The Advisor Upside Show

Vestwell CEO Aaron Schumm joins The Advisor Upside Show to discuss the $50 trillion retirement savings gap, AI's impact on retirement planning, 401(k) innovation, private markets, workplace savings, fintech partnerships, entrepreneurship, and the future of financial advice.This episode is brought to you by Fidelity.• 00:00 – Show open / intro• 01.55 - $50 Trillion Savings Gap in America.• 23.23 - Quickfire Questions with Aaron Schumm• 36.36 - Public Speaking  Submit your questions and guest suggestions to [email protected]!Instagram: https://www.instagram.com/thedailyupside/Twitter: https://x.com/TheDailyUpsideLinkedin: https://www.linkedin.com/company/advisor-upside/Subscribe to our newsletters:Advisor Upside: https://www.thedailyupside.com/welcome-to-advisor-upside/?utm_source=episode_description&utm_medium=youtubeETF Upside: https://www.thedailyupside.com/welcome-to-etf-upside/?utm_source=episode_description&utm_medium=youtubeRetirement Upside: https://www.thedailyupside.com/welcome-to-retirement-upside/?utm_source=episode_description&utm_medium=youtubeThe Daily Upside: https://www.thedailyupside.com/welcome/?utm_source=episode_description&utm_medium=youtubeListen to the podcast: https://lnk.to/aplcwo

What does the future of retirement savings look like? In this episode of The Advisor Upside Show, Ascensus CEO Nick Good joins John Manganero and Sean Allocca to discuss the evolution of 401(k) plans, SECURE Act reforms, retirement readiness, leadership, succession planning, and how financial services can help more Americans save for retirement. Plus, lessons from leading a 5,000-person organization and why transparency matters in business.

Retirement researcher David Blanchett joins The Advisor Upside Show to break down seven major flaws in modern financial planning. From Monte Carlo misconceptions and retirement spending myths to guaranteed income, longevity risk, and portfolio construction mistakes, this conversation challenges some of the industry's most common assumptions.

Dani Fava, Chief Strategy Officer at Carson Group, joins The Advisor Upside Show to discuss how AI is transforming wealth management.From achieving 100% advisor adoption of AI tools to why advisor fees may actually rise—not fall—in the age of automation, Dani explains what advisors need to understand about technology, client expectations, capacity constraints, and the future of advice.

This week, John and Sean unpack why markets continue to shrug off global conflicts, what one geopolitical event could trigger a major market downturn, and how advisors should think about risk in 2026. Plus: AI and alternative investments, a controversial emergency-fund debate, and three psychological patterns that can quietly derail even the best retirement plans.

More than 40,000 public comments have poured into the Department of Labor's proposed retirement rule. Sean Allocca and John Manganaro explore what's at stake for advisors, plan sponsors, and retirement savers, plus why younger investors are increasingly aligning portfolios with their personal values.This episode is brought to you by Fidelity.

When should your clients claim Social Security: 62, full retirement age, or 70? Claim too early, and the reduction in benefits is permanent. In the debut episode of The Advisor Upside Show, presented by Fidelity, Sean Allocca and John Manganaro sit down with retirement expert Marcia Mantell to bust the most stubborn Social Security myths: the real math on claiming age, the working-while-collecting trap, and why benefits are not tax-free, despite what the headlines say.Follow The Advisor Upside Show for weekly takes on the trends shaping advisors’ business.

From Future Proof and advisor conferences to annuity psychology and prediction market ETFs, Sean Allocca and John Manganaro break down the trends shaping financial advice, advisor education, and the future of wealth management.Presented by Fidelity.Follow The Advisor Upside Show for weekly takes on the trends shaping advisors’ business.

The wealth management industry is changing fast, but many advisors are still using the same old playbook. Join hosts Sean Allocca and John Manganaro, along with leading industry expert guests, as they break down the trends shaping your business.Each week, we'll cover critical topics while also having a little fun. It's all on the table, from retirement income planning and Social Security to the behavioral side of investing and what clients are hearing elsewhere. We've created The Advisor Upside Show because staying informed isn’t enough anymore. You need to stay ahead.New episodes every Wednesday. Launching June 3rd on all podcast platforms and YouTube.