January 18, 2019
In this episode: (1) The future of target date funds, (2) Millennial women hit job milestones, (3) How do millennials consume financial information?, (4) Netflix prices go up; 80 million viewers check out ‘Bird Box’, (5) Markets jump; active managers see a decline of $143 billion in December and (6) Allocating fees in a retirement plan. This week's special guest is SECOR Asset Management's Gretchen Tai.
Featuring the expert analysis of: Grant Sabatier, Millenial Money, Oliver Renick, TD Ameritrade, Michael Bozzello, StockTwits, Kevin Kelly, Delphi Digital, George Grombacher, Money Alignment Academy, Jacob Passy and Alessandra Malito, MarketWatch, Natalie Walters, The Motley Fool, Devin Banerjee, CFA, LinkedIn and Kevin Walsh and David Levine, Groom Law Group, Chartered. Show produced by Dusty Porter.
January 11, 2019
In this episode: (1) a closer look at the Japanese culture of saving, (2) the government shutdown and the Federal Thrift Savings Plan, (3) No Degree, No Problem for Employers, (4) NetFlix wins at the Golden Globes and (5) What does financial freedom mean to you? Special guests this week: United States and Japanese citizen Kenji Chida Ed.D
Featuring the expert analysis of: Grant Sabatier, Millenial Money, Oliver Renick, TD Ameritrade, Michael Bozzello, StockTwits, Kevin Kelly, Delphi Digital, George Grombacher, Money Alignment Academy, Jacob Passy and Alessandra Malito, MarketWatch, Natalie Walters, The Motley Fool, Devin Banerjee, CFA, LinkedIn and Kevin Walsh and David Levine, Groom Law Group, Chartered. Show produced by Dusty Porter.
January 4, 2019
In this episode: (1) retirement legislation in 2019, (2) the government shutdown and its impact on employee benefits, (3) drug prices continue their spike, (4) personal finance New Years resolutions and (5) Apple worries? Special guests this week: Charles Bolton, Legislative Assistant for Senator Robert Portman (R-OH) and Elizabeth Bell, Tax Counsel for Senator Benjamin Cardin (D-MD). PS Congratulations Michael Bozzello!
Featuring the expert analysis of: Grant Sabatier, Millenial Money, Oliver Renick, TD Ameritrade, Michael Bozzello, StockTwits, Kevin Kelly, Delphi Digital, George Grombacher, Money Alignment Academy, Jacob Passy and Alessandra Malito, MarketWatch, Natalie Walters, The Motley Fool, Devin Banerjee, CFA, LinkedIn and Kevin Walsh and David Levine, Groom Law Group, Chartered. Show produced by Dusty Porter.
December 28, 2018
In this episode (1) Higher education endowments lag the market (2) alternative investment trends in 2018, (3) retirement outlook for 2019, (4) data and privacy: tech in 2019 and (5) volatility: what do financial advisers tell their clients? Special guests this week: Rick Seltzer, Inside Higher Ed and Tucker Piner, Bloomberg, LP.
Featuring the expert analysis of: Grant Sabatier, Millenial Money, Oliver Renick, TD Ameritrade, Michael Bozzello, StockTwits. Kevin Kelly, Delphi Digital, George Grombacher, Money Alignment Academy, Jacob Passy and Alessandra Malito, MarketWatch, Natalie Walters, The Motley Fool, Devin Banerjee, CFA, LinkedIn and Kevin Walsh and David Levine, Groom Law Group, Chartered. Show produced by Dusty Porter.
December 22, 2018
Wrapping up the news in #retirement, the #markets, #tech, #personalfinance, #healthcare and more. In this episode: (1) 2019 global markets outlook, (2) 200 years to close the gender pay gap?, (3) markets continue to tumble, how are investors reacting?, (4) a deep dive into the state of pensions in America and (5) the top retirement moments in 2018. Special guest this week is Kristina Hooper, Invesco Chief Global Market Strategist.
Featuring the expert analysis of: Grant Sabatier, Millenial Money, Oliver Renick, TD Ameritrade, Michael Bozzello, StockTwits. Kevin Kelly, Delphi Digital, George Grombacher, Money Alignment Academy, Jacob Passy and Alessandra Malito, MarketWatch, Natalie Walters, The Motley Fool, Devin Banerjee, CFA, LinkedIn and Kevin Walsh and David Levine, Groom Law Group, Chartered. Show produced by Dusty Porter.
