Let’s face it, crafting an innovative retirement plan benefit that optimizes outcomes, minimizes risk, improves employee engagement, and manages costs—all while navigating the compliance nuances of today’s employer-sponsored retirement plan landscape—is no easy feat! In Revamping Retirement, we break down the opportunities and challenges facing plan sponsors and fiduciaries to provide actionable insights and best practices. With industry insider guests, we’ll explore timely and relevant topi ...
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At various points in his 30-year broadcast career, Kelly Brothers has anchored the No. 1 evening newscast in Sacramento on KCRA 3 and the No. 1 morning news show on News 93.1 KFBK. He is currently a Principal and Advisor at CAPTRUST, based in Sacramento. For the program, Kelly serves up some of the most succulent stories from our region about people, places and things that impact the community and your financial well being. I'm sure there will even be a few tasty surprises here and there, wh ...
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The Real Buzz, a podcast designed with small business owners in mind who are serious about reducing their tax liability. Hosted by accounting and tax experts, Eric and Melissa Broughton of Busy Bee Advisors, this informative, and yes, even entertaining, podcast focuses on sharing forward thinking strategies to help you get organized, plan ahead and ultimately pay less in taxes. As small business owners themselves, they walk the walk and boy do they talk the talk. Their unexpected down-to-ear ...
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Episode 67: PIMCO DC Consulting Study
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For 18 years, the PIMCO has conducted its annual U.S. Defined Contribution Consulting Study. One of the longest-running studies of its kind, it aims to understand what retirement consultants are thinking, seeing, and planning to do next. The firm interviews some of the most influential DC-focused consultants in the country, including advisors at CA…
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Episode 43: Mentors, Markets and Family; Why Jeff Phelan is the Real Estate Success He Is Today.
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Join me, Kelly Brothers, for an insightful episode featuring Jeff Phelan, a seasoned real estate developer from Sacramento, as he shares his incredible journey from humble beginnings to building a near-national development company. Listen in as Jeff recounts his early interest in construction, sparked by hands-on summer jobs in Redding, California,…
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Episode 21: Maximize Your Tax Returns: When It's Crucial to File an Amended Return
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Eric and I would love to hear from you. Tell us what you think of the podcast. Could an amended tax return save you thousands? Join us, Melissa and Eric, as we break down the essentials of filing an amended tax return in this episode of The Real Buzz. We cover the scenarios where amendments are not only beneficial but necessary—think unclaimed busi…
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Episode 42: Building Future Automotive Group with Founder & CEO Steve Pleau
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Join me for a fascinating conversation with Steve Pleau, the Founder and CEO of the Future Automotive Group, as he shares his remarkable journey from growing up in Northern California to becoming a leading figure in the automotive industry. Steve recounts his unexpected move to Sacramento before his senior year of high school, his early days workin…
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Episode 41: Brewers, Baseball and Broadcasting, How Jeff Levering Balances It All.
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What happens when a young boy's love for baseball evolves into an illustrious broadcasting career? In this episode I'm speaking with Jeff Levering, the voice of the Milwaukee Brewers. He recounts his incredible journey from Sacramento to the big leagues. HIs passion for baseball was ignited by his father and childhood heroes like Matt Williams and …
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Episode 40: Intern to Influencer-Insights From a California Conservative Consultant.
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Get ready for an extraordinary journey through the ever-evolving sphere of California politics with my special guest, Jeff Randle, a seasoned conservative political consultant. Jeff shares his compelling story, from his roots in La Mirada, Los Angeles County, to the influential moments that sparked his political ambitions. He takes us through his e…
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Episode 20: Unlocking Tax Savings: Mastering S-Corp Strategies for Small Business Success
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Eric and I would love to hear from you. Tell us what you think of the podcast. Is your small business missing out on valuable tax savings? Discover how you can leverage S-Corporation (S-Corp) status to potentially save thousands, as we break down the tax advantages and strategic considerations for small businesses. Comparing S-Corps to sole proprie…
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Episode 39: Comstocks Magazine - 35 Years of Vision, Evolution, and Impact.
