The Fiduciary U™ Podcast

By Josh Itzoe

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.

  1. 1.
    Ep #22: Sustainable Solutions and ESG Investing with Will Collins-Dean
    52:29
  2. 2.
    Ep #21: The Current Landscape of Student Loan Debt with Chris Walters
    48:54
  3. 3.
    Ep #20: Providing Financial Coaching and Guidance to Those Who Need It Most with Liz Davidson
    1:13:25
  4. 4.
    Ep #19: The Past, Present and Future of ERISA Litigation with Jerry Schlichter
    1:07:51
  5. 5.
    Ep #18: Navigating the Rapidly Evolving Retirement Landscape with Nevin Adams
    57:47
  6. 6.
    Ep #17: What To Do When Life Happens And Plans Change with Ross Marino
    55:15
  7. 7.
    Ep #16: Streamlining the RFP Process from Months to Minutes with Ray Conley from Benetic
    44:24
  8. 8.
    Ep #15: Navigating Retirement Plan Audits with Brad Bartells from MUN CPAs
    1:03:56

Listen to The Fiduciary U™ Podcast now.

Listen to The Fiduciary U™ Podcast in full in the Spotify app