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WEITERE EPISODEN IN DIESEM PODCAST

In this episode of 401(k) Roundtable, Rick Unser is joined by Charlie Bilello, Chief Market Strategist at Creative Planning. Known for The Week in Charts on YouTube and as co-host of the Signal or Noise? podcast with Peter Mallouk, Charlie brings a data-driven perspective to today's markets. The c…
In this episode of 401(k) Roundtable™, Rick Unser speaks with Jack Weingart, Chief Financial Officer of TPG, a leading global private equity firm. They examine how macroeconomic shifts, technological advancements like AI, and a declining number of public companies are shaping private equity invest…
In this episode of 401(k) Roundtable, Rick Unser is joined by Todd Solomon, ERISA Attorney and partner at McDermott Will, & Emery Law Firm, for a timely conversation on the evolving fiduciary landscape. They explore trends in ERISA litigation, the impact of the current administration on the Dep…
In this episode of 401(k) Roundtable, Rick Unser is joined by Mike Arone, Chief Investment Strategist at State Street Global Advisors. Together, they break down key insights from Q1 2025, including the impact of tariffs and trade uncertainty, current economic indicators, and the potential risks fac…
In this episode, Rick Unser is joined by Robert Fortin from Amtrak and Kristina Cox from Recology — two HR leaders with deep experience in optimizing employee benefits. They discuss the intricacies of 401(k) plans, particularly focusing on the differences between union and non-union benefits, deci…
Rechtliche Hinweise: Der auf dieser Seite eingebettete Podcast und das Bildmaterial stammen von Rick Unser, das Eigentum seines Eigentümers ist und nicht mit Listen Notes, Inc. verbunden ist oder von diesen unterstützt wird.