December 14, 2018
In this episode: (1) The United Nations tackles data privacy, (2) $150m in student loan debt wiped away, (3) the latest healthcare trends, (4) why grandparents and parents shouldn’t spoil their grandchildren/children during the holidays, (5) boss-worker friendships can cause trouble? and (6) the cryptocurrency-whipsaw. Special guest this week is Zachary Tracer, Healthcare Editor, Business Insider. Featuring the expert analysis of: Grant Sabatier, Millenial Money, Oliver Renick, TD Ameritrade, Michael Bozzello, StockTwits. Kevin Kelly, Delphi Digital, George Grombacher, Money Alignment Academy, Jacob Passy and Alessandra Malito, MarketWatch, Natalie Walters, The Motley Fool, Devin Banerjee, CFA, LinkedIn and Kevin Walsh and David Levine, Groom Law Group, Chartered. Show produced by Dusty Porter.
December 8, 2018
In this episode: (1) Retirement coverage and public policy initiatives, (2) Wall Street tries to sidestep #MeToo?, (3) millennial salaries-wage stagnation and not saving enough, (4) the GDPR – when data can be gathered and used (5) How to Use Gift Cards and (6) the latest wage and job numbers and the impact on investor sentiment. Special guest this week is Angela Antonelli, Georgetown Center for Retirement Initiatives. Contributors: Grant Sabatier, Millenial Money, Oliver Renick, TD Ameritrade, Michael Bozzello, StockTwits. Kevin Kelly, Delphi Digital, George Grombacher, Money Alignment Academy, Jacob Passy and Alessandra Malito, MarketWatch, Natalie Walters, The Motley Fool, Devin Banerjee, CFA, LinkedIn and Kevin Walsh and David Levine, Groom Law Group, Chartered. Show produced by Dusty Porter.
December 1, 2018
In this episode: (1) The truth and fiction about millennials, (2) recent retirement legislation, (3) the multiemployer supercommittee goes in to overtime, (4) the Marriott data breach (5) nurses moonlight to make ends meet and (6) cryptocurrency continues to take a dip. Special guest this week is the creator and founder of Millenial Money, Grant Sabatier. Contributors: Oliver Renick, TD Ameritrade, Michael Bozzello, StockTwits. Kevin Kelly, George Grombacher, Jacob Passy and Alessandra Malito, MarketWatch, Natalie Walters, The Motley Fool, Devin Banerjee, CFA, LinkedIn and Kevin Walsh and David Levine, Groom Law Group, Chartered. Show produced by Dusty Porter.
November 24, 2018
It's the #BlackFriday edition of The Weekly Pulse! In this episode: (1) Toys 'R' Us workers get a severance fund, (2) Data breach fatigue is setting in, (3) Participant Privacy: Who owns retirement plan data?, (4) Retirement policy "left overs", (5) managing credit card rewards, and (6) an update on providing retirement coverage around the United States. Special guest this week is John Scott, Director, Retirement Savings Project at The Pew Charitable Trusts. Contributors: Oliver Renick, TD Ameritrade, Michael Bozzello, StockTwits. Kevin Kelly, George Grombacher, Jacob Passy and Alessandra Malito, MarketWatch, Natalie Walters, The Motley Fool, Devin Banerjee, CFA, LinkedIn and Kevin Walsh and David Levine, Groom Law Group, Chartered. Show produced by Dusty Porter.
November 17, 2018
It's the pre-Thanksgiving edition of The Weekly Pulse. In this episode: (1) the basics of #cryptocurrency and #blockchain, (2) objective financial journalism, (3) retirement legislation in the new 2019 congress, (4) Amazon in NYC and Uber's IPO, (5) Auto-Portability for small balances. Contributors: Oliver Renick, TD Ameritrade, Michael Bozzello, StockTwits. Kevin Kelly, George Grombacher, Jacob Passy and Alessandra Malito, MarketWatch, Natalie Walters, The Motley Fool, Devin Banerjee, CFA, LinkedIn and Kevin Walsh and David Levine, Groom Law Group, Chartered. Show produced by Dusty Porter.
