Grow Retire Ready Clients

Tap into the wealth of knowledge and experience of financial advisors across the country as they advance the cause of Americans entering retirement confident, educated, and prepared.

Podcasting since 2019 • 33 episodes

Grow Retire Ready Clients

Latest Episodes

Josh Richardson | Sterling National Financial Group

Josh Richardson explains how discovering and adopting TRAK transformed his pension-focused retirement planning practice—from manual, Excel-based calculations to interactive, professional, and efficient client meetings that drive better understa...

January 13, 2026 • 21:26

Russell Telfer | Ameriflex

Russell Telfer, a financial advisor based in Denver, discusses his career journey in financial planning, focusing on public employees like teachers and first responders. He highlights how adopting the TRAK financial planning software transforme...

October 14, 2025 • 19:34

Nancy Zhang | State Pension Advisory

Nancy Zhang, from State Pension Advisory out of Sacramento California shares her passion and heart for helping university employees and those in the 403b market by giving them the information they need to succeed in retirement. Listen in as he ...

January 07, 2025 • 22:33

Lindsay Waltower | Sovereign Retirement Group

Lindsay Waltower shares his passion for working with 403(b) participants and some key fundamentals of using TRAK while engaging clients. Lindsay is with Sovereign Retirement Group out of Atlanta Georgia and has over 20 years of experience in th...

August 13, 2024 • 25:19

Matt Monroe | LPL Financial

Matthew Monroe, an LPL Advisor from Syracuse, NY discusses the joys of managing 401(k) plans and working with participants. He shares his passion and keys to the growth of his business through participant education, stating "small streams make ...

June 25, 2024 • 25:12

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