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.
May 11, 2019
In this episode: (1) Achieving #Financialliteracy from the perspective of state Treasurers (2) Small business sacrifices, (3) Financial workshop lessons learned, (4) calls to break up Facebook?, (5) Unintended consequences of the Sanders-Cortez legislation to lower credit card debt, (6) markets take a pre-June swoon and the Uber IPO (7) making defined contribution plans look more like defined benefit pension plans. This week's special guest is David Damschen, CTP, #Treasurer, State of Utah.
May 4, 2019
In this episode: (1) Road trip: catching up with singer / songwriter Pentley Holmes, (2) lessons from the Milken Conference and the ‘Returnship’ for Working Mothers, (3) Netflix cancellations increase and Apple Earnings continue to grow, (4) Great economic numbers, but where are the holes?, (5) retirement data: we need more, or so says the GAO and (6) DOL Secretary Acosta hints at a new Fiduciary rule. This week's special guest is singer / songwriter pentley holmes.
April 27, 2019
In this episode: (1) MEPs, consolidation and fees – a look at some of the latest financial industry research, (2) GDP rises to 3.2%, but are there concerns about growth?, (3) Amazon’s free two-day shipping becoming one day shipping, The Office leaving Netflix, (4) Grant goes to Canada: An update from the Financial Freedom book tour, (5) NJ joins the rank of state-sponsored retirement plans, what’s next? Why are some folks fussin’? and (6) Vanderbilt settles its 403(b) law suit, but there are ramifications for data privacy. Special guest this week is Cerulli Associates’ Bing Waldert.
April 19, 2019
In this episode: (1) Longevity and impressions about retirement income, (2) increasing drug prices and the 10 people transforming healthcare, (3) Health Care Middlemen Hobble the System (4) Pinterest IPO, (5) the Sprint-T-Mobile may not to be approved by regulators? ,(5) Why you may want to think twice before buying a home in the exurbs (6) ERISA Advisory Council reports on Bonding and Lifetime Income and the IRS updates its self-correction procedures. Special guest this week is Michael Finke, Chief Academic Officer, The American College of Financial Services.
April 12, 2019
In this episode: (1) Financial Literacy Workshops, (2) No Need for a Degree to Succeed?, (3) T-Mobile expands to a cable-streaming but how is it different?, (4) Disney Releases details on its new Disney + streaming service, (5) college endowments invest in crypto, (6) Misunderstandings and misconceptions about credit card rewards and (7) the Department of Labor tackles Plan reporting and an Executive Order on ESG funds. Special guest this week is Tara Falcone, CFA, CFP®, Founder of ReisUP LLC.
April 5, 2019
In this episode:
- Perceptions about auto enrollment in the government sector
- New Retirement Legislation: Congress passes the SECURE ACT and a minimum guaranteed retirement?
- A case of offering products that no-one wants? Google and Walmart working together on a shopping assistant.
- Giving College a Try at Age 40
- Getting what you want from your credit card issuer and ever-growing healthcare expenses
- An Update (and some life lessons) on the Financial Freedom Book tour
Special guest this week: Rivka Liss-Levinson, Ph.D., Center for State and Local Government Excellence.
March 30, 2019
In this episode: (1) Drug prices on the rise, (2) No Savings for Half of Older Adults, (3) He Said/She Said - Apple’s new media services – should Netflix be nervous?, (4) 4th quarter GDP revisions and a softening of Fed policy, (5) Auto enrollment may be hurting retirement savings? and (6) A court blocked key parts of DOL's Association Health Plan rule and the Congress takes up the RESA bill again. We're talking #healthcare with special guest, Business Insider’s Senior Healthcare Reporter, Lydia Ramsey. And welcome to The Motley Fool’s tech reporter Dan Kline who joins our team of able contributors.
March 22, 2019
In this episode: (1) More #Financialliteracy initiatives!, (2) Medical Bills are Killing Americans, (3) the Fed goes dovish and financial markets take a tumble late in the week; we’re taking the long-term view, (4) tales from the Golden Road – Grant Sabatier checks in on his book/listening tour, (5) is more fee #disclosure coming? and (6) More Netflix originals and Disney’s new streaming services comes online. This week’s special guest is the University of Chicago's, Rebecca Maxcy, Director of the Magnetar Capital UChicago Financial Education Initiative.
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.
