March 15, 2019
In this episode: (1) Assessing the Impact of the College Admissions Scandal, (2) Who Should Bear the Student Loan Burden?, (3) It continues! – Facebook and Instagram go down for extended periods of time, (4) Making sense of the multiple retirement and financial services designations, (5)Investing app launches debit rewards in an effort to attract more banking customers and (6) The expansion of wellness programs and what employees and employers should be evaluating. Special guests this week: Rick Seltzer, Inside Higher Ed and Sharon A. Pivirotto, 401kBestPractices.com.
March 8, 2019
In this episode: (1) U.S. Credit Card debt highest it has ever been and the Bureau of Labor Statistics says that solar panel work will be the fastest growing job in the next decade, (2) the IRS re-evaluates its decision on pension Lump Sum Distribution windows, (3) Amazon ends its pop-up stores and AirBNB plans its IPO, (4) Job numbers are below expectations and investor sentiment on Tesla and Facebook, (5) a 24-year old has a saving rate that has her on the path to $100k by the time she is 25 and (6) gender bias in investing and financial advice. We're talking #financialliteracy with today's special guest Annamaria Lusardi of The George Washington University - School of Business and Global Financial Literacy Excellence Center (GFLEC).
March 1, 2019
In this episode: (1) Funding state and local government pensions – is there a better way?, (2) redefining “retirement” (should that word even apply anymore?), (3) The phony retirement crisis? (4) An Oscar shift?, (5) positive GDP numbers – what does this mean for investors (is there a recession looming)? and (6) the quarterly home owner rate is 64.8%; 43% of senior are renting. This week’s special guest is Professor Jon Forman, University of Oklahoma College of Law.
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.
February 23, 2019
In this episode: (1) Data Privacy – what are the rules of the road for employers (plan sponsors) and service providers?, (2) How do millennials stack up against their older counterparts in terms of compensation and savings?, (3) Markets and crypto rebound, how are investors reacting? , (4) the fastest growing well paid jobs and (5) Consumer reports cites a decline in quality for Tesla. Special guest this week is the amazing Phil Rovner, Engineer, Entrepreneur & Musician.
February 9, 2019
In this episode: (1) Mutual Fund and ETF Innovation, (2) Consumer Protection Bureau Cripples New Rules for Payday Loans, (3) Tackling the challenge of improving Americans’ financial literacy, (4) Earnings season is here; what does it mean for equity markets, tech companies? and (5) State fiduciary rules e.g.: Nevada, New York and Maryland; what are the takeaways for employers and service providers? Special guest this week is Pageant Media's Dervedia Thomas
February 1, 2019
In this episode: (1) Retirement Income and Retirement Innovations like Artificial Intelligence, (2) Are soft skills in demand?, (3) Financial Freedom: A Proven Path to All the Money You Will Ever Need, (4) A Primer on The Fiduciary Standard, (5) Revolution: Venezuela and the shift from the Bolivar to Crypto Currency? and (6) 3 hour delays on the IRS hotline. This week's special guest is Anne Ackerley, Head of Defined Contribution at BlackRock.
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 26, 2019
In this episode: (1) The disconnect between what plan sponsors say, what participants hear, (2) building over-the-top networks and creating compelling content, (3) employees vulnerable to be replacement by automation (4) the pitfalls of loans available to federal workers and (5) new state fiduciary rules. Special guests this week: Greg Jenkins, CFA, Invesco US and Driss Sekkat, Broadcast Management Group, Inc.
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 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.