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Can you transform a vision into reality with just $2.50? Discover how Winnie Comstock-Carlson did exactly that when she founded Comstock's Magazine. Join me, Kelly Brothers as Winnie, the president and publisher, and Judy Farah, the magazine's editor, recount their inspiring journeys in the media world. From Winnie's initial conviction that Sacrame…
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Episode 38: Institutional Investing - Endowments and Foundations for Nonprofit Organizations..
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How can nonprofit organizations ensure their missions are financially sustainable? Join me, Kelly Brothers, Mike Genovese, and Scott Thomas Principals of CAPTRUST Sacramento, as they unpack the complex world of institutional investing and fiduciary governance. Gain insights from Mike's valuable experiences on the boards of the Crocker Art Museum an…
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Episode 37: Tea Gardens to Technology; Lokesh Sikaria is Transforming Venture Capital in Sacramento
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Imagine moving across the world at 18, adapting to a new culture, and later becoming a major force in a thriving business sector. That's the incredible journey of Lokesh Sikaria, the founder and general partner of Moneta Ventures. From his humble beginnings in Assam, India, influenced by his father's entrepreneurial spirit, to his current mission o…
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A solution that gives retirees lifetime income, and plan sponsors less on their plates. Helping people sustain their income in retirement, without depleting their savings, is what drives Kelli Hueler, CEO and founder of Hueler Companies. In episode 66 of CAPTRUST’s Revamping Retirement podcast, hosts Jennifer Doss and Pete Ruffel delve into Hueler’…
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Episode 36: Insurance and Annuities as Part of a Financial Plan.
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What if your financial plan could shield you from life's unexpected turns? On this episode of Bite Size Finance, I chat with John Lockwood, a seasoned advisor at CapTrust, who opens up about his personal journey into the world of financial and insurance planning. Inspired by a neighbor and propelled by family challenges, John shares how crafting hi…
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Episode 19: Top 10 Tax Strategies for Sole Proprietors: Maximize Deductions and Save Money!
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Eric and I would love to hear from you. Tell us what you think of the podcast. Can flowers and fruit really cut down your tax bill? Join your hosts Melissa and Eric on the Real Buzz podcast as Melissa and Eric unravel their top 10 tax strategies specifically tailored for sole proprietors. We promise, tax talk doesn't have to be boring! From the ins…
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Episode 35: From Mattresses to Mentoring Entrepreneurs, Dale Carlsen Shares His Strategy.
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Can an innovative approach to customer service redefine an entire industry? Join me, Kelly Brothers, in a conversation with Dale Carlsen, the trailblazing founder of Sleep Train Mattress Company, and Cameron Law, the dynamic Executive Director of the Carlsen Center for Innovation and Entrepreneurship at Sacramento State University. Hear Dale recoun…
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Episode 34: A Winery Without Walls, Sean Minor's Unconventional Approach to Winemaking Works.
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How does a finance graduate from Kansas become a luminary in the wine industry? Get ready to uncover the fascinating journey of Sean Minor, founder of Sean Minor Wines, as we traverse his path from Kansas to the vineyards of California. We explore how Sean's unique combination of financial expertise and a winemaking certification from UC Davis prop…
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Episode 33: Looking Back on a Conversation with Sacramento's Culinary Pioneer, Randy Paragary
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Celebrating the legendary Randy Paragary, we reflect on his profound impact on Sacramento's culinary and social landscape. Randy's journey began in 1969 with the opening of the Parapow Palace Saloon, a revolutionary step that transformed a humble grocery store into a vibrant music venue. Randy's insightful reflections on the cultural upheavals of t…
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What most surprises retirees as they enter their new phase of life? In episode 65 of the Revamping Retirement podcast, Hearts & Wallets founder Laura Varas joins CAPTRUST's Matt Patrick and Audrey Wheat to talk about the topic. The trio delves into what retirees didn’t expect to happen in retirement—including the surprise of retiring earlier than i…
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Episode 32: The Growth of Five Star Bank is Commitment to the Community.
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Get ready to rethink your understanding of banking and business growth with James Beckwith, the dynamic CEO of Five Star Bank. Discover how James's journey from a modest beginning in Santa Rosa to a respected figure in the banking world can inspire your own career path. From his early education at Santa Rosa Junior College to his transformative exp…
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Episode 31: Social Security, Roth IRA's and Choosing a Financial Advisor.
