Hosted by Josh Itzoe · 🇺🇸 US · EN · 60 episodes
Established thought leaders with verified media credentials.
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 FiduciaryWorks, creator of Perseptiv and FeeMetri(k)s , as well as 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.
Josh Itzoe hosts The Fiduciary U™ Podcast, a business show with 60 episodes published.
Welcome to episode #53 of the Fiduciary U™ Podcast. In this episode, Josh Itzoe sits down with Nate Moody, Partner at Lebel & Harriman, to discuss building a career in retirement plan advisory, creating authentic relatio
Welcome to episode #52 of the Fiduciary U™ Podcast. In this episode, Josh Itzoe sits down with Grant Ellis from Ellis Retirement Services to discuss his with deep roots in the retirement plan industry. Grant shares his u
Welcome to episode #51 of the Fiduciary U™ Podcast. My guest today is Rob Madore from Marshberry. In this episode, I interview Rob Madore, an expert in investment banking and management consulting. We discuss the role of
Welcome to episode #50 of the Fiduciary U™ Podcast. My guest today is Patrick Bushlack from The Standard. In this conversation, we discuss Pooled Employer Plans (PEPs) and their growing impact on the retirement industry.
On this episode, Rebecca Hourihan from 401(k) Marketing and I discuss the changes in marketing strategies over the past decade and the importance of differentiation in the industry. She emphasizes the visual identity of
In this conversation, I interview Justin Tarantin, the CEO of Venrollment, a participant engagement platform for retirement plans. We discuss the challenges of in-person education, the birth of Venrollment, the impact of
Welcome to Part 2 of episode #47 of the Fiduciary UÔ Podcast. My guest today is Bill Chetney, Jr. from Viking Cove Institute. Bill’s dad Bill Chetney Sr. arguably created the first aggregator with National Retirement Par
Welcome to Part 1 of episode #47 of the Fiduciary U™ Podcast. My guest today is Bill Chetney, Jr. from Viking Cove Institute. Bill’s dad Bill Chetney Sr. arguably created the first aggregator with National Retirement Par
Welcome to Part 2 of episode #46 of the Fiduciary U™ Podcast. My guest today is Liz Davidson from Financial Finesse and this is her second time on the show. On this episode, we discuss her new book, Money Strong: Your Gu
Welcome to Part 1 of episode #46 of the Fiduciary U™ Podcast. My guest today is Liz Davidson from Financial Finesse and this is her second time on the show. On this episode, we discuss her new book, Money Strong: Your Gu
Welcome to Part 2 of episode #45 of the Fiduciary U™ Podcast. My guest today is Bonnie Treichel from Endeavour Retirement. I’ve been a fan of Bonnie’s for some time and she is seemingly everyone these days sharing her th
Welcome to Part 1 of episode #45 of the Fiduciary U™ Podcast. My guest today is Bonnie Treichel from Endeavour Retirement. I’ve been a fan of Bonnie’s for some time and she is seemingly everyone these days sharing her th
Welcome to Part 2 of episode #44 of the Fiduciary U™ Podcast. My guest on this episode is John Faustino, who is the Head of FI360. John has become a good friend and incredible mentor of mine as I have pivoted into the fi
Welcome to Part 1 of episode #44 of the Fiduciary U™ Podcast. I’ve broken this one into 2 parts so make sure to check both of them out. You won’t want to miss either one. My guest on this episode is John Faustino, who is
Welcome to Part 2 of episode #43 of the Fiduciary U™ Podcast. My guest on this episode is Aaron Schumm, Founder & CEO of Vestwell. This is Aaron’s second time on the podcast since first appearing in 2020 as my second gue
Welcome to Part 1 of episode #43 of the Fiduciary U™ Podcast. It’s been a few months since I released a podcast – the end of the year was pretty crazy launching a lot of new features and functionality in my FiduciaryRx p
In Part 2 of episode #42 of the Fiduciary U™ Podcast, Michael Doshier of T. Rowe Price and I continue our discussion on large market consulting and product trends.
Welcome to episode #42 of the Fiduciary U™ Podcast. Like last episode, I broke this one into 2 parts and I’m releasing both at the same time so make sure to check out both. You won’t want to miss either one. My guest on
In Part 2 of episode #41 of the Fiduciary U™ Podcast, Chad Johansen of Plan Design Consultants and I continue our discussion on how advisors can win big in the small retirement plan market.
Welcome to episode #41 of the Fiduciary U™ Podcast. I am going to try something a little different with this episode. I recently co-hosted Retireholics and a few people were giving me a hard time about how long the episo
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The Fiduciary U™ Podcast is hosted by Josh Itzoe. The show is categorised under business (investing) and has published 60 episodes.
The Fiduciary U™ Podcast has published 60 episodes.
The Fiduciary U™ Podcast regularly covers business, investing. It sits in the business category, with a investing focus.
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Episodes of The Fiduciary U™ Podcast average 42 minutes. a focused format where a clear narrative arc and tight preparation matter most.
Our data rates The Fiduciary U™ Podcast's guest bar at 80/100 (Premium tier). Established thought leaders with verified media credentials. Sign in to PitchCentric to see how your own Pod Score compares against this show.
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