Best Investmentadvisory Podcasts (2024)

1
Episode 68: Bruce Harrington of Pentegra 32:24

4d ago32:24

32:24

In Episode 68 of Revamping Retirement, hosts Matt Patrick and Dawn McPherson welcome Bruce Harrington, vice president of strategic development at Pentegra, a provider of retirement plan and ﬁduciary outsourcing solutions. Harrington explains why it’s a common myth that 3(16) plans are only for small companies and how it’s helped organizations of al…

1
Episode 67: PIMCO DC Consultant Study 47:12

20d ago47:12

47:12

For 18 years, the PIMCO has conducted its annual U.S. Defined Contribution Consulting Study. One of the longest-running studies of its kind, it aims to understand what retirement consultants are thinking, seeing, and planning to do next. The firm interviews some of the most influential DC-focused consultants in the country, including advisors at CA…

1
Episode 66: Hueler Companies 37:17

2M ago37:17

37:17

A solution that gives retirees lifetime income, and plan sponsors less on their plates. Helping people sustain their income in retirement, without depleting their savings, is what drives Kelli Hueler, CEO and founder of Hueler Companies. In episode 66 of CAPTRUST’s Revamping Retirement podcast, hosts Jennifer Doss and Pete Ruffel delve into Hueler’…

1
Episode #15: Personal Fitness with Jessica Cline 29:10

3M ago29:10

29:10

In Episode #15 of Intentional Wealth, host Amy Braun-Bostich is joined by Jessica Cline of 9Round Fitness to discuss the importance of personal fitness and the advantages of physical activity at any age - especially during your retirement years. Tune in to hear about the benefits of staying physically fit into your retirement years, different exerc…

1
Episode 65: Hearts & Wallets 34:33

3M ago34:33

34:33

What most surprises retirees as they enter their new phase of life? In episode 65 of the Revamping Retirement podcast, Hearts & Wallets founder Laura Varas joins CAPTRUST's Matt Patrick and Audrey Wheat to talk about the topic. The trio delves into what retirees didn’t expect to happen in retirement—including the surprise of retiring earlier than i…

1
Episode 64: Brian Graff 37:24

4M ago37:24

37:24

Brian Graff, the CEO of the American Retirement Association, unpacks the new fiduciary rule and the implications of the expiring Tax Cut and Jobs Act. Hear how these changes can affect retirement planning on episode 64 of Revamping Retirement with hosts Jennifer Doss and Peter Ruffel.

1
Episode 63: Morningstar's Mike Allen on AI 47:10

6M ago47:10

47:10

This month’s episode features an in-depth discussion on artificial intelligence (AI) between Dawn McPherson, Matt Patrick, and Mike Allen, Morningstar's Head of Technology for Workplace Solutions. They explore AI's evolving role in retirement planning, discussing its potential for personalized participant experiences, and operational efficiencies. …

1
Episode #14: Travel Planning with Grace Cheng Braun 50:13

6M ago50:13

50:13

In Episode #14 of Intentional Wealth, host Amy Braun-Bostich is joined by Grace Cheng Braun with Destinations with Grace to discuss the current trends with travel and what to consider when planning your next trip. As travel season swings into full gear, Grace details everything you need to know about travel planning, including budgeting, choosing a…

1
Fiduciary Liability with Dan Aronowitz 44:54

7M ago44:54

44:54

In the latest episode of Revamping Retirement, Dawn McPherson and Jennifer Doss talk with Dan Aronowitz, president of Encore Fiduciary. The three dive into litigation trends, particularly in navigating the complexities of fiduciary liability and underwriting. Highlights include: An overview of recent trends in retirement plan litigation, emphasizin…

1
Caregivers and Retirement Readiness with Greenwald Research 27:48

8M ago27:48

27:48

This month on Revamping Retirement, Dawn McPherson and Matt Patrick talk with Lisa Greenwald, CEO of Greenwald Research. The three discuss the impact of caregiving responsibilities on retirement readiness. Lisa highlights that caregivers face unique challenges that often aren't addressed by employers and benefits providers, such as reduced work hou…

