401(k) Fridays Podcast

Excited to welcome back Peter Dunn, a.k.a. Pete the Planner to the podcast!  Our conversation was definitely one of the more entertaining ones that I have had on the podcast in recent memory.  This episode was inspired by a few recent discussions I had with workplace retirement plan sponsors who were wondering why their employees couldn't just go talk to their broker/advisor/wealth manager to get help planning for their retirement.  Why did they as the employer have to get in the middle of it.  Without stealing too much of Pete's thunder, the real issue comes down the issue of access to the financial services market, much of which is determined by how much money someone has.  Great stuff with some concrete takeaways to bring with you to your next retirement plan committee meeting! Guest Bio Peter Dunn a.k.a. Pete the Planner® is an award-winning comedian and an award-winning financial mind. He’s a USA TODAY columnist and the author of ten books, six of which were featured in a nationwide launch at Barnes &