Retireholics Live - Guest: Shlomo Benartzi

Friday, November 3, 2023 · 1:16:47

Show notes

The popular Behavioral Economist Shlomo Benartzi joins as special guest on this week's Retireholics. Topics to include turning savings into lifelong paychecks, new 2024 retirement plan limits, the Mesirow acquisition, Nevin Adams receives ASPPA Award, Schwab eliminates 2000 jobs, and the value of holistic financial advice. Grab a cold one, pop the champs, pour some bourbon (or do all three) and join the 401k ruckus.