July 13, 2019
In this episode: (1) Kristina Hooper, Invesco, Chief Global Markets Strategist, takes us on a look back at the first half of 2019 and sheds some light on what we might expect from markets the remainder of the year, (2) BREAKING NEWS: Department of Labor secretary Acosta resigns. What’s the impact to benefit regulation and who may replace him?, (3) Atlas Shrugged: Employees striking for climate change, (4) Ranking the states for retirement, (5) Blended retirement: the challenges of military spouses and their families, (6) Amazon is now offering new skills training to its employees, (7) a closer look at the #FIRE movement – will they actually stop working? and, (8),the California Consumer Privacy Act’s impact on employee benefits.
July 13, 2019
In this episode: (1) Kristina Hooper, Invesco, Chief Global Markets Strategist, takes us on a look back at the first half of 2019 and sheds some light on what we might expect from markets the remainder of the year, (2) BREAKING NEWS: Department of Labor secretary Acosta resigns. What’s the impact to benefit regulation and who may replace him?, (3) Atlas Shrugged: Employees striking for climate change, (4) Ranking the states for retirement, (5) Blended retirement: the challenges of military spouses and their families, (6) Amazon is now offering new skills training to its employees, (7) a closer look at the #FIRE movement – will they actually stop working? and, (8),the California Consumer Privacy Act’s impact on employee benefits.
July 6, 2019
In this episode: (1) Supporting families of children with special needs with special guest Kimberly Potter, Chief Clinical Officer, The COR Behavioral Group, (2) a lopsided financial recovery, (3) relocating abroad to improve your career opportunities, (4) Amazon saves Alexa transcripts!, (5) assessing the impact of new job numbers and what could the Federal Reserve do?, (6) a look at the proposed DOL and IRS MEP guidance for “the one bad apple”, and (7) and a new wave of defined benefit plan lawsuits.
June 28, 2019
In this episode (1) The latest 529 research with special guest Paul Curley, CFA, Director of 529 Research, Strategic Insight, (2) Companies taking a stand for social issues, (3) Retailers plans to upstage Amazon Prime Day on July 15, (4) moving the #Financial Literacy field forward – the Treasury takes a hard look at updating college curriculum, (5) #Bitcoin and cryptocurrency bounce back – Facebook creates Libra, (6) Will Senator Sanders’ Student Loan Debt forgiveness plan stir more retirement savings?, (7) a closer look at Executive Orders and the impact on new health and retirement plan regulations (e.g. association health plans, #ESG investing and e-delivery) and, (8) the impact of a healthcare merger on drug prices.
June 21, 2019
In this episode: (1) Investment governance best practices with special guest Michael E. Drew, Financial Economist, Drew, Walk & Co. and Professor, Griffith University, (2) Apple speaks out about the impact of tariffs, (3) Should kids be taught finance? (4) Monopoly gets a refresh, (5) the Fed responds, a U.S. drone is shot down, what’s the impact to markets?, (6) coffee demagoguery and (7) the SEC asks for comments about allowing retail investors access to non-traditional asset classes.
June 15, 2019
In this episode: (1) Georgetown University’s CRI: Tackling de-accumulation and lifetime income, (2) World Economic Forum report: Americans Outlive Their Savings, (3) More on the SEC’s Best Interest regulations, (4) What are college students biggest savings questions?, (5) 10 states sue to stop T-Mobile and Sprint merger, (6) Mortgage rates are dropping - so why aren’t more people buying homes?, and (7) A look at the upcoming Fed meeting: how did markets respond? Georgetown University Center for Retirement Initiatives’ Angela Antonelli joins as this week’s special guest.
June 7, 2019
In this episode: (1) The SEC votes to pass #REGBI, our #LegalEagles weigh in, (2) Put your phones down and get back #time, (3) Are You Ready for a Holiday?, (4) Baltimore’s ransomware attack and Amazon drones may be flying soon, (5) #cryptocurrency values recede and how do #alternatives actually perform, (6) Firestarter: a closer look at the #FIRE movement and (7) the forced arbitration clause finds its way back in to some credit card agreements, but you CAN opt out. Today’s special guest is George Grombacher of Money Alignment Academy.
May 31, 2019
In this episode: (1) More reaction on the SECURE Act, (2) Catching up on financial literacy initiatives: a mock trading day for students, (3) work-life balance and a parental-leave lawsuit, (4) an Apple foldable phones and the Uber Q1 report, (5) free trade and the countdown to Tariffs, (6) the impact of the First American data breach on home buyers, (7) the pros and cons of annuities in retirement plans and (8) an update on the SEC’s Regulation Best Interest – the retirement version of Game of Thrones – and a plaintiff lawyer copies the #LegalEagles. This week’s special guest is The Pew Charitable Trusts' John Scott, Director of The Retirement Savings Project.
May 24, 2019
In this episode: (1) The SECURE Act passes; our contributors weigh-in, (2) the Village of Arlington Heights, IL uses its budget surplus to increase the Village's pension funding levels and help reduce future property tax increases, (3) Americans are still financially fragile, (4) Amazon Is Working on a Device That Can Read Human Emotions, (5) Tariff talks brings more volatility, (6) Healthcare startup uBiome is raided by the FBI and (7) the best new ideas in retirement. This week’s special guests from the Village of Arlington Heights are #Treasurer Tom Kuehne and #VillageManager Randy Recklaus.
May 18, 2019
In this episode: (1) A look at the latest ETF (Exchange Traded Funds) trends, (2) Disney takes over Hulu, what’s it all mean? The impact on financial news?, (3) BitCoin surges and the current state of cryptocurrency, (4) positive economic data, market volatility and a collared Fed?, (5) Grant checks in about his concluded book tour and has an announcement, (6) new retirement legislation from Portman-Cardin and Senator Wyden grabs attention and (7) the impact of tariff-talk on real estate and American consumers. This week’s special guest is Direxion's Sylvia Jablonski.
