Episodes

In this episode, my guest Courtenay Shipley and I discuss her practice as a retirement plan advisor.

In this episode, I discuss how I use generative AI apps like ChatGPT and Bard to create written content.

In this episode, my guest Brian Schroeder and I discuss the importance of getting an independent review of your Outsourced Chief Investment Officer’s (OCIO) performance.

In this episode, Kristin Gibson and I discuss the ongoing trend of women controlling a larger percentage of household wealth in America.

In this episode, Wallace Blankenbaker, Founder and Managing Partner of the Retirement Leadership Forum, and I discuss the trend toward aggregation among retirement plan advisory firms and the related consolidation of wealth management organizations.

In this episode, Chris Brown, Principal and Founder of Sway Research, and I discuss the Defined Contribution Investment-Only (DCIO) business

In this episode, Jay Gepfert, Managing Partner of DOL Cybersecurity, LLC, and I discuss ways retirement and benefit plan sponsors can meet the standards set out by the Department of Labor's Cybersecurity Guidance, issued in April 2021.

In today's episode, I discuss with my guest, Don Ezra, how individuals can create a lifetime income stream from their wealth as they reach retirement and how sponsors of defined contribution plans could use this method to help their retiring …

The Retirement Space podcast is an invaluable resource for professionals who serve plan sponsors and participants of defined contribution plans in America.