The 401k Girls Are Making Financial Planning Actually Fun

401(k) Specialist Podcast

401(k) Specialist Podcast
The 401k Girls Are Making Financial Planning Actually Fun
May 04, 2026 Season 7 Episode 137
Amanda Umpierrez / Jessica Porter / Hayley Porter

In this episode, Jessica Porter and Hayley Porter, financial planners at BPG Wealth Management, speak to 401(k) Specialist about the 401(k) Girls, a financial education platform aiming to make financial wellness accessible and exciting for professionals and their clients.  

Jessica and Hayley, who were featured in 401(k) Specialist’s Profiles in Participant Outcomes in 2025, started the 401k Girls in January last year after noticing a need to make retirement and financial planning more approachable to clients online.

The duo—who are not sisters—use social media outlets like LinkedIn and Instagram to provide quick tips and insights on financial savings. There’s #FactorFictionFriday, where the 401k Girls will poll scrollers on common financial misconceptions at the end of the week, or “Porter’s Pennies,” where the two offer simple tips that can strengthen planning.

Jessica and Hayley also speak more about engaging younger workers in financial planning, and what the financial services industry has left to learn about meeting women clients where they’re at.

Episode Artwork The 401k Girls Are Making Financial Planning Actually Fun 10:47 Episode Artwork How GigMatch Creates Retirement Hope: George Fraser 13:55 Episode Artwork What Participants Really Think with Invesco’s Greg Jenkins 11:06 Episode Artwork Modernizing Retirement Plan Infrastructure with Congruent Solutions’ Mahesh Natarajan 19:33 Episode Artwork How Not to Get Sued: Fred Reish on Fiduciary Risk in 2026 25:45 Episode Artwork How Not to Get Sued: Lessons from ERISA Expert Witness Eric Dyson 25:34 Episode Artwork What Participants Really Want from Managed Accounts with Fidelity’s Lorianne Pannozzo 18:18 Episode Artwork Previewing the Nestimate Retirement Income Summit with Kelby Meyers 10:31 Episode Artwork Measuring Retirement Income Outcomes: Allianz Life’s Danielle Kelso 21:17 Episode Artwork Glenn Dial of American Century Investments on Why Sponsors and Participants See Retirement Risks So Differently 13:04 Episode Artwork Technology and the Future of Retirement Planning with Morningstar Retirement’s Michael Allen 12:51 Episode Artwork Technology and the Small Plan Market with 401GO’s Sue Hardy and Cheryl Morrison Deutsch 13:50 Episode Artwork Private Markets and 401(k)s: Invesco’s Greg Jenkins on What Comes Next 10:11 Episode Artwork Challenging Common Beliefs About Automated Plan Features with Principal Financial Group’s Marc Howell and Felix Okwaning 23:20 Episode Artwork Managing Market Value Adjustments with Lincoln Financial’s Bill McLaren 9:35 Episode Artwork Private Equity’s Potential to Help 401(k) Participants with Maura Reilly Kennedy and Michelle Rappa 16:11 Episode Artwork Stable Value Funds: Balancing Safety and Opportunity with Lincoln Financial’s Matt Condos 15:00 Episode Artwork Defining Value Creation in the Decumulation Phase with Allianz Life's Danielle Kelso 14:38 Episode Artwork Previewing SWAY | LIVE 2025 with Sheri Fitts 15:13 Episode Artwork Knut A. Rostad: Why EBSA Crypto Guidance Reversal is 'Absolutely Awful Decision' 9:09 Episode Artwork Unlocking SMB Market Success with 401GO’s Stan Smith 20:51 Episode Artwork Exploring Guaranteed Income in DC Plan Trends with Allianz Life’s Matt Stubblefield 19:49 Episode Artwork Creating the 'Next-Gen 401(k) Report' with KWP Growth Partners’ Will Prest and Lisa Kottler 16:56 Episode Artwork Large-Cap Value Investing in 401(k) Plans with Invesco’s Devin Armstrong 19:01 Episode Artwork Taking the Reins at Viking Cove Institute: New President Amy Glynn 11:18