The Advisor Upside Show

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

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

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

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

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

  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 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.