401k and Beyond, In-Depth

Hosted by Brian Williams

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Meaningful Conversations in and around the world of investing.

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9 recent

53 min

Spotlight on Retirement Plans with EBRI's Craig Copeland

Host Brian Williams is President of Northshire Consulting, LLC, a Connecticut-based investment advisory Firm. Northshire focuses on retirement plan benefits with high-level participant education and financial wellness programs.Craig Copeland is Director of Wealth Benefits Research at the Employee Benefit Research Institute. He has been with EBRI since 1997. Initially, his research focused on health care, specifically Medicare reform, quality in health care, and lengths of uninsured spells. Subsequently, he was named the Director of the EBRI's Social Security Reform Evaluation Research Program. In this capacity, Dr. Copeland researched the effects under different reform proposals/options on Social Security benefits of cohorts currently in the workforce as well as those who will be in the future. Furthermore, his analysis of Social Security reforms include allowing for varying capital market rates of return and returns consistent with the projected growth in the economy. In addition to his research on Social Security, Dr. Copeland researches contribution behavior in defined contribution pension plans and the adequacy of savings for retirement.He has been quoted or his work has been cited in such publications as the Wall Street Journal, the New York Times, and the Washington Post on the subjects of health care, Social Security reform, and retirement savings.Dr. Copeland completed his undergraduate work in economics at Purdue University and obtained his Ph.D. in economics from the University of Illinois at Urbana-Champaign. He previously taught economics at Southern Illinois University-Carbondale before joining EBRI.A complete list of his EBRI publications can be found here.Employee Benefit Research Institute (ebri.org)Sizing the Market for the Saver’s Match (ebri.org)Student Loans and Retirement Preparedness (ebri.org)Small Business Retirement Survey: Policy Knowledge and Reasons for Offering or Not Offering a Retirement Plan (ebri.org)

38 min

Supercharge Your Savings with a Solo 401(k) with Drew Tierney

I was lucky enough to chat recently with Drew Tirney of 401kInABox.Tremendous investing and saving opportunities are available for those who are self-employed.We covered scenarios such as transitioning from full-time employment to consulting part-time. Side hustles and the gig economy were also points of discussion. #401k #SelfEmployed #solo401k #CashBalance #401kandbeyond

34 min

Brian sits down with Nancy Schwartz of Envision Healthy Retirement

30 min

Brian chats with Dan Ahrens Managing Director and Chief Operating Officer at AdvisorSharesew Britian

Brian chats with Dan Ahrens Managing Director and Chief Operating Officer at AdvisorShares

27 min

Brian sits down with Jordan Grumet, Author of Taking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life

Brian Williams, president of Northshire Consulting and Host of 401k and Beyond sits down with Jordan Grumet, Author of Taking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth, and Living a Regret-Free LifeWritten by a hospice doctor with a unique front-row seat to the regrets of his dying patients, this book will remind you to take stock of life now, before it is too late. The goal of financial independence is to have the economic fuel to live a full life and avoid regret. Taking Stock is your guide to taking control of your finances and investing in yourself. Inside you'll find:The three basic archetypes of building wealth, and how to choose which is right for youTime-hacking techniques to modify your perception of time passing and fill your moments with meaningTips to invest in education, family, and your own physical and mental healthAnd much more!Don't wait until the last moment to live life to the fullest!Taking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life: Grumet, Jordan, Robin, Vicki: 9781646043545: Amazon.com: Books

31 min

Brian sits down with Bryan Gillette, EPIC Performance: Lessons from 100 Executives and Endurance Athletes

Brian sits down with Bryan Gillette, EPIC Performance: Lessons from 100 Executives and Endurance Athletes on Reaching Your PeakEPIC Performance: Lessons from 100 Executives and Endurance Athletes on Reaching Your Peak: Bryan Gillette: 9781637552179: Amazon.com: Books

38 min

Brian sits down with the Community Foundation of Greater New Britian

I have the perfect guests and topic to kick off this format of the podcast. This is a show where we'll have meaningful discussions with those in and around retirement and investing.In this episode, I'm honored to be joined by the Community Foundation of Greater New Britain.As we talk about growing our wealth, we need to start thinking about the good we can do for our community.

46 min

Brian sits down with the Chantel Sheaks, Vice President, Retirement Policy at U.S. Chamber of Commerce

Brian sits down with the Chantel Sheaks, Vice President, Retirement Policy at U.S. Chamber of Commerce to discuss the wave of Retirement Plan Lawsuits.

37 min

Brian sits down with Robin Wigglesworth, author of Trillions HOW A BAND OF WALL STREET RENEGADES INVENTED THE INDEX FUND

Brian Williams, president of Northshire Consulting and Host of 401k and Beyond sits down with Robin Wigglesworth, author of Trillions HOW A BAND OF WALL STREET RENEGADES INVENTED THE INDEX FUND.Trillions: How a Band of Wall Street Renegades Invented the Index Fund and Changed Finance Forever: Wigglesworth, Robin: 9780593421314: Amazon.com: BooksRobin Wigglesworth is the Financial Times’ global finance correspondent, and author of Trillions, the book on the past, present and future of passive investing. He currently lives in Oslo, Norway, but covers macroeconomics, finance, investing and markets internationally for the FT.