THE FIDUCIARY U™ PODCAST
Latest Episodes
Ep #22: Sustainable Solutions and ESG Investing with Will Collins-Dean
Will Collins-Dean is a Senior Portfolio Manager & Vice President as well as Chair of the Investment Stewardship Committee at Dimensional Fund Advisors
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Ep #21: The Current Landscape of Student Loan Debt with Chris Walters
Chris Walters is Founder & CEO of GradFin
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Ep #20: Providing Financial Coaching and Guidance to Those Who Need It Most with Liz Davidson
Liz Davidson is Founder & CEO of Financial Finesse
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Ep #19: The Past, Present and Future of ERISA Litigation with Jerry Schlichter
Jerry Schlichter is founding and managing partner of Schlichter Bogard & Denton.
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Ep #18: Navigating the Rapidly Evolving Retirement Landscape with Nevin Adams
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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Ep #17: What To Do When Life Happens And Plans Change with Ross Marino
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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Ep #16: Streamlining the RFP Process from Months to Minutes with Ray Conley from Benetic
Ray Conley is CEO of Benetic and a 23-year veteran of investing in early stage technology companies.
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Ep #15: Navigating Retirement Plan Audits with Brad Bartells from MUN CPAs
Brad Bartells is a Partner at MUN CPAs with 20 plus years of experience auditing employee benefit plans.
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Ep #14: Bringing Guaranteed Income to All Americans with Matt Wolniewicz
Matthew Wolniewicz is a 25-year industry veteran who is currently President of Income America.
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Ep #13: Politics, Policy, PEPs and Participants with David Levine from Groom Law Group
David Levine is a Principal at Groom Law Group and a well-known voice in the industry on fiduciary and retirement issues.
Listen NowAbout 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.
Josh Itzoe