1
Episode #13: Investment Strategies with Brian Mulberry 20:06

8M ago20:06

20:06

In Episode #13 of Intentional Wealth, host Amy Braun-Bostich is joined by Brian Mulberry of Zacks Investment Management to discuss the economy, the stock market, the bond market, allocating assets, and the future of inflation. Brian details different scenarios with each topic and discusses our present situation, as well as where we could see our fu…

1
Plan Sponsor Predictions for 2024 20:18

9M ago20:18

20:18

This month on Revamping Retirement, Jennifer Doss introduced new co-hosts Matt Patrick, Audrey Wheat, and Pete Ruffel. The four share their predictions for the year ahead as it relates to plan sponsors and the defined contribution space. Predictions include: Recordkeeper consolidation Expanded QDIA solutions An increase in regulation from the Depar…

1
Auto-Portability with Neal Ringquist 22:49

10M ago22:49

22:49

This month, CAPTRUST’s Jennifer Doss and Audrey Wheat are joined by Neal Ringquist, executive vice president and chief revenue officer for the Retirement Clearinghouse. In this discussion on auto-portability, Neal emphasizes the advantages and benefits of auto-portability for both the participant and the plan sponsor. These benefits include: Stream…

1
Inequities in Retirement: SECURE 2.0 and More with Dr. Nari Rhee 33:30

11M ago33:30

33:30

This month, CAPTRUST’s Jennifer Doss and Matt Patrick are joined by Dr. Nari Rhee, director of the Retirement Security Program at the UC Berkeley Labor Center. In this conversation, which focuses on labor and retirement issues, Dr. Rhee emphasizes the challenges faced by low and middle-income workers in the U.S. retirement system, particularly in t…

1
Student Loans with Candidly 23:42

12M ago23:42

23:42

In this month’s episode of Revamping Retirement, Jennifer Doss and Dawn McPherson sit down with Amber Moulder and James Sheridan from Candidly. Candidly is a financial wellness platform focused on addressing student loan debt, emergency savings, retirement, and more. This episode covers the restart of student loan payments, SECURE 2.0 and its impac…

1
Holistic Financial Wellness with Kimley-Horn 25:32

1y ago25:32

25:32

In this month’s episode of Revamping Retirement, Jennifer Doss talks with Kimberly Plessinger and David McEntee from Kimley-Horn. They discuss the company's financial wellness initiatives, including benefits and retirement plans. Kimley-Horn places a strong emphasis on financial wellness, especially for its younger employees, providing educational …

1
Participant First With SUNY 32:06

1y ago32:06

32:06

In episode 55 of Revamping Retirement, Jennifer Doss and Scott Matheson are joined by Michael Consorte, director of university-wide benefits for SUNY. Michael shares his expertise in retirement program management, participant engagement, and adapting offerings to meet participant needs. Michael emphasizes the importance of adopting a participant-ce…

1
Mid-Year Check-In and Market Update 29:25

1y ago29:25

29:25

This month, Jennifer Doss and Dawn McPherson look back on the first half of the year, including a mid-year market update with CAPTRUST’s Kevin Fieldman, director of investment research. Listen to learn more about market volatility, inflation, and some SECURE 2.0 provisions that are affecting plan sponsors now and in the near future. Later, Mike Web…

1
“How America Saves,” with Vanguard 33:20

1+ y ago33:20

33:20

This month, Jennifer Doss and Scott Matheson are joined by David Stinnett, principal of strategic retirement consulting at Vanguard. Stinnett breaks down the 22nd annual “How America Saves” report, which covers trends in retirement plan design and participant behavior, including the use of financial advice programs, savings rates, and more. Later, …

1
Millennials and Retirement with Katie Gatti Tassin 36:42

1+ y ago36:42

36:42

This month, Katie Gatti Tassin of Morning Brew’s Money with Katie show joins CAPTRUST’s Jennifer Doss and Scott Matheson on Revamping Retirement. Tassin is known for her financial expertise focused on the millennial generation and covering topics from long-term savings and 401(k) contributions to personal finance goals and salary negotiations. With…

1
Catching up with John Sullivan, American Retirement Association 28:34

1+ y ago28:34

28:34

In episode 51 of Revamping Retirement, Scott Matheson and Dawn McPherson are joined by John Sullivan, chief content officer at the American Retirement Association. John has more than 25 years’ experience covering financial markets in roles such as editor-in-chief of 401(k) Specialist and Investment Advisor magazines and retirement editor of ThinkAd…

