Podcast Episodes
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David Ranney
Season 4 Episode 67
5 Big Issues with Small 401(k) Plans: Rebalance’s David Ranney
Small-business 401(k) plans face a lot of specific issues and challenges that don’t nec…
3 years, 1 month ago
Pete Swisher
Season 4 Episode 66
Pete Swisher Deciphers SECURE 2.0’s Complex Startup Tax Credit
The new SECURE 2.0 legislation has brought with it plenty of questions and confusion ab…
3 years, 2 months ago
Laurel Taylor
Season 4 Episode 65
Tackling Student Loan Debt Relief Issues with Candidly’s Laurel Taylor
Student loan debt has gotten plenty of attention lately, thanks not only to th…
3 years, 2 months ago
Josh Itzoe
Season 4 Episode 64
Josh Itzoe’s Been Busy, and 401(k) Advisors are Reaping the Benefits
Former TAPO honoree Josh Itzoe is now spending his days helping other 401(k) advi…
3 years, 3 months ago
Bonnie Treichel
Season 4 Episode 63
Bonnie Treichel Talks Retirement Income Solutions, the New ESG Rule and SECURE 2.0
There’s a select few people in the retirement business who seem lik…
3 years, 3 months ago
Jake Eigner
Season 2 Episode 19
The Groom Law Group’s Jake Eigner Talks Final SECURE 2.0 Hurdles and New ESG Rule Impacts
Groom Law Group Attorney Jake Eigner—a rising young star in …
3 years, 4 months ago
Jamie Hopkins
Season 2 Episode 18
The Carson Group’s Jamie P. Hopkins is a busy guy. A nationally recognized writer and researcher who frequently speaks at events around the country, …
3 years, 5 months ago
Greg Jenkins
Season 2 Episode 17
Surprising Findings About Participant Retirement Income Perceptions: Invesco’s Greg Jenkins
Our friends at Invesco recently released a voluminous ne…
3 years, 5 months ago
David Musto
Season 2 Episode 19
What Excites, Intrigues Ascensus CEO David Musto about the Industry?
What’s happening with sequence-of-return risk, inflation, and the possibility of …
3 years, 6 months ago
Jeff Hull
Season 2 Episode 18
Here's the Skinny on President Biden's Student Loan Debt Relief
Long expected, it's finally happened. President Biden declared student loan debt relie…
3 years, 7 months ago