Podcasts about financial engines

In this interview with Jeff Maggioncalda, CEO of Coursera, we dive into the inner workings of Jeff to understand how he sees driving impact. Since joining Coursera in 2017, Jeff has helped grow the platform to over 148 million learners worldwide, partnering with more than 7,000 institutions. He became a CEO for the first time at 27, leading Financial Engines, after graduating from Stanford MBA   In this episode, we'll explore: • How to become a CEO at 27? And the lessons he learned by taking on the role at such a young age. • Hear Jeff's thoughts on how effort, luck, and privilege have influenced his career path. • What about Coursera aligned with what Jeff hoped to achieve in the world? • Get an insider's view on how Coursera is expanding education globally, including exciting AI applications like personalized tutors and course-building tools for educators. • Jeff will also share his top course recommendations on Coursera and advice for those interested in the educational technology field.

Originally Published April 21, 2022. Today's guest is John Thibault, an award-winning author and founder of the Silicon Valley startup iLobby. John is the author of the #1 international bestseller How to Change a Law and has a wealth of experience in government affairs, having worked at MCA Universal and serving as the first VP of Business Development and Marketing at eBay. In this episode, he shares how individuals can influence change at both local and national levels, empowering everyday citizens to make a difference. Stay tuned as we delve into actionable steps for transforming your community and beyond!   John Thibault (T-BO) is an award-winning author and the founder of Silicon Valley startup, iLobby. He wrote the #1 International bestseller, bestseller "How to Change a Law,” “Sway” and "The Political Game."   Previously he served in government affairs at MCA/Universal. He was also the first VP of business development and marketing at eBay and the first VP of marketing at Financial Engines. He holds a bachelor's degree from Ryerson University and an MFA from UCLA. He enjoys skiing and lives with his wife and three children in Northern California.   Social Media: X: https://twitter.com/ajohnthibault LinkedIn: https://www.linkedin.com/in/john-thibault/ Facebook: https://www.facebook.com/author.johnthibault/ Website: https://www.ilobbyco.com   Thanks for listening to the show! It means so much to us that you listened to our podcast! If you would like to continue the conversation, please email me at allen@drallenlycka.com or visit our Facebook page at http://www.facebook.com/drallenlycka. We would love to have you join us there, and welcome your messages. We check our Messenger often.   This show is built on “The Secrets to Living A Fantastic Life.” Get your copy by visiting: https://secretsbook.now.site/home   We are building a community of like-minded people in the personal development/self-help/professional development industries, and are always looking for wonderful guests for our show. If you have any recommendations, please email us!   Dr. Allen Lycka's Social Media Links Facebook: http://www.facebook.com/drallenlycka Instagram: https://www.instagram.com/dr_allen_lycka/ Twitter: https://www.twitter.com/drallenlycka LinkedIn: https://www.linkedin.com/in/allenlycka YouTube: https://www.YouTube.com/c/drallenlycka   Subscribe to the show. We would be honored to have you subscribe to the show - you can subscribe on the podcast app on your mobile device

