Financial Finesse & Changing Financial Lives w/ Greg Ward

What does it mean to sponsor a 401(k) plan?

Joining us on the podcast this week, Brad Boyle [https://www.linkedin.com/in/brad-boyle-cpc-qpa-qka-25276911/] and Chelsea Walker [https://www.linkedin.com/in/chelsea-walker-cpc-qpa-qka-7bb0b257/] of ABG Rocky Mountain [https://abgrm.com/] discuss what it means to start a 401(k) plan and what having a solid TPA/Recordkeeping in your back pocket can do for your business.  #recordkeeper #plandocumentation #regulations #retirement #financialplanning #investmentmanagement #3(38) #financialadvisors #3(16) #fiduciary #responsibility #employeebenefits #bottomline #retention

Student Debt - The Growing Problem

In this podcast, Amanda Hahnel the Director of Emerging Product at Fidelity [https://www.linkedin.com/in/amandahahnel/] talks about Student Debt. Join us as we unpack who this is affecting, why this is a growing problem in America, and what we are doing about it.  Discover more about Fidelity - Here [https://www.fidelity.com/go/join-fidelity-investments?imm_pid=700000001008875&immid=100742&imm_eid=ep6543813693&gclid=Cj0KCQiAzZL-BRDnARIsAPCJs71xu5ZbkPgsv_tBPrOIxs4A4gGJDD5wOefzIJoHIhliAswR8-vjVOQaArM1EALw_wcB&gclsrc=aw.ds] Disclosure: Views expressed are as of the date indicated, based on the information available at that time, and may change based on market or other conditions. Unless otherwise noted, the opinions provided are those of the speaker or author and not necessarily those of Fidelity Investments or its affiliates. Fidelity does not assume any duty to update any of the information. #studentdebt #investing #retirement #finance #Financialplanning #generational #debt #inflaton #cost #CARESact #recruitment #retention #companies #responsibility #moneymanagement

How Managed Accounts Helps Participants w/ Morningstar

In this short but oh-so-sweet episode, we are speaking with Julie Varga, Vice President, Investment and Product Specialist at Morningstar Investment Management. We will be discussing who Morningstar Investment Management is, what advisor Managed Accounts are, and how Managed Accounts can help participants.  Podcast Disclosures for a third party podcast: Introduction: Julie Varga is Vice President, Investment and Product Specialist for Morningstar Investment Management LLC, a registered investment adviser and a subsidiary of Morningstar, Inc. Ending Disclosure: Morningstar Investment Management’s commentary is for information purposes only and should not be considered an investment adviser. Opinions expressed are as of the date this podcast was recorded and are subject to change. Morningstar Investment Management shall not be responsible for any trading decisions, damages, or other losses resulting from or related to the content presented and make no representation as to the completeness or accuracy of the information presented. All investments are subject to investment risk, including possible loss of principal. Investors should seriously consider if an investment is suitable for them by referencing their own financial position, investment objectives, and risk profile before making any investment decisions. Morningstar Investment Management is not affiliated with Erica Bonser and The Retirement Authorities Podcast.

Applying 2,300+ year old knowledge to make an impact w/ Robert J. Cruz

Join us as we interview Robert J. Cruz, CIMA®, C(k)P®, CRPS®, AIFA®, where we travel back in time 2,300+ years to learn tactics & gain insights into a different way of being that can help all of us when it comes to our overall financial health. We discuss stoicism, the art of negative visualization, the hedonic treadmill, & the importance of Amor Fati.  How can we set ourselves up now to make a positive impact later? How can we be more accepting of a challenge? How can we be more grateful for what we have now?  Learn the answers to these and more OR reach out to Robert and ask him yourself.  LinkedIn - https://www.linkedin.com/in/robertjcruz/ Email - robertjcruz00@gmail.com National Suicide Prevention Lifeline - 800.273.8255 #retirement #financialplanning #wealthmanagement #plansponsor #planparticipant #employers #employees #employeebenefits #investing #gratitude #mentalhealth #suicideprevention #future #futuremindset #goals #fate #financialadvisors

Financial Finesse & Changing Financial Lives w/ Greg Ward

Join us as we talk with Greg Ward, the Director of the Financial Wellness Think Tank at Financial Finesse and the sitting Vice Chair of EBRI’s Financial Wellbeing Research Center. He is an expert on workplace financial wellness and has developed comprehensive industry standards for designing, delivering, and measuring the ROI of workplace financial wellness programs delivered as an employer-paid benefit. Greg & Erica will be talking about the financial literacy gap, what causes individuals to shy away from engaging in financial conversations, shame & biases, and how Financial Finesse helps to fill in some of those gaps. Are you a business owner looking to make a positive impact in the lives of your employees - you're going to need to listen to this.  Greg Ward LinkedIn - https://www.linkedin.com/in/greg-ward-a235bb21/ [https://www.linkedin.com/in/greg-ward-a235bb21/] Financial Finesse - https://www.financialfinesse.com/ [https://www.financialfinesse.com/] COVID Financial Survival Tool Kit - https://www.financialfinesse.com/getaccess/ [https://www.financialfinesse.com/getaccess/] Twitter - https://twitter.com/fin_finesse?lang=en [https://twitter.com/fin_finesse?lang=en] Facebook - https://www.facebook.com/FinancialFinesse  Instagram - https://www.instagram.com/thefinancialfinesse/ [https://www.instagram.com/thefinancialfinesse/] #retirement #401k #finance #financialwellness #money #behavior #shame #future #growth #education #development #financialplanning #investment #employeebenefits #humanresources #HR #Employeebehavior #workplaceculture