The Weekly Pulse #Podcast for Sunday, September 15, 2019

In this episode: (1) Maurie Backman, Personal Finance Reporter The Motley Fool joins to discuss how Americans don’t understand Social Security!, (2) Smaller cities receive a worker influx, (3) the U.S. isn’t building enough houses and that’s not changing anytime soon, (4) Apple releases a new iPhone – should you buy?, (5) Quantitative Easing: the ECB will revamp their bond purchase program, (6) retire like Tina Turner and (7) Congress is back! Will SECURE Act be on the docket? And the SEC is sued over Regulation Best Interest.

Featuring expert analysis from: Devin Banerjee, CFA, Natalie Walters, Daniel Kline, Oliver Renick, Kevin Kelly, CFA, Rebecca Maxcy, Alessandra Malito, Jacob Passy, David Levine, Kevin Walsh, Lydia Ramsey.

#PersonalFinance, #Savings, #529Plans, #401k, #403b, #457b, #Pensions, #Healthcare, #Tech, #Cybersecurity, #DataBreach, #Markets, #Cryptocurrency, #HedgeFund, #PrivateEquity, #RealEstate, #REIT, #VentureCapital

The Weekly Pulse #Podcast for Sunday, September 8, 2019

In this episode: (1) Singer/Songwriter and NBC The Voice finalist Dylan Hartigan, (2) FinCon2019, (3) home health workers: the hardest and most demanding job, (4) it’s OK to ask your financial advisor questions during this period of market volatility, (5) a look at global retirement policy including the impact of China’s one-child policy on the Country’s retirement security, (6) housing finance reform plan highlights and mortgage rates continue to fall, (7) Congress returns! What’s the state of the SECURE Act? And, (8) Arbitration agreements in ERISA plan documents.

Featuring expert analysis from: Devin Banerjee, CFA, Natalie Walters, Daniel Kline, Oliver Renick, Kevin Kelly, CFA, Rebecca Maxcy, Alessandra Malito, Jacob Passy, David Levine, Kevin Walsh, Lydia Ramsey.

#PersonalFinance, #Savings, #529Plans, #401k, #403b, #457b, #Pensions, #Healthcare, #Tech, #Cybersecurity, #DataBreach, #Markets, #Cryptocurrency, #HedgeFund, #PrivateEquity, #RealEstate, #REIT, #VentureCapital

The Weekly Pulse #Podcast for Sunday, September 1, 2019

In this episode: (1) The challenges faced by many of America's small #farmers with Larry Shover, Chief Investment Officer, Efficient Advisors, LLC , (2) Risky mortgages return – (non-qualified mortgages) – and from non-bank lenders, (3) Community guidelines at Google, (4) major cellular carriers are deploying drones in the path of Hurricane Dorian, (5) the so-called retail apocalypse – store openings actually increase, (6) mortgage rates increased, mortgage applications decreased, (7) there are a plethora of retirement podcasts, (8) Monopoly and Life board games – are these good tools to facilitate discussion about financial literacy? and, (9) a look back at retirement legislative and regulatory accomplishments so far in 2019.

Featuring expert analysis from: Devin Banerjee, CFA, Natalie Walters, Daniel Kline, Oliver Renick, Kevin Kelly, CFA, Rebecca Maxcy, Alessandra Malito, Jacob Passy, Grant Sabatier, David Levine, Kevin Walsh, Lydia Ramsey and Tara Falcone, CFA, CFP®

#PersonalFinance, #Savings, #529Plans, #401k, #403b, #457b, #Pensions, #Healthcare, #Tech, #Cybersecurity, #DataBreach, #Markets, #Cryptocurrency, #HedgeFund, #PrivateEquity, #RealEstate, #REIT, #VentureCapital

The Weekly Pulse #Podcast for Sunday, August 25, 2019

The Weekly Pulse Podcast for Sunday, August 25, 2019 | In this episode: (1) Small business trials and tribulations with voice-over actor and #contentcreator Dusty Porter,  (2) How to save $1,000 in 5 easy steps (3) the birth of E-Delivery and modernization in the retirement industry?, (4) The new Apple Credit Card  and a lack luster new Apple product line up this Fall, (5) the business roundtable redefines shareholder value?, (6) Jackson Hole announcements and Tweets that have market influences and, (7) the impact of a temporary payroll tax; will it decrease Social Security in the long term?