On today's podcast, we'll chat with two global asset-allocation specialists, Omar Aguilar from Charles Schwab and Sébastien Page from T. Rowe Price. Omar is CEO and chief investment officer for Schwab Asset Management. Before joining Schwab in 2011, he worked at a variety of firms including Financial Engines, ING Investment Management, Lehman Brothers, Merrill Lynch Investment Management, and Bankers Trust.And Sébastien Page is head of Global Multi-Asset Investing at T. Rowe Price, where he oversees a team of investment professionals dedicated to the firm's multi-asset portfolios. He's a member of T. Rowe Price's Asset Allocation Committee, and he's also a member of the Management Committee of T. Rowe Price Group. Prior to joining the firm in 2015, Sébastien was an executive vice president at Pimco, where he led a team focused on research and development of multi-asset solutions. And he was a senior managing director at State Street Global Markets before that.BackgroundBios: Omar AguilarSébastien PageBeyond Diversification: What Every Investor Needs to Know About Asset Allocation, by Sébastien PageCurrent Economic Environment“Eight Ways RIAs, Investors View Markets Over the Next Year: Schwab,” by Dinah Wisenberg Brin, thinkadvisor.com, June 14, 2024.“The Fed Will Now Focus on Unemployment and Labor Markets, Says Charles Schwab's Omar Aguilar,” Video interview on Closing Bell: Overtime, cnbc.com, July 15, 2024.“All Eyes on Central Banks,” 2024 Global Market Outlook Midyear Update, troweprice.com, June 2024.“Inflation's Ripple Effect on the Economy,” Market Overtime interview with Omar Aguilar, youtube.com.“Why a Weaker Jobs Market Is Sparking Recession Fears,” by Scott Horsley, npr.org, Aug. 2, 2024.“Inflation Coming Down Too Fast Could Hurt Earnings, Says T.Rowe Price's Sebastien Page,” Video interview on Closing Bell: Overtime, cnbc.com, Jan. 30, 2024.“The Four Horsemen of the Recession,” by Sébastien Page, linkedin.com, June 2, 2023.“US Economy in ‘Solid Position' Despite Slowing Job Growth, Says Schwab's Aguilar,” Video interview on Squawk on the Street, cnbc.com, Aug. 4, 2023.“Special Topic: Can the Fed Cut Rates With Financial Conditions This Loose?” by Sébastien Page, linkedin.com, June 27, 2024.“2024 Global Market Outlook: Tectonic Shifts Create New Opportunities,” by Arif Husain, Sébastien Page, and Justin Thomson, linkedin.com, Dec. 21, 2023.Asset Allocation“Perspective: Asset Classes Versus Risk Factors or Asset Classes and Risk Factors?” by Sébastien Page, The Journal of Portfolio Management, Dec. 31, 2023.“The Myth of Diversification Reconsidered,” by William Kinlaw, Mark Kritzman, Sébastien Page, and David Turkington, The Journal of Portfolio Management, August 2021.“Personalized Target-Date Funds,” by Kobby Aboagye, Sébastien Page, Louisa Schafer, and James Tzitzouris, The Journal of Portfolio Management, March 2024.“The Hottest Debate in Asset Allocation: Value vs. Growth Stocks,” by Sébastien Page, linkedin.com, April 25, 2024.“The Sector X-Ray,” by Sébastien Page, linkedin.com, Aug. 31, 2023.Valuation and Interest Rates“When Valuation Fails,” by Sébastien Page, linkedin.com, May 29, 2024.“Relative Valuation: A Crucial but Imperfect Guide,” by Sébastien Page, linkedin.com, Feb. 8, 2024.“Is the Market Broadening?” by Sébastien Page, linkedin.com, Jan. 8, 2024.“Let's Get Real (About Interest Rates),” by Sébastien Page, linkedin.com, March 7, 2024.Other“The Sahm Rule Recession Indicator Definition and How It's Calculated,” by Mallika Mitra, Investopedia.com, Aug. 5, 2024.

Want to know the secret weapon of the wealthy? It's not what you think. Forget discipline. Forget willpower. Forget complex investment strategies. The real key? Automation. In this episode, we're pulling back the curtain on how the wealthy effortlessly grow their wealth and impact—and how you can too.   Here's what you'll discover: The shocking truth about why discipline is overrated in finance How to make hundreds of good financial decisions with just one click The "set it and forget it" strategy that could skyrocket your savings by 56% Why emotional decision-making is costing you thousands (and how to stop it) The simple hack that saved us 130 hours a year on managing our money How we used automation to give away $1 million by age 40 Plus, we're sharing the exact steps you can take TODAY to start automating your finances like a pro.  

