Podcast Interview on 401(k) Plans and Behavioral Finance Trends

7 Mar

Thanks to Rick Unser for having me recently on his 401(k) Fridays podcast. This interview is geared toward defined contribution plan sponsors and those closely related with this segment of the market (e.g., advisors, consultants, recordkeepers, investment only). I do draw from some insights and activity that is occurring in other areas of the financial services market (e.g., retirement income, wealth management). The podcast may be found at:

Apple Podcasts – https://apple.co/2EAsw5J
GooglePlay – http://bit.ly/2Hfsgfa
Stitcher – http://bit.ly/2Uj08eT

Additionally, some references that I allude to on the podcast which may be of interest to folks include the following:

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