Lance Schoening from 2023-11-13T22:00

2024 SECURE 2.0 Insights with Principal’s Lance Schoening

As we head toward 2024, more and more provisions of the landmark SECURE 2.0 retirement reform legislation package are comin...

Lisa Gomez from 2023-10-23T12:00

Talking DOL Retirement Saving Priorities with EBSA Head Lisa Gomez

It’s been about a year since the Honorable Lisa M. Gomez was sworn in as the Assistant Secretary of Labor, and qui...

Jennifer Flitton from 2023-09-25T09:00

Capitol Hill Retirement Reform Update with Invesco’s Jennifer Flitton

With 2024 quickly approaching, it’s a good time to check in on the status of retirement reform efforts and prog...

Andrew Biggs from 2023-09-08T15:00

Andrew Biggs Explains Why There is Really Is No Retirement Crisis

In an environment where Americans are repeatedly told by mainstream media that they are facing a serious retirement...

Fred Reish from 2023-07-26T10:00

Fred Reish’s DOL Fiduciary Rule Update

The retirement industry will be keeping a close eye on the Department of Labor in August in anticipation of proposed regulation regarding its ...

Rebecca Hourihan from 2023-06-23T15:00

Retirement Advisor Marketing with Rebecca Hourihan

We were curious to learn more about what 401(k)-focused advisors are doing with their Listen

Justin Livengood from 2023-05-25T15:00

Exploring the Mid-Cap Market with Invesco’s Justin Livengood

Our guest today makes the argument for why mid-caps as an asset class belong in a properly diversified defined contribut...

Michael Kitces: Why Chat GPT Complements (Not Replaces) Advisors from 2023-05-22T12:00

The rapid emergence of artificial intelligence and Chat GPT specifically has raised a bunch of fresh questions about the role it will play in financial advice, and how it will impact the work an...

Sheri Fitts from 2022-04-11T08:00

Anyone who knows Sheri Fitts knows her hard-charging, yet fun, approach to marketing and branding. The speaker, consultant, and creator with Sheri Fitts & C...

Laurel Taylor from 2022-03-28T09:00

Student loan debt is a big problem that’s getting bigger, affecting multiple aspects of an employee’s financial life, retirement savings being just one. Brad Arends Listen

Rodney Balbuena from 2022-02-28T14:00

SageView Advisory Group’s Rodney Balbuena is a bilingual 401(k) advisor in Southern California who also happens to be our Dr. Wade Pfau ran neck-and-neck with Mornin...

Anthony Scaramucci from 2021-09-06T11:00

We had a controversial question about bitcoin in 401(k)s, so of course, we went to Anthony Scaramucci, the investme...

Teresa Ghilarducci from 2021-08-23T12:00

Teresa Ghilarducci once called the 401k an immature, underdeveloped child that needs help over ...

Marcia Wagner from 2021-08-09T10:00

Few, if any, know ERISA better than Marcia Wagner. The high-profile attorney is the TrueNorth Wealth in Salt Lake City, is doing some amazing things with social media engagement. He’s part of...

Episode 10: Bill Chetney from 2021-01-31T22:10:42.023393

Are mergers and acquisitions in the 401k advisory space hot or not? They were humming along until COVID hit, which supposedly froze everything in place, or maybe it didn't, and then it picked back ...

Episode 9: Liz Davidson from 2021-01-31T22:10:42.023393

Exciting innovation in financial wellness means it’s more tailored, more customized, and therefore more effective in helping working Americans achieve financial security and an affordable quality o...

Episode 8: Ted Benna from 2021-01-31T22:10:42.023393

Who better to talk about the current state of 401k than the man who started it all. In the late 1970s Ted Benna, father of the 401k, discovered an obscure provision of the tax code and developed it...

Episode 7: Targeted Help—How TDFs Aid Investors in the Current Market Crisis from 2021-01-31T22:10:42.023393

How are target-date funds performing in the pandemic-driven market crisis? What's the biggest surprise and/or validation revealed about the product, and how are retirement plan participants reactin...

Episode 6: Peter Mallouk from 2021-01-31T22:10:42.023393

Peter Mallouk says 401k plans are expensive, overly complex, needlessly complicated and involve too many third parties. While he’s a major advocate for the retirement savings vehicle, he's nonethel...

Episode 5: Christine Benz from 2021-01-31T22:10:42.023393

The always interesting and incredibly insightful Benz joins us to discuss her newfound FIRE respect. She also tackles critics of the traditional 60/40 portfolio and explains how to handle rising co...

Episode 4: Shlomo Benartzi from 2021-01-31T22:10:42.023393

401k auto-enrollment, deferral, and escalation? Thank Shlomo Benartzi, a pioneer in the field of behavioral economics. He developed the highly-regarded Save More Tomorrow system with Nobel Prize wi...

Episode 3: Liz Ann Sonders from 2021-01-31T22:10:42.023393

“We have not repealed the laws of fear and greed,” Liz Ann Sonders, Charles Schwab Chief Investment Strategist, wisely notes when asked about factors contributing to current volatility. Take a pand...

Episode 2: Chris Hogan from 2021-01-31T22:10:42.023393

Chris Hogan is a best-selling author, personal finance expert, and host of The Chris Hogan Show. A colleague of financial media mogul Dave Ramsey, Hogan’s known for his electrifying presentations a...

David Blanchett from 2021-01-24T22:00

We try to get Dr. David Blanchett, Morningstar’s Head of Retirement Research, to commit to settling an important debate once and for all about target-d...

David Blanchett from 2021-01-24T22:00

We try to get Dr. David Blanchett, Morningstar’s Head of Retirement Research, to commit to settling an important debate once and for all about target-d...

Edmund F. Murphy III from 2021-01-13T14:00

You can always count on Ed Murphy for straight talk and honest opinions, and he doesn’t disappoint in our wide-ranging interview. Murphy, President, and CEO of Empower Retirement, is here to dis...

Edmund F. Murphy III from 2021-01-13T14:00

You can always count on Ed Murphy for straight talk and honest opinions, and he doesn’t disappoint in our wide-ranging interview. Murphy, President, and CEO of Empower Retirement, is here to dis...

Nevin Adams from 2020-12-28T10:00

We needed a clear thinker with a comprehensive view to help us close out a complicated year. The choice was unanimous, “Nevin.”

Listen

Alicia Munnell from 2020-12-13T23:00

Dr. Alicia Munnell, director of the Center for Retirement Research at Boston College, joins us to discuss retirement plan coverage, Center for Retirement Research at Boston College, joins us to discuss retirement plan coverage,