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The Retirement Space podcast is an invaluable resource for professionals who serve plan sponsors and participants of defined contribution plans in America. My mission is to bring you relevant insights and fresh perspectives on the retirement space in every episode, helping you build a more valuable business and better serve your clients. Here you’ll find candid discussions with fellow professionals who, like you, seek to grow their business, stay current with the latest trends, and improve their skills.
You can reach me at matt@theretirementspace.com
You can reach me at matt@theretirementspace.com
Frecuencia de actualización:
every 22 days
Duración media del audio:
25 minutes
Inglés
Estados Unidos
9 episodios
desde 21 de abril de 2023
episodic
ÚLTIMO EPISODIO 🔗
In this episode, my guest Courtenay Shipley and I discuss her practice as a retirement plan advisor. Courtenay is President and Chief Planologist at Retirement Planology, Inc. in Alexandria, Virginia.
Her firm helps organizations with constructing an overall employee retirement plan strategy, makin…
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Buscar episodios anteriores de The Retirement Space.
EPISODIOS ANTERIORES 🔗
In this episode, I discuss how I use generative AI apps like ChatGPT and Bard to create written content.
With so much interest in this topic, I wanted to share with you my workflow, and if you find something useful in how I use these apps, feel free to borrow whatever you'd like.
Most organizations…
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.
Brian, Founder of OCIO Monitor, does what the name of his organization suggests; he provides institutional investors independent …
In this episode, Kristin Gibson and I discuss the ongoing trend of women controlling a larger percentage of household wealth in America. We also talk about projections for how big this trend might become, how genders prefer to manage their wealth and their relationships with financial advisors diff…
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.
As you will hear, several hundred advise firms ha…
In this episode, Chris Brown, Principal and Founder of Sway Research, and I discuss the Defined Contribution Investment-Only (DCIO) business, what factors have led to its current state, and what it will take going forward for asset managers to win assets in defined contribution plans.
Defined Contr…
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.
The DOL's sub-regulatory guidance came in the form of three pub…
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.
While we often overlook th…
The Retirement Space podcast is an invaluable resource for professionals who serve plan sponsors and participants of defined contribution plans in America. My mission is to bring you relevant insights and fresh perspectives on the retirement space in every episode, helping you build a more valuable…
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Descargo de responsabilidad: El podcast y el arte incluidos en esta página son de Matt Smith, que es propiedad de su propietario y no está afiliado ni respaldado por Listen Notes, Inc.
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