1
Trends in Advice and Wellness with Chris Whitlow 21:51

1+ y ago21:51

21:51

In episode 50 of Revamping Retirement, Jennifer Doss and Dawn McPherson talk with Chris Whitlow, CAPTRUST senior director of advice and wellness. Before joining CAPTRUST, Chris founded Edukate, a digital financial wellness platform. The three talk through what’s trending in terms of financial wellness, and why it’s the topic of conversation among r…

1
SECURE 2.0: A Recordkeeper’s Perspective 22:25

1+ y ago22:25

22:25

In this month’s episode of Revamping Retirement, Jennifer Doss and Scott Matheson are joined by Vanguard Senior ERISA Consultant Janet Luxton to unpack SECURE 2.0 from a recordkeeper’s perspective. The three look at what’s required versus what is optional in the legislation, as well as a seemingly simple question: What do you focus on first? From r…

1
Episode #12: Elder Care and Nursing Home Costs with Lanny Sodini 48:58

1+ y ago48:58

48:58

Not realizing just how much nursing home care and elder care can threaten your finances until faced with admitting a loved one to a nursing home after a hospitalization can be eyeopening, to say the least. If you're concerned about how to protect your assets from nursing home costs, you're at an advantage if you can plan at least five years out. Bu…

1
Breaking Down SECURE 2.0 Act 32:31

1+ y ago32:31

32:31

In this month’s episode of Revamping Retirement, Jennifer and Scott are joined by Dawn McPherson, CAPTRUST’s director of retirement plan consulting. Listen as the team breaks down SECURE 2.0 Act, which passed at the end of 2022, including their favorite—and not so favorite—provisions of the legislation and potential benefits to participants. Jennif…

1
Episode #11: End-Of-Year Financial Considerations that Contribute to Solid 2023 Planning with Cassandra Kirby, CFP®, EA 31:59

2y ago31:59

31:59

In the fray of market volatility, domestic political ambiguities, and global geopolitical risks and issues (not to mention obstinate inflation), we feel that investors need a checklist of financial to-dos that may help them navigate complicated times. At the end of each year, there are a multitude of financial-life decisions to make that could impa…

1
Best of 2022 29:06

2y ago29:06

29:06

On this month’s Revamping Retirement, Jennifer Doss and Scott Matheson look back at 2022 and recap the year’s most popular episodes. In the final episode of 2022, Jennifer and Scott discuss their favorite Revamping Retirement episodes of the year. From the changing landscape of the workforce to the importance of participant communication, the podca…

1
HSAs for Employers with Alegeus 36:24

2y ago36:24

36:24

On this month’s Revamping Retirement, Scott Matheson and Jennifer Doss are joined by Lindsay Barnard, senior product manager at Alegeus, to discuss trends in today’s Health Savings Account (HSA) industry. The health savings account (HSA) has only been around since 2003, thanks to an amendment to the Medicare Prescription Drug, Improvement, and Mode…

1
Episode #10: College Planning and Funding with Tammy Pompei, CFP® 23:42

2y ago23:42

23:42

Many parents are faced with balancing how to plan for paying for their child’s education while keeping their own retirement plans on track. Figuring out how to pay for college is both confusing and essential. If you and your teen are college planning, money is likely a top priority. Even if you don’t already have a plan, it’s not too late to put on…

1
Cybersecurity for Plan Sponsors and Participants 29:15

2y ago29:15

29:15

On this month’s Revamping Retirement, Scott Matheson is joined by guest host Audrey Wheat, Manager of Vendor Analysis at CAPTRUST, along with Jon Atchison, senior lead of governance, risk, and compliance. In honor of National Cybersecurity Awareness month, the trio discuss the need for retirement plan sponsors to understand and evaluate cybersecuri…

1
Episode #09: 2022 Market Commentary, Insights, and Perspective with Bob Carey 37:08

2y ago37:08

37:08

In Episode #9 of Intentional Wealth, host Amy Braun-Bostich of Braun-Bostich & Associates is joined by Bob Carey, Chief Market Strategist at First Trust, a trusted investment products and advisory services partner to Braun-Bostich & Associates, to discuss the 2022 Market and the many headlines that have affected the market. Listen as Amy and Bob ta…