In this exciting new episode, Shripati Acharya spoke to Jeff Maggioncalda, CEO of Coursera.  @coursera is the world's leading online education company with 148 million registered learners globally, 7000+ courses from the top 325+ universities and companies. Jeff Maggioncalda joined Coursera as CEO in June 2017, he previously served for 18 years as the founding CEO at Financial Engines Inc., a company co-founded by economist and Nobel Prize winner William Sharpe. Financial Engines grew rapidly under Jeff's leadership, providing high-quality online investment advice that has helped millions of people save and prepare for retirement. Jeff has also worked as a consultant at McKinsey & Company and Cornerstone Research, and serves as a director of SVB Financial Group. He holds an M.B.A. from the Stanford Graduate School of Business and a Bachelor's degree in Economics and English from Stanford University.In this conversation, Jeff addresses three primary topics:1) How GenAI and Coursera will transform education?2) Future of Work and Education 3) The India OpportunityListen/watch the podcast to learn more about:0:00 - AI Integration in Coursera Education11:32 - Changing Role of Universities in Education20:22 - Industry Micro-Credentials in Education24:13 - Future Skills for Workforce and Education34:53 - Future Business With Generative AI42:46 - India is the Future Workforce of the World!Enjoyed the podcast? Please consider leaving a review on Apple Podcasts and subscribe wherever you are listening to this.Follow Prime Venture Partners:LinkedIn:   / primevp  Twitter:   / primevp_in  This podcast is for you. Do let us know what you like about the podcast, what you don't like, the guests you'd like to have on the podcast and the topics you'd like us to cover in future episodes.Please share your feedback here: https://primevp.in/podcastfeedback

Today's podcast is titled, “Another 40 or 50 Years.” From 1997, winners of the 1990 Nobel Prize in Economic Sciences,  Dr. William F. Sharpe, Chairman, Financial Engines, Inc., and Dr. Harry Markowitz, President, Harry Markowitz Company, contemplate the next 40 or 50 years in modern portfolio management. Listen now, and don't forget to subscribe to get updates each week for the Free To Choose Media Podcast.

This week Al sat down with Austin Willis, CEO, Willis Lease Finance Corporation to discuss their diversification into Sustainable Aviation Fuel production. The conversation unpacks the transformative journey of Willis Lease, from its roots leasing engines to a broad-spectrum powerhouse, and shines a spotlight on their pioneering endeavour to produce sustainable aviation fuel in Teesside, UK. With a blueprint for a greener horizon, Willis Lease is charting a course for 2026, aiming to power the skies with synthetic fuels.This episode is  a realistic look at the hurdles and headwinds the aviation industry faces as we transition into sustainable practices. Austin Willis gives us a technician's tour into the intricate world of Power-to-Liquid technology, the cornerstone of their sustainable fuel vision. He shares the environmental and economic challenges, from feedstock scarcity to investment complexities, offering an inside look at the mechanisms of de-risking such ventures. It's a conversation that goes beyond combustion engines and into financial engines that will drive or delay the advent of low-carbon flight.Austin is optimistic as we discuss the forthcoming construction of the SAF plant and the broader mission of Willis Sustainable Fuels, illuminating the role they play in the global effort to decarbonize aviation. If you enjoyed this episode, catch our previous discussion with Jean Paquin and how SAF+ International Group are approaching their e-fuel production facility in Montreal, Canada: https://www.buzzsprout.com/2202964/13512160SAF Investor LondonThis conference serves as a nexus for innovators, customers, financiers, regulators, suppliers, and advisors, forging partnerships that will drive change. SAF Investor London 2024 isn't a conference for debating the merits of SAF; it's about convening the dealmakers who can effect real transformation.Join over 200 leaders in the SAF Industry for two days of stimulating debates, discussions and plenty of networking.You can find out more about SAF Investor and our conference in London here: https://www.safinvestor.com/Host: Al Whyte, SAF InvestorProducer: Oscar Henderson, SAF Investor

