The Fiduciary U™ Podcast

The Fiduciary U™ Podcast

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The Fiduciary U™ Podcast shares the latest information on corporate retirement plan trends, ideas, and best practices to assist decision-makers and others in this industry in being more effective at their jobs. The show features industry experts across multiple disciplines who share their unique perspectives and actionable insights about how to provide a great retirement plan for employees in a rapidly changing world. Your host, Josh Itzoe, is the Founder & CEO of FiduciaryWor(k)s and the author of The Fiduciary Formula and Fixing the 401(k). The goal of Fiduciary U™ is to build a community that helps all of us enhance our knowledge, sharpen our skills, and stay at the forefront of industry trends so we can do our jobs better and make a positive impact in the lives of real people whose financial futures depend on us.

Recent Episodes

  • Ep #51: Insights into the Constantly Evolving M&A Landscape with Rob Madore from Marshberry

    6 months ago
  • Ep #50: PEP Talk - Exploring the Power of Pooled Employer Plans with Patrick Bushlack from The Standard

    7 months ago
  • Ep #49: Fueling Business Development with Strategic Marketing Investments: A Discussion with Rebecca Hourihan from 401(k) Marketing

    9 months ago
  • Ep #48: Scaling Participant Education and Enrollment with Justin Tarantin from Venrollment

    1 year ago
  • Ep #47: Empowering Independent Advisors to Drive Scale and Compete with Giants with Bill Chetney, Jr., Part 2

    1 year ago
  • Ep #47: Empowering Independent Advisors to Drive Scale and Compete with Giants with Bill Chetney, Jr., Part 1

    1 year ago
  • Ep #46, Part 2: Helping People Become "Money Strong" with Liz Davidson

    2 years ago
  • Ep #46, Part 1: Helping People Become "Money Strong" with Liz Davidson

    2 years ago
  • Ep #45, Part 2: Discussing the Latest Fiduciary Trends with Bonnie Treichel

    2 years ago
  • Ep #45, Part 1: Discussing the Latest Fiduciary Trends with Bonnie Treichel

    2 years ago