1
Effective Participant Communication Matters 26:27

2y ago26:27

26:27

On this episode of Revamping Retirement, Jennifer Doss and Scott Matheson talk with Debra Gates, CAPTRUST manager of advice & wellness. Debra shares her thoughts on why employees are increasingly looking to employers for guidance on financial wellness and retirement readiness. She also talks about why effective communication requires plan sponsors …

1
The Legislative Landscape and a Regulatory Recap 28:07

2y ago28:07

28:07

In episode 43 of Revamping Retirement, Jennifer Doss and Scott Matheson are joined by Dawn McPherson, CAPTRUST’s director of retirement plan consulting. Jennifer and Dawn recently attended the National Association of Plan Advisors (NAPA) D.C. Fly-In Forum, which provides an opportunity for retirement plan advisors to engage with key policymakers an…

1
Save More Tomorrow 2.0: Harnessing Inertia with Dr. Shlomo Benartzi 43:19

2y ago43:19

43:19

In episode 42 of Revamping Retirement, Jennifer Doss and Scott Matheson talk with Dr. Shlomo Benartzi, a behavioral economist widely known for the Save More Tomorrow (SMarT) program, which he pioneered with Nobel Laureate Dr. Richard Thaler. Save More Tomorrow is a behavioral nudge designed to help employees increase their saving rates gradually ov…

1
Episode #08: What Happens When a Trust or Estate Inherits an IRA with Lanny Sodini 33:52

2+ y ago33:52

33:52

When an individual retirement account (IRA) is payable to an estate or to a trust that pays outright to beneficiaries, the fiduciary naturally wishes to distribute the benefits in the most tax-efficient manner to effectuate the closing of the estate or trust. In Episode #8 of Intentional Wealth, host Cassandra Kirby of Braun-Bostich & Associates is…

1
A Mid-Year Check-In for Retirement Plan Sponsors 23:27

2+ y ago23:27

23:27

In episode 41 of Revamping Retirement, Jennifer Doss and Scott Matheson check in on their 2022 predictions and discuss what the second half of the year may have in store for the retirement industry. Find out where we are with the DOL Rule, environmental, social, and governance (ESG) guidance, the Securing a Strong Retirement Act of 2022—better know…

1
Retirement Industry Research: Insights for Plan Sponsors 43:58

2+ y ago43:58

43:58

In episode 40 of Revamping Retirement, Jennifer Doss and Scott Matheson are joined by Shawn O’Brien, associate director of retirement research at Cerulli Associates, a strategic consulting and market research group focused on the financial services industry. With extensive research across industry stakeholders—from plan sponsors and participants to…

1
Episode #07: Caring for Your Home with Matt Simpson 29:40

2+ y ago29:40

29:40

The Freedom Home Advantage mission ensures Peace of Mind: The feeling you experience when you know things are taken care of by someone who has your best interests in mind; and Freedom of Time: Realizing time is available to spend with the ones you love, to do your favorite things, and to fully enjoy your home forever! In Episode #7 of Intentional W…

1
A Tumultuous Start to 2022 24:41

2+ y ago24:41

24:41

In many regards, this year is off to a turbulent start. From the war in Eastern Europe and its effects on the markets and economy to continuing inflation and labor market concerns to retirement-related regulatory and legislative developments, there is no shortage of headlines for plan sponsors to consume. In episode 38 of Revamping Retirement, Jenn…

1
The MIT Age Lab and the Workplace of the Future 28:35

2+ y ago28:35

28:35

In episode 38 of Revamping Retirement, Jennifer Doss and Scott Matheson are joined by John Diehl, director of applied insights at Hartford Funds on behalf of the Massachusetts Institute of Technology (MIT) Age Lab. The Age Lab is a multidisciplinary research program that works with businesses, nonprofits, and the government to understand the challe…

1
DEI: Why Checking the Box Isn't Enough 26:00

2+ y ago26:00

26:00

In episode 37 of Revamping Retirement, Jennifer Doss and Scott Matheson sit down with Rosalyn Brown, equity, diversity, and inclusion director for We Inspire Promote Network (WIPN) to discuss why creating a culture of inclusivity can help differentiate organizations in a tight labor market. Rosalyn talks about the importance of looking at retiremen…

