The Planarchy Podcast

The Planarchy Podcast

por Katherine Tipper and Kalin Jordan

Temporada 1

Financial Planning In Retirement with Toni Whaley

In this episode of Planarchy, Kalin and Katherine sit down with The Toni Whaley, Business Owner at Paladin Advisor Group. In this episode, the Toni talks about planning and preparing for retirement. Welcome to the Planarchy, where we challenge the status quo and build a better retirement system together.

The Womens Retirement Savings Gap With The 401(k) Girls

In this episode of Planarchy, Kalin and Katherine sit down with The 401(k) Girls Jessica Porter and Hayley Porter. In this episode, the 401(k)Girls talk about the retirement savings gap for women from a financial advisors perspective. Welcome to the Planarchy, where we challenge the status quo and build a better retirement system together.

The Womens Retirement Savings Gap With Jean Duffy

In this episode of Planarchy, Kalin and Katherine sit down with Jean Duffy, Senior Vice President at CAPTRUST. In this episode, Jean talks about the retirement savings gap for women. Welcome to the Planarchy, where we challenge the status quo and build a better retirement system together.

The Womens Retirement Savings Gap Panel Discussion

In this episode of Planarchy, Kalin and Katherine host a panel discussion with three industry professionals. Nashira Lynton, Founder of Renewed Wealth Therapy. Tanya Temchenko PHRi, SPHR, Senior People Business Partner at Janus Henderson Investors. Eunice Hadley, Manager at Invesco. In this episode, this power house of a panel discusses the retirement savings gap for women. Welcome to the Planarchy, where we challenge the status quo and build a better retirement system together.

The Womens Retirement Savings Gap With Terry Hermann

In this episode of Planarchy, Kalin and Katherine sit down with Terry Hermann. In this episode, Terry talks about the retirement savings gap for women. Welcome to the Planarchy, where we challenge the status quo and build a better retirement system together.

The Womens Retirement Savings Gap With Christina Tunison

In this episode of Planarchy, Kalin and Katherine sit down with Christina Tunison, AIF®, CPFA®, NQPC™. In this episode, Christina talks about the retirement savings gap for women. Welcome to the Planarchy, where we challenge the status quo and build a better retirement system together.

The Womens Retirement Savings Gap With Theresa McDowell, CPA

In this episode of Planarchy, Kalin and Katherine sit down with Theresa McDowell, CPA — West Coast Director - Audit, Employee Benefit Plans @ Weaver. In this episode, Theresa talks about the retirement savings gap for women. Welcome to the Planarchy, where we challenge the status quo and build a better retirement system together.

How To Build Trust In a Regulated Industry w/ Erika DeBlasi

In this episode of Planarchy, Kalin and Katherine sit down with Erika DeBlasi — Marketing Partner to Financial & Logistics Professionals. In this episode, Erika talks about how to build trust in a highly regulated industry. Welcome to the Planarchy, where we challenge the status quo and build a better retirement system together.

How She Started a Business With Her 401(k) Plan

In this episode of Planarchy, Kalin and Katherine sit down with Lia Majid — an entrepreneur who used a ROBS plan to fund her business ventures. In this episode, Lia also talks about her experiences with money as a women in a male dominated industry. Welcome to the Planarchy, where we challenge the status quo and build a better retirement system together.

First-Gen Immigrant On Wealth Building W/ Gloria Cisneros, CFP®

In this episode of Planarchy, Kalin and Katherine sit down with Gloria Cisneros, CFP® — a first-generation immigrant, UCLA graduate, and financial planner who helps women of color reclaim confidence and power in their financial lives. Welcome to the Planarchy, where we challenge the status quo and build a better retirement system together.

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