Connections: Development Matters

Connections: Development Matters

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Connections: Development Matters episodes

  • Invested in Connecting Women: Face Your Financial Truth
    In our inaugural Invested in Connecting Women series, host Olivia Hails interviews Amanda Overby, CFP®, AIF. After spending 11 years as an educator and 17 years as a stay-at-home mom, Amanda is now a CFP® professional dedicated to helping women gain control of their financial futures. Her story proves that life is fluid and that big change can lead to even bigger success. The first step is to face your financial truth.
    Important Information:
    [1]Cackowski, Janic. “Here’s how women can be financially independent.” CNBC. May 2019.
    The opinions and views expressed are as of the date published and are subject to change. They are for information purposes only and should not be used or construed as an offer to sell, a solicitation of an offer to buy, or a recommendation to buy, sell or hold any security, investment strategy or market sector. No forecasts can be guaranteed. Opinions and examples are meant as an illustration of broader themes, are not an indication of trading intent and may not reflect the views of others in the organization. It is not intended to indicate or imply that any illustration/example mentioned is now or was ever held in any portfolio. Janus Henderson Group plc through its subsidiaries may manage investment products with a financial interest in securities mentioned herein and any comments should not be construed as a reflection on the past or future profitability. There is no guarantee that the information supplied is accurate, complete, or timely, nor are there any warranties with regards to the results obtained from its use. Past performance is no guarantee of future results. Investing involves risk, including the possible loss of principal and fluctuation of value.
    Janus Henderson is a trademark of Janus Henderson Group plc or one of its subsidiaries. © Janus Henderson Group plc.
    C-0721-39010 12-30-22
    43 min
  • Plan Talk: How to Engage and Motivate Retirement Plan Participants
    One of the biggest challenges retirement plan sponsors face is how to effectively communicate with participants and keep their attention. And in today’s virtual world, it’s more challenging than ever. In this episode of Plan Talk, Retirement Director Ben Rizzuto outlines several ideas for interacting with participants to help them stay engaged with their retirement plans.
    18 min
  • Plan Talk: The Hardest Part About Getting Your Finances in Order: Where to Start?
    Like the prospect of cleaning up a messy room, taking those first steps toward financial independence can feel overwhelming. In fact, 53% of millennials are not sure where to start when it comes to making financial decisions. Retirement Director Ben Rizzuto shares three simple ideas to help younger people clean up their financial rooms through budgeting, controlling spending and making a written plan.
    15 min
  • Plan Talk: Best of 2020
    In this year’s final episode of Plan Talk, Retirement Director Ben Rizzuto recaps notable updates, trends and legal cases from the past year in the defined contribution space. And as always, he shares a playlist of his favorite new songs from 2020.
    Ben’s Top Songs of 2020:
    1. “All That Ever Mattered” – HAIM
    2. “I Live at Night” – I Break Horses
    3. “Inspirit” – Julianna Barwick
    4. “Ingydar” – Adrianna Lenker
    5. “Something I Do” – Sweet Whirl
    6. “Ghost of Soulja Slim” – Jay Electronica
    7. “A few words for the firing squad” – Run the Jewels
    8. “Can I Believe You” – Fleet Foxes
    9. “Highway” – St. Panther
    10. “Lost in Yesterday” – Tame Impala
    11. “Born Confused” – Porridge Radio
    12. “Michigan Hammers” – Protomartyr
    29 min
  • Plan Talk: How to Use Client Motivations to Encourage Better Social Security Decisions
    Many American workers fear that the Social Security trust could be depleted in the not-so-distant future, which may lead some individuals to collect their benefits early – a decision that can significantly reduce their earned benefit. In this episode of Plan Talk, Retirement Director Ben Rizzuto explains research-based techniques that can be used to help ensure people more fully consider their options and make better decisions regarding when to claim this important earned benefit.
    23 min
  • Plan Talk: Assessing Fixed Income Options in Retirement Plan Lineups
    In the latest episode of Plan Talk, Retirement Director Ben Rizzuto and Fixed Income Product Specialist Jessica Leoncini discuss current plan menu designs and investment trends in defined contribution (DC) plans. Referencing the findings from a survey Janus Henderson recently conducted with the Plan Sponsor Council of America, they explain how the lack of adequate fixed income options in many defined contribution plans could affect participants’ ability to retire comfortably – particularly with global interest rates at historic lows.
    38 min
  • Build Your Ideal Business in Three Phases
    As you work to overcome the challenges of social distancing in your practice, why not take this opportunity to re-examine your overall approach to building your business? Michael Futterman, Head of Knowledge Labs® Professional Development, outlines a three-phase plan to identify the types of clients who energize you, envision your future business, and test and implement changes to your day-to-day practice.
    39 min
  • Plan Talk: Plan Sponsors, Are You Listening to Participants?
    In the latest episode of Plan Talk, Retirement Director Ben Rizzuto discusses why it’s important for retirement plan sponsors to listen to plan participants in order to understand their needs – particularly during these challenging times. He suggests plan sponsors can gauge investor sentiment by reviewing participant surveys and record-keeper reports and use that data to create better education programs and resources.
    21 min
  • Using Stress to Fuel Positive Change
    Michael Futterman, Head of Knowledge Labs® Professional Development, interviews Dr. Heidi Hanna, Chief Energy Officer of Synergy Brain Fitness. Dr. Hanna explains why she views stress not as “good” or “bad,” but rather as a form of stimulus that has the potential to fuel positive change. She also shares ideas on how we can control our stress – and even take advantage of it – during this time of uncertainty.
    29 min
  • Plan Talk: The Obligatory SECURE Act
    In the latest edition of Plan Talk, Retirement Director Ben Rizzuto covers some key areas of the SECURE Act that could impact the retirement plan landscape, including the Multiple Employer Plan provision and the elimination of the stretch IRA. This deep dive into the new legislation offers ideas plan sponsors can use to help participants better understand the benefits available to them.
    14 min

About Connections: Development Matters

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Development Matters empowers financial professionals with insight and education to help them hone their skills and exceed expectations – both in business and in life. Connecting you with perspectives from across our organisation and industry, this channel seeks to enhance your performance and deepen your expertise.

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