THE FIDUCIARY U™ PODCAST

Conversations with industry experts that make you a smarter ERISA fiduciary.

Latest Episodes

Fiduciary Governance
June 29, 2021
68
 MIN

Jerry Schlichter is founding and managing partner of Schlichter Bogard & Denton.

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Fiduciary Governance
June 14, 2021
59
 MIN

Nevin E. Adams is Chief Content Officer for the American Retirement Association, where he is responsible for all marketing and communications for the organization as well as its sister organizations such as ASPPA and NAPA.

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Participant Support
May 17, 2021
55
 MIN

Ross Marino is Founder of Transitus Wealth Partners, CEO of Advisor2X and the author of Shaping Change: How To Respond When Life Disrupts Your Retirement Plan.

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Provider Management
May 3, 2021
44
 MIN

Ray Conley is CEO of Benetic and a 23-year veteran of investing in early stage technology companies.

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Fiduciary Governance
March 30, 2021
64
 MIN

Brad Bartells is a Partner at MUN CPAs with 20 plus years of experience auditing employee benefit plans.

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Participant Support
March 17, 2021
60
 MIN

Matthew Wolniewicz is a 25-year industry veteran who is currently President of Income America.

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Fiduciary Governance
February 22, 2021
69
 MIN

David Levine is a Principal at Groom Law Group and a well-known voice in the industry on fiduciary and retirement issues.

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Plan Design
February 1, 2021
76
 MIN

JD Carlson is the owner of Plan Design Consultants, a third-party administrator, and the host of the popular web show, Retireholi(k)s.

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Participant Support
January 4, 2021
69
 MIN

Katherine Roy is Chief Retirement Strategist for J.P. Morgan where she leads a team that focuses on providing unique insights that can be used to provide better retirement planning advice to investors.

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Investment Process
December 14, 2020
82
 MIN

Michael Doshier is a Senior Defined Contribution Advisor Strategist for T. Rowe Price where he helps further the firm’s position as a thought leader in the retirement arena.

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About the Podcast —

The Fiduciary U™ Podcast shares the latest information on corporate retirement plan trends, ideas, and best practices to assist decision-makers and others in this industry in being more effective at their jobs. The show features industry experts across multiple disciplines who share their unique perspectives and actionable insights about how to provide a great retirement plan for employees in a rapidly changing world.

Your host, Josh Itzoe, is the author of The Fiduciary Formula and Fixing the 401(k). The goal of Fiduciary U™ is to build a community that helps all of us enhance our knowledge, sharpen our skills, and stay at the forefront of industry trends so we can do our jobs better and make a positive impact in the lives of real people whose financial futures depend on us.

A picture of the Fiduciary U™ Podcast host Josh Itzoe sitting on his desk.
YOUR HOST:

Josh Itzoe

Founder & CEO of FiduciaryWor(k)s