#Retirement, #PersonalFinance, #Savings, #529Plans, #401k, #403b, #457b, #Pensions, #Healthcare, #Tech, #Cybersecurity, #DataBreach, #Markets, #Cryptocurrency, #HedgeFund, #PrivateEquity, #RealEstate, #REIT, #VentureCapital

The Weekly Pulse #Podcast for Sunday, August 18, 2019

The Weekly Pulse #Podcast for Sunday, August 18, 2019 | In this episode: (1) CalSavers Executive Director Katie Selenski joins us to discuss recent successes of the Program since it's July 1, 2019 rollout, (2) Ancestry thinks about a move in to healthcare and drug negotiations go viral, (3) the inverted yield curve and recession sentiment, (4) negative interest rate impacts on bonds, consumers and even public pensions, (5) new regulatory guidance for missing #retirement plan participants, (6) negative mortgage rates in the Netherlands – could it happen in the U.S. and (7) the mindset of excluding Social Security from your retirement projections.

Featuring expert analysis from: Devin Banerjee, CFA, Natalie Walters, Daniel Kline, Oliver Renick, Kevin Kelly, CFA, Rebecca Maxcy, Alessandra Malito, Jacob Passy, Grant Sabatier, David Levine, Kevin Walsh, Lydia Ramsey and Tara Falcone, CFA, CFP®

#PersonalFinance, #Savings, #529Plans, #401k, #403b, #457b, #Pensions, #Healthcare, #Tech, #Cybersecurity, #DataBreach, #Markets, #Cryptocurrency, #HedgeFund, #PrivateEquity, #RealEstate, #REIT, #VentureCapital

The Weekly Pulse #Podcast for Sunday, August 11, 2019

The Weekly Pulse #Podcast for Sunday, August 11, 2019 | In this episode: (1) Suburban Jungle's Founder and President Alison Bernstein discusses #realestate trends - both #urban and #suburban including #resizing, #downsizing and #relocating (2) the concept of #JOMO (Joy of Missing Out), (3) 31% of women now out-earn their partners!, (4) Uber loses $5 billion and Amazon and FedEx | Go Global break-up, (5) market volatility continues – but what about bonds?, and (6) the rule-making “shot clock” – is time running out for any new retirement plan rules from the U.S. Department of Labor? Are there any work-arounds? | Retirement News That Matters. Independent. Unbiased. Information for All.

Featuring analysis from: Devin Banerjee, CFA, Natalie Walters, Daniel Kline, Oliver Renick, Kevin Kelly, CFA, Rebecca Maxcy, Alessandra Malito, Jacob Passy, Grant Sabatier, David Levine, Kevin Walsh, Tara Falcone, CFA, CFP® and Lydia Ramsey

The Weekly Pulse Podcast for Sunday, August 4, 2019

In this episode: (1) Connected Technology, LLC's President Kevin Urso joins us to discuss how small and mid-sized organizations are also at risk for #databreaches and #cybersecurity mishaps, (2) social media FOMO and its implications in the societal wage struggle, (3) #financialliteracy professional development classes for high school teachers, (4) Nintendo makes a comeback with the Switch Lite gaming system, (5) every market catalyst is in play this week and the impact of the #Fed’s rate cut on consumers, (6) huh? - there was no retirement issue coverage in the recent Democrat debates and (7) and the DOL issues a final rule to offer Association Retirement Plans but where are the open MEPs?

The Weekly Pulse Podcast for Sunday, July 28, 2019

In this episode: (1) Garrett Roberts of GoRow Studios provides an update on his business plan and discusses some of the latest #healthcare and #fitness trends, (2) Natalie Walters recounts her trip to Africa trying to fix Kenya’s low-income clinics with cost-effective technology, (3) Millennials (and others) are being creative in reducing their housing expenses, (4) Private equity being put on notice by workers advocacy groups, (5) #GDP numbers exceed expectations, but US economic growth slows, (6) Amazon’s profits won’t be as high with 1-day shipping, and (7), the #SECUREAct has not yet passed the United States Senate, but a multiemployer pension boost passed the U.S. House of Representatives.

Featuring analysis from: Devin Banerjee, CFA, Natalie Walters, Daniel Kline, Oliver Renick, Kevin Kelly, CFA, Rebecca Maxcy, Grant Sabatier, Alessandra Malito, Jacob Passy, Lydia Ramsey, Tara Falcone, CFA, CFP®, David Levine and Kevin Walsh

The Weekly Pulse Podcast for Sunday, July 21, 2019

In this episode: (1) A look at #Annuities trends and thoughts on provisions of the #SECUREAct with Kerry Pechter, Editor of the Retirement Income Journal, (2) How Serena aces work-life balance, (3) Oscar’s first moves in Medicare Advantage, (4) Netflix subscribers flatten! Is it a sign of things to come?, (5) muted market volatility and a resurgence in the S&P: and a heavily watched Q2 earnings season (6) the FaceApp goes viral aging customers prematurely and there are major cyber security concerns , and (7) Eugene Scalia will be nominated as the next secretary of Labor; what’s the impact on a new fiduciary rule?

The Weekly Pulse Podcast for Sunday, July 14, 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.