76 minutes | Sep 14th 2020

Ep #3: Achieving Employee Financial Wellness at Scale with Michael Kitces

Play
Like
Play Next
Mark Played
Michael Kitces is a financial planner, speaker, blogger, entrepreneur, and host of the Financial Advisor Success podcast. He is very well known in the financial advisory world as an expert’s expert, and the amount of content he has created over the years is astounding. Today Michael joins me to discuss the importance of financial wellness and financial planning within the workplace. Listen in as we talk about how and why employers should care about helping their employees improve their financial health, as well as why the 401(k) industry might be the best mechanism to deliver financial planning to the masses. Michael has influenced me a lot over the 15 years I have known him, and he has tons of knowledge about the industry, so don't miss the incredibly helpful insights on financial wellness and retirement he shares in this episode!
Play
Like
Play Next
Mark Played