Podcast Episodes
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Will The Aftermath of COVID-19 Bring More 401(k) Lawsuits?
With the COVID related volatility in the financial markets and the impact on employees and businesses, one question lingering in the back of employer…
6 years, 3 months ago
Stimulus Checks + PPP + Zero Interest Rates = Inflation?
Recently, there has been a lot of money, trillions of dollars, pumped into the markets and economy. What is the impact on inflation, how could this i…
6 years, 3 months ago
Student Debt: Updates, CARES Act & 401(k) Integration
Student debt or student loans has been a hot topic and a challenge for millions for several years now. So much so that employers are now including so…
6 years, 3 months ago
ERISA Attorney Insights - Contemplating Coronavirus Consequences
This week, I am happy to share my conversation with Tom Clark, ERISA Attorney and COO of the Wagner Law Group! Tough to put a nice bow around this on…
6 years, 4 months ago
Strategies To Help 401(k) Participants Overcome Practical Barriers To Retirement
This week I had a timely conversation with a new guest, Chris Anast, CFA, and Senior Vice President, Senior Retirement Strategist with the Retirement…
6 years, 4 months ago
How Has 401(k) Behavior Been During The COVID-19 Crisis?
One common question amongst employers during the COVID-19 pandemic has been how their employees have been reacting in their 401(k) plans. To delve th…
6 years, 5 months ago
Economic, Market & Other Predictions For The Post-COVID World
Have questions about where the financial markets are today, interested in how things could unfold as the world re-opens? We cover this and more with …
6 years, 5 months ago
COVID, Divorce, Death & 401(k) Distributions: Don't Discount The Devilish Details
I hope this episode finds you safe and healthy during these crazy times. This episode had a lot of twists and turns to get to you. My guest today, Sh…
6 years, 5 months ago
401(k) Fiduciary & Litigation Considerations In The Coronavirus Era
I hope this episode finds you safe and healthy in these unprecedented times. There are a lot of questions about coronavirus, the new CARES Act, the b…
6 years, 6 months ago
Managed Accounts & 401(k) Plans:The What, Why, Who & Where Things Are Headed
I hope this episode finds you safe and healthy! While there is no specific Coronavirus talk today, the concept of managed accounts could get a boost …
6 years, 6 months ago