Jan 27, 202637 minS3
Bob Kaplan was the Director of Technical Education for the American Retirement Association (ARA) from 2017 through2025. In this role he was the Subject Matter Expert for the content of the educational programs for the...
business
Retiring Minds - Their Next Chapter(s)
Hosted by Nevin Adams · business · EN
About this Podcast:
The retirement industry is full of visionaries who have spent their careers helping others get to–and through–retirement. But what about when those individuals get to that point in their life? How do they know when it’s time? Does reality match their sense of what retirement is supposed to be? How do they find purpose in this next stage of life? What were the unexpected hurdles?With that in mind we have reached out to a number of retirement plan professionals who were willing to share their stories. We know you’ll find their insights valuable and inspiring.
Pitch Analysis
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Contact path
Public web form
Booking probability
17%
Guest openness
Selective
80/100
Required Score
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What is Retiring Minds - Their Next Chapter(s) about?
The retirement industry is full of visionaries who have spent their careers helping others get to, and through, retirement. But what about when those individuals get to that point in their life? How do they know when it’s time? Does reality match their sense of what retirement is supposed to be?
Who hosts Retiring Minds - Their Next Chapter(s)?
Retiring Minds - Their Next Chapter(s) is hosted by Nevin Adams. The show has published 14 episodes to date.
What has Retiring Minds - Their Next Chapter(s) covered recently?
Recent episodes include "Season 3, Episode 2: Robert M. Kaplan, CPC, QPA, QKC, QKA" (27 January 2026, 37 minutes), "Season 3, Episode 1: Fred Reish" (8 January 2026, 23 minutes), and "Season 2, Episode 6: Blaine F. Aikin, CFA®" (15 July 2025, 27 minutes).
How often does Retiring Minds - Their Next Chapter(s) publish?
Retiring Minds - Their Next Chapter(s) publishes roughly monthly, with episodes averaging 31 minutes across 14 episodes.
How hard is it to get booked on Retiring Minds - Their Next Chapter(s)?
Booking probability for Retiring Minds - Their Next Chapter(s) is 17%, and the host is rated Selective on guests. Retiring Minds - Their Next Chapter(s) requires a Pod Score of 80 or higher. Retiring Minds - Their Next Chapter(s)'s contact route on record: public web form.
Who should pitch Retiring Minds - Their Next Chapter(s)?
The strongest fits for Retiring Minds - Their Next Chapter(s) are Investment Banking & Trading and Insurance Agencies & Brokers. Retiring Minds - Their Next Chapter(s) has a business audience.
About the host
Nevin Adams hosts Retiring Minds - Their Next Chapter(s), a business podcast with 14 episodes published.
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Recent episodes
Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.
Episode #1
Season 3, Episode 1: Fred Reish
Jan 8, 202623 minS3FRED REISH is an attorney whose practice focuseson fiduciary and best interest standards of care, prohibited transactions, conflicts of interest, and retirement plan issues. He is of counsel at the Ferenczy Benefits Law...
- Jul 15, 202527 minS2
Professionally, Blaine Aikin retired on July 1, 2024.Immediately prior to retirement, Blaine was the Founder and Principal of Fiduciary Insights, an independent provider of fiduciary subject matter expertise for...
Episode #5
Season 2, Episode 5: Sheldon H. Smith
Jun 18, 202528 minS2Sheldon H. Smith, attorney at law, retired from the law firm of Bryan Cave LLP where he practiced in the firm’s Employee Benefits and Executive Compensation client servicesgroup and its Fiduciary Litigation client...
Episode #4
Season 2, Episode 4: Sal Tripodi
May 19, 202527 minS2Sal L. Tripodi maintained a consulting practice in the employee benefits area, TRI Pension Services . Through TRI Pension Services, he provided technical training and consulting services in ERISA-related areas, and...
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Retiring Minds - Their Next Chapter(s)
Season 2, Episode 3: Jeanne Thompson
Mar 19, 202532 minJeanne Thompson is the founder of Jeanne Thompson Global, a consultancy that partners with forward-thinking organizations to create comprehensive retirement transition programs. After retiring from Fidelity Investments...
Episode #2
Season 2, Episode 2: Mark Davis
Feb 11, 202525 minS2Mark worked in the defined contribution industry for morethan 30 years and served as an independent advisor since 1999. Mark's career focused on providing investment advisory services to fiduciaries of corporate...
Episode #1
Season 2, Episode 1: Dallas Salisbury
Jan 28, 202531 minS2Dallas Salisbury was long synonymous with the Employee Benefit Research institute (EBRI) that he led as CEO from its founding in 1978 until 2015 when he was named Resident Fellow and President Emeritus of that...
Episode #6
Season 1, Episode 6: John Rekenthaler
Jan 2, 202532 minS1John Rekenthaler was vice president of research for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. Rekenthaler joined Morningstar in 1988 and served in several capacities. He has...
Episode #5
Season 1, Episode 5: Mathew Greenwald
Dec 2, 202433 minS1Mathew Greenwald is the Founder and Managing Director of Strategic Initiatives of Greenwald Research, a market research firm founded in 1985 that specializes in retirement, life insurance, employee benefits and other...
Retiring Minds - Their Next Chapter(s)
Season 1, Episode 4: Karen A. Jordan
Oct 18, 202433 minKaren A. Jordan is a retired pension consultant with more than 40 years in the retirement plan business. Formerly, she was president and an owner of Alaska Pension Services, Ltd. (APS), a pension consulting firm in...
Retiring Minds - Their Next Chapter(s)
Season 1, Episode 3: Nevin E. Adams, JD
Sep 27, 202427 minNow “retired” (whatever that means), Nevin is the former Chief Content Officer and Head of Retirement Research for the American Retirement Association. One of the retirement industry’s most prolific writers, these days...
Retiring Minds - Their Next Chapter(s)
Season 1, Episode 2: The Honorable Phyllis C. Borzi
Aug 15, 202448 minFollowing her unanimous confirmation by the U.S. Senate, the Honorable Phyllis C. Borzi served as the Assistant U.S. Secretary of Labor of the Employee Benefits Security Administration (EBSA) during the Obama...
Retiring Minds - Their Next Chapter(s)
Season 1, Episode 1: Charlie Nelson
Jul 23, 202430 minOne of the retirement industry’s most innovative leaders, Nelson led not one, but two major retirement companies, Voya and Great-West Life. As the Vice Chairman and Chief Growth Officer at Voya Financial, he supported...
Recent guests
Recent guests on Retiring Minds - Their Next Chapter(s). Study who booked and why before you pitch.
M
Mark Davis
Director of the Stanford Institute for Immunity, Australian Lending & Investment Centre
M
Mathew Greenwald
Greenwald Research
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