Host Olivia Hails interviews Lindsey Lewis, Director and Chair of the American College Center for Women in Financial Services. Lindsey talks about how she built a career around championing women and diversity within FinServ.

Bonus

Special episode: Managing Stress for Success (UBS Conversations podcast)

Oct 17th, 2022 31m 53s

Lindsay Troxell, Senior Director, Knowledge Labs® Professional Development, was a featured guest on the UBS Conversations podcast. She spoke with host Dan Cassidy about how stress can affect both our minds and our bodies.

Invested in Connecting Women: LEGS empowers members on and off the golf course

Oct 4th, 2022 29m 31s

Host Olivia Hails interviews Jillian Foss, President and Founder of Ladies Executive Golf Society (LEGS), a nonprofit that brings women together to build their businesses in an inclusive setting.

Invested in Connecting Women: Rock the Street, Wall Street Sparks Girls’ Interest in Finance

May 12th, 2022 30m 54s

On this episode of Invested in Connecting Women, host Olivia Hails speaks with the COO of Rock the Street, Wall Street, a financial and investment literacy program that aims to inspire a diverse population of young women in high schools across

Invested in Connecting Women: From Financial Food Trucks to Industry

Mar 10th, 2022 41m 38s

On this episode of Invested in Connecting Women, host Olivia Hails interviews Camille York, who was recently named one of Investment News’ Rising Stars for Excellence in Diversity, Equity and Inclusion. York describes her journey, which started

Trailer

Important update: Plan Talk with Ben Rizzuto - Connections: Investment Matters

Feb 4th, 2022 54s

The series, Plan Talk with Ben Rizzuto has moved and can now be found here:https://plan-talk-with-ben-rizzuto.captivate.fm/listen (https://plan-talk-with-ben-rizzuto.captivate.fm/listen)On Plan Talk, host Ben Rizzuto connects you with timely

Invested in Connecting Women: How Community Builds Confidence

Feb 1st, 2022 31m 48s

Host Olivia Hails welcomes Emily Lassiter – co-creator of The Wealth Edit – back for a conversation about how her own unexpected crisis led her to build a community dedicated to helping women achieve financial independence.

Invested in Connecting Women: How the Founders of The Wealth Edit Came Together to Fill a Void

Dec 3rd, 2021 40m 45s

In the latest episode of Invested in Connecting Women, host Olivia Hails interviews Lauren Pearson and Emily Lassiter, financial advisors with Somerset Advisory and co-creators of The Wealth Edit, an online, membership-based community dedicated

Invested in Connecting Women: If not now, when?

Oct 18th, 2021 49m 35s

Have you ever found yourself in the midst of a career change and wondering what the right decision is? Have you thought, I’m not sure if I can keep going at this pace? Join us for this explosive conversation with Shannon Spotswood, President of

Invested in Connecting Women: Face Your Financial Truth

Aug 4th, 2021 42m 22s

In our inaugural Invested in Connecting Women series, host Olivia Hails interviews Amanda Overby, CFP®, AIF. After spending 11 years as an educator and 17 years as a stay-at-home mom, Amanda is now a CFP® professional dedicated to helping women

Plan Talk: How to Engage and Motivate Retirement Plan Participants

Apr 12th, 2021 17m 42s

One of the biggest challenges retirement plan sponsors face is how to effectively communicate with participants and keep their attention. And in today’s virtual world, it’s more challenging than ever. In this episode of Plan Talk, Retirement Di

Plan Talk: The Hardest Part About Getting Your Finances in Order: Where to Start?

Mar 19th, 2021 14m 23s

Like the prospect of cleaning up a messy room, taking those first steps toward financial independence can feel overwhelming. In fact, 53% of millennials are not sure where to start when it comes to making financial decisions. Retirement Directo

Plan Talk: Best of 2020

Jan 4th, 2021 28m 31s

In this year’s final episode of Plan Talk, Retirement Director Ben Rizzuto recaps notable updates, trends and legal cases from the past year in the defined contribution space. And as always, he shares a playlist of his favorite new songs from 2

Plan Talk: How to Use Client Motivations to Encourage Better Social Security Decisions

Dec 3rd, 2020 22m 35s

Many American workers fear that the Social Security trust could be depleted in the not-so-distant future, which may lead some individuals to collect their benefits early – a decision that can significantly reduce their earned benefit. In this e

Plan Talk: Assessing Fixed Income Options in Retirement Plan Lineups

Nov 18th, 2020 37m 34s

In the latest episode of Plan Talk, Retirement Director Ben Rizzuto and Fixed Income Product Specialist Jessica Leoncini discuss current plan menu designs and investment trends in defined contribution (DC) plans. Referencing the findings from a

Build Your Ideal Business in Three Phases

Oct 1st, 2020 38m 43s

As you work to overcome the challenges of social distancing in your practice, why not take this opportunity to re-examine your overall approach to building your business? Michael Futterman, Head of Knowledge Labs® Professional Development, outl

Plan Talk: Plan Sponsors, Are You Listening to Participants?

Jun 18th, 2020 20m 43s

In the latest episode of Plan Talk, Retirement Director Ben Rizzuto discusses why it’s important for retirement plan sponsors to listen to plan participants in order to understand their needs – particularly during these challenging times. He su

Using Stress to Fuel Positive Change

May 11th, 2020 28m 6s

Michael Futterman, Head of Knowledge Labs® Professional Development, interviews Dr. Heidi Hanna, Chief Energy Officer of Synergy Brain Fitness. Dr. Hanna explains why she views stress not as “good” or “bad,” but rather as a form of stimulus tha

Plan Talk: The Obligatory SECURE Act

Apr 10th, 2020 13m 49s

In the latest edition of Plan Talk, Retirement Director Ben Rizzuto covers some key areas of the SECURE Act that could impact the retirement plan landscape, including the Multiple Employer Plan provision and the elimination of the stretch IRA.

Surprise, Sincerity and Creativity: Engaging Clients during Crisis

Apr 6th, 2020 25m 33s

John L. Evans, Jr., Head Strategist of Knowledge Labs™, speaks with bestselling author Dr. Joseph Michelli about what advisors can do to engage meaningfully with clients during these difficult times. Anticipating and meeting clients’ unstated n

Plan Talk: New Fiduciary Allegations Arise around Failure to Diversify and ESG Investing

Mar 30th, 2020 20m 8s

In the latest episode of Plan Talk, Retirement Director Ben Rizzuto discusses the implications of two recent fiduciary breach cases. The first case highlights the issue of equity funds being too highly correlated and fixed income options too li

How Gratitude, Belonging and Team Culture Help Drive Client Loyalty

Jan 30th, 2020 17m 30s

John Evans, Ed.D., Head Strategist of Knowledge Labs at Janus Henderson, interviews Dr. Joseph Michelli, speaker, organizational consultant and New York Times bestselling author. His most recent book, “The Airbnb Way: 5 Leadership Lessons for I

Plan Talk: Best of 2019

Dec 16th, 2019 25m 38s

In the year’s final Plan Talk episode, Janus Henderson Retirement Director Ben Rizzuto highlights key updates, trends and stories in the defined contribution space from 2019.

3 Ways to Address the Rising Stress in our Youth

Nov 10th, 2019 46m 53s

John Evans, Ed.D., Head Strategist of Knowledge Labs at Janus Henderson Investors, interviews Dr. Julie Wei, Division Chief, Division of Otolaryngology, and Department of Surgery at Nemours Children’s Health System on addressing the rising stre