Best CAPTRUST Podcasts (2024)

1
Episode 70: Accenture and Retirement Recordkeeping 38:56

3h ago38:56

38:56

The retirement recordkeeping space has experiences significant shifts. What does that mean for the future of the industry? In episode 70 of the Revamping Retirement podcast, hosts Audrey Wheat and Matt Patrick welcome Tim Hoying and Dave Mallett of Accenture. They’re two of the authors of the report Navigating Through Turbulence: Reinventing Retire…

1
Episode 52: Kevin Nagle's Success is Shaping Sacramento's Future. 51:17

9d ago51:17

51:17

What if you could turn a modest upbringing into a powerhouse of entrepreneurial success and community development? Meet Kevin Nagel, a man whose journey from a small townhouse to a transformative force in Sacramento is nothing short of remarkable. Through personal anecdotes and pivotal career decisions, Kevin illustrates how mentors, resilience, an…

1
Episode 51: How Chronic Pain Solutions Led Dr. Scott Fishman to Wellness and Healthcare Innovation. 49:49

9d ago49:49

49:49

Dr. Scott Fishman’s remarkable journey from the humanities to the forefront of medical innovation is nothing short of inspiring. Dr. Fishman, whose path veered from a recording studio to significant contributions in pain research, joins us to share the intriguing twists that led him from an interest in communication to a profound fascination with e…

1
Episode 50: Visit Sacramento is Redefining Sacramento Through Culture, Tourism and Economic Growth. 51:38

13d ago51:38

51:38

Join me, Kelly Brothers, as I engage in a captivating conversation with Mike Testa, CEO of Visit Sacramento, who shares his fascinating journey into the world of destination marketing. Growing up in Davis and spending time in the East Bay, Mike eventually returned to Sacramento, where he discovered his passion for showcasing the city's unique appea…

1
Episode 69: Fidelity and SECURE 2.0 26:38

20d ago26:38

26:38

It’s been almost two years since the Setting Every Community Up for Retirement Enhancement (SECURE) 2.0 Act, was officially implemented. Containing more than 90 provisions impacting retirement, this massive piece of legislation is described as “the gift that keeps on giving,” with some aspects still rolling out. In episode 69 of Revamping Retiremen…

1
Episode 49: Dr. Terry Zimmerman's Success in Balancing a Business Built on Beauty. 50:51

24d ago50:51

50:51

Welcome to this episode, where I, Kelly Brothers, take you on a fascinating journey with the esteemed Dr. Terry Zimmerman, a renowned plastic surgeon from Folsom. Join me as we explore Dr. Zimmerman's inspiring path from his childhood dreams in Los Angeles to his accomplished medical career. As a child, Dr. Zimmerman dreamed of becoming an astronau…

1
Encore Episode: Securing Your Estate Before the 2026 Changes With Drobny Law's Anne Rosenthal. 51:39

29d ago51:39

51:39

This is an encore episode presented at a time appropriate for year end tax planning. Some big changes will be taking place in 2026 and that means 2025 or sooner will require significant work to be certain your trust and estate is in order. I hope you appreciate it if this is the first time you're listening and if it's a repeat for you, I hope you'r…

1
Episode 48: Blending Business Success Into Venture Philanthropy. Brad Squires Explains. 50:23

1M ago50:23

50:23

Ever wondered how childhood entrepreneurial ventures can shape a successful business career? Join me, Kelly Brothers, as Brad Squires, CEO of Sacramento Venture Philanthropy, shares his transformative journey from a young boy selling mistletoe with his brothers in Woodland, California, to co-founding a global B2B maintenance management software com…

1
Episode 47: Todd Sanfilippo's Look at Commercial Real Estate May Surprise You. 51:40

2M ago51:40

51:40

Curious about what makes a top broker tick? Join us for a captivating conversation with Todd Sanfilippo, a celebrated industrial broker crowned Broker of the Year by the Sacramento Association of Commercial Real Estate. Todd shares his inspiring journey from a childhood steeped in real estate in San Jose to becoming a leading figure in Sacramento's…

1
Episode 68: Bruce Harrington of Pentegra 32:24

2M ago32:24

32:24

In Episode 68 of Revamping Retirement, hosts Matt Patrick and Dawn McPherson welcome Bruce Harrington, vice president of strategic development at Pentegra, a provider of retirement plan and ﬁduciary outsourcing solutions. Harrington explains why it’s a common myth that 3(16) plans are only for small companies and how it’s helped organizations of al…

1
Episode 46: Your Financial Future Through the Eyes of a Newer Generation of Advisor. 51:39

2M ago51:39

51:39

Join your host, Kelly Brothers, as he introduces two young, dynamic certified financial planners (CFPs) from CAPTRUST's Sacramento office, Lauren Ralston and Kathryn McCall. Together, they dive into a variety of financial topics relevant to the local community, ranging from the importance of financial literacy, effective budgeting strategies, and i…

1
Episode 45: Cecily Hastings "Inside Publications" is a Grassroots Growth Success Story. 51:40

2M ago51:40

51:40

Join me, Kelly Brothers, as I chat with Cecily Hastings of "Inside Publications" and "Inside Sacramento" and explore her inspiring journey from Ann Arbor, Michigan, to becoming a prominent publisher in Sacramento. Cecily recounts her upbringing in a vibrant neighborhood and her multidisciplinary design education from the University of Michigan. Mov…

