The Fiduciary U™ Podcast
By Josh Itzoe
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Category: Investing
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Episodes: 60
Description
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 FiduciaryWorks, creator of Perseptiv and FeeMetri(k)s, as well as 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.
| Episode | Date |
|---|---|
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Spicy Takes from Small-Town Maine: Nate Moody on Redefining Success as a Retirement Plan Advisor
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Nov 18, 2025 |
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From Peanut Butter to 401k: Grant Ellis' People-First Approach to Building Relational Capital
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Nov 05, 2025 |
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Ep #51: Insights into the Constantly Evolving M&A Landscape with Rob Madore from Marshberry
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Jul 08, 2024 |
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Ep #50: PEP Talk - Exploring the Power of Pooled Employer Plans with Patrick Bushlack from The Standard
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May 30, 2024 |
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Ep #49: Fueling Business Development with Strategic Marketing Investments: A Discussion with Rebecca Hourihan from 401(k) Marketing
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Mar 28, 2024 |
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Ep #48: Scaling Participant Education and Enrollment with Justin Tarantin from Venrollment
|
Dec 07, 2023 |
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Ep #47: Empowering Independent Advisors to Drive Scale and Compete with Giants with Bill Chetney, Jr., Part 2
|
Jun 27, 2023 |
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Ep #47: Empowering Independent Advisors to Drive Scale and Compete with Giants with Bill Chetney, Jr., Part 1
|
Jun 27, 2023 |
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Ep #46, Part 2: Helping People Become "Money Strong" with Liz Davidson
|
Apr 17, 2023 |
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Ep #46, Part 1: Helping People Become "Money Strong" with Liz Davidson
|
Apr 17, 2023 |
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Ep #45, Part 2: Discussing the Latest Fiduciary Trends with Bonnie Treichel
|
Apr 03, 2023 |
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Ep #45, Part 1: Discussing the Latest Fiduciary Trends with Bonnie Treichel
|
Apr 03, 2023 |
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Ep #44, Part 2: How Fintech is Empowering Fiduciary-Focused Advisors with John Faustino
|
Mar 20, 2023 |
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Ep #44, Part 1: How Fintech is Empowering Fiduciary-Focused Advisors with John Faustino
|
Mar 20, 2023 |
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Ep #43, Part 2: Building A Systematic Approach To Scaling Retirement Plans With Aaron Schumm
|
Feb 20, 2023 |
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Ep #43, Part 1: Building A Systematic Approach To Scaling Retirement Plans With Aaron Schumm
|
Feb 20, 2023 |
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Ep #42, Part 2: Analyzing Large Market Consulting and Product Trends with Michael Doshier
|
Nov 07, 2022 |
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Ep #42, Part 1: Analyzing Large Market Consulting and Product Trends with Michael Doshier
|
Nov 07, 2022 |
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Ep #41, Part 2: How Advisors Can Win Big in the Small Retirement Plan Market with Chad Johansen
|
Oct 10, 2022 |
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Ep #41, Part 1: How Advisors Can Win Big in the Small Retirement Plan Market with Chad Johansen
|
Oct 10, 2022 |
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Ep #40: Optimizing Your Retirement Practice By Mastering The Three Pillars of Growth with Andy Hudson
|
Sep 26, 2022 |
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Ep #39: Capturing Hearts and Minds Through Authenticity, Empathy and Storytelling With Sheri Fitts
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Sep 12, 2022 |
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Ep #38: Delivering Efficient Financial Planning to Retirement Plan Participants With Ben Pitts
|
Jul 11, 2022 |
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Ep #37: Wrestling with Rollovers and Other Regulatory Trends With Fred Reish
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Jun 20, 2022 |
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Ep #36: Mastering Social Media Marketing with SRPs Jeanne Sutton and Jake Rushton
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May 30, 2022 |
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Ep #35: Cross Solving Problems for Clients Using Creativity With Jason Chepenik
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May 16, 2022 |
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Ep #34: Finding Missing Participants and Streamlining Notifications with Michael Kirschman
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May 03, 2022 |
