THE FIDUCIARY U™ PODCAST

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

Latest Episodes

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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Participant Support
September 14, 2020
76
 MIN

Michael Kitces is a speaker, blogger, educator, entrepreneur and Head of Planning Strategy at Buckingham Wealth Partners.

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Provider Management
September 7, 2020
78
 MIN

Aaron Schumm is Founder and CEO of Vestwell, a digital retirement platform transforming the way plans are offered and administered.

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Investment Process
September 6, 2020
111
 MIN

Todd Lacey is Chief Revenue Officer at Stadion, an investment management firm that provides custom managed account solutions to retirement plan advisors, plan sponsors and participants.

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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