The Weekly Pulse for Sunday, November 11, 2018

November 10, 2018

In this episode, the #allstars focus on the 2018 midterms and what that means for #retirement, #markets, #tech and #personal finance. This week's special guest is Megan Scipione, CFA, Financial Wellness Coach. Contributors: Oliver Renick, TD AmeritradeMichael Bozzello, StockTwits. Kevin Kelly, George Grombacher, 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.

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The Weekly Pulse for Sunday, November 4, 2018

November 3, 2018

In this episode: (1) the impact on brands taking a stand, (2) snap chat, (3) the U.S. jobs report, (4) IRA/401(k) 2019 contribution limits and (5) the impact of an immigration executive order on employee benefits. This week's special guest is Michael Bozzello, Product Manager, StockTwits. Contributors: Oliver Renick, TD Ameritrade, Kevin Kelly, George Grombacher, 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.

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The Weekly Pulse for Sunday, October 28, 2018

October 26, 2018

National Retirement Security Week has come and gone, but that doesn't mean the party has to stop! In this episode (1) Companies offering employees time off to vote, (2) Netflix earnings, (3) market volatility continues to rear its ugly head - what's the reaction?, (4) women's retirement investing and (5) new Department of Labor comment period on Multiple Employer Plans (MEPs). This week's special guest is Bob Otter, Founder/CEO of CitizenAID USA. Contributors: Oliver Renick, TD Ameritrade, Kevin Kelly, George Grombacher, 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.

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The Weekly Pulse for Sunday, October 21, 2018

October 20, 2018

It's National Retirement Security Week! In this week's episode we discuss (1) retirement plan coverage and usage, (2) review the debate around FIRE: Financial Independence/Retire Early, (3) take a spin around the markets and digital assets, (4) phishing, catfishing and data security, (5) a look into CDs (certificates of deposit) and (6) different retirement vehicles:IRAs. This week's special guest is Diane Oakley, Executive Director at National Institute for Retirement Security. Contributors: Oliver Renick, TD Ameritrade, Kevin Kelly, George Grombacher, 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.

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The Weekly Pulse for Sunday, October 14, 2018

October 13, 2018

In this week's episode: (1) An update on on 403(b)'s, (2) the gig economy, (3) Facebook's data scandal, (4) performance of emerging markets and tech stocks, (5) five ways to help your children financially and (6) annuity contracts. This week's special guest is Gay Lynn Bath, Director of Retirement Plans Management at University of Oregon. Contributors: Oliver Renick, TD Ameritrade, Kevin Kelly, George Grombacher, 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.

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The Weekly Pulse for Sunday, October 7, 2018

October 6, 2018
In this episode: (1) a new California law requiring gender diversity for public boards in 2019, (2) the latest Facebook hack, (3) an update on digital assets and blockchain, (4) reasons for personal debt and (5) a fresh look at retirement legislation .This week's special guests are Jim and Gray, two retired electrical engineers who share their insights on what #retirement looks like for them. Then we're joined by the #AllStars to give us a look at what happened with regards to retirement, #markets, #tech and personalfinance: Devin Banerjee, CFA, LinkedIn, Natalie Walters, The Motley Fool, Oliver Renick, TD Ameritrade, George Grombacher, Kevin Kelly, CFA, Delphi Digital, Alessandra Malito and Jacob Passy, MarketWatch, and David Levine and Kevin Walsh, Groom Law Group, Chartered.
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The Weekly Pulse for Sunday, September 30, 2018

September 29, 2018

In this episode, Jeff and the #allstars tackle (1) the top social media trends for the week, (2) a sea-change in thinking about millenials, (3) an update on pension funding around the United States, (4) the impact of tariffs on Chinese produced consumer goods, and Disney World prices and (5) an update on tax reform 2.0 and recent retirement proposals. This week's special guests are from the Center for State and Local Government Excellence and the National League of Cities: Joshua Franzel, PhD, Gerald Young and Anita Yadavalli. The #AllStars: Oliver Renick, TD Ameritrade, Kevin Kelly, George Grombacher, 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.

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The Weekly Pulse for Sunday, September 23, 2018

September 22, 2018

In this episode, we discuss (1) the status of multiemployer and public pension plans, (2) the Emmy's and Netflix, (3) new SEC guidance that impacts proxy voting and (4) the success (and consumption) of the pumkin spice latte. Special guest this week is the former Executive Director of the National Coordinating Commitee on Multiemployer Pension Plans, Randy DeFrehn. Then we hear from the #allstars: George Grombacher, Natalie Walters, Jacob Passy, Alessandra Malito, Devin Banerjee, CFA, David Levine, Oliver Renick, Kevin Kelly and Kevin Walsh.

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The Weekly Pulse for Sunday, September 16, 2018

September 15, 2018

In this episode: (1) Tax Reform 2.0, RESA and open MEPs, (2) a further look into the Jobs report, (3) looking back at the Financial Crisis and (4) Americans not understanding financial terms. Special guest this week is 401kplans.com LLC Founder & CEO, Scott Buffington. We'll also get the latest from the hashtag#AllStars: David Levine and Kevin Walsh, Groom Law Group, Chartered, Jacob Passy and Alessandra Malito, MarketWatch, Oliver Renick, TD Ameritrade Network, Kevin Kelly, Bloomberg LP, George Grombacher, Devin Banerjee, CFA, LinkedIn and Natalie Walters, The Motley Fool.

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The Weekly Pulse for Sunday, September 9, 2018

September 8, 2018

In this episode: (1) It’s the start of the National Football League (NFL) season and we will check in with Jason Keidel from WFAN Radio and CBS Radio to discuss the key themes of the season (with Pageant Media’s Noah Zuss). (2) We’ll catch up with the Legal Eagles for their further analysis on the recent Presidential Executive Order. (3) Planning a wedding? We've got Alessandra Malito discussing wedding invitations along with special guest Jeff's fiancee Jodie. And then we’ll hear from our great #allstars: George Grombacher, Natalie Walters, Jacob Passy, Devin Banerjee, CFA, David Levine, Oliver Renick, Kevin Kelly and Kevin Walsh.

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