1
Episode #06: Dementia Care with Carrie Chiusano 1:06:43

2+ y ago1:06:43

1:06:43

With an estimated 6.2 million Americans aged 65 and older living with some form of dementia in 2021, chances are that most of us will either know someone afflicted with the disease, be faced with having to care for someone diagnosed, or experience the symptoms and be diagnosed ourselves. In Episode #6 of Intentional Wealth, host Amy Braun-Bostich o…

1
Episode 36: Maximizing Benefits in a Tight Labor Market 33:39

2+ y ago33:39

33:39

In episode 36 of Revamping Retirement, Jennifer Doss and Scott Matheson tackle one of the predominant themes of 2022—the tight labor market. As organizations react to the newest supply chain issue, many retirement plan sponsors are scrambling to understand what they can do to differentiate their retirement plan in an effort to recruit and retain ta…

1
Episode #05: Internet Security and Cyber-Threats with Brian Hess 28:08

3y ago28:08

28:08

As BBAs trusted IT partner, Spera Partners' mission is to help its clients advance their business by partnering with them to proactively manage their technology and create innovative technology processes, including protecting them from cyber-threats. In Episode #5 of Intentional Wealth, host Amy Braun-Bostich of Braun-Bostich & Associates is joined…

1
Episode 35: The Washington Outlook: Plan Sponsor Implications 36:22

3y ago36:22

36:22

In episode 35 of Revamping Retirement, our hosts are joined by Jeff Bush, a Washington insider known for his ability to decode the often confusing tax and fiscal legislative landscape. Jeff provides an overview of what we can expect out of Washington in 2022—including a breakdown of the Infrastructure Investment and Jobs Act (IIJA) and what the Sen…

1
Episode #04: Introduction to Young Life Capernaum with Katelyn Nassar 15:30

3y ago15:30

15:30

As one of BBA Cares’ supported organizations, Young Life Capernaum introduces adolescents with disabilities to Jesus Christ while helping them to grow in their faith and strengthen community ties. In Episode #4 of Intentional Wealth, host Amy Braun-Bostich of Braun-Bostich & Associates is joined by Katelyn Nassar of Young Life Capernaum to discuss …

1
Episode 34: A Plan Sponsor’s Passion for Diversity, Equity, and Inclusion (DEI) 42:47

3y ago42:47

42:47

In episode 34 of Revamping Retirement, our hosts are joined by Sarah Harris and Jenn McCabe from Armanino, one of the top-25 largest accounting and business consulting firms in the U.S. Armanino is challenging the status quo by tackling the diversity, equity, and inclusion (DEI) conversation head-on—with transformative results. Sarah and Jenn share…

1
Episode 33: National Retirement Security Month 54:19

3y ago54:19

54:19

Did you know that October is National Retirement Security Month? In episode 33 of Revamping Retirement, Jennifer Doss and Scott Matheson talk with Matt Petersen, executive director of the National Association of Government Defined Contribution Plans (NAGDCA), the sponsoring organization of National Retirement Security Month (NRSM). Matt talks about…

1
Episode #03: Tax Planning Strategies with Barb LoPresti 32:45

3y ago32:45

32:45

Given that taxes are one of our greatest expenses in life, proper planning in this area can make an enormous difference. In Episode #3 of Intentional Wealth, host Amy Braun-Bostich of Braun-Bostich & Associates is joined by Barb LoPresti of LoPresti & Company, LLC to discuss impactful personal and business tax planning strategies. Barb’s vision int…

1
Episode 32: Inside the Industry 30:44

3y ago30:44

30:44

In a special edition of Revamping Retirement, Jennifer Doss hosts live from the National Association of Plan Advisors (NAPA) 401(k) Summit in Las Vegas, alongside Phyllis Klein, senior director of Retirement Plan Services at CAPTRUST. Joining our hosts are two of the industry’s most prominent ERISA attorneys: Fred Reish, partner in the Benefits & E…

Podcasts Worth a Listen

Investmentadvisory Podcasts

Podcasts Worth a Listen

Quick Reference Guide