Podcast Episodes

Samantha Russell

Season 1 Episode 27

Samantha Russell is chief evangelist with Twenty Over Ten, a digital marketing platform for financial professionals.

Russell’s practical yet insightfu…

4 years, 10 months ago

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Michael Finke

Season 1 Episode 26

As pandemic restrictions evaporate and the U.S. economy looks to fully reopen, many 401k-focused advisors are predicting big things for the rest of 2…

4 years, 11 months ago

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Alex Assaley

Season 1 Episode 25

With a total of roughly $1.7 trillion, student loan debt is a major issue for many Americans. Whether or not it’s an actual impediment to retirement …

4 years, 11 months ago

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Wade Pfau

Season 1 Episode 24

Dr. Wade Pfau is a Professor of Retirement Income with The American College of Financial Services. Pfau’s low-key, academic style belies his groundbr…

5 years ago

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Jake Rushton

Season 1 Episode 23

Jake Rushton, a tech-savvy advisor with TrueNorth Wealth in Salt Lake City, is doing some amazing things with social media engagement. He’s part of a…

5 years ago

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Ric Edelman

Season 1 Episode 22

Private equity and retirement plans – do they belong together? It’s a complicated issue, with needed yield and diversification on the one hand and co…

5 years, 1 month ago

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JD Carlson

Season 1 Episode 21

Pooled employer plans are getting a lot of attention, but do they live up to the hype? JD Carlson has strong feelings on the subject.

The CEO of Calif…

5 years, 1 month ago

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Jean Chatzky

Season 1 Episode 20

Is financial wellness actually working and is the general public even familiar with the term? Jean Chatzky is CEO and co-founder of HerMoney.com and …

5 years, 2 months ago

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Fred Reish

Season 1 Episode 19

Fred gets frank about fiduciary.

It’s a new year, a new Congress, and a new direction with so many of the issues that affect the 401(k) and retirement…

5 years, 2 months ago

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David Blanchett

Season 1 Episode 18

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…

5 years, 3 months ago

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