The Advisor Upside Show

Эпизоды

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  How AI Could Reshape Financial Advice | Altruist CEO Jason Wenk 19.08.2026 41мин

  Altruist founder and CEO Jason Wenk joins Advisor Upside to explain how AI could reshape financial advice, why a person born today may never need a human advisor, and what the industry must do to survive the next wave of automation.Submit your questions and guest suggestions to podcast@thedailyupside.com!Instagram:   / thedailyupside Twitter: https://x.com/TheDailyUpsideLinkedin:   / advisor-upside Subscribe to our newsletters:Advisor Upside: https://www.thedailyupside.com/welcom...ETF Upside: https://www.thedailyupside.com/welcom...Retirement Upside: https://www.thedailyupside.com/welcom...The Daily Upside: https://www.thedailyupside.com/welcom...
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  Is the Market Too Dependent on AI? | Marta Norton, Empower Investments 12.08.2026 31мин

  Empower Investments Chief Investment Strategist Marta Norton breaks down the biggest risks facing markets, from AI earnings concentration to Fed expectations, geopolitics, and the future of the 60/40 portfolio.
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  Why AI Won't Replace Financial Advisors | AssetMark CEO Michael Kim 05.08.2026 38мин

  Relax, the robots aren’t coming for your job. AssetMark CEO Michael Kim explains why human advice, trust, and relationships will become even more valuable as technology reshapes wealth management. Plus, he shares insights on AssetMark’s evolution, private markets, and why the wealth management industry is entering one of its biggest periods of opportunity.This episode is brought to you by Fidelity. Submit your questions and guest suggestions to podcast@thedailyupside.com!Instagram:   / thedailyupside  Twitter: https://x.com/TheDailyUpsideLinkedin:   / advisor-upside  Subscribe to our newsletters:Advisor Upside: https://www.thedailyupside.com/welcom...ETF Upside: https://www.thedailyupside.com/welcom...Retirement Upside: https://www.thedailyupside.com/welcom...The Daily Upside: https://www.thedailyupside.com/welcom...Listen to the podcast: https://lnk.to/aplcwo
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  What Financial Advisors Need to Know About Social Security and Tax Alpha ETFs 29.07.2026 29мин

  Could higher inflation actually help retirees? This week, Sean Allocca and John Manganaro break down why rising prices could lead to a larger Social Security cost-of-living adjustment (COLA) and what this could mean for retirees. Plus, what the Social Security 2100 Act would change if it passed, and why Treasury officials are raising concerns about a fast-growing class of tax alpha ETFs.Topics include:Social Security COLA projectionsInflation and retirement planningRetirement policy updatesTax-efficient ETFs and 351 exchangesTreasury and SEC scrutinyWealth management trendsWhat financial advisors should watch nextSubmit your questions and guest suggestions to podcast@thedailyupside.com!Instagram:   / thedailyupside  Twitter: https://x.com/TheDailyUpsideLinkedin:   / advisor-upside  Subscribe to our newsletters:Advisor Upside: https://www.thedailyupside.com/welcom...ETF Upside: https://www.thedailyupside.com/welcom...Retirement Upside: https://www.thedailyupside.com/welcom...The Daily Upside: https://www.thedailyupside.com/welcom...
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  The Future of Retirement: Why Living Longer Changes Everything 22.07.2026 32мин

  People are living longer than ever, but are they prepared? Entrepreneur and author Jon Sabes discusses longevity planning, healthy aging, retirement income, Blue Zones, social isolation, and why advisors need to rethink retirement planning for a 100-year life.Submit your questions and guest suggestions to podcast@thedailyupside.com!Instagram:   / thedailyupside  Twitter: https://x.com/TheDailyUpsideLinkedin:   / advisor-upside  Subscribe to our newsletters:Advisor Upside: https://www.thedailyupside.com/advisor/ETF Upside: https://www.thedailyupside.com/etf/Retirement Upside: https://www.thedailyupside.com/retirement/The Daily Upside: https://www.thedailyupside.com/
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  How Vestwell Is Closing America's $50 Trillion Savings Gap with Aaron Schumm 15.07.2026 48мин

  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 podcast@thedailyupside.com!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
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  Ascensus CEO Nick Good on the Future of 401(k)s, Retirement & Leadership 08.07.2026 28мин

  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.
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  David Blanchett: The 7 Biggest Mistakes Advisors Make in Retirement Planning 01.07.2026 30мин

  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.
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  Dani Fava: Why AI Won’t Replace Financial Advisors (It Will Make Them More Valuable) 24.06.2026 29мин

  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.
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  Geopolitical Risk, Retirement Psychology & AI's Growing Role in Wealth Management 17.06.2026 35мин

  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.
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  The Battle Over Alternatives in 401(k)s Is Just Beginning 10.06.2026 30мин

  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.
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  Social Security In 2026: What Financial Advisors Need To Know 03.06.2026 25мин

  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.
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  How Wealth Management Is Changing: Conferences, AI and New Investor Behaviors 03.06.2026 35мин

  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.
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  The Advisor Upside Show trailer 26.05.2026

  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.