(0:00) Intro.(2:21) About this podcast's sponsor: The American College of Governance Counsel.(3:08) Start of interview.(3:50) On  collapse of SVB & other banks. Lessons for board members. *Reference to video from Stanford Rock Center(12:00) On the state of private markets and unicorns. Downturn and shutdowns in VC-backed startups. *Per Pitchbook: “Approx 3,200 private VC-backed U.S. companies have gone out of business this year. Combined, those companies raised north of $27B.”(15:32) On the growth of AI. "The pixie dust."(18:25) On OpenAI's board fiasco and the company's controversial structure."The fundamental problem is with the idea that you can achieve what OpenAI wanted to achieve in terms of guardrails. That's the fundamental point. The second problem is the structure. The structure was all wrong. And the third problem was the people. These were the wrong people to be serving on these boards with the wrong structure, or seeking an objective that can't be obtained." *reference to public choice theory, impossibility theorem by Ken Arrow.*Reference to innovations in corporate governance structures of AI companies (OpenAI, Anthropic, xAI).(26:07) On geopolitics of AI: China not bound by same guardrails.(28:56) On the crypto industry and its regulatory challenges. The case of Ripple vs SEC.(33:11) Fraud in private markets (ie Elizabeth Holmes, SBF, Trevor Milton and other high profile convictions).(34:18)  ESG/DEI backlash and the politicization of corporation governance. "This is situation where less is more."(38:27)  Biggest winner in business in 2023.(40:32)  Biggest loser in business in 2023.(42:46) Biggest business surprise of 2023.(45:43)  Best and worst corporate governance trend from 2023.(47:24) The biggest corporate governance trend to watch out for in 2024.Joseph A. Grundfest is the William A. Franke Professor of Law and Business Emeritus at Stanford Law School and Senior Faculty of the Rock Center for Corporate Governance. He is a former Commissioner of the SEC and co-founded Financial Engines with Professor William F. Sharpe, the 1990 Nobel Prize winner in Economics. He formerly served as a director of KKR and Oracle. You can follow Evan on social media at:Twitter: @evanepsteinLinkedIn: https://www.linkedin.com/in/epsteinevan/ Substack: https://evanepstein.substack.com/__You can join as a Patron of the Boardroom Governance Podcast at:Patreon: patreon.com/BoardroomGovernancePod__Music/Soundtrack (found via Free Music Archive): Seeing The Future by Dexter Britain is licensed under a Attribution-Noncommercial-Share Alike 3.0 United States License

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 2016: Erik Carter's insights in "Your Retirement Planning Doesn't Have to Be a Gamble" demystify the complexities of retirement planning. He equates personal finance to basic health practices, emphasizing simplicity in approach and the importance of fundamental steps like using retirement calculators and diversifying investments. Read along with the original article(s) here: https://www.financialfinesse.com/2013/06/27/your-retirement-planning-doesnt-have-to-be-a-gamble/ Quotes to ponder: "Personal finance is a lot like dieting and exercise. [...] the fundamentals are pretty basic: avoid junk food, exercise at least 3 times a week, and eat your veggies." "Run a retirement calculator to see how much you need to save for retirement. [...] It's not a pension, but it's a nice benefit if you use it." "Warren Buffet's advice [...] just go with index funds, which outperform the vast majority of actively managed funds because of their low fees and trading costs." Episode references: Financial Finesse: https://www.financialfinesse.com/ SSA.gov: https://www.ssa.gov/ Financial Engines: https://www.financialengines.com/ GuidedChoice: https://www.guidedchoice.com/ Garrett Planning Network: https://www.garrettplanningnetwork.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices

On this holiday edition of The Hennessy Report, Dave is joined by Erin Lovering, the CHRO at Edelman Financial Engines. Erin discusses her start in clinical psychology, juggling strong legacy cultures after a merger, as well as their mission statement: everyone deserves to move their financial lives forward. She believes HR's job is to get the best out of organizations and the best out of leaders, and describes her role to her children as, "helping bosses be better bosses." At one point, Erin shares her beliefs on the importance of investing in new managers' skill sets and examining the end-to-end employee experience to identify how to pulse sentiment during those moments that matter. This holistic way of thinking is growing in popularity, mirrored in Keystone's own research and evolving messaging around preparing for the defining moments organizations and employees alike consistently face, from coaching to transitions. You'll enjoy this fast-paced, engaging conversation! Best wishes for a happy and healthy new year!

