401(k) Specialist Podcast

Michael Finke


Listen Later

As pandemic restrictions evaporate and the U.S. economy looks to fully reopen, many 401k-focused advisors are predicting big things for the rest of 2021 as plan sponsors and participants refocus on retirement-related issues.

And they’re not the only ones focused on retirement issues this year, as lawmakers in Washington D.C. continue to build momentum toward passing more significant retirement reform legislation looking to build on 2019’s SECURE Act.

For expert insight on advisor opportunities this year and the most impactful regulatory changes likely to impact 401k plans, we talk with renowned retirement expert Michael Finke, Ph.D., Professor of Wealth Management at The American College of Financial Services.

Finke hits on topics like why we’re entering a new stage of “Retirement 2.0” in terms of QDIAs, the need to develop higher-quality in-plan retirement income solutions, why SECURE 2.0 might actually become law before the end of this year and how the RMD provision helps its chances, and a quick “review” of new-look Social Security statements.

Sponsored by John Hancock Investment Management. To get more information on the John Hancock “State of the Participant 2021” white paper click here.

...more
View all episodesView all episodes
Download on the App Store

401(k) Specialist PodcastBy 401(k) Specialist Magazine

  • 4.6
  • 4.6
  • 4.6
  • 4.6
  • 4.6

4.6

23 ratings


More shows like 401(k) Specialist Podcast

View all
The Ramsey Show by Ramsey Network

The Ramsey Show

39,013 Listeners

Money Guy Show by Brian Preston and Bo Hanson

Money Guy Show

3,217 Listeners

The Stacking Benjamins Show by StackingBenjamins.com | Cumulus Podcast Network

The Stacking Benjamins Show

1,985 Listeners

The EntreLeadership Podcast by Ramsey Network

The EntreLeadership Podcast

4,394 Listeners

Notes on the Week Ahead by Dr. David Kelly

Notes on the Week Ahead

195 Listeners

Ramsey Everyday Millionaires by Ramsey Network

Ramsey Everyday Millionaires

3,676 Listeners

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

750 Listeners

Big Picture Retirement® by Devin Carroll, CFP® & John Ross, JD

Big Picture Retirement®

536 Listeners

401(k) Roundtable by Rick Unser

401(k) Roundtable

77 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,115 Listeners

The Long View by Morningstar

The Long View

906 Listeners

Simple, but Not Easy by Morningstar

Simple, but Not Easy

83 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

247 Listeners

All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

All-In with Chamath, Jason, Sacks & Friedberg

9,852 Listeners

Ask The Compound by The Compound

Ask The Compound

315 Listeners