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Josh Itzoe, Nate Moody, Grant Ellis

Saturday, November 22, 2025 · 1:12:59

Show notes

A 401(k) blackout gone wrong, a quick dive into market value adjustments (MVAs), and our reaction to ABOON. We also hit Great Gray’s latest acquisition, the evolving Wealthspire/Aon/NFP/Madison Dearborn story, and Paychex’s new AI-powered advisor alerts.
← Newer Retireholics - Guest: Benjamin Brandt Older → Retireholics - Guest: Eric Dyson

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