The Planarchy Podcast | Podcast on RSS.com

The Planarchy Podcast

The Planarchy Podcast

by Katherine Tipper and Kalin Jordan

Season 1

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.

Retirement Expert: The Finance Industry is Changing fast

In this episode of The Planarchy Podcast, Katherine Tipper and Kalin Jordan from Hunter Benefits Consulting Group sit down with Mickie Murphy to talk about the retirement industry, where it’s heading, what’s changing, and why building resilience and community is so important. They dig into what’s working, what’s broken, and how we can all raise the bar for plan sponsors and participants. Welcome to the Planarchy, where we challenge the status quo and build a better retirement system together.

The State Of The Financial Industry With Michelle Coble

In this episode of The Planarchy Podcast, Katherine Tipper and Kalin Jordan from Hunter Benefits Consulting Group sit down with Michelle Coble of Odyssey Financial Group to talk about the state of the retirement plan industry, where it’s heading, what’s changing, and why collaboration between advisors and TPAs has never been more important. They dig into what’s working, what’s broken, and how we can all raise the bar for plan sponsors and participants. Welcome to the Planarchy, where we challenge the status quo and build a better retirement system together.

What Gen Z Really Thinks About 401(k)s and the Future of Retirement

In this episode, Katherine Tipper and Kalin Jordan from Hunter Benefits Consulting Group sit down to talk about what it really means to be Gen Z in the retirement industry — and why fresh perspectives matter now more than ever. They share: - Real stories about early money lessons (and a surprise 401(k) check in the mail) - Why Gen Z is skeptical of traditional retirement systems - How social and financial taboos hold younger workers back - The importance of women mentoring other women in finance This conversation is honest, funny, and eye-opening — a look at the future of retirement through the eyes of a new generation. Welcome to the Planarchy.

Challenging Retirement’s Status Quo | Planarchy Podcast Ep. 1

Welcome to the Planarchy Podcast In the very first episode of the Planarchy Podcast, Katherine Tipper and Kalin Jordan of Hunter Benefits Consulting Group sit down to introduce themselves and share why they’re starting this new conversation about retirement plans. They cover: - Times they’ve felt like the odd one out in their careers - The songs that capture their personal “walk-in” energy - The masterclasses they’d teach if given the chance - Why the retirement industry needs new voices and perspectives This episode sets the tone for what Planarchy is all about: breaking away from cookie-cutter plans, cutting through the noise, and creating space for fresh, inclusive, and human-centered ideas in retirement planning. Welcome to the Planarchy.

The Womens Retirement Savings Gap With Sheri Melvin

In this episode of Planarchy, Kalin and Katherine sit down with Sheri Melvin — People & Culture Advisor | HR Strategic Executive Leader | Employee & Labor Relations | HR Solutions Focused | SHRM EXEC Network Member. In this episode, Sheri 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.