Best CAPTRUST Podcasts (2025)

1
Episode 60: Paralyzed to Powerful: Robert Paylor's Inspiring Journey 41:01

4d ago41:01

41:01

Podcast SummaryWhat if you faced a moment that changed your life forever? Join me, Kelly Brothers, as I share the extraordinary story of Robert Paylor, a promising rugby player whose life took a dramatic turn during a 2017 national championship match. Robert opens up about his journey from Sacramento, where his passion for rugby began, to becoming …

1
Episode 75: Steven Horner on Fixed Income Solutions 35:05

15d ago35:05

35:05

In this episode, hosts Matt Patrick and Jennifer Doss discuss capital preservation investments with Steven Horner, fixed income portfolio manager at Franklin Templeton. Steven explains the differences between stable value and money market funds, emphasizing that stable value funds can offer higher returns due to longer-term investments and insuranc…

1
Episode 59: Cross-Cultural Leadership the Disney Way with Doug Lipp. 49:22

1M ago49:22

49:22

Business leadership expert Doug Lipp takes center stage in this episode as we explore his fascinating journey from Sacramento to Tokyo Disneyland and beyond. Doug's unexpected passion for Japanese culture, ignited in high school, not only shaped his education but led to pivotal moments in his career, like his internship and subsequent role with Dis…

1
Episode 74: Scott Eckel 38:21

1M ago38:21

38:21

In episode 74 of Revamping Retirement, hosts Jennifer Doss and Pete Ruffel discuss governmental affairs with Scott Eckel, Managing Director of Legislative and Regulatory Affairs at Charles Schwab. Scott discusses his role as a lobbyist and they cover key issues such as financial regulations, e-delivery of documents, and the new administration's pot…

1
Episode 73: Jessica Dickler on Navigating Financial Influencers 29:54

3M ago29:54

29:54

In this episode, Jessica Dickler, a personal finance writer for CNBC, joins hosts Matthew Patrick and Audrey Wheat to tackle social media's impact on financial education. How have platforms like TikTok, Instagram, and LinkedIn become go-to sources for financial advice, especially for Gen Z and millennials? Is this a perilous path, or a great new wa…

1
Episode 58: Hamilton Jewelers-Creating the Gem That is Sacramento's Jewel. 45:57

3M ago45:57

45:57

Join me as we embark on the inspiring journey of Daniel Farley, owner of Hamilton Jewelers Pavilions in Sacramento. Daniel shares how his family's immigrant roots from Mexico and Italy, along with the profound influence of his grandmother, shaped his passion for jewelry and business. Through a cherished childhood memory involving his father's thoug…

1
Episode 57: Rachel Zillner and Kierstan DeLong-The Vision for RSE and The RADZ Group Portfolio. 45:37

3M ago45:37

45:37

Experience the inspiring journeys of Rachel Zillner and Kierstan DeLong as they share their paths to leadership. From Rachel's entrepreneurial spark, kindled by her father's business endeavors, to Kierstan's passion for communication shaped by her upbringing, this conversation promises insights into the minds behind the new ownership of RSE—a leadi…

1
Episode 72: Plan Sponsor Predictions for 2025 24:08

4M ago24:08

24:08

How well did your hosts do with predicting how the ever-evolving retirement plan landscape would look in 2024? [Spoiler alert: Pretty well.] Following their recap (and a few well-deserved victory laps), the team delivers an insightful forecast for 2025.By CAPTRUST

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Encore episode: Field Official to Fox Sports Analyst. Mike Pereira's Uncommon Path to Success. 50:57

5M ago50:57

50:57

What better episode to bring back than Mike Pereira now that we're deep into the football season and he's now actually in the booth with the very Tom Brady he references in this episode from earlier this year. Enjoy. 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…

1
Episode 56: Sacramento's Blueprint for Transformation with GSEC's Barry Broome. 51:38

5M ago51:38

51:38

What if the economic downfall of your hometown sparked a journey that led you to revolutionize a city's future? Barry Broome, president and CEO of the Greater Sacramento Economic Council, shares his incredible story of transformation from the industrial heartland of Ohio to spearheading economic development in Sacramento. Growing up amidst the coll…

1
Episode 71: Litigation Trends with Bonnie Treichel 45:47

5M ago45:47

45:47

Bonnie Treichel, founder and chief solutions officer of Endeavor Retirement, joins hosts Jennifer Doss and Pete Ruffell for an in-depth analysis of key litigation trends affecting the retirement industry. The discussion focuses on the complexities and implications of ERISA lawsuits, including the surge of copycat lawsuits targeting similar fiduciar…

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

5M ago51:07

51:07

What better time to present an encore episode like this than end of year when families are together and can address some of the serious elements that need family input. Not to mention, end of year tax concerns as well! This is a noteworthy episode for those items that can easily be dismissed. Hope you find the timing helpful.Imagine inheriting the …

1
Episode 55: Paul Bossenmaier Shares His Purpose in Redefining Retirement. 51:38

5M ago51:38

51:38

Curiosity strikes: How does a beer truck driver become a successful attorney and an NBA liaison? Join me, Kelly Brothers, as I sit down with Paul Bossenmaier, whose journey from the driver's seat to the courtroom offers a fascinating story of career evolution and post-retirement fulfillment. Beyond his legal prowess, Paul brings a unique perspectiv…

1
Episode 54: Balancing Justice and the Evolution of the Bail Bonds Industry With Topo Padilla. 51:40

5M ago51:40

51:40

Podcast SummaryTopo Padilla, a remarkable figure with over four decades of experience in the bail bonds industry, joins me, Kelly Brothers, to share his deep insights and personal journey. From his family's pioneering efforts in Sacramento to his reflections on the ethical dilemmas and risks of the profession, Topo offers an engaging narrative that…

1
Episode 53: Patrick Mulvaney's Flavorful Evolution Celebrates Food, Community and Excellence. 50:53

6M ago50:53

50:53

Join me, Kelly Brothers, on a flavorful journey as I sit down with renowned chef Patrick Mulvaney, who shares his captivating story from a traditional Irish upbringing in New York to becoming a celebrated restaurateur in Sacramento. Listen in as Patrick recounts how his college experiences sparked a passion for cooking, leading him to an apprentice…

1
Episode 70: Accenture and Retirement Recordkeeping 38:56

6M 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

6M ago51:17

51:17

What if you could turn a modest upbringing into a powerhouse of entrepreneurial success and community development? Meet Kevin Nagle, 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

6M 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

6M 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

6M 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

7M 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

7M 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

7M 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

7M 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

8M 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

8M 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

8M 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

8M 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

8M 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

8M 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

8M 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

9M 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

9M 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

9M 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

9M 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

10M 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

10M 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’…

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

10M 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

10M 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

11M 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

11M 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

11M 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

11M 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

11M 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

12M 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

12M 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

12M 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.

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

12M 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

1y 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

1y 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…

Podcasts Worth a Listen

CAPTRUST Podcasts

Podcasts Worth a Listen