plan sponsors have plenty to do to prepare for the changes it will bring. Jerry Schlichter, founding and managing partner of Schlichter Bogard LLC and a well-known pioneer of retirement plan excessive fee litigation, visits the 401(k) Specia…

Health Savings Accounts can be a very effective tool not only to pay for out-of-pocket medical expenses, but also to save for retirement thanks to a unique triple tax advantage. To check in on the pulse of the HSA market, we talk with the co-founder and president of Devenir Research Eric Remjeske, who is also a co-author of the semi-annual Devenir …

What happens when you take your son to the office during the first days of Summer? You record an episode on the end of the old world. Seems reasonable, right? We discuss what is preterism and answer some questions on the role of time-clues in Revelation. --- Support this podcast: https://podcasters.spotify.com/pod/show/uriesou-tenorio-brito/support…

Join "The Student Leadership Podcast" hosts Eran Holt & Jordan Kolarik as we talk leadership with students. Connect with Eran HERE. Connect with Caleb Leake HERE. Connect with Jordan HERE. Connect with Colin HERE Connect with Caleb Holt HERE Connect with Lead the Generation HERE. Get more info on Lead the Generation at www.leadthegeneration.com Wan…

Join "The Student Leadership Podcast" hosts Eran Holt & Jordan Kolarik as we talk leadership with students. Connect with Carrie HERE. Connect with Eran HERE. Connect with Jordan HERE. Connect with Lead the Generation HERE. Get more info on Lead the Generation at www.leadthegeneration.com Wanna go deeper into leadership? Check our YouTube Channel: h…

The Department of Labor released its final “Retirement Security Rule” recently, which aims to raise the legal bar for financial advisors, brokers, insurance agents and others who give retirement investment advice. Noted ERISA attorney Fred Reish Esquire, Partner at Faegre Drinker, shares his thoughts on some of the rule’s key focuses and changes, a…

The Perspectivalist welcomes Toby Sumpter to discuss the philosophy behind some recent declarations from Columbia rioters and the overreaction among some on the right. There is a pendulum swing from Gnosticism to materialism, and this is reflected in many of the anti-Jewish sentiments expressed by those on our side of the aisle. Read Toby's article…

Join "The Student Leadership Podcast" hosts Eran Holt & Jordan Kolarik as we talk leadership with students. Learn more about Idols from Tim Keller HERE. Connect with Eran HERE. Connect with Caleb Leake HERE. Connect with Jordan HERE. Connect with Colin HERE Connect with Caleb Holt HERE Connect with Lead the Generation HERE. Get more info on Lead th…

Dr. Chase Davis returns to the Perpsectivalist to discuss what is taking place at ACTS 29 as well as the bill that passed overwhelmingly by the House of Representatives called the Antisemitism Awareness Act, which puts serious limitations on free speech as well as hinders Christians from speaking clearly on the role of the Jewish leaders in the dea…

Join "The Student Leadership Podcast" hosts Eran Holt & Jordan Kolarik as we talk leadership with students. Connect with Carrie HERE. Connect with Eran HERE. Connect with Jordan HERE. Connect with Lead the Generation HERE. Get more info on Lead the Generation at www.leadthegeneration.com Wanna go deeper into leadership? Check our YouTube Channel: h…

There’s a trend happening right now where asset managers are using a new strategy to help 401(k) plan participants manage their retirement spending: Target date funds featuring annuities. Morningstar recently did some really interesting research on this trend, and there are some compelling reasons to believe this type of solution could gain some se…

For so many people, Easter Sunday is a one-day event. However glorious it may be for the church's life, it ceases when the day ends. But what if Easter were this 50-day extravaganza meant to mock evil and increase the Christian's joy? In this episode, I offer ten practical ways to keep Easter alive in the home for the next 40 days of Eastertide. Th…

Artificial intelligence is a hot topic everywhere these days, including the financial services industry. We check in with artificial intelligence early adopter Liz Davidson, founder and CEO of Financial Finesse, who tells us about their award-winning AI-powered virtual financial coach named Aimee, and how AI really is turning into a game-changer fo…

We discuss Aaron's new book, Life in the Negative World. We walk through his taxonomy of positive, neutral, and negative world. Then, we speak about the role of the Church in an age antagonistic to the Gospel and how Christians can respond to our present discourse. Resources: Life in the Negative World by Aaron Renn The Aaron Renn Show Aaron Renn's…

The workplace retirement plan industry’s premiere event is just days away, with top professionals set to descend upon Nashville April 7-9 for the 2024 NAPA 401(k) Summit. We get a preview of the big event from two of the key people in charge of putting it together in Nevin Adams and John Sullivan, the former and current Chief Content Officers for t…

The 401(k) has been under attack on multiple fronts lately. Between calls for eliminating their tax advantages to prop up Social Security to Bernie Sanders pining for a return to pension plans, and momentum seeming to build for the TSP-like “Retirement Savings for Americans Act” that many in the workplace retirement market believe would constitute …

Keith is an example of someone who takes himself lightly and takes denominational differences as a reason for good dialogues but also an opportunity to comedically address our theological idiosyncracies. I have benefited from his YouTube channel and had the joy of hosting him in Pensacola for a talk to our men. This interview will solidify Chestert…

