Dec 16, 2020
In episode 23, Mike Webb chats with Christine Roberts, a prominent ERISA attorney and author of the popular E is for ERISA blog.
Christine shares the backstory of her blog, the "DB-ification" trend in defined contribution retirement (DC) plans and the movement toward more employer-control versus employee discretion...
Nov 23, 2020
In episode 22, Mike Webb chats with Mary Beth Franklin, contributing editor to InvestmentNews and a nationally recognized expert on Social Security claiming strategies.
Sharing the current funding concerns and potential future reforms for social security, Mary Beth provides tips on when to claim and when to delay social...
Oct 28, 2020
In episode 21, Mike Webb chats with arguably one of the coolest guys in retirement, J.D. Carlson. Learn how J.D. went from surf shop owner to CEO of TPA firm Plan Design Consultants, Inc., and host of the notorious Retireholi(k)s, a weekly show where retirement industry professionals notoriously get together for a few...
Sep 23, 2020
Let's face it, for most, ERISA and retirement plan law can be somewhat dull. However, this episode's Revamping Retirement guest has found a way to weave sports, pro-wrestling, soap operas and general '70s and '80s pop culture into his practice.
Ary Rosenbaum practices ERISA and retirement plan law at The Rosenbaum Law...
Aug 21, 2020
In episode 19, Mike Webb chats, once again, with J.Money, an award-winning personal finance blogger, about the impact of the pandemic on the FIRE (Financial Independence, Retire Early) movement.
FIRE (Financial Independence, Retire Early) is a lifestyle movement that embraces the goal of achieving financial...