Retireholics

Matthew Jackson the author of The Retirement Dreammaker, he loves retirement, loves Jiu Jitsu and most importantly he loves himself a shhmmmedium t-shirt.

We finally get to chop it up with Carrie Ohm. Her role at One Digital gives her a unique vantage point on advisors, retirement plans and the industry as a whole. This was a fun episode, even with Chad's ramblings.

What is a "custodian" for a retirement plan?  Now that the DOL is now auditing the cybersecurity of plans and want information involving cybersecurity from vendors and plan fiduciaries, are we safe from hackers? Jania Stout drops in to thank everybody for all their donations to the Leukemia & Lymphoma Society. We play JD's "one of these things doesn't belong" game, which is absolutely pointless for a podcast listener.

We discuss SECURE 2.0, Biden Retirement Plan Tax Proposals, Washington & Lobbyists, and of course Bourbon.

We talk about a lot of breaking retirement news, but also take a break to talk about the transformative effects of meditation and how impactful this can be for all us stressed out financial industry folks.

The Child IRA, why and how you should be helping kids get IRA's and start putting money into it (hint: compound interest).

Gamification in 401k, how it works, who is doing it, should we be doing it?

We also talk about Hamburger Dreams, the book Chris wrote about lore surrounding the invention of the hamburger, and where he thinks the evidence leads.

Is the volatility of crypto currently too wild to even be considered for 401k, or is their adoption into plans a forgone conclusion and it's just a matter of when.  The boys have the "rothification" of the match conversation, and it goes about as good as it's going for anybody else.

SECURE 2.0, the current state of TDFs? Advisors and Fund Review Best Practices

The concept of teaching training for Plan Sponsors AKA- Fiduciary Essentials for Defined Contribution Plans.

Nevin Adams article about Congress and TDFs.  https://www.napa-net.org/news-info/daily-news/are-target-date-funds-target

Rick asked the longest Quiz of Death question ever and nobody could agree on the right answer, but we still zaped Chad with our new large breed shock collar.

Wow, Katie Boyer managed to get through the whole show with only #4 ACROSYN fails. That's pretty damn impressive. Oh wait, I'm suppose to try and type 401k TPA like keywords in here for SEO, not just say what's important... which is Katie Boyer is friggen LEGEND!