The Fiduciary U™ Podcast shares the latest information on corporate retirement plan trends, ideas, and best practices to assist decision-makers and others in this industry in being more effective at their jobs. The show features industry experts across multiple disciplines who share their unique perspectives and actionable insights about how to provide a great retirement plan for employees in a rapidly changing world. Your host, Josh Itzoe, is the Founder & CEO of FiduciaryWor(k)s and the author of The Fiduciary Formula and Fixing the 401(k). The goal of Fiduciary U™ is to build a community that helps all of us enhance our knowledge, sharpen our skills, and stay at the forefront of industry trends so we can do our jobs better and make a positive impact in the lives of real people whose financial futures depend on us.
Welcome to Part 2 of episode #46 of the Fiduciary U™ Podcast. My guest today is Liz Davidson from Financial Finesse and this is her second time on t...
Welcome to Part 1 of episode #46 of the Fiduciary U™ Podcast. My guest today is Liz Davidson from Financial Finesse and this is her second time on t...
Welcome to Part 2 of episode #44 of the Fiduciary U™ Podcast. My guest on this episode is John Faustino, who is the Head of FI360. John has become a ...
Welcome to Part 1 of episode #44 of the Fiduciary U™ Podcast. I’ve broken this one into 2 parts so make sure to check both of them out. You won’t wan...
Welcome to Part 2 of episode #43 of the Fiduciary U™ Podcast. My guest on this episode is Aaron Schumm, Founder & CEO of Vestwell. This is Aaron’s se...
Welcome to Part 1 of episode #43 of the Fiduciary U™ Podcast. It’s been a few months since I released a podcast – the end of the year was pretty crazy...
In Part 2 of episode #42 of the Fiduciary U™ Podcast, Michael Doshier of T. Rowe Price and I continue our discussion on large market consulting and pr...
Welcome to episode #42 of the Fiduciary U™ Podcast. Like last episode, I broke this one into 2 parts and I’m releasing both at the same time so make ...