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What happens when the fundamentals of Social Security face unprecedented challenges? Join me, Kelly Brothers, as I unpack the looming crises of a dwindling worker-to-beneficiary ratio and rising life expectancies, which put Social Security's financial stability at risk. We'll explore potential solutions like raising the retirement age and forming a…
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Episode 18: Elevating Your Assets and Securing Your Financial Future with Kelly Brothers of CAPTRUST.
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Eric and I would love to hear from you. Tell us what you think of the podcast. Join us as we sit down with the ever-charismatic Kelly Brothers, who not only regales us with tales of his switch from a TV news anchor to a financial advisor but also imparts his wealth of knowledge on wealth management. Kelly, a sage in the realm of financial planning …
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Episode 30: Mark Finan's Forecast Calls for Blue Skies and a Bright Future.
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How does one man's childhood fascination with thunderstorms lead to a career as the chief meteorologist at a renowned news station? Join me, Kelly Brothers, on Bite Size Finance as we sit down with Mark Finan, KCRA's Chief Meteorologist, who shares his captivating journey from Southern New Hampshire to the University of Utah and beyond. Mark's earl…
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Episode 29: Carmichael Dave. His Story Is So Much More Than Just the Kings.
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Experience the outcome of unwavering determination with Carmichael Dave, morning show host on Sports 1140 KHTK, in a podcast that promises to leave you with nuggets of wisdom on perseverance and persistence. Join me, Kelly Brothers, as we traverse Carmichael Dave's captivating journey from eager critic to a broadcasting force, weathering multiple s…
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Brian Graff, the CEO of the American Retirement Association, unpacks the new fiduciary rule and the implications of the expiring Tax Cut and Jobs Act. Hear how these changes can affect retirement planning on episode 64 of Revamping Retirement with hosts Jennifer Doss and Peter Ruffel.
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Episode 28: From Foster Care to Harvard Law School. Andrew Bridge's Story of Education and Advocacy.
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Join me, Kelly Brothers, for a heartfelt journey with Andrew Bridge, a man who transformed his turbulent childhood in foster care into a life of advocacy and hope. Listen in as Andrew opens up about his early life marked by his mother's schizophrenia and the traumatic separation that led him to the foster care system. His narrative is a poignant te…
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Episode 27: Something Wrong? Call Anh Phoong. And Now, the Story of How That Came To Be.
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Join me, Kelly Brothers in a conversation with Anh Phoong, the trailblazing attorney from Sacramento who turned her academic struggles into a story of triumph. Her journey from a business major at Sac State to the valedictorian of Lincoln Law School is nothing short of cinematic, filled with twists of fate and tenacious grit. Ann's candid recollect…
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Episode 26: Your Family's Future; Preserving the Legacy with Mike Genovese
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Imagine inheriting the family vacation home only to find you can't afford the liabilities that come with the gift. That's just one of the critical topics we 'll dissect with Mike Genovese, a financial mastermind from CapTrust, illuminating the shadowy corners of estate planning. Together, we navigate the intricacies of California's Prop 19 and delv…
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Episode 17: Smart Tax Strategies Boost Real Estate Profits
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Eric and I would love to hear from you. Tell us what you think of the podcast. Ever stumbled upon a goldmine in your very own tax returns? Well, that’s exactly what happened to one of our clients, a real estate agent who was initially shortchanged by a whopping $22,000 in deductions. Join us as we unfold this eye-opening case study, divulging how m…
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Episode 25: Raising Beams and Breaking Barriers; Allison Otto Cements a Legacy and More.
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Join me, Kelly Brothers, for a comprehensive exploration of family legacy and construction prowess with Allison Otto, CEO of Otto Construction, a cornerstone of our regional development. Listen in as Allison unveils the storied history of her family's business, beginning with her grandfather's post-war entrepreneurial spirit, and how it has blossom…
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Episode 24: How the San Francisco Giants Digital Diamond Keeps Fans on Base.
