PODCAST · business
Retiring Minds - Their Next Chapter(s)
by Nevin Adams
The retirement industry is full of visionaries who have spent their careers helping others get to–and through–retirement. But what about when those individuals get to that point in their life? How do they know when it’s time? Does reality match their sense of what retirement is supposed to be? How do they find purpose in this next stage of life? What were the unexpected hurdles?With that in mind we have reached out to a number of retirement plan professionals who were willing to share their stories. We know you’ll find their insights valuable and inspiring.
Episodes
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Season 3, Episode 2: Robert M. Kaplan, CPC, QPA, QKC, QKA
Bob Kaplan was the Director of Technical Education for the American Retirement Association (ARA) from 2017 through2025. In this role he was the Subject Matter Expert for the content of the educational programs for the ARA. Bob was also a frequent speaker at industry conferences and on webcasts.…
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Season 3, Episode 1: Fred Reish
FRED REISH is an attorney whose practice focuseson fiduciary and best interest standards of care, prohibited transactions, conflicts of interest, and retirement plan issues. He is of counsel at the Ferenczy Benefits Law Center and acts as the Director of ERISA and Fiduciary Strategy for Prime...
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Season 2, Episode 6: Blaine F. Aikin, CFA®
Professionally, Blaine Aikin retired on July 1, 2024.Immediately prior to retirement, Blaine was the Founder and Principal of Fiduciary Insights, an independent provider of fiduciary subject matter expertise for organizations that employ or provide services to investment advisors. Fifteen years...
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Season 2, Episode 5: Sheldon H. Smith
Sheldon H. Smith, attorney at law, retired from the law firm of Bryan Cave LLP where he practiced in the firm’s Employee Benefits and Executive Compensation client servicesgroup and its Fiduciary Litigation client services group, advising clients on ERISA, qualified retirement plans, welfare...
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Season 2, Episode 4: Sal Tripodi
Sal L. Tripodi maintained a consulting practice in the employee benefits area, TRI Pension Services. Through TRI Pension Services, he provided technical training and consulting services in ERISA-related areas, and conducted numerous seminars around the country, including an annual seminar in...
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Season 2, Episode 3: Jeanne Thompson
Jeanne Thompson is the founder of Jeanne Thompson Global, a consultancy that partners with forward-thinking organizations to create comprehensive retirement transition programs. After retiring from Fidelity Investments in December 2021, Jeanne discovered firsthand that people need support beyond...
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Season 2, Episode 2: Mark Davis
Mark worked in the defined contribution industry for morethan 30 years and served as an independent advisor since 1999. Mark's career focused on providing investment advisory services to fiduciaries of corporate retirement plans. Based in Los Angeles, he served clients from New York toHonolulu....
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Season 2, Episode 1: Dallas Salisbury
Dallas Salisbury was long synonymous with the Employee Benefit Research institute (EBRI) that he led as CEO from its founding in 1978 until 2015 when he was named Resident Fellow and President Emeritus of that organization, a position he held till year-end 2017. He was also chairman and CEO until...
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Season 1, Episode 6: John Rekenthaler
John Rekenthaler was vice president of research for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. Rekenthaler joined Morningstar in 1988 and served in several capacities. He has overseen Morningstar's research methodologies, led thought leadership initiatives...
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Season 1, Episode 5: Mathew Greenwald
Mathew Greenwald is the Founder and Managing Director of Strategic Initiatives of Greenwald Research, a market research firm founded in 1985 that specializes in retirement, life insurance, employee benefits and other financial services issues. He has a Ph.D. in sociology from Rutgers University....
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Season 1, Episode 4: Karen A. Jordan
Karen A. Jordan is a retired pension consultant with more than 40 years in the retirement plan business. Formerly, she was president and an owner of Alaska Pension Services, Ltd. (APS), a pension consulting firm in Anchorage, Alaska. Karen is a past president of the American Society of Pension...
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Season 1, Episode 3: Nevin E. Adams, JD
Now “retired” (whatever that means), Nevin is the former Chief Content Officer and Head of Retirement Research for the American Retirement Association. One of the retirement industry’s most prolific writers, these days he’s “retired,” which means he writes less, but continues to keep his eye on...
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Season 1, Episode 2: The Honorable Phyllis C. Borzi
Following her unanimous confirmation by the U.S. Senate, the Honorable Phyllis C. Borzi served as the Assistant U.S. Secretary of Labor of the Employee Benefits Security Administration (EBSA) during the Obama Administration from 2009 until 2017, overseeing approximately 700,000 private-sector...
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Season 1, Episode 1: Charlie Nelson
One of the retirement industry’s most innovative leaders, Nelson led not one, but two major retirement companies, Voya and Great-West Life. As the Vice Chairman and Chief Growth Officer at Voya Financial, he supported the shape of Voya’s growth strategy, both organic and inorganic, including a...
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ABOUT THIS SHOW
The retirement industry is full of visionaries who have spent their careers helping others get to–and through–retirement. But what about when those individuals get to that point in their life? How do they know when it’s time? Does reality match their sense of what retirement is supposed to be? How do they find purpose in this next stage of life? What were the unexpected hurdles?With that in mind we have reached out to a number of retirement plan professionals who were willing to share their stories. We know you’ll find their insights valuable and inspiring.
HOSTED BY
Nevin Adams
CATEGORIES
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Frequently Asked Questions
How many episodes does Retiring Minds - Their Next Chapter(s) have?
Retiring Minds - Their Next Chapter(s) currently has 14 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Retiring Minds - Their Next Chapter(s) about?
The retirement industry is full of visionaries who have spent their careers helping others get to–and through–retirement. But what about when those individuals get to that point in their life? How do they know when it’s time? Does reality match their sense of what retirement is supposed to be? How...
How often does Retiring Minds - Their Next Chapter(s) release new episodes?
Retiring Minds - Their Next Chapter(s) has 14 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Retiring Minds - Their Next Chapter(s)?
You can listen to Retiring Minds - Their Next Chapter(s) on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Retiring Minds - Their Next Chapter(s)?
Retiring Minds - Their Next Chapter(s) is created and hosted by Nevin Adams.
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