THE FIDUCIARY U™ PODCAST

Conversations with industry experts that make you a smarter ERISA fiduciary.
Sign up to get new episodes and exclusive content from the host, Josh Itzoe!

Latest Episodes

Fiduciary Governance
November 15, 2021
73
 MIN

Alex Assaley is Managing Principal of AFS 401(k) Retirement Services.

Listen Now
Provider Management
November 1, 2021
61
 MIN

Ary Rosenbaum is an ERISA/retirement plan attorney for his firm, The Rosenbaum Law Firm P.C.

Listen Now
Participant Support
October 11, 2021
60
 MIN

Jania Stout is Managing Director and Co-Founder of Fiduciary Plan Advisors, which was recently acquired by OneDigital.

Listen Now
Participant Support
September 27, 2021
57
 MIN

Vince Morris is the President of Retirement | Wealth at OneDigital

Listen Now
Investment Process
September 13, 2021
52
 MIN

Will Collins-Dean is a Senior Portfolio Manager & Vice President as well as Chair of the Investment Stewardship Committee at Dimensional Fund Advisors

Listen Now
Fiduciary Governance
June 29, 2021
68
 MIN

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

Listen Now
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.

Listen Now
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.

Listen Now

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