(Podcast) 3/17/2019 In this episode: (1) Assessing the Impact of the College Admissions Scandal, (2) Who Should Bear the Student Loan Burden?, (3) It continues! – Facebook and Instagram go down for extended periods of time, & more.

Podcast, TMP

The Weekly Pulse for Sunday, March 17, 2019 In this episode: (1) Assessing the Impact of the College Admissions Scandal, (2) Who Should Bear the Student Loan Burden?, (3) It continues! – Facebook and Instagram go down for extended periods of time, (4) Making sense of the multiple retirement and financial services designations, (5)Investing app … Read More

(Podcast) 3/10/2019 In this episode: (1) U.S. Credit Card debt highest it has ever been and the Bureau of Labor Statistics says that solar panel work will be the fastest growing job in the next decade, (2) the IRS re-evaluates its decision on pension Lump Sum Distribution windows, (3) Amazon ends its pop-up stores and AirBNB plans its IPO, & more.

Podcast, TMP

The Weekly Pulse for Sunday, March 10, 2019 In this episode: (1) U.S. Credit Card debt highest it has ever been and the Bureau of Labor Statistics says that solar panel work will be the fastest growing job in the next decade, (2) the IRS re-evaluates its decision on pension Lump Sum Distribution windows, (3) … Read More

(Podcast) 3/3/2019 In this episode: (1) Funding state and local government pensions – is there a better way?, (2) redefining “retirement” (should that word even apply anymore?), (3) The phony retirement crisis? , & more.

Podcast, TMP

The Weekly Pulse for Sunday, March 3, 2019 In this episode: (1) Funding state and local government pensions – is there a better way?, (2) redefining “retirement” (should that word even apply anymore?), (3) The phony retirement crisis? (4) An Oscar shift?, (5) positive GDP numbers – what does this mean for investors (is there … Read More

(Podcast) 2/24/2019 In this episode: (1) Data Privacy – what are the rules of the road for employers (plan sponsors) and service providers?, (2) How do millennials stack up against their older counterparts in terms of compensation and savings?, (3) Markets and crypto rebound, how are investors reacting? , & more.

Podcast, TMP

The Weekly Pulse for Sunday, February 24, 2019 In this episode: (1) Data Privacy – what are the rules of the road for employers (plan sponsors) and service providers?, (2) How do millennials stack up against their older counterparts in terms of compensation and savings?, (3) Markets and crypto rebound, how are investors reacting? , … Read More

(Podcast) 2/17/2019 In this episode: In this episode: In this episode: (1) Financial Literacy for state and local government workers, (2) a public pension cryptocurrency allocation, (3) re-inventing the 401(k) retirement structure, & more.

Podcast, TMP

The Weekly Pulse for Sunday, February 17, 2019 In this episode: (1) Financial Literacy for state and local government workers, (2) a public pension cryptocurrency allocation, (3) re-inventing the 401(k) retirement structure, (4) 403(b)’s get Collective Investment Trusts (CITs)?, (5) Amazon departs New York City and (6) smartphones ruining our relationships and other heart warming … Read More

(Podcast) 2/10/2019 In this episode: In this episode: In this episode: (1) Mutual Fund and ETF Innovation, (2) Consumer Protection Bureau Cripples New Rules for Payday Loans, (3) Tackling the challenge of improving Americans’ financial literacy & more.

Podcast, TMP

The Weekly Pulse for Sunday, February 10, 2019 In this episode: (1) Mutual Fund and ETF Innovation, (2) Consumer Protection Bureau Cripples New Rules for Payday Loans, (3) Tackling the challenge of improving Americans’ financial literacy, (4) Earnings season is here; what does it mean for equity markets, tech companies? and (5) State fiduciary rules … Read More

(Podcast) 2/3/2019 In this episode: In this episode: (1) Retirement Income and Retirement Innovations like Artificial Intelligence, (2) Are soft skills in demand?, (3) Financial Freedom: A Proven Path to All the Money You Will Ever Need & more.

Podcast, TMP

The Weekly Pulse for Sunday, February 3, 2019 In this episode: (1) Retirement Income and Retirement Innovations like Artificial Intelligence, (2) Are soft skills in demand?, (3) Financial Freedom: A Proven Path to All the Money You Will Ever Need, (4) A Primer on The Fiduciary Standard, (5) Revolution: Venezuela and the shift from the … Read More

(Podcast) 1/27/2019 In this episode: In this episode: (1) The disconnect between what plan sponsors say, what participants hear, (2) building over-the-top networks and creating compelling content, (3) employees vulnerable to be replacement by automation & more.

Podcast, TMP

The Weekly Pulse for Sunday, January 27, 2019 In this episode: (1) The disconnect between what plan sponsors say, what participants hear, (2) building over-the-top networks and creating compelling content, (3) employees vulnerable to be replacement by automation (4) the pitfalls of loans available to federal workers and (5) new state fiduciary rules. Special guests … Read More

(Podcast) 1/20/2019 In this episode: In this episode: (1) The future of target date funds, (2) Millennial women hit job milestones, (3) How do millennials consume financial information? & more.

Podcast, TMP

The Weekly Pulse for Sunday, January 20, 2019 In this episode: (1) The future of target date funds, (2) Millennial women hit job milestones, (3) How do millennials consume financial information?, (4) Netflix prices go up; 80 million viewers check out ‘Bird Box’, (5) Markets jump; active managers see a decline of $143 billion in … Read More