Latest Agreements Podcast Episodes
IRS Clarifies Emergency Distributions Tax Exceptions
Williams Mullen's Benefits Companion - July 11, 2024 13:53 - 8 minutes ★★★★★ - 1 ratingOn this episode of Williams Mullen's Benefits Companion, host Brydon DeWitt discusses the new IRS guidance regarding certain exceptions to the 10% early distribution tax under IRC 72(t). He will share background on emergency personal expense and domestic abuse victim distribution exceptions, an...
Season 7/ Ep. 20: Bad Jobs & Good Relationships
I'm Right. I'm Right! - July 05, 2024 15:21 - 35 minutes ★★★★★ - 14 ratingsIn this week's episode, hosts Jill and Anthony discuss the negative impact of bad jobs on good relationships.
Season 7/ Ep. 19: Why Are Post-Nups Trending?
I'm Right. I'm Right! - June 27, 2024 11:51 - 38 minutes ★★★★★ - 14 ratingsIn this week's episode, hosts Jill and Anthony discuss the whys and the never ever's of post-nups.
Season 7/ Ep. 18: Are You Free in Your Relationships?
I'm Right. I'm Right! - June 21, 2024 20:53 - 42 minutes ★★★★★ - 14 ratingsIn this week's episode, Jill and Tony discuss how a person's definition and gauge of "freedom" can affect personal and professional relationships.
Season 7/ Ep. 17: Go Ahead and Do It, Pursue a Better Life
I'm Right. I'm Right! - June 13, 2024 01:04 - 36 minutes ★★★★★ - 14 ratingsIn this week's episode, hosts Jill and Anthony discuss the signs that indicate it's time to pursue a better life and go over the ways to accomplish that.
Season 7/ Ep. 16: What Makes You Happy?
I'm Right. I'm Right! - June 07, 2024 11:31 - 36 minutes ★★★★★ - 14 ratingsIn this week's episode, hosts Jill and Anthony discuss what makes them happy. They also examine what makes others enjoy life and how that affects relationships.
Season 7/ Ep. 15: When Someone Volunteers You to Do Something for Others
I'm Right. I'm Right! - June 03, 2024 22:42 - 39 minutes ★★★★★ - 14 ratingsIn this week's episode, hosts Jill and Anthony broadcast from The Brown Hotel in Louisville, KY, where they discuss the times they've volunteered each other to do something for somebody else.
Season 7/ Ep. 14: Why Can't We Be Friends?
I'm Right. I'm Right! - May 23, 2024 23:26 - 36 minutes ★★★★★ - 14 ratingsIn this week's episode, hosts Jill and Tony discuss whether friend zones ever work for anybody.
Season 7/ Ep. 13: Emotional Support Animals & Relationships
I'm Right. I'm Right! - May 17, 2024 11:17 - 35 minutes ★★★★★ - 14 ratingsIn this week's episode, hosts Jill Cox-Cordova and Anthony Cordova discuss what happened when each got emotional support animals.
Understanding Lifetime Income Products
Williams Mullen's Benefits Companion - May 15, 2024 14:53 - 14 minutes ★★★★★ - 1 ratingOn this episode of Williams Mullen's Benefits Companion, host Brydon DeWitt is joined by Ken Barnes, senior investment consultant with SageView Advisory Group, who discusses lifetime income products which are designed to help retirees arrange for a more predictable income stream throughout the ...
Season 7/Ep. 11: When Couple Friends Are Hard to Find
I'm Right. I'm Right! - April 26, 2024 11:38 - 38 minutes ★★★★★ - 14 ratingsIn this week’s episode, hosts Jill and Anthony discuss the difficulties of finding couple friends.
Season 7/Ep. 10: Credit Scores and Relationships
I'm Right. I'm Right! - April 19, 2024 11:30 - 35 minutes ★★★★★ - 14 ratingsIn this week’s episode, hosts Jill and Anthony discuss whether someone’s credit score should be a factor in having a lasting relationship.
Season 7/Ep. 9: Judgmental People
I'm Right. I'm Right! - April 11, 2024 20:49 - 36 minutes ★★★★★ - 14 ratingsIn this week's episode, hosts Jill and Tony try to talk about judgmental people without being judgmental.
Trends in Recordkeeper Consolidation and Due Diligence
Williams Mullen's Benefits Companion - April 10, 2024 17:55 - 15 minutes ★★★★★ - 1 ratingOn this episode of Williams Mullen's Benefits Companion, host Brydon DeWitt is joined by Nichole Labott, managing director at SageView Advisory Group, who shares the impact recordkeeper consolidation is having on our industry. They discuss what’s at stake for retirement plan participants and ste...
Season 7/Ep. 7: Sleeping on the Job
I'm Right. I'm Right! - April 01, 2024 11:48 - 39 minutes ★★★★★ - 14 ratingsIn this week's episode, hosts Jill and Tony discuss whether it's okay to sleep on the job. Their answers may surprise you.
Season 7/ Ep. 6: Rebound Relationships
I'm Right. I'm Right! - March 21, 2024 11:50 - 35 minutes ★★★★★ - 14 ratingsIn this week’s episode, hosts Jill and Tony discuss different facets of rebound relationships.