Financial planning icon Ric Edelman, who created Edelman Financial Services in 1987 and merged it with Financial Engines in 2018 to create the mammoth Edelman Financial Engines, joins the podcast to share his plans now that he's stepped down from daily duties at his namesake firm. Bruce and Jeff ask him about his efforts to help the financial services industry understand and embrace digital innovations like blockchain, Bitcoin and more.

Charles Moldow, a general partner at Foundation Capital, shares his remarkable journey from being a Wall Street analyst to becoming an entrepreneur and eventually transitioning into his current role as an investor over two decades ago. His captivating anecdotes leave you eager for more, whether he's recounting stories about his father's wisdom on the internet or recalling a memorable encounter with an exceptional entrepreneur. Charles also delves into the exciting market trends within insurtech and offers valuable insights into the areas to focus attention for fruitful opportunities.In this episode, you'll learn:[2:20] Charles Moldow's early entrepreneurial ventures during the dynamic evolution of the internet.[7:58] The role of a VC in sometimes discouraging founders to protect them from their own pitfalls.[13:01] The revealing nature of a founder's personal life story, showcasing their unique abilities.[19:54] "Don't prepare to impress me. Just share your authentic truth." - Charles Moldow[23:43] The importance for entrepreneurs to explore the vast array of promising opportunities for leveraging technology in the insurance industry.The non-profit organization that Charles is passionate about: safespaceAbout Charles MoldowCharles Moldow is a general partner at Foundation Capital. At Foundation, he identifies technology trends and new user experiences that will change the financial services landscape. His thesis investing has him focused on fintech, insurtech and proptech opportunities with a crypto overlay to everything he evaluates. Since he joined Foundation Capital in 2005, he's made seventeen successful investments, five of which have gone public and twelve have been acquired. Charles' public portfolio includes early-stage investments that have led to notable IPOs with DOMA (IPO 2021), Rover (IPO 2021), LendingClub (IPO 2014), OnDeck (IPO 2014) and Everyday Health (2014). Fun fact: Charles moonlights as AAA Little League coach and family vacation planner.Learn more about Charles here.About Foundation CapitalFoundation Capital is a Silicon Valley-based early-stage venture capital firm that's dedicated to the proposition that one entrepreneur's idea, with the right support, can become a business that changes the world. The firm is made up of former entrepreneurs who set out to create the firm they wanted as founders. Foundation Capital is currently invested in more than 60 high-growth ventures in the areas of consumer, information technology, software, digital energy, financial technology, and marketing technology. These investments include AdRoll, Beepi, Bolt Threads, DogVacay, Kik, ForgeRock, Lending Home, Localytics, and Visier. The firm's twenty-six IPOs include Lending Club, OnDeck, Chegg, Sunrun, MobileIron, Control4, TubeMogul, Envestnet, Financial Engines, Netflix, NetZero, Responsys and Silver Spring Networks.Subscribe to our podcast and stay tuned for our next episode. Follow Us:  Twitter | Linkedin | Instagram | Facebook

