THE FIDUCIARY U™ PODCAST
Latest Episodes
Ep #24: Building a Strong Culture in a Growing and Thriving Firm with Jania Stout
Jania Stout is Managing Director and Co-Founder of Fiduciary Plan Advisors, which was recently acquired by OneDigital.
Listen Now
Ep #23: The Convergence of Health, Wealth and Retirement with Vince Morris
Vince Morris is the Preseident of Retirement | Wealth at OneDigital
Listen Now
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
Listen Now
Ep #21: The Current Landscape of Student Loan Debt with Chris Walters
Chris Walters is Founder & CEO of GradFin
Listen Now
Ep #20: Providing Financial Coaching and Guidance to Those Who Need It Most with Liz Davidson
Liz Davidson is Founder & CEO of Financial Finesse
Listen Now
Ep #19: The Past, Present and Future of ERISA Litigation with Jerry Schlichter
Jerry Schlichter is founding and managing partner of Schlichter Bogard & Denton.
Listen Now
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.
Listen Now
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.
Listen Now
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.
Listen Now
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.
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