Podcast Episodes
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Should the Financial Markets Guide Your Business (or 401(k)) Decisions?
It seems like the major themes that are dominating the investment markets are also of great interest to individuals trying to make decisions personal…
3 years, 7 months ago
Bonds Behaving Badly, What Happened & What's Next?
Bonds, or fixed income investments did not have a great year in 2022 to say the least. The big question is now what? To delve into that, I am excited…
3 years, 8 months ago
Are You in The Know About SECURE 2.0?
If you are at all involved with workplace retirement plans, you would have to have been living under a rock to have not heard about SECURE 2.0. It is…
3 years, 8 months ago
Will Your 401(k) Account Soon Follow You Around?: Automatic Rollovers Coming To A Plan Near You
Here we go with a 401(k) Friday's Podcast first, three guests and a great topic. Today we dive into the recent announcement that three major recordke…
3 years, 9 months ago
Creating a Foundation for Financial Wellness
It's been a little while since we tackled financial wellness, there has been a lot going on in that area so I was glad to be able to connect with Bre…
3 years, 9 months ago
401(k) Auto Features: The Good, Bad & Ugly
Every now and then you have a guest that like Prince, or Cher, that simply needs one name to know who they are. Today, I am happy to welcome Shlomo, …
3 years, 11 months ago
Pooled Employer Plans, Canaries & Managed Accounts
I am happy to welcome back another guest who seemingly had predictive powers in prior episodes to briefly reflect on that prediction and give his cry…
3 years, 11 months ago
Thoughts on Market Declines, Parity of Returns & V-Shaped Recoveries
If you hadn't noticed, 2022 hasn't produced the best results in the financial markets. The questions on everyone's mind are how did we get here and w…
4 years ago
Rising Rates, Inflation & The Future of "Cash" In 401(k) Plans
Today, I am excited to launch the fall series of episodes and we start with stable value investments. My guest is Steve Horner, CFA and Portfolio Man…
4 years ago
401(k) M&A Mania: Beginning of the End, or Just The Beginning?
This week, we tackle M&A Mania in the retirement space. My guest is Dick Darian, Founding Partner of the Wise Rhino Group, a firm dedicated to workin…
4 years, 2 months ago