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.
August 31, 2018
In this week's episode, special guest is Ted Goldman, Senior Fellow, American Academy of Actuaries gives the actuary's perspective and weighs in on Lifetime Income. And as luck would have it, President Trump signs an executive order to secure America's retirement. Our Legal Eagles - Groom Law Group, Chartered's Kevin Walsh and David Levine provide instant analysis. And featuring the insights of the #AllStars: Devin Banerjee, CFA, LinkedIn, George Grombacher, Natalie Walters, The Motley Fool, Kevin Kelly, Bloomberg LP, Oliver Renick, TD Ameritrade Network Jacob Passy and Alessandra Malito, MarketWatch and Kevin Walsh and David Levine, Groom Law Group, Chartered. Show produced by Dusty Porter.
August 24, 2018
In this episode, Jeff is joined by Angela Moore, Retirement Editor, MarketWatch and she weighs in throughout the show. Topics this week: retirement access, fixed income and bank loans, multiple employer plans (MEPs), removal of content on social media sites, estate planning and slow housing growth with special guests Georgetown University Center for Retirement Initiatives, Executive Director, Angela Antonelli and Michael Nechamkin, Senior Portfolio and Co-CIO, Octagon Credit Investors. And featuring the insights of the #AllStars: George Grombacher, Natalie Walters, The Motley Fool, Kevin Kelly, Bloomberg LP, Oliver Renick, TD Ameritrade Network Jacob Passy and Alessandra Malito, MarketWatch and Kevin Walsh and David Levine, Groom Law Group, Chartered. Show produced by Dusty Porter.
August 17, 2018
It’s our 25th episode and we don’t let off the gas this week. In this special episode we cover (1) top social media finance trends on LinkedIn, (2) the roles of state Treasurers, (3) retirement plan coverage, (4) privacy in the workplace and (5) investment policy statements. This week's special guests include LinkedIn Sr. Finance Editor, Devin Banerjee, CFA and Utah State Treasurer, David Damschen, CTP.
Featuring the insights of David Levine and Kevin Walsh, Groom Law Group, Chartered, George Grombacher, Money Alignment Academy, Natalie Walters, The Motley Fool, Jacob Passy and Alessandra Malito, MarketWatch and Oliver Renick, TD Ameritrade and Kevin Kelly, Bloomberg LP.
August 10, 2018
In this week’s episode, we pick up right where we left off – with the fallout from the NYU case and its impact on higher education institutions (who are already addressing several other challenges.) Additionally, we tackle (1) Tesla and iPhone privacy, (2) the latest from NAGDCA and Ohio Deferred Compensation, (3) and an update on Healthcare. This week's special guests include Rick Seltzer, Journalist, Inside Higher Ed, Keith Overly, Executive Director, Ohio Deferred Compensation and Julie Rovner, The Robin Toner Fellow, Kaiser Health News. And we have the insights of David Levine and Kevin Walsh, Groom Law Group, Chartered, George Grombacher, Money Alignment Academy, Natalie Walters, The Motley Fool, Jacob Passy and Alessandra Malito, MarketWatch and Oliver Renick, TD Ameritrade and Kevin Kelly, Bloomberg LP.
August 4, 2018
This week's episode is smoking hot and we covered a lot of ground: Apple hits the $1trillion mark, Firefighter and Police pensions, FAANGs and #OvertheTop programming, retirement through the eyes of independent filmmakers, tax reform and paying higher taxes? and determining what the results of the Wells Fargo and NYU cases mean! All in one hour! This week's special guest includes Guy Pinkman, Fire Captain and Trustee Member, City of Lincoln Council Fire and Police Pension. And we have our monthly Roads2Retirement segment with Scott and Ted, two independent filmmakers. And of course we can't forget the insights of David Levine and Kevin Walsh, Groom Law Group, Chartered, George Grombacher, Money Alignment Academy, Natalie Walters, The Motley Fool, Jacob Passy and Alessandra Malito, MarketWatch and Oliver Renick, TD Ameritrade and Kevin Kelly, Bloomberg LP.
July 28, 2018
In this week's episode, we talk #retirement and #healthcare research, #pensions around the globe and back-to-school purchases. Featured guests include Lori Lucas, President and CEO, Employee Benefit Research Institute and Han Yik, Head of Institutional Investors, World Economic Forum. And don’t forget insightful comments from The Weekly Pulse #AllStars to wrap up the latest in #markets, #personalfinance, #legislative/#regulatory and #technology: #Markets: George Grombacher, Money Alignment Academy, Oliver Renick, TD Ameritrade and Kevin Kelly, Bloomberg LP, #PersonalFinance: Alessandra Malito and Jacob Passy, MarketWatch, #Legal Eagles: David Levine and Kevin Walsh, Groom Law Group, Chartered and #Technology: Natalie Walters, The Motley Fool
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
