The Weekly Pulse #Podcast for Sunday, August 18, 2019 | In this episode: (1) CalSavers Executive Director Katie Selenski joins us to discuss recent successes of the Program since it's July 1, 2019 rollout, (2) Ancestry thinks about a move in to healthcare and drug negotiations go viral, (3) the inverted yield curve and recession sentiment, (4) negative interest rate impacts on bonds, consumers and even public pensions, (5) new regulatory guidance for missing #retirement plan participants, (6) negative mortgage rates in the Netherlands – could it happen in the U.S. and (7) the mindset of excluding Social Security from your retirement projections.
Featuring expert analysis from: Devin Banerjee, CFA, Natalie Walters, Daniel Kline, Oliver Renick, Kevin Kelly, CFA, Rebecca Maxcy, Alessandra Malito, Jacob Passy, Grant Sabatier, David Levine, Kevin Walsh, Lydia Ramsey and Tara Falcone, CFA, CFP®
#PersonalFinance, #Savings, #529Plans, #401k, #403b, #457b, #Pensions, #Healthcare, #Tech, #Cybersecurity, #DataBreach, #Markets, #Cryptocurrency, #HedgeFund, #PrivateEquity, #RealEstate, #REIT, #VentureCapital
ERISA has another Happy Birthday. Could a fiduciary rule change be coming?
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Senior travel bounces back
SECURE 2.0: The IRS delays the implementation of the Roth Catch Up
Helping Women Achieve Financial Security, Stability and Independence
With credit card debt soaring, some tips to pay down your debt and spend prudently
Creating curb appeal: Landscaping your home
The SEC approves new rules aimed at overhauling the way private market funds interact with their investor
A Late Summer / Fall swoon for the stock market?
Helping High Schoolers enroll in Dual Enrollment Classes
Index Providers: Whales Behind the Scenes of Exchange Traded Funds
Educating board members so they can fulfill their fiduciary responsibilities to Plan Members
Navigating insurance denials for mental health conditions
As Mortgage rates near 7%, homebuyers distance themselves
Are Pension Risk Transfers in Need of an Overhaul
Treasury yields keep rising, causing pain for stock-market investors
Certificate of Deposit (CD) rates are on the rise. How to pick what’s right for you?
#BRNAM #1465 | Exploring Human Aging Via Elephant Research
A look at the Medicare Donut Hole for 2023
NJ is now the only state that doesn’t let you pump your own gas
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