The Advisor Upside Show Transistor (https://transistor.fm) https://feeds.transistor.fm/the-advisor-upside-show The wealth management industry is changing fast, but many financial 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. #FinancialAdvisor #WealthManagement #FinancialPlanning The Daily Upside 2026 2da8c3ef-d410-552b-8b62-7d20b50334ce yes The Advisor Upside Show trailer en Wed, 22 Jul 2026 06:00:08 -0400 Wed, 22 Jul 2026 06:02:35 -0400 https://www.thedailyupside.com/advisor/the-show https://img.transistorcdn.com/cYebBlcN5Em5A175y6ABJ797iaYPynTd8eDBHSJgfS0/rs:fill:0:0:1/w:1400/h:1400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS8xN2Nk/OTkwMmY0MDMxNWUx/MTczNjU1NTYzYzk5/NmU0My5wbmc.jpg The Advisor Upside Show https://www.thedailyupside.com/advisor/the-show episodic The Daily Upside The wealth management industry is changing fast, but many financial 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. #FinancialAdvisor #WealthManagement #FinancialPlanning The wealth management industry is changing fast, but many financial advisors are still using the same old playbook. financial advisor, RIA, breakaway advisor, wealth management, independent advisor, financial planning, investment advisor The Daily Upside podcast@thedailyupside.com No No The Future of Retirement: Why Living Longer Changes Everything 9 9 The Future of Retirement: Why Living Longer Changes Everything full 4bec1c6a-7f66-4e40-bc41-fb27ace2f7d6 https://share.transistor.fm/s/7f779580 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!

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ETF Upside: https://www.thedailyupside.com/etf/
Retirement Upside: https://www.thedailyupside.com/retirement/
The Daily Upside: https://www.thedailyupside.com/

]]> 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/TheDailyUpside
Linkedin:   / 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/

]]> Wed, 22 Jul 2026 06:00:00 -0400 The Daily Upside The Daily Upside 1944 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/TheDailyUpside
Linkedin:   / 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/

]]> financial advisor, RIA, breakaway advisor, wealth management, independent advisor, financial planning, investment advisor No How Vestwell Is Closing America's $50 Trillion Savings Gap with Aaron Schumm 8 8 How Vestwell Is Closing America's $50 Trillion Savings Gap with Aaron Schumm full 69977752-7358-41cf-87b5-0b075e71efe7 https://share.transistor.fm/s/a49f35a2 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/
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Linkedin: https://www.linkedin.com/company/advisor-upside/

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ETF Upside: https://www.thedailyupside.com/welcome-to-etf-upside/?utm_source=episode_description&utm_medium=youtube
Retirement Upside: https://www.thedailyupside.com/welcome-to-retirement-upside/?utm_source=episode_description&utm_medium=youtube
The Daily Upside: https://www.thedailyupside.com/welcome/?utm_source=episode_description&utm_medium=youtube

Listen to the podcast: https://lnk.to/aplcwo

]]> 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/TheDailyUpside
Linkedin: 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=youtube
ETF Upside: https://www.thedailyupside.com/welcome-to-etf-upside/?utm_source=episode_description&utm_medium=youtube
Retirement Upside: https://www.thedailyupside.com/welcome-to-retirement-upside/?utm_source=episode_description&utm_medium=youtube
The Daily Upside: https://www.thedailyupside.com/welcome/?utm_source=episode_description&utm_medium=youtube

Listen to the podcast: https://lnk.to/aplcwo

]]> Wed, 15 Jul 2026 06:00:00 -0400 The Daily Upside The Daily Upside 2920 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/TheDailyUpside
Linkedin: 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=youtube
ETF Upside: https://www.thedailyupside.com/welcome-to-etf-upside/?utm_source=episode_description&utm_medium=youtube
Retirement Upside: https://www.thedailyupside.com/welcome-to-retirement-upside/?utm_source=episode_description&utm_medium=youtube
The Daily Upside: https://www.thedailyupside.com/welcome/?utm_source=episode_description&utm_medium=youtube

Listen to the podcast: https://lnk.to/aplcwo

]]> financial advisor, RIA, breakaway advisor, wealth management, independent advisor, financial planning, investment advisor No Ascensus CEO Nick Good on the Future of 401(k)s, Retirement & Leadership 7 7 Ascensus CEO Nick Good on the Future of 401(k)s, Retirement & Leadership full d7f2a890-46bd-4795-9eea-84e714f8cbff https://share.transistor.fm/s/618c8a66 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.

