Christine Benz
401(k) Specialist Podcast
English - October 11, 2021 12:00 - 19 minutes - 13.7 MBInvesting Business 401k retirement planning retirement advising wealth advising 401kspecalist podcast john sullivan brian anderson ria Homepage Download Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Gerard Baker
Next Episode: Dick Darian
Creative Planning’s Peter Mallouk, one of the largest RIAs in the country, caused a minor controversy last week with his criticism of target-date funds, calling them a “terrible choice for most people.”
An intense yet respectful debate then erupted on Twitter, which is almost unheard of for the platform, with Morningstar’s Christine Benz, among others, weighing in. Benz joined us to discuss the spat and much more, including possible changes to back-door Roths, HSAa, and what’s new in retirement income research.
Sponsored By: T. Rowe Price