Revamping Retirement Podcast
1) Navigating Retirement Plan Risks
In this episode of Revamping Retirement, hosts Audrey Wheat and Pete Ruffel welcome Eric Dyson, executive director at 90 North Consulting, who offers strategic guidance for plan sponsors on fiduciary ...Show More
2) Episode 78: Evaluating Private Market Investments in Retirement Plans
In episode 78 of Revamping Retirement, hosts Jennifer Doss and Matt Patrick are joined by Lucian Marinescu and Josh Charlson from Morningstar to explore the growing role of private market investments—...Show More
3) Episode 77:What the Supreme Court’s ERISA Decision Means for Retirement Plans
In Episode 77 of Revamping Retirement, hosts Jennifer Doss and Peter Ruffel are joined by Stephanie Gutwein, a partner at Faegre Drinker, to unpack the implications of the Cunningham v. Cornell Suprem...Show More
4) Episode 76: Fi360
In episode 76 of Revamping Retirement, hosts Jennifer Doss and Matt Patrick delve into how AI is transforming the retirement planning industry with guest John Faustino from Fi360. John shares how AI i...Show More
5) Episode 75: Steven Horner on Fixed Income Solutions
In this episode, hosts Matt Patrick and Jennifer Doss discuss capital preservation investments with Steven Horner, fixed income portfolio manager at Franklin Templeton. Steven explains the differences...Show More
6) Episode 74: Scott Eckel
In episode 74 of Revamping Retirement, hosts Jennifer Doss and Pete Ruffel discuss governmental affairs with Scott Eckel, Managing Director of Legislative and Regulatory Affairs at Charles Schwab. Sco...Show More
7) Episode 73: Jessica Dickler on Navigating Financial Influencers
In this episode, Jessica Dickler, a personal finance writer for CNBC, joins hosts Matthew Patrick and Audrey Wheat to tackle social media's impact on financial education. How have platforms like TikTo...Show More
8) Episode 72: Plan Sponsor Predictions for 2025
How well did your hosts do with predicting how the ever-evolving retirement plan landscape would look in 2024? [Spoiler alert: Pretty well.] Following their recap (and a few well-deserved victory laps...Show More
9) Episode 71: Litigation Trends with Bonnie Treichel
Bonnie Treichel, founder and chief solutions officer of Endeavor Retirement, joins hosts Jennifer Doss and Pete Ruffell for an in-depth analysis of key litigation trends affecting the retirement ind...Show More
10) Episode 70: Accenture and Retirement Recordkeeping
The retirement recordkeeping space has experiences significant shifts. What does that mean for the future of the industry? In episode 70 of the Revamping Retirement podcast, hosts Audrey Wheat and Mat...Show More