In this episode of Zephyr’s Adjusted for Risk Podcast, host Ryan Nauman welcomes Jania Stout, the National Retirement Practice Leader at Prime Capital Financial.
Jania shares her extensive experience in the retirement plan industry and discusses important strategies for financial advisors to help their clients transition into retirement. The conversation covers the significance of financial education, the role of financial wellness programs, and the integration of private markets in 401k plans.
Want to watch the full episode? Check it out here.