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Bryan Srabian, the digital wizard behind the Giants' fan-favorite tweets and trending TikToks, joins us for a homerun discussion on the evolution of sports media. From the MySpace era to the fast-paced world of Instagram, we're taking you behind the scenes of the Giants' game plan for winning hearts in the digital realm. Bryan reflects on his own t…
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Episode 63: Morningstar's Mike Allen on AI
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This month’s episode features an in-depth discussion on artificial intelligence (AI) between Dawn McPherson, Matt Patrick, and Mike Allen, Morningstar's Head of Technology for Workplace Solutions. They explore AI's evolving role in retirement planning, discussing its potential for personalized participant experiences, and operational efficiencies. …
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Special Episode: Swinging for the Future. Sacramento's Big League Option Is Real.
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Could the arrival of the Athletics be the catalyst that transforms Sacramento into a big-league city? Join me, Kelly Brothers, and special guest Gregg Lukenbill, the visionary behind Sacramento's sports evolution, as we dissect the Athletics' seismic shift to our hometown. Through our conversation, we unpack the rich tapestry of Sacramento's baseba…
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Episode 23: From Gold Rush to Court Rush, How Gregg Lukenbill Brought the NBA to Town.
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Join me, Kelly Brothers, for a riveting journey through Sacramento's historical landscape with the city's very own game-changer, Gregg Lukenbill. Listen in as Gregg, once a young entrepreneur donning lumberjack shirts, recounts his audacious move to bring the Kansas City Kings to Sacramento and explores the city's vibrant 19th-century history. We t…
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Episode 22: Mastering the Market-Strategies for Buying, Selling, and Valuation for Your Business
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Unlock the secrets of navigating the business marketplace and take control of your entrepreneurial destiny with expert guidance from Randy Hendershot of Evolution Advisors. Join me, Kelly Brothers, as we traverse the complex terrain of buying, selling, and valuing businesses. Whether you're an established business owner contemplating an exit, or a …
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Episode 16: Strategic Benefits to Attract & Retain Staff AND Save on Taxes!
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Eric and I would love to hear from you. Tell us what you think of the podcast. Unlock the secrets of keeping your team happy and your business thriving with the wisdom we'll bring to the table today. We're pulling back the curtain on employee retention strategies and the tax benefits they can harvest. We're eager to share a case study, a real life …
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Episode 21: From Scoops to Success-Faye Nabhani's Mission of Economic Empowerment.
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From scooping ice cream to steering Safe Credit Union as its CEO, Faye Nabhani's career is nothing short of inspirational, and I had the pleasure of uncovering her journey in this episode. We laughed about those early days behind the counter and marveled at how those foundational experiences in customer service and finance shaped her knack for empa…
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Episode 20: Rob Turner's Passion for Print Helped Sactown Magazine to Not Only Survive But Thrive.
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Step into the world of print passion and perseverance with Rob Turner, Sactown Magazine's co-founder and publisher, as he recounts the enthralling saga of bringing a city magazine to life amidst the digital revolution. From an unexpected car accident catapulting his career to an ambitious return to his roots in Sacramento, Rob's story is one of unw…
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Fiduciary Liability with Dan Aronowitz
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In the latest episode of Revamping Retirement, Dawn McPherson and Jennifer Doss talk with Dan Aronowitz, president of Encore Fiduciary. The three dive into litigation trends, particularly in navigating the complexities of fiduciary liability and underwriting. Highlights include: An overview of recent trends in retirement plan litigation, emphasizin…
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Episode 19: Canvas to Closings-Tim Collom's Fusion of Art & Real Estate
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Meet Tim Collom, the man who's living proof that you can wear multiple hats and wear them brilliantly. As a real estate maven and an artist with a penchant for vibrant creativity, Tim's unique journey from the Bay Area to Sacramento has seen him transform a pivotal career change at 21 into a thriving dual venture. Our conversation takes you through…
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Episode 18: From Paper Route to Entrepreneur Evangelist, Mark Haney Builds His Growth Factory.
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Growing up with a paper route may seem quaint, but for Mark Haney, it was the proving ground for an entrepreneurial titan in the making. From outwitting the neighborhood competition to turning a New Year's Eve into a masterclass in opportunity, Mark's journey is a reminder that the seeds of success are often found in the soil of our earliest endeav…
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Episode 15: Have You Set Your Business Straight for 2024?
