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 plan participants do the same.

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