401(k) Specialist Issue 3 - 2021 - 15

" WHERE dId my
CONfIdEnCE ComE
fRom? I duNno, maN,
maybE my paREntS
LOvEd mE aNd Told
mE I CouLd
dO aNythIng. "
- J.d. CaRlSON
Raisin Bran in the morning and mac and
cheese off paper plates at night, I could ask
him about [retirement plan] regulation and
listen to his silky-smooth voice when he
answers. I would probably consider leaving
my wife and children to room with him. If
it doesn't seem that weird to you, you're in
the right place. This is the Retireholi(k)s. "
" I'm fairly confident I'm in the wrong
place, " Palmini quipped.
Carlson's Fred Reish fanboying is also
indicative of the show's increasing acceptance
overall. The buttoned-up establishment
notices and approves of what they're
doing, leading to an eclectic roster of
high-profile guests. It includes Reish, Rutledge,
Michael Kitces, Fi360 Head John
Faustino, Fiduciary News' Chris Carosa,
Broadridge Senior Vice President Cindy
Dash, The Wagner Law Group's Tom Clark,
American Retirement Association's Nevin
Adams, Voya's Bill Harmon, and more.
Former Fi360 executive and current
Income America President Matthew
Wolniewicz hesitantly asked for opinions
before inviting them to a 2018 conference.
He ultimately acquiesced and appeared
as the live show's guest at the conference,
something he's done numerous times since.
While the Retireholi(k)s have fun, there's a
strict " no cruelty " rule. When the establishment
understands their good nature, they're
quickly convinced.
" I can't think of a single guest who has
said, 'The way I live my work life is the
way I live my home life,' " Johansen added.
" We're giving them an outlet to be the
person they really are, even if it's on a public
stage, and it's acceptable to them. "
StRuCtuREd SILlInESS
Originally four guys and a guest sitting
on a couch drinking beer, COVID necessitated
change. With mandatory social
distancing protocols in place, Retireholi(k)s
pivoted to a virtual set with a temporary
" Sheltering in Place " rebrand. The audience
and guests Zoomed in, and the Thursday
night shows fostered a sense of community;
ISSUE 3 2021 | 401kSpecialist.com
15

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401(k) Specialist Issue 3 - 2021

Table of Contents for the Digital Edition of 401(k) Specialist Issue 3 - 2021

Table of Contents
401(k) Specialist Issue 3 - 2021 - Cover1
401(k) Specialist Issue 3 - 2021 - Table of Contents
401(k) Specialist Issue 3 - 2021 - 1
401(k) Specialist Issue 3 - 2021 - 2
401(k) Specialist Issue 3 - 2021 - 3
401(k) Specialist Issue 3 - 2021 - 4
401(k) Specialist Issue 3 - 2021 - 5
401(k) Specialist Issue 3 - 2021 - 6
401(k) Specialist Issue 3 - 2021 - 7
401(k) Specialist Issue 3 - 2021 - 8
401(k) Specialist Issue 3 - 2021 - 9
401(k) Specialist Issue 3 - 2021 - 10
401(k) Specialist Issue 3 - 2021 - 11
401(k) Specialist Issue 3 - 2021 - 12
401(k) Specialist Issue 3 - 2021 - 13
401(k) Specialist Issue 3 - 2021 - 14
401(k) Specialist Issue 3 - 2021 - 15
401(k) Specialist Issue 3 - 2021 - 16
401(k) Specialist Issue 3 - 2021 - 17
401(k) Specialist Issue 3 - 2021 - 18
401(k) Specialist Issue 3 - 2021 - 19
401(k) Specialist Issue 3 - 2021 - 20
401(k) Specialist Issue 3 - 2021 - 21
401(k) Specialist Issue 3 - 2021 - 22
401(k) Specialist Issue 3 - 2021 - 23
401(k) Specialist Issue 3 - 2021 - 24
401(k) Specialist Issue 3 - 2021 - 25
401(k) Specialist Issue 3 - 2021 - 26
401(k) Specialist Issue 3 - 2021 - 27
401(k) Specialist Issue 3 - 2021 - 28
401(k) Specialist Issue 3 - 2021 - 29
401(k) Specialist Issue 3 - 2021 - 30
401(k) Specialist Issue 3 - 2021 - 31
401(k) Specialist Issue 3 - 2021 - 32
401(k) Specialist Issue 3 - 2021 - 33
401(k) Specialist Issue 3 - 2021 - 34
401(k) Specialist Issue 3 - 2021 - 35
401(k) Specialist Issue 3 - 2021 - 36
401(k) Specialist Issue 3 - 2021 - 37
401(k) Specialist Issue 3 - 2021 - 38
401(k) Specialist Issue 3 - 2021 - 39
401(k) Specialist Issue 3 - 2021 - 40
401(k) Specialist Issue 3 - 2021 - 41
401(k) Specialist Issue 3 - 2021 - 42
401(k) Specialist Issue 3 - 2021 - 43
401(k) Specialist Issue 3 - 2021 - 44
401(k) Specialist Issue 3 - 2021 - Cover3
401(k) Specialist Issue 3 - 2021 - Cover4
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