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Eric and I would love to hear from you. Tell us what you think of the podcast. Ever found yourself tangled in a web of receipts and expense reports every month end? We've all been there, and it's exactly why we're suggesting something different for 2024. This episode is full of strategy gems for your business's financial health. We'll suggest effec…
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Episode 17: A WWII Legacy to Courtroom Success, Roger Dreyer's Motivation.
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Join me today as I sit down with Roger Dreyer, the esteemed attorney whose lineage and legal prowess form the spine of this riveting edition of Bite Size Finance. Discover the heroic tales of Roger's father—a nimble navigator and bombardier during World War II—whose experiences in the skies and struggles as a POW shaped the ethos that Roger carries…
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Episode 16: Mastering the Game. How Ethan Conrad Built His $1.6B Commercial Real Estate Empire.
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Join me as I talk with the owner of 10 million square feet of commercial property, Ethan Conrad. Listen intently as he takes us behind the scenes of his remarkable journey amassing a real estate empire valued at a staggering $1.6 billion. Hear how Ethan challenges the prevailing narrative about the decline of retail spaces, providing compelling evi…
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Caregivers and Retirement Readiness with Greenwald Research
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This month on Revamping Retirement, Dawn McPherson and Matt Patrick talk with Lisa Greenwald, CEO of Greenwald Research. The three discuss the impact of caregiving responsibilities on retirement readiness. Lisa highlights that caregivers face unique challenges that often aren't addressed by employers and benefits providers, such as reduced work hou…
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Episode 15: Securing Your Estate Before the 2026 Changes With Drobny Law's Anne Rosenthal.
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When Anne Rosenthal, the managing shareholder of Drobny Law, speaks about estate tax law, it's impossible not to get engrossed in the conversation. Her journey from the Midwest to Sacramento's estate planning elite is not just a story of geographic change but a testament to her dedication in helping families circumnavigate the looming complexities …
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Episode 14: Field Official to Fox Sports Analyst, Mike Pereira's Uncommon Path to Success.
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When Mike Pereira steps into a room—or onto a field—stories and wisdom seem to follow him like a shadow on a sunny day. In our latest episode, this Stockton native, who's traversed an incredible path from NFL official to Fox Sports commentator, doesn't just share his journey; he lets us in on the intimate pivots and touchdowns of a life dedicated t…
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Episode 14: Torqued on Taxes? Revving Up the Engines of Software vs Personal Professional Service.
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Eric and I would love to hear from you. Tell us what you think of the podcast. Ever felt like navigating the tax system is like trying to solve a Rubik's Cube in the dark? Join us, Melissa and Eric, as we shine a light on the tax labyrinth, helping you crack the code. This episode isn't just a run-of-the-mill tax talk; it's a treasure map to the go…
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Episode 13: Reshaping the Journey to College. The Story of Billy Downing's ESM Prep.
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When the entrepreneurial spark meets a commitment to education, you get Billy Downing's remarkable story. Join me, Kelly Brothers, in the conversation with Billy, the founder and CEO of ESM, as he takes us on a journey through his Sacramento upbringing and into the heart of his mission where "Every Student Matters". His unique blend of an immigrant…
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Episode 12: Mikuni Mastermind Taro Arai. It Started With a Dream.
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Join me, Kelly Brothers, on a fascinating journey through the life and adventures of Taro Arai, the Chief Dreaming Officer of Mikuni Sushi. Listen in as Taro recounts his unconventional path from Japan to Sacramento, painting a vivid picture of the cultural challenges and personal aspirations that propelled him to leave his homeland. His narrative …
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Episode 11: Son of Immigrants, Kelly Brothers Personal History to Financial Future.
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As a kid, I remember my parents' stories about leaving Ireland with little more than hope for a better future, and the importance they placed on educating us, their children. That tenacity and foresight is the spirit behind today's conversation where we'll navigate the twists and turns of retirement planning, a journey that's become an individual r…
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This month on Revamping Retirement, Jennifer Doss introduced new co-hosts Matt Patrick, Audrey Wheat, and Pete Ruffel. The four share their predictions for the year ahead as it relates to plan sponsors and the defined contribution space. Predictions include: Recordkeeper consolidation Expanded QDIA solutions An increase in regulation from the Depar…
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