]]> 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.

]]> Wed, 08 Jul 2026 06:00:00 -0400 The Daily Upside The Daily Upside 1734 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.

]]> financial advisor, RIA, breakaway advisor, wealth management, independent advisor, financial planning, investment advisor No David Blanchett: The 7 Biggest Mistakes Advisors Make in Retirement Planning 6 6 David Blanchett: The 7 Biggest Mistakes Advisors Make in Retirement Planning full d0139545-7d17-4223-ae78-825ff51594de https://share.transistor.fm/s/bf707b5c 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.


]]> 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.


]]> Wed, 01 Jul 2026 06:00:00 -0400 The Daily Upside The Daily Upside 1823 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.


]]> financial advisor, RIA, breakaway advisor, wealth management, independent advisor, financial planning, investment advisor No Dani Fava: Why AI Won’t Replace Financial Advisors (It Will Make Them More Valuable) 5 5 Dani Fava: Why AI Won’t Replace Financial Advisors (It Will Make Them More Valuable) full f16f4158-2226-4673-8f07-23fd35b49fd7 https://share.transistor.fm/s/bf5d8825 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.

]]> 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.

]]> Wed, 24 Jun 2026 06:00:00 -0400 The Daily Upside The Daily Upside 1747 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.

]]> financial advisor, RIA, breakaway advisor, wealth management, independent advisor, financial planning, investment advisor No Geopolitical Risk, Retirement Psychology & AI's Growing Role in Wealth Management 4 4 Geopolitical Risk, Retirement Psychology & AI's Growing Role in Wealth Management full 2a80e4a3-d571-41bf-994e-d61b0827fb9d https://share.transistor.fm/s/4ea9eea5 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.

]]> 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.

]]> Wed, 17 Jun 2026 06:00:00 -0400 The Daily Upside The Daily Upside 2101 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.

]]> financial advisor, RIA, breakaway advisor, wealth management, independent advisor, financial planning, investment advisor No The Battle Over Alternatives in 401(k)s Is Just Beginning 3 3 The Battle Over Alternatives in 401(k)s Is Just Beginning full 05215ee2-1728-4d26-9951-c4b8f515ef3b https://share.transistor.fm/s/6b626756 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.

]]> 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.

]]> Wed, 10 Jun 2026 06:00:00 -0400 The Daily Upside The Daily Upside 1801 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.

]]> financial advisor, RIA, breakaway advisor, wealth management, independent advisor, financial planning, investment advisor No Social Security In 2026: What Financial Advisors Need To Know 1 1 Social Security In 2026: What Financial Advisors Need To Know full 524c3a6e-2a60-462d-861d-1c496fb49837 https://share.transistor.fm/s/6f119fc6 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.

]]> 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.

]]> Wed, 03 Jun 2026 06:00:00 -0400 The Daily Upside The Daily Upside 1537 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.

]]> financial advisor, RIA, breakaway advisor, wealth management, independent advisor, financial planning, investment advisor No How Wealth Management Is Changing: Conferences, AI and New Investor Behaviors 2 2 How Wealth Management Is Changing: Conferences, AI and New Investor Behaviors full acb9b300-ae6d-4a80-9d45-ee3d316cd36b https://share.transistor.fm/s/2dd7f02f 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.

]]> 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.

]]> Wed, 03 Jun 2026 06:00:00 -0400 The Daily Upside The Daily Upside 2101 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.

]]> financial advisor, RIA, breakaway advisor, wealth management, independent advisor, financial planning, investment advisor No The Advisor Upside Show trailer The Advisor Upside Show trailer trailer 4d2ba2bf-34cf-4c6c-bd92-4170884a1c40 https://share.transistor.fm/s/491fda4b 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.

]]> 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.

]]> Tue, 26 May 2026 15:19:06 -0400 The Daily Upside The Daily Upside 59 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.

]]> financial advisor, RIA, breakaway advisor, wealth management, independent advisor, financial planning, investment advisor No