0:00 -- Intro.1:50 -- Start of interview.4:09 -- His take on the state of capital markets. From the highs of 2021 to the lows of 2022: the impact of interest rates in asset valuations.6:59 -- On tech layoffs. "The effects on the labor market are not as large as the numbers suggest."8:34 --  The impact of downturn on public and private investors.10:07 -- On AI, ChatGPT and the emergence of this new technology.12:45 -- On the crypto industry and its regulation challenges. "There is going to be more carnage, more blood on the streets." "The number of people in this industry that are willing to show you their code but refuse to show their financials should make your head spin."20:01 -- On the SEC's proposed climate change regulation, and his take that "The SEC Is Heading Toward a Climate Train Wreck." "I am profoundly concerned." "Investors need these climate disclosures but I'm extraordinary skeptical that the courts as currently constituted will uphold the rules that the SEC will adopt. In other words, the rules will get adopted, but they will get staid, vacated and we are going to get nothing (and I don't think that's the best result for investors, that's just wrong)."24:36 -- Joe's climate change proposal. Instead of the SEC requiring its own climate change rules, it should require investors to disclose the data that is already in the public domain.28:04 -- On the ESG / anti-ESG trend and the politicization of corporation governance. "I think it is simultaneously disastrous and hilarious." "The important thing to recognize is that it is all political."30:52 -- On institutional Investors passing-through voting power to beneficial owners. "It's politically a very smart thing to do from some of these intermediaries."32:37-- On the impact of the new SEC universal proxy rules for director elections on shareholder activism. "It will have a meaningful effect, but it will take some time to manifest itself" "It shifts power to the investor community."33:30 -- The best corporate governance trend of 2022: boardroom diversity.34:13 -- The worst corporate governance trend of 2022: the political whiplash.34:54 -- The biggest corporate governance trend to watch out for in 2023 and going forward: "a combination of universal proxy and the politicization of the boardroom."36:57 -- His take on how to deal with the politicization of the boardroom: "The short answer is that you can't generalize. Every corporation's situation is unique."38:58 - The biggest winner in business in 2022: Prince Harry (monetizing family dysfunction!)40:34 - The biggest looser in business in 2022: Elon Musk. "If it wasn't perfectly obvious that of all the people in the world that should not be running Twitter, he shouldn't be running it." He gives it a 43.96% chance of being in bankruptcy by this time next year. Joseph A. Grundfest is an expert on capital markets, corporate governance, and securities litigation. Professor Grundfest founded the Stanford Securities Class Action Clearinghouse, which provides detailed, online information about the prosecution, defense, and settlement of federal class action securities fraud litigation. He launched Stanford Law School's executive education programs and continues to co-direct Directors' College, the nation's leading venue for the continuing professional education of directors of publicly traded corporations. He is also a senior faculty member with the Arthur and Toni Rembe Rock Center for Corporate Governance. Additionally, he is co-founder and director of Financial Engines and a director of Kohlberg, Kravis, Roberts & Co. Before joining the Stanford Law School faculty in 1990, Professor Grundfest was a commissioner of the Securities and Exchange Commission, served on the staff of the President's Council of Economic Advisors as counsel and senior economist for legal and regulatory matters, and was an associate at Wilmer, Cutler & Pickering. Early in his career he was a research associate at the Brookings Institution and an economist and consultant with the RAND Corporation.If you like this show, please consider subscribing, leaving a review or sharing this podcast on social media. __ You can follow Evan on social media at:Twitter: @evanepsteinLinkedIn: https://www.linkedin.com/in/epsteinevan/ Substack: https://evanepstein.substack.com/__Music/Soundtrack (found via Free Music Archive): Seeing The Future by Dexter Britain is licensed under a Attribution-Noncommercial-Share Alike 3.0 United States License

Ellevest CIO Sylvia Kwan talks about the results of the Women's Financial Health Index and describes the shifts she's seen in women's investing habits, goals, and priorities Women are about to become the recipients of the greatest wealth transfer in history, and yet only 37% of women invest compared to 63% of men. In this episode, Ellevest CIO Sylvia Kwan reflects on some of the key findings in her company's recent Women's Financial Health Index. Sylvia also discusses the trends she's noticed among women when it comes to values-aligned investing, and she explains how this shift will have major implications for the future of the financial services industry.  Sylvia Kwan is the Chief Investment Officer at the woman-first financial company Ellevest. Dr. Kwan is a CFA charterholder with a PhD in engineering economic systems from Stanford and a BS in computer science and applied math from Brown. With more than 30 years of experience, she's held positions at Charles Schwab and Financial Engines. Key Insights: Sylvia's own journey as a woman in finance The benefits of illiquid investments Ellevest Women's Financial Health Index findings Impact investing is the future Changing demographic values Why community is vital for this movement Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing's community of professionals, advisors, investors, and members: Apple - Spotify - Google - TuneIn - Stitcher - iHeartRadio   Guest Bio: Sylvia Kwan is the Chief Investment Officer at the woman-first financial company Ellevest. Dr. Kwan is a CFA charterholder with a PhD in engineering economic systems from Stanford and a BS in computer science and applied math from Brown. With more than 30 years of experience, she's held positions at Charles Schwab and Financial Engines. Resources: Real Wealth Real Health Alpha Investing podcast@alphai.com Ellevest Ellevest Women's Financial Health Index Connect with Sylvia on LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices

