July 15, 2018
In this week's episode, we dive in to #529plans, #AmazonPrimeDay, the evolution of the retirement conference and get a refresher on #QDIAs. Special guests include Strategic Insight's Paul Curley, CFA and Mary Adams, CMP, President of ECG - Meetings, Association Management, Executive Education. And don’t forget insightful comments from The Weekly Pulse #AllStars to wrap up the news:
#Advisory: George Grombacher
#Markets: Oliver Renick, TD Ameritrade and Kevin Kelly, Bloomberg LP
#PersonalFinance: Alessandra Malito and Jacob Passy, MarketWatch
#Legal: David Levine and Kevin Walsh, Groom Law Group, Chartered
#Technology: Natalie Walters, The Motley Fool
July 8, 2018
In this week's episode, we do a mid-year assessment of #retirement legislation and regulation and look at the potential hot button issues for the remainder of 2018. Jo-el Meyer, Deputy News Director for Bloomberg BNA, joins us to discuss, and the #LegalEagles add their perspective later on in the Show. And we have another #Roads2Retirement segment with Dr. Andrew, a bio-tech entrepreneur. And don’t forget insightful comments from The Weekly Pulse #AllStars to wrap up the news:
#Advisory: George Grombacher
#Markets: Oliver Renick, TD Ameritrade and Kevin Kelly, Bloomberg LP
#PersonalFinance: Alessandra Malito and Jacob Passy, MarketWatch
#Legal: David Levine and Kevin Walsh, Groom Law Group, Chartered
#Technology: Natalie Walters, The Motley Fool
July 1, 2018
The Weekly Pulse for Sunday, July 1, 2018
In this week's episode: “Rothification” rears its ugly head again as the Administration and Congress discuss Tax Reform 2.0, South Carolina begins its process to address the lack of its retirement coverage, Amazon purchases PillBox and Instagram and SnapChat continue their smackdown, and the markets continue their “wild ride”. Special guests include Lew Minsky, President and CEO, Defined Contribution Institutional Investment Association (DCIIA) and Mark Ferguson, Department Chair, The Darla Moore School of Business.
June 24, 2018
In this week's episode, the #AllStars dive into the reported death of the Department of Labor Fiduciary Rule, a change in the makeup of the Dow Jones Industrial Average, employer stock in retirement plans and the Pennsylvania Retirement Taskforce. This week's special guests include John Sullivan, Editor, 401(k) Specialist Magazine, Dennis Simmons, Executive Director, Committee on Investment of Employee Benefit Assets and Joseph Torsella, State Treasurer, Commonwealth of Pennsylvania.
The Weekly Pulse Sunday #AllStars
May 13, 2018
Welcome back to your go to source to wrap up what happened in #Retirement and the #markets each week.
In this episode, Jeff, George Grombacher and the #AllStars cover a wide range of issues from the latest on the 5th circuit court decision and the implications on the new fiduciary rule to the acquisition by Walmart of FlipKart, to the recent spike in commodity prices and the impact of pension cuts.
This week's special guests include:
Then in the inaugural #Roads2Retirement segment, George sits down with special musical guests Shakedown Suite to find out what they’re up to now and how their perspectives on retirement and savings have evolved.
