Podcasts

DirectAdvisors – Vanguard Video Podcast: What To Do When Markets Drop 20%

DirectAdvisors – Vanguard Video Podcast: What To Do When Markets Drop 20%

Stock market drops of 20% or more are an unfortunate fact of life for investors, and can be expected to happen once or twice a decade. If you sell when prices are falling, you may miss out on a recovery. Since no one knows when the recovery will start, or how long it will take for the market to bounce back, it is important to stay the course.

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DirectAdvisors – Nyhart Video Podcast: Cash Balance Plans

DirectAdvisors – Nyhart Video Podcast: Cash Balance Plans

DirectAdvisors was pleased to welcome two guests to our latest installment of our video podcast series. Mike Kiley (Consultant and Relationship Manager) and Karl Willman (Principal/Director of Midwest Small Defined Benefit Operations) of Nyhart joined Stacy Gregory, plan advisor from DirectAdvisors, in a discussion on Cash Balance Plans. Utilizing prevailing wage dollars in a Cash Balance Pension Plan offers various benefits for both employers and their employees. From tax benefits to employee retention, our panelists discussed how this type of plan works, and the advantages of implementing it alongside a defined contribution plan.

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DirectAdvisors – Newport Retirement Services Video Podcast: Pooled Employer Plans (PEPs)

DirectAdvisors – Newport Retirement Services Video Podcast: Pooled Employer Plans (PEPs)

DirectAdvisors is pleased to announce our 2nd video podcast in our ongoing retirement plan podcast series. Our guest in this episode was Matt Petralia, Regional Director, Northeast Region of Newport Retirement Services (Newport Group). Matt spent a few minutes speaking with DirectAdvisors’ Co-Founder and President, Tom Santa Barbara, on multi-employer plans, with a particular focus on Pooled Employer Plans (PEPs), which were introduced as part of the SECURE Act of 2019.

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DirectAdvisors — CEFEX Video Podcast: CEFEX Certification

DirectAdvisors — CEFEX Video Podcast: CEFEX Certification

DirectAdvisors is proud to announce our first video podcast! We were excited to have Matt Boyle, Director of Operations at CEFEX, as our first guest. Matt spent a few minutes this afternoon speaking with DirectAdvisors’ Chief Investment Officer, Jeff Ricchiuti, on CEFEX certification — what it means, how it benefits our clients, and what the CEFEX process involves.

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DirectAdvisors Podcast #3 – New York State Construction Concerns: a Conversation with Brian Sampson, President of ABC Empire Chapter

DirectAdvisors Podcast #3 – New York State Construction Concerns: a Conversation with Brian Sampson, President of ABC Empire Chapter

We are excited to announce our latest podcast by Tom Santa Barbara, president of DirectAdvisors, entitled “New York State Construction Concerns”.  In this podcast, Tom interviews Brian Sampson, President of the Empire Chapter of the Associated Builders and Contractors (ABC).  Brian discusses some of his thoughts on the latest developments in the industry and the state of New York, especially the many challenges being faced amid the COVID-19 pandemic.

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Retirement Plan Podcast Series #8 – Retirement Plan Fees Explained

Retirement Plan Podcast Series #8 – Retirement Plan Fees Explained

Fees have been a hot topic in the retirement services industry for some time now, and rightfully so. You don’t want your investment earnings to be eaten away by fees, but how can you tell what fees are being paid from your plan? And what fees are considered to be reasonable?  You want to know if what you’re paying is appropriate.

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