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 a1d08ba0-5adc-11f1-9aca-8f95c3745e2c The Advisor Upside Show trailer en Wed, 03 Jun 2026 13:54:07 -0400 Wed, 03 Jun 2026 13:54:42 -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 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