Season 7/ Ep. 5: When Your Loved Ones Don't Like Your Friends
I'm Right. I'm Right! - March 14, 2024 14:19 - 36 minutes ★★★★★ - 14 ratingsIn this week's episode, hosts Tony and Jill discuss how relationships are impacted when family, friends, partners, and mates express that they don't like your friends.
What the J&J Case Means for Plan Administrators
Williams Mullen's Benefits Companion - March 13, 2024 16:34 - 7 minutes ★★★★★ - 1 ratingOn this episode of Williams Mullen's Benefits Companion, host Brydon DeWitt discusses a recent ERISA class action case, Lewandowski v. Johnson & Johnson et al., that is a wake-up call for plan fiduciaries managing health and welfare benefit plans. He will discuss the case allegations and possibl...
#87 Changing Beliefs
Awareness and Consciousness - March 13, 2024 16:26 - 1 hour ★★★★★ - 213 ratingsChanging Beliefs using the Self Mastery Course from PathwayToHappiness.com is explained by Gary van Warmerdam. I outline the beliefs at the root of negative thoughts and emotional reactions affecting behavior. Then I outline how the Self Mastery practices guide you to develop the skills needed to...
Season-7/ Ep. 4: When Breaking Up Is Hard to Do
I'm Right. I'm Right! - March 08, 2024 21:22 - 36 minutes ★★★★★ - 14 ratingsIn this week's episode, hosts Jill and Tony discuss whether they have ever had a hard time breaking up with someone or firing someone. Join them live every Wednesday at 8 PM Eastern by clicking here.
Season 7/ Ep. 3: Save Some Space for Me
I'm Right. I'm Right! - March 01, 2024 12:35 - 33 minutes - Video ★★★★★ - 14 ratingsIn this week's episode, Jill and Tony discuss the times when one mate starts leaving personal items behind at their mate's home.
Season 7/ Ep. 2: Is Having a Work Spouse a Good Thing?
I'm Right. I'm Right! - February 22, 2024 01:40 - 34 minutes - Video ★★★★★ - 14 ratingsIn this week's episode, Jill and Tony weigh in on whether having a work spouse is a good idea.
Season 7 Premiere: Valentine's Day Gifts at the Workplace
I'm Right. I'm Right! - February 15, 2024 01:46 - ★★★★★ - 14 ratingsIn the season 7 premiere, Tony and Jill discuss whether sending or receiving Valentine's Day gifts at the workplace is a good idea.
SECURE 2.0: Leveraging Opportunities Employees Want Most
Williams Mullen's Benefits Companion - January 31, 2024 17:09 - 9 minutes ★★★★★ - 1 ratingOn this episode of Williams Mullen's Benefits Companion, host Brydon DeWitt is joined by Beryl Ball, principal financial advisor at CAPTRUST, who shares her insight on leveraging some of the more popular and beneficial offerings from SECURE 2.0 Act including student loan repayments, emergency sa...
Understanding Fees in Retirement Planning
Williams Mullen's Benefits Companion - January 17, 2024 17:32 - 12 minutes ★★★★★ - 1 ratingOn this episode of Williams Mullen's Benefits Companion, host Brydon DeWitt is joined by Ali Pino, a principal and retirement plan consultant with Spherient Advisors, who explains what plan fiduciaries need to understand about retirement plan fees, challenges she sees with fee disclosures and be...
#86 Beliefs and Attention
Awareness and Consciousness - December 17, 2023 21:06 - 35 minutes ★★★★★ - 213 ratingsWhen you use your attention to control your beliefs, you can identify the assumptions you live by, and consciously choose another thought, interpretation, belief, or behavior about what is happening. There is a lot of great advice about not letting others bother you, or "don't take anything perso...
ESG Investing by Retirement Plans
Williams Mullen's Benefits Companion - December 13, 2023 20:41 - 12 minutes ★★★★★ - 1 ratingOn this episode of Williams Mullen's Benefits Companion, host Brydon DeWitt is joined by Beryl Ball, Principal Financial Advisor at CAPTRUST, who offers insight on ESG investing by Retirement Plans and what benefits administrators need to know to stay compliant given recent court rulings.
New Federal Rule Aims to Hold Investment Advisors to a Higher Standard
Williams Mullen's Benefits Companion - December 06, 2023 18:19 - 8 minutes ★★★★★ - 1 ratingOn this episode of Williams Mullen's Benefits Companion, host Brydon DeWitt is joined by Ali Pino, a Principal and Retirement Plan Consultant with Spherient Advisors, who discusses the proposed Department of Labor rule designed to help ensure investment advice is in the best interests of retirem...
#85 Beliefs are the Key to Change
Awareness and Consciousness - November 30, 2023 23:27 - 1 hour ★★★★★ - 213 ratingsChanging beliefs will allow you to change your narrative story and emotions. Beliefs are also the foundation for how economic, political, monetary, and social systems work. If you want to understand any one of those aspects, you will need to understand how beliefs work because that is the basis.
Auto-Portability: A New Way to Keep Retirement Savings Growing
Williams Mullen's Benefits Companion - November 07, 2023 21:40 - 8 minutes ★★★★★ - 1 ratingOn this episode of Williams Mullen's Benefits Companion, host Brydon DeWitt is joined by Beryl Ball, Principal Financial Advisor at CAPTRUST, who offers insight on the new retirement plan auto-portability system. Auto-portability addresses the growing problem of 401(k) and other retirement plan ...
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