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 Ameritrade, Michael 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.
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.
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.
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.
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.
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.
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.
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.
