In this episode: (1) Georgetown University’s CRI: Tackling de-accumulation and lifetime income, (2) World Economic Forum report: Americans Outlive Their Savings, (3) More on the SEC’s Best Interest regulations, (4) What are college students biggest savings questions?, (5) 10 states sue to stop T-Mobile and Sprint merger, (6) Mortgage rates are dropping - so why aren’t more people buying homes?, and (7) A look at the upcoming Fed meeting: how did markets respond? Georgetown University Center for Retirement Initiatives’ Angela Antonelli joins as this week’s special guest.
In this episode: (1) The SEC votes to pass #REGBI, our #LegalEagles weigh in, (2) Put your phones down and get back #time, (3) Are You Ready for a Holiday?, (4) Baltimore’s ransomware attack and Amazon drones may be flying soon, (5) #cryptocurrency values recede and how do #alternatives actually perform, (6) Firestarter: a closer look at the #FIRE movement and (7) the forced arbitration clause finds its way back in to some credit card agreements, but you CAN opt out. Today’s special guest is George Grombacher of Money Alignment Academy.
In this episode: (1) More reaction on the SECURE Act, (2) Catching up on financial literacy initiatives: a mock trading day for students, (3) work-life balance and a parental-leave lawsuit, (4) an Apple foldable phones and the Uber Q1 report, (5) free trade and the countdown to Tariffs, (6) the impact of the First American data breach on home buyers, (7) the pros and cons of annuities in retirement plans and (8) an update on the SEC’s Regulation Best Interest – the retirement version of Game of Thrones – and a plaintiff lawyer copies the #LegalEagles. This week’s special guest is The Pew Charitable Trusts' John Scott, Director of The Retirement Savings Project.
In this episode: (1) The SECURE Act passes; our contributors weigh-in, (2) the Village of Arlington Heights, IL uses its budget surplus to increase the Village's pension funding levels and help reduce future property tax increases, (3) Americans are still financially fragile, (4) Amazon Is Working on a Device That Can Read Human Emotions, (5) Tariff talks brings more volatility, (6) Healthcare startup uBiome is raided by the FBI and (7) the best new ideas in retirement. This week’s special guests from the Village of Arlington Heights are #Treasurer Tom Kuehne and #VillageManager Randy Recklaus.
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.
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.
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.
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.
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.
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.