401(k)ouple Podcast | Podcast in RSS.com

401(k)ouple Podcast

401(k)ouple Podcast

di Christopher Tipper

Lavoro Educazione

Stagione 1

401(k) Champion Nevin Adams on The Retirement Industry

Find Nevin on LinkedIn - https://www.linkedin.com/in/nevinadams/ In this episode of The 401(k)ouple Podcast, Christopher and Katherine sit down with Nevin Adams, Retirement industry thought leader, author, speaker and 401(k) champion. We hope this episode is both helpful and inspiring. Let us know in the comments what resonated with you most! Learn more: https://hunterbenefits.com/ Contact us: sales@hunterbenefits.com #401k #RetirementPlans #RetirementProfessional

A Conversation With Financial Advisor Richard Becker

Find Richard on LinkedIn - https://www.linkedin.com/in/scoringsuccess/ In this episode of The 401(k)ouple Podcast, Christopher and Katherine sit down with Richard Becker, CEO, Texas Retirement Planners, CFP®. We hope this episode is both helpful and inspiring. Let us know in the comments what resonated with you most! Learn more: https://hunterbenefits.com/ Contact us: sales@hunterbenefits.com #401k #RetirementPlans #RetirementProfessional

Retirement Tech and Modern Record Keeping with Mahesh Natarajan

Find Mahesh on LinkedIn - https://www.linkedin.com/in/maheshnatarajan/ In this episode of The 401(k)ouple Podcast, Christopher and Katherine sit down with Mahesh Natarajan, Chief Revenue Officer at Congruent Solutions. We hope this episode is both helpful and inspiring. Let us know in the comments what resonated with you most! Learn more: https://hunterbenefits.com/ Contact us: sales@hunterbenefits.com #401k #RetirementPlans #RetirementProfessional

The Biggest 401(k) Misconceptions - With the 401(k)Girls

In this episode of The 401(k)ouple Podcast, Christopher and Katherine sit down with The 401(k)Girls, Jessica Porter and Hayley Porter. We hope this episode is both helpful and inspiring. Let us know in the comments what resonated with you most! Learn more: https://hunterbenefits.com/ Contact us: sales@hunterbenefits.com #401k #RetirementPlans #RetirementProfessional

What Most Businesses Get Wrong About 401(k) Plans With JoAnn Cassell

What do plan sponsors still get wrong about running a 401(k) plan — and what’s changing fast as we head into 2026? Find JoAnn on LinkedIn - https://www.linkedin.com/in/joann-cassell-5096765/ In this episode of The 401(k)ouple Podcast, Christopher and Katherine sit down with JoAnn Cassell, Employee Benefit Plan Auditor and ERISA compliance expert, to unpack the most common (and costly) mistakes plan sponsors make — plus how technology and AI are starting to reshape audits, compliance, and fiduciary risk. We hope this episode is both helpful and inspiring. Let us know in the comments what resonated with you most! Learn more: https://hunterbenefits.com/ Contact us: sales@hunterbenefits.com #401k #RetirementPlans #RetirementProfessional

Jason Wroblewski on Fintech, Content, and the Future of 401(k)s

In this episode, Christopher and Katherine sit down with Jason Wroblewski — the 401(k) Guy — to break down why his content resonates, how advisors can communicate more clearly, and what’s really going on with the rise of “15-minute” fintech 401(k) plans. Insightful, candid, and packed with industry perspective. Whether you’re a plan sponsor, advisor, or retirement industry professional, this conversation is packed with real-world insight you can use right now. We hope this episode is both helpful and inspiring. Let us know in the comments what resonated with you most! Learn more: https://hunterbenefits.com/ Contact us: sales@hunterbenefits.com #401k #RetirementPlans #RetirementProfessional

Davis-Bacon Act Explained + The Retirement Industry Today - 401(k)ouple Podcast

On this episode of the 401(k)ouple Podcast, Christopher and Katherine sit down with Daniel Sargent from the Hunter Benefits sales team to talk about the current state of the retirement industry, where it’s headed, and what advisors and plan sponsors need to know about the Davis-Bacon Act and prevailing wage plans. With years of experience helping employers and advisors navigate complex plan rules, Daniel brings a fresh and practical perspective on how relationships, communication, and compliance all work together to create better retirement outcomes. Whether you’re a plan sponsor, advisor, or retirement industry professional, this conversation is packed with real-world insight you can use right now. We hope this episode is both helpful and inspiring. Let us know in the comments what resonated with you most! Learn more: https://hunterbenefits.com/ Contact us: sales@hunterbenefits.com #401k #RetirementPlans #RetirementProfessional

Building Trust and Relationships in the Financial Industry

What does it take to build trust in an industry full of acronyms, compliance, and complexity? On this episode of the 401(k)ouple Podcast, Christopher and Katherine sit down with two Hunter Benefits team members. Robin, with 43 years of experience, and Kalin, brand new to the retirement plan industry. Whether you’re a plan sponsor, advisor, or fellow retirement plan pro, this conversation is full of insight on what it really takes to build lasting trust and deliver retirement plans that work. We hope this episode is both helpful and inspiring. Let us know in the comments what resonated with you most! Learn more: https://hunterbenefits.com/ Contact us: sales@hunterbenefits.com #401k #RetirementPlans #RetirementProfessional

The Evolution of The Retirement Industry and Tech With the 401(k)ouple

In this episode, Christopher and Katherine talk about the evolution of tech in the retirement industry. We hope this episode is both helpful and inspiring. Let us know in the comments what resonated with you most! Learn more: https://hunterbenefits.com/ Contact us: sales@hunterbenefits.com #401k #RetirementPlans #RetirementProfessional

Succession Planning and 401(k) Plans With Sue Dawson

Follow Sue on LinkedIn: https://www.linkedin.com/in/susan-dawson-4772333/ In this episode, Christopher and Katherine (The 401(k)ouple) meet with Susan Dawson in the studio to delve into the critical topic of succession planning for businesses. They share humorous anecdotes, discuss the importance of having a solid plan in place, and explore the intersection of retirement plans and business value. The discussion highlights real-life scenarios that emphasize the need for proactive planning and the role of employees in ensuring business continuity. The conversation also touches on the potential impact of AI in business planning and the importance of having a supportive team of advisors. We hope this episode is both helpful and inspiring. Let us know in the comments what resonated with you most! Learn more: https://hunterbenefits.com/ Contact us: sales@hunterbenefits.com #401k #RetirementPlans #RetirementProfessional

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