In this episode (1) The latest 529 research with special guest Paul Curley, CFA, Director of 529 Research, Strategic Insight, (2) Companies taking a stand for social issues, (3) Retailers plans to upstage Amazon Prime Day on July 15, (4) moving the #Financial Literacy field forward – the Treasury takes a hard look at updating college curriculum, (5) #Bitcoin and cryptocurrency bounce back – Facebook creates Libra, (6) Will Senator Sanders’ Student Loan Debt forgiveness plan stir more retirement savings?, (7) a closer look at Executive Orders and the impact on new health and retirement plan regulations (e.g. association health plans, #ESG investing and e-delivery) and, (8) the impact of a healthcare merger on drug prices.
Thanksgiving food prices decline, but consumers are still feeling pressure from inflation
ROCKET DOCKET: DOL Announces December Hearings On Fiduciary Rule
U.S. Retail Sales Fall for the First Time as the Holiday Season Approaches
Finding your path to success
Updated lung cancer screening guidelines
Pooled Employer Plans: Understanding Employer Fiduciary Responsibilities and Ensuring Compliance with All Operational Requirements
Over-the-Counter Hearing Aids Makes Hearing and Improved Accessibility Options for Consumers a Reality
Financial Considerations when Caring for Aging Loved Ones
Revolutionizing Retirement with the Power of Artificial Intelligence
Is the Stock Market too expensive?
Mortgage rates decline, but housing prices remain elevated
How longevity impacts the thinking around retirement plan investment line up design
The state of retirement in the US workplace
Braveish: One Breakup, Six Continents, and Feeling Fearless after 50
DOL’s New Retirement Security
The Job Market Cools, But Markets Keep Rolling
A good week for stocks, and a strong start to November
How adult children can survive a Gray Divorce
Rebuilding Your Life After a Gray Divorce
A new streaming service for lonely pets
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