1
Episode 44: Timeless Traditions - The Enduring Legacy of Corti Brothers With Darrell Corti 49:37

2M ago49:37

49:37

What happens when a family-owned grocery store becomes a community cornerstone for over seven decades? Listen as Darell Corti of Corti Brothers shares the incredible journey of this Sacramento icon, from its modest beginnings in 1947 to its staunch commitment to customer-focused service today. Explore the roots of Little Italy in Sacramento and und…

1
Episode 67: PIMCO DC Consultant Study 47:12

2M ago47:12

47:12

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…

1
Episode 43: Mentors, Markets and Family; Why Jeff Phelan is the Real Estate Success He Is Today. 49:37

3M ago49:37

49:37

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,…

1
Episode 42: Building Future Automotive Group with Founder & CEO Steve Pleau 49:04

3M ago49:04

49:04

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…

1
Episode 41: Brewers, Baseball and Broadcasting, How Jeff Levering Balances It All. 51:40

3M ago51:40

51:40

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 …

1
Episode 40: Intern to Influencer-Insights From a California Conservative Consultant. 51:40

3M ago51:40

51:40

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…

1
Episode 39: Comstocks Magazine - 35 Years of Vision, Evolution, and Impact. 50:22

3M ago50:22

50:22

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…

1
Episode 38: Institutional Investing - Endowments and Foundations for Nonprofit Organizations.. 51:38

4M ago51:38

51:38

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…

1
Episode 37: Tea Gardens to Technology; Lokesh Sikaria is Transforming Venture Capital in Sacramento 51:40

4M ago51:40

51:40

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…

1
Episode 66: Hueler Companies 37:17

4M ago37:17

37:17

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’…

1
Episode 36: Insurance and Annuities as Part of a Financial Plan. 51:40

4M ago51:40

51:40

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…

1
Episode 35: From Mattresses to Mentoring Entrepreneurs, Dale Carlsen Shares His Strategy. 51:39

5M ago51:39

51:39

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…

1
Episode 34: A Winery Without Walls, Sean Minor's Unconventional Approach to Winemaking Works. 50:45

5M ago50:45

50:45

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…

1
Episode 33: Looking Back on a Conversation with Sacramento's Culinary Pioneer, Randy Paragary 51:40

5M ago51:40

51:40

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…

1
Episode 65: Hearts & Wallets 34:33

5M ago34:33

34:33

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…

1
Episode 32: The Growth of Five Star Bank is Commitment to the Community. 51:39

5M ago51:39

51:39

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…

1
Episode 31: Social Security, Roth IRA's and Choosing a Financial Advisor. 51:40

6M ago51:40

51:40

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…

1
Episode 30: Mark Finan's Forecast Calls for Blue Skies and a Bright Future. 51:40

6M ago51:40

51:40

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…

1
Episode 29: Carmichael Dave. His Story Is So Much More Than Just the Kings. 52:31

6M ago52:31

52:31

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…

1
Episode 64: Brian Graff 37:24

6M ago37:24

37:24

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.

1
Episode 28: From Foster Care to Harvard Law School. Andrew Bridge's Story of Education and Advocacy. 51:40

6M ago51:40

51:40

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…

1
Episode 27: Something Wrong? Call Anh Phoong. And Now, the Story of How That Came To Be. 50:40

7M ago50:40

50:40

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…

1
Episode 26: Your Family's Future; Preserving the Legacy with Mike Genovese 51:07

7M ago51:07

51:07

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…

1
Episode 25: Raising Beams and Breaking Barriers; Allison Otto Cements a Legacy and More. 50:23

7M ago50:23

50:23

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…

1
Episode 24: How the San Francisco Giants Digital Diamond Keeps Fans on Base. 51:40

7M ago51:40

51:40

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…

1
Episode 63: Morningstar's Mike Allen on AI 47:10

7M ago47:10

47:10

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. …

1
Special Episode: Swinging for the Future. Sacramento's Big League Option Is Real. 13:33

7M ago13:33

13:33

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…

1
Episode 23: From Gold Rush to Court Rush, How Gregg Lukenbill Brought the NBA to Town. 51:40

7M ago51:40

51:40

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…

1
Episode 22: Mastering the Market-Strategies for Buying, Selling, and Valuation for Your Business 49:36

8M ago49:36

49:36

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 …

1
Episode 21: From Scoops to Success-Faye Nabhani's Mission of Economic Empowerment. 51:40

8M ago51:40

51:40

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…

1
Episode 20: Rob Turner's Passion for Print Helped Sactown Magazine to Not Only Survive But Thrive. 50:06

8M ago50:06

50:06

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…

1
Fiduciary Liability with Dan Aronowitz 44:54

8M ago44:54

44:54

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…

1
Episode 19: Canvas to Closings-Tim Collom's Fusion of Art & Real Estate 51:40

8M ago51:40

51:40

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…

1
Episode 18: From Paper Route to Entrepreneur Evangelist, Mark Haney Builds His Growth Factory. 51:40

9M ago51:40

51:40

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…

1
Episode 17: A WWII Legacy to Courtroom Success, Roger Dreyer's Motivation. 51:35

9M ago51:35

51:35

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…

1
Episode 16: Mastering the Game. How Ethan Conrad Built His $1.6B Commercial Real Estate Empire. 47:18

9M ago47:18

47:18

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…

1
Caregivers and Retirement Readiness with Greenwald Research 27:48

9M ago27:48

27:48

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…

1
Episode 15: Securing Your Estate Before the 2026 Changes With Drobny Law's Anne Rosenthal. 51:59

9M ago51:59

51:59

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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