THE FIDUCIARY U™ PODCAST

Conversations with industry experts that make you a smarter ERISA fiduciary.

Latest Episodes

Fiduciary Governance
February 22, 2021
69
 MIN

David Levine is a Principal at Groom Law Group and a well-known voice in the industry on fiduciary and retirement issues.

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Plan Design
February 1, 2021
76
 MIN

JD Carlson is the owner of Plan Design Consultants, a third-party administrator, and the host of the popular web show, Retireholi(k)s.

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Participant Support
January 4, 2021
69
 MIN

Katherine Roy is Chief Retirement Strategist for J.P. Morgan where she leads a team that focuses on providing unique insights that can be used to provide better retirement planning advice to investors.

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Investment Process
December 14, 2020
82
 MIN

Michael Doshier is a Senior Defined Contribution Advisor Strategist for T. Rowe Price where he helps further the firm’s position as a thought leader in the retirement arena.

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Participant Support
November 30, 2020
67
 MIN

Eugeny Prudchyenko is co-founder and CEO of EvoShare. an innovative cashback rewards platform that aligns consumer spending and retirement saving.

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Fiduciary Governance
November 16, 2020
72
 MIN

Diane Gallagher is Vice President of Value-Add Programs at American Century Investments where she is the firm’s spokesperson on retirement investing and chairs the company's retirement plan committee.

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Participant Support
November 2, 2020
83
 MIN

Jen Benz is a leading voice in the employee benefits industry and SVP and Communications Practice Lead for Segal Benz.

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Investment Process
October 19, 2020
74
 MIN

Aaron Klein is co-founder and CEO at Riskalyze, the company that invented the Risk Number® and empowers the world to invest fearlessly.

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Fiduciary Governance
October 5, 2020
56
 MIN

Fielding Miller is the co-founder and CEO of CAPTRUST, one of the nation's largest independent financial advisory firms with over $400 billion dollars in assets under advisement and more than 700 employees.

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Fiduciary Governance
September 21, 2020
78
 MIN

Fred Reish is a partner at Faegre Drinker whose practice focuses on fiduciary responsibility, retirement income, and plan operational issues. He has been recognized as one of the “Legends” of the retirement industry by both PLANADVISER magazine and PLANSPONSOR magazine.

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About the Podcast —

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 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.

A picture of the Fiduciary U™ Podcast host Josh Itzoe sitting on his desk.
YOUR HOST:

Josh Itzoe

Co-Founder & Chief Strategy Officer @ Greenspring Advisors