Open Windows Investing by TPFG
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.
- Update frequency
- every 28 days
- Average duration
- 29 minutes
- Episodes
- 10
- Years Active
- 2022 - 2023
Legendary Tech Analyst Mark SF Mahaney Gives Us Tips!
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 …
Defending Assets with Capital Defender Strategist Elio Chiarelli, Ph.D.
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 …
Tactical Tips In A Bear Market: Bob Meeder
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…
Why Do Advisors Exist and What is Their Value? Matt Hamilton, Pres., TPFG
Listen to Julie talk to Matt Hamilton, 😎President of The Pacific Financial Group, Inc. (TPFG) talk about:
- The Need for Good Financial Advice in America
- The Value and History of Advisors
- Helping Individu…
David Blanchett: The Realities of Retirement and More
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? 🏖
- …
Josh Emanuel Talks: Inflation| Yield Curves| Energy Prices| Housing Market
📢 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 Histo…
Rene Reyna of Invesco: Is ESG still where the Growth Is?
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 experti…
Matt Peron: Investing in a Rising Rate Environment
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 res…
Matt Sommer: Very Insightful Research for Financial Advisors
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 I…
Intro to Open Windows Investing - Opportunity Is Everywhere!
🔦 This new financial podcast gives financial professionals:
- 📝 direction and instructions on how to make the opportunity of self-directed brokerage account (SDBA) management a part of their successful…