In this week’s episode, George returns from his trip to Las Vegas and he and Jeff are both ready to bring the latest retirement and financial markets news:
- Groom Law’s Kevin Walsh continues his look at the impact of the 5th circuit’s ruling on the DOL fiduciary rule. Kevin dives deep in to the principles of the “standard of care” and the addition of the “best interest” concept and how that is defined. The group discusses the Certified Financial Planning Board’s new standard from Wednesday, as well.
- The markets had an up and down week with continued volatility. It’s a good ol’ fashioned discussion of economic data, geo-political tensions and the impact of the many data breaches on the tech center. Bloomberg’s Kevin Kelly and TD Ameritrade Network’s Oliver Renick help parse through this information to help listeners make sense of what is going on.
- Callan Senior Vice President James Veneruso joins Jeff, George and Kevin for a round-robin look at the retirement marketplace and some of the latest trends. Environmental, Social and Governance to multi-asset strategies and investment committees, Jimmy is there to share his insight from his vantage point.
- From the expansion of dog-parks in metropolitan areas, to IRS-audits (yikes), to tax scams to Amazon. Marketwatch personal finance journalist Alessandra Malito gives the low-down of the news for the week. And she also ends things on a high-point with a feel-good story.