Be More Than A Fiduciary

Mike Dullaghan - The Voice of the American Workplace


Listen Later

Mike Dullaghan is Director of Retirement Sales Execution for Franklin Templeton. He is responsible for providing thought leadership, promoting new content, and delivering the tools and resources that help enable the Retirement team to effectively market Franklin Templeton products. Mr. Dullaghan is a regular contributor to Kiplinger’s “Building Wealth” newsletter. 


In this episode, Eric and Mike Dullaghan discuss Franklin Templeton’s “Voice of the American Workplace Survey,”  available for download at https://www.franklintempleton.com/insights/research-findings/voice-of-the-american-workplace-survey


The discussion includes:

  • Work-Life Balance and Mental Health Are Frontline Priorities
  • Communication Must Be Clear, Diverse, and Generationally Aware
  • Retirement and Career Growth Need Personalization
  • The Future of Work Demands Skill Agility and Cultural Alignment


Key Takeaways:

  • Work-life balance and mental health are top priorities, with 85% of employees seeking better balance and support for stress management in the workplace.
  • Communication must be clear, diverse, and generationally aware, as 90% of employees want honest leadership communication delivered through multiple channels, not a one-size-fits-all approach.
  • Retirement and career growth need personalization, with a strong interest in guaranteed income options and a desire for both simpler and tailored investment and development paths.
  • The future of work demands skill agility and cultural alignment as employees adapt to AI and technology shifts, while also seeking transparency, purpose, and opportunities to grow.


“Look for ways to ruthlessly simplify. Life is complicated.” - Mike Dullaghan


Connect with Mike Dullaghan:

Website: https://www.franklintempleton.com/

LinkedIn: https://www.linkedin.com/in/mikedullaghan1 


Connect with Eric Dyson: 

Website: https://90northllc.com/

Phone: 940-248-4800

Email: [email protected] 

LinkedIn: https://www.linkedin.com/in/401kguy/ 


The information and content of this podcast is general in nature and is provided solely for educational and informational purposes. It is believed to be accurate and reliable as of the posting date, but may be subject to change


It is not intended to provide a specific recommendation for any type of product or service discussed in this presentation or to provide any warranties, investment advice, financial advice, tax, plan design, or legal advice (unless otherwise specifically indicated). Please consult your own independent advisor as to any investment, tax, or legal statements made.


The specific facts and circumstances of all qualified plans can vary, and the information contained in this podcast may or may not apply to your individual circumstances or to your plan or client plan-specific circumstances.

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

Be More Than A FiduciaryBy Eric Dyson

  • 5
  • 5
  • 5
  • 5
  • 5

5

27 ratings


More shows like Be More Than A Fiduciary

View all
This American Life by This American Life

This American Life

90,931 Listeners

Freakonomics Radio by Freakonomics Radio + Stitcher

Freakonomics Radio

32,007 Listeners

Marketplace by Marketplace

Marketplace

8,762 Listeners

WSJ Your Money Briefing by The Wall Street Journal

WSJ Your Money Briefing

1,703 Listeners

WSJ What’s News by The Wall Street Journal

WSJ What’s News

4,345 Listeners

Notes on the Week Ahead by Dr. David Kelly

Notes on the Week Ahead

194 Listeners

WSJ Minute Briefing by The Wall Street Journal

WSJ Minute Briefing

677 Listeners

Capital Ideas Podcast by Capital Group

Capital Ideas Podcast

282 Listeners

The Long View by Morningstar

The Long View

921 Listeners

401(k) Specialist Podcast by 401(k) Specialist Magazine

401(k) Specialist Podcast

29 Listeners

What Should I Do With My Money? by Morgan Stanley

What Should I Do With My Money?

119 Listeners

The Fiduciary U™ Podcast by Josh Itzoe

The Fiduciary U™ Podcast

34 Listeners