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Ep #33: The Importance of Giving Women a Seat at the Leadership Table with Leah Sylvester
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Apr 04, 2022 |
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Ep #32: Designing A Plan That Serves A Company’s Purpose And Their People with Troy Redstone
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Mar 21, 2022 |
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Ep #31: How to Navigate the Current Fiduciary Liability Insurance Market with Tom Schrandt
|
Mar 07, 2022 |
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Ep #30: Driving Outcomes Through the "Power of One" with Marko Ungashick
|
Feb 07, 2022 |
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Ep #29: Rethinking Retiree Spending Patterns and Preferences with Stuart Ritter
|
Jan 10, 2022 |
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Ep #28: Making the Complex Simple with Jim Sampson
|
Dec 20, 2021 |
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Ep #27: Helping Employees Change Their Money Story with Holly Knight
|
Nov 29, 2021 |
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Ep #26: How To Be A Retirement Plan "Fixer" with Alex Assaley
|
Nov 15, 2021 |
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Ep #25: Talking About TPAs (And More) with Ary Rosenbaum
|
Nov 01, 2021 |
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Ep #24: Building a Strong Culture in a Growing and Thriving Firm with Jania Stout
|
Oct 11, 2021 |
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Ep #23: The Convergence of Health, Wealth and Retirement with Vince Morris
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Sep 27, 2021 |
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Ep #22: Sustainable Solutions and ESG Investing with Will Collins-Dean
|
Sep 13, 2021 |
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Ep #21: The Current Landscape of Student Loan Debt with Chris Walters
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Aug 30, 2021 |
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Ep #20: Providing Financial Coaching and Guidance to Those Who Need It Most with Liz Davidson
|
Aug 18, 2021 |
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Ep #19: The Past, Present and Future of ERISA Litigation with Jerry Schlichter
|
Jun 29, 2021 |
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Ep #18: Navigating the Rapidly Evolving Retirement Landscape with Nevin Adams
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Jun 14, 2021 |
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Ep #17: What To Do When Life Happens And Plans Change with Ross Marino
|
May 17, 2021 |
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Ep #16: Streamlining the RFP Process from Months to Minutes with Ray Conley from Benetic
|
May 03, 2021 |
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Ep #15: Navigating Retirement Plan Audits with Brad Bartells from MUN CPAs
|
Mar 30, 2021 |
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Ep #14: Bringing Guaranteed Income to All Americans with Matt Wolniewicz
|
Mar 17, 2021 |
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Ep #13: Politics, Policy, PEPs and Participants with David Levine from Groom Law Group
|
Feb 22, 2021 |
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Ep #12: Being Different by Design with JD Carlson, Owner of Plan Design Consultants
|
Feb 01, 2021 |
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Ep #11: Helping American's Know What They're Retiring "To" With Katherine Roy from J.P Morgan
|
Jan 04, 2021 |
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Ep #10: Insights into T. Rowe Price’s 2020 Defined Contribution Consultant Study with Michael Doshier
|
Dec 14, 2020 |
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Ep #9: Aligning Consumer Spending and Retirement Saving with Eugeny Prudchyenko from EvoShare
|
Nov 30, 2020 |
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Ep #8: How To Win a 401(k) Fee Lawsuit with Diane Gallagher from American Century
|
Nov 16, 2020 |
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Ep #7: Driving Results Through Effective and Impactful Employee Benefits Communications with Jen Benz
|
Nov 02, 2020 |
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Ep #6: Helping Investors Survive and Thrive in a "Risk-First" Decade with Aaron Klein from Riskalyze
|
Oct 19, 2020 |
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Ep #5: Scaling an Advisory Firm to Over $400 Billion in AUA with Fielding Miller from CAPTRUST
|
Oct 05, 2020 |
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Ep #4: Regulation and Legislation and Litigation (Oh My!) with Fred Reish
|
Sep 21, 2020 |
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Ep #3: Achieving Employee Financial Wellness at Scale with Michael Kitces
|
Sep 14, 2020 |
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Ep #2: Building the Digital Recordkeeping Platform of the Future with Vestwell's Aaron Schumm
|
Sep 07, 2020 |
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Ep #1: The Promise of Personalization through Managed Accounts with Stadion's Todd Lacey
|
Aug 31, 2020 |