Open Windows Investing by TPFG

Jan 10 2023
Open Windows Investing by TPFG Podcast artwork

Hosted by Julie Mochan, this podcast is for financial professionals that want to learn about the opportunity of providing advice to their clients about investing within self-directed brokerage accounts (SDBA). SDBA windows exist within thousands of 401(k), 403(b), and 457 retirement plans across the United States. Julie’s interviews are engaging and interesting for anyone in the financial industry.

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Legendary Tech Analyst Mark SF Mahaney Gives Us Tips!

Jan 10 2023 33 mins  
Julie Mochan talks with legendary internet/tech analyst and author of the book Nothing But Net - Mark S.F. Mahaney of Evercore ISI. Hear how Mark got his top notch status learning from the best in the early years of the internet's existence, plus:Is the Sky Falling?There Will be BloodFounder Led Companies Make a DifferenceThe Hunt for Dislocated High Quality Companies (DHQs)Expert

Defending Assets with Capital Defender Strategist Elio Chiarelli, Ph.D.

Dec 01 2022 35 mins  
Elio Chiarelli, strategist for the TPFG Capital Defender models shares an incredible story about developing a strategy like no other. Learn with Julie Mochan about:What does farming have to do with investing?Austrian EconomicsThe Rise Of the Capital Defender ModelsInvestment Models Built for First Responders Got Grit?Investing for ChaosFOMO And more, of courseAt TPFG, our success d

Tactical Tips In A Bear Market: Bob Meeder

Sep 30 2022 29 mins  
Julie gets tactical with Bob Meeder of Meeder Investment Management. There is so much to learn in this episode!Is it different this time?What is a Secular Bull or Bear Market?What is a Cyclical Bull or Bear Market?Are Seculars and Cyclicals happening now?The Million Dollar QuestionPeeling the Onion of Tactical ManagementShould you be thinking tactically?Want to Hear More From Meede

Why Do Advisors Exist and What is Their Value? Matt Hamilton, Pres., TPFG

Sep 14 2022 31 mins  
Listen to Julie talk to Matt Hamilton, 😎President of The Pacific Financial Group, Inc. (TPFG) talk about:The Need for Good Financial Advice in AmericaThe Value and History of AdvisorsHelping Individuals with Their Group Plan Accounts (SDBA)Where Are All of the Investable Assets?When Should You Be Getting Advice?Having Conversations with Your Clients ChildrenRollovers are still t

David Blanchett: The Realities of Retirement and More

Apr 21 2022 31 mins  
In this episode, Julie tells you what Strategy PLUS is, and then asks David Blanchett about:His Personal History in the Industry😎Financial Designations and the American College 🔠Is Retirement Real? 🏖Women in the Workplace and Retirement trends 💃🏽The Realities Social Security 😳The Value of an Advisor 😎MEPs vs PEPs 🤼Research on 401k Plan Participants 📖Advic

Josh Emanuel Talks: Inflation| Yield Curves| Energy Prices| Housing Market

Apr 07 2022 39 mins  
📢 Julie Mochan announces that TPFG is engaging Wilshire in a strategist due diligence / oversight relationship. PLUS, listen to Josh Emanuel, CIO of Wilshire give the latest on: 📊 Wilshire History 📏 Benchmarking and Indexes (hi there FT Wilshire 5000) 📈 Inflation: flexible or sticky? 🛒Demand: Goods or Services? ⛽ Energy Prices 📈 Interest Rates % 🏡 Housing Mar

Rene Reyna of Invesco: Is ESG still where the Growth Is?

Mar 17 2022 27 mins  
In this Episode, Julie Mochan interviews Rene Reyna, CFP®, Head of Thematic & Specialty Product Strategy, Invesco ETF and Indexed Strategies. TPFG's Strategy PLUS platform utilizes Invesco's expertise in the thematic ESG space to expand investment model choices for advisors wanting to help their clients through self-directed brokerage accounts (SDBA) of group retirement plans.

Matt Peron: Investing in a Rising Rate Environment

Feb 02 2022 24 mins  
In this episode, Open Windows Host Julie Mochan welcomes guest Matt Peron, Director of Research at Janus Henderson Investors. Mr. Peron oversees the firm’s sector research teams and analysts, is responsible for the firm’s centralized equity research effort, and heads the firm’s Portfolio Oversight Team. In this podcast, Matt dives into:🔸 Inflation🔸 Deflation🔸 Recessi

Matt Sommer: Very Insightful Research for Financial Advisors

Jan 27 2022 41 mins  
In this Episode, host, Julie Mochan talks to Matt Sommer, Ph.D., CFA, CFP®, Head of Defined Contribution and Wealth Advisor Services as Janus Henderson Investors. Listen to Matt for Amazing NEW Insight Into: ✅The Secure Act 1.0 and 2.0✅The Effects of COVID-19 on the Advisory Business and Advisors✅New Research on the Value of An Advisor!✅ Diversity within the Financial Serv

Janet Lee: Self-Directed Brokerage Account Window Opportunities

Jan 20 2022 16 mins  
In this episode, host Julie Mochan welcomes Janet Lee, AIF®, BFA, Senior Vice President of Sales at The Pacific Financial Group, Inc. Janet will give you everything you want to know about the self-directed brokerage account (SDBA) marketplace, and how to navigate it.🚢 We discuss the lack of customized advice for participants of employer group retirement plans, and how to solve