Join "The Student Leadership Podcast" hosts Eran Holt & Jordan Kolarik as we talk leadership with students. Learn more about Spiritual Gifts HERE. Connect with Eran HERE. Connect with Caleb Leake HERE. Connect with Jordan HERE. Connect with Colin HERE Connect with Caleb Holt HERE Connect with Lead the Generation HERE. Get more info on Lead the Gene…

Unlocking the Door to Broader Adoption of Guaranteed Lifetime Income in 401(k)s: Matt Gray and Todd Levy Guaranteed lifetime income remains a hot topic in the workplace retirement plan market and there are plenty of factors at play these days that are helping these solutions gain traction—and more widespread adoption—in 401(k) plans. Matt Gray, Ass…

Welcome to our inaugural episode of Season 5! I love talking to good friends, and Jarrod is among the best of them all. I have known him for a long time and receive a double-portion of musical inspiration every time we are together. I cannot recommend his Substack enough to be filled with musical gems. You will also get an intro to RSA, one of the …

In Full-Time: Work and the Meaning of Life, David Bahnsen makes the case that our understanding of work and its role in our lives is deeply flawed – we are unmoored from what he calls “created purpose.” He argues that the time has come to stop tiptoeing around the issues that matter, that separating one’s identity from what they do is demonstrably …

Ohtani’s ‘Retirement’ Strategy, NQDC Plans and 2024 Stock Trends with ‘401(k) Lady’ Jeanne Sutton Baseball’s biggest star Shohei Ohtani made headlines recently by signing the largest individual contract in the history of sports when he inked a 10-year, $700 million deal with the Los Angeles Dodgers. Interestingly, he deferred $68 of the $70 million…

Join "The Student Leadership Podcast" hosts Eran Holt & Jordan Kolarik as we talk leadership with students. Learn more about Spiritual Gifts HERE. Connect with Eran HERE. Connect with Caleb Leake HERE. Connect with Jordan HERE. Connect with Colin HERE Connect with Caleb Holt HERE Connect with Lead the Generation HERE. Get more info on Lead the Gene…

Magnus Gautestad is a composer and entrepreneur from Norway, committed to the revival of beauty in Western arts and church life. Through his podcasts Beauty and the Faith and SDG Music Radio, Magnus hopes to unite the voices ready to transcend the dehumanizing aspects of modernism to deepen worship and empower evangelism. He is starting a chain of …

I joined Dr. Steve Jeffery on this episode to discuss the growth of the CREC and our expectations for the years to come. Steve is an accomplished debater and lecturer, and it was a joy to chat and encourage his congregation in Fort Worth, TX. Steve contributed to a wonderful book on the atonement. For more on the CREC, visit our website. --- Suppor…

Catching Up with 'Annuity Yoda' Tamiko Toland Guaranteed in-plan lifetime income solutions is a hot topic in the workplace retirement market these days, and we wanted to hear from one of the foremost experts on these products in “Annuity Yoda” Tamiko Toland. After stints at TIAA and CANNEX, the thought leader in retirement and annuities in the indi…

Join "The Student Leadership Podcast" hosts Eran Holt & Jordan Kolarik as we talk leadership with students. Learn more about Spiritual Gifts HERE. Connect with Eran HERE. Connect with Caleb Leake HERE. Connect with Jordan HERE. Connect with Colin HERE Connect with Caleb Holt HERE Connect with Lead the Generation HERE. Get more info on Lead the Gene…

Join "The Student Leadership Podcast" hosts Eran Holt & Jordan Kolarik as we talk leadership with students. Learn more about Spiritual Gifts HERE. Connect with Eran HERE. Connect with Caleb Leake HERE. Connect with Jordan HERE. Connect with Colin HERE Connect with Caleb Holt HERE Connect with Lead the Generation HERE. Get more info on Lead the Gene…

The Year Ahead with John Hancock Retirement CEO Wayne Park As the new year opens, our first podcast of 2024 features a look at what to expect in the workplace retirement market from a high-level leader in John Hancock Retirement CEO Wayne Park. With oversight over all aspects of John Hancock Retirement’s business, Park is an ideal person to shed in…

Join "The Student Leadership Podcast" hosts Eran Holt & Jordan Kolarik as we talk leadership with students. Connect with Peter HERE. Connect with Eran HERE. Connect with Jordan HERE. Connect with Caleb HERE. Connect with Lead the Generation HERE. Get more info on Lead the Generation at www.leadthegeneration.com Wanna go deeper into leadership? Chec…

I had Jim Hunter come on the show to discuss gold. Jim has been a strong proponent of gold and views its role as fundamental in the current market. This will be a highly informative discussion, and even if you approach the entire subject from a different angle, you learn a significant amount about its history and has happened since gold was divorce…

Join "The Student Leadership Podcast" hosts Eran Holt & Jordan Kolarik as we talk leadership with students. Connect with Peter HERE. Connect with Eran HERE. Connect with Jordan HERE. Connect with Lead the Generation HERE. Get more info on Lead the Generation at www.leadthegeneration.com Wanna go deeper into leadership? Check our YouTube Channel: ht…

It is always a delight to talk with my friend, Dustin Messer. Dr. Messer is vicar of All Saints Dallas and visiting professor at Reformed Theological Seminary in Dallas. Messer has contributed dozens of articles at Kuyperian Commentary and has co-hosted dozens of podcasts with me over the years. We re-gather the band to talk about Advent: its pract…