Financial Industry show for industry professional, plan sponsors and 401k nerds. (Formally known as Retireholiks)
Episodes
Friday Dec 22, 2023
Friday Dec 22, 2023
The Honorable Preston Rutledge joins as our guest for the Christmas Special. Topics to include: U.S. House Ways and Means Committee Woke ESG, Osaic acquires Lincoln's wealth management biz, Coffee Badging, Artificial Intelligence backed IRS 5500 marketing strategies, Roth Rollover Legislation, Drunk Stock Tips, a new XMAS game, and more!
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