Liz Davidson
Exciting innovation in financial wellness means it’s more tailored, more customized, and therefore more effective in helping working Americans achieve financial security and an affordable quality of l...
4 Sep 20206min
Ted Benna
Who better to talk about the current state of 401k than the man who started it all. In the late 1970s Ted Benna, father of the 401k, discovered an obscure provision of the tax code and developed it in...
24 Aug 202012min
Targeted Help—How TDFs Aid Investors in the Current Market Crisis
How are target-date funds performing in the pandemic-driven market crisis? What's the biggest surprise and/or validation revealed about the product, and how are retirement plan participants reacting i...
4 Aug 202029min
Peter Mallouk
Peter Mallouk says 401k plans are expensive, overly complex, needlessly complicated and involve too many third parties. While he’s a major advocate for the retirement savings vehicle, he's nonetheless...
27 Jul 202013min
Christine Benz
The always interesting and incredibly insightful Benz joins us to discuss her newfound FIRE respect. She also tackles critics of the traditional 60/40 portfolio and explains how to handle rising corre...
13 Jul 202014min
Shlomo Benartzi
401k auto-enrollment, deferral, and escalation? Thank Shlomo Benartzi, a pioneer in the field of behavioral economics. He developed the highly-regarded Save More Tomorrow system with Nobel Prize winne...
29 Jun 202018min
Liz Ann Sonders
“We have not repealed the laws of fear and greed,” Liz Ann Sonders, Charles Schwab Chief Investment Strategist, wisely notes when asked about factors contributing to current volatility. Take a pandemi...
22 Jun 202021min
Chris Hogan
Chris Hogan is a best-selling author, personal finance expert, and host of The Chris Hogan Show. A colleague of financial media mogul Dave Ramsey, Hogan’s known for his electrifying presentations and ...
12 Jun 202013min
