Showing entries with the topic “Retirement Readiness”.
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Nov 2020Episode 22: Social Security Strategies with Mary Beth Franklin
In episode 22, Mike Webb chats with Mary Beth Franklin, contributing editor to InvestmentNews and a nationally recognized expert on Social Security claiming strategies.
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Aug 2020Episode 19: The Pandemic's Effect on the FIRE Movement
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 movement
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Jul 2020Episode 18: The Need for Emergency Savings
In this episode 18, Mike Webb and Jack Towarnicky of the American Retirement Association share differing views on the benefits of offering "sidecar" emergency savings accounts to retirement plan participants.
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Jun 2020Episode 17: The Case for Auto-Enrollment
In episode 17 of Revamping Retirement, Mike Webb discusses the statistical case for adopting automatic enrollment.
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May 2020Episode 16: The Basics of Target Date Funds
In episode sixteen of Revamping Retirement, Mike Webb goes back to the basics to discuss target date funds.
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Apr 2020Episode 15: Issues with the CARES Act
In episode fifteen, Mike Webb discusses some of the potential issues with the retirement-related CARES Act provisions.
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Jan 2020Episode 12: The SECURE Act
In episode twelve, Mike Webb shares the key provisions of the SECURE Act and the impact they will have on retirement plan sponsors and participants
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Nov 2019Episode 10: Gonzaga University
In episode ten, Mike Webb talks with Lisa Schwartzenburg, the Assistant Director of Benefits at Gonzaga University, about the role the university's unique culture plays in regard to their retirement plan and other employee benefits.
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Oct 2019Episode 9: The FIRE Movement
In episode nine of Revamping Retirement, Mike Webb chats with J.Money, an award-winning personal finance blogger and notable member of the FIRE (Financial Independence, Retire Early) movement.
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Sep 2019Episode 8: The State of Oregon PERS Expo
In episode eight, Mike Webb chats with Dean Carson and Roger Smith from the State of Oregon about their innovative and highly regarded Retirement Savings Expo, an annual event that provides employees an opportunity to learn about their benefits in one place, with a creative and fun approach.
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