Tarang Gupta hosts Gayathri Rajan, Chief Product Officer at DriveWeath, a pioneer in fractional investing and brokerage infrastructure. In this episode you will hear about: - Fractional investing and its role in attracting retail investors - Identifying a great product-market fit - Future of embedded finance and its potential to spawn business opportunities - Why building B2B products is exciting And much more! About Gayathri Rajan Gayathri currently serves as DriveWealth's Chief Product Officer, where she leads the firm's strategy in developing and launching high-demand financial services products for investors worldwide. Gayathri joined DriveWealth following a 16-year stint as a product leader at Google, where she built the enterprise business for Google Maps and founded Google's payments platform. Prior to Google, Gayathri held several positions at the Vanguard Group and Financial Engines. Gayathri holds a BA and M.Eng in Chemical Engineering from the University of Cambridge, an MSc in Computer Science from the University of Pennsylvania and an MBA from Stanford University. About DriveWealth DriveWealth is the pioneer of fractional equities trading and embedded investing. It provides solutions that are transforming the investing landscape and powering 100+ fintechs, neobanks, & wallets worldwide. DriveWealth's consultative support and cloud-based, industrial strength technology platform allow partners to seamlessly offer branded investing experiences to drive customer acquisition, loyalty, retention, and revenue growth. For more FinTech insights, follow us on WFT Medium: medium.com/wharton-fintech WFT Twitter: twitter.com/whartonfintech WFT Instagram: instagram.com/whartonfintech Tarang's Twitter: twitter.com/tg_tarang Tarang's LinkedIn: linkedin.com/in/taranggupta100

This episode was produced remotely using the ListenDeck standardized audio & video production system. If you're looking to jumpstart your podcast miniseries or upgrade your podcast or video production please visit www.ListenDeck.com. You can subscribe to this podcast and stay up to date on all the stories here on Apple Podcasts, Google Play, Stitcher, Spotify, Amazon and iHeartRadio. In this episode the host John Siracusa chats remotely with Zach Noorani,  Partner at Foundation Capital.    Foundation Capital is a venture capital firm made up of former entrepreneurs who set out to create the firm they wanted as founders. Foundation Capital  has invested in companies like LendingClub, Sunrun and Netflix, among many others.  Foundation Capital is currently invested in more than 60 high-growth ventures.  The firm's twenty-six IPOs include Lending Club, OnDeck, Chegg, Sunrun, MobileIron, Control4, TubeMogul, Envestnet, Financial Engines, Netflix, NetZero, Responsys and Silver Spring Networks. Tune in and Listen. Subscribe now on Apple Podcasts, Google , Stitcher, Spotify, Amazon and iHeartRadio to hear Thursdays episode with Login Allin from Fin Capital . About the host:   John is the host of the  ‘Bank On It' podcast which is produced by ListenDeck podcast & video production.

This week Matt talks to Jeff Maggioncalda, CEO of Coursera, one of the largest online learning platforms in the world. They begin their conversation by discussing Jeff's career at Financial Engines and how he became the co-founder of it. Maggioncalda then describes how his life-long career at Financial Engines eventually led him to becoming CEO of Coursera. The pair also share the importance of relationships and establishing a long-term reputation with others. Finally, he shares how Coursera is changing the way people learn online and shaping the future of worldwide education for all.

Student loan debt, homes sales' impact on the economy, and innovation at the Fed. I'll talk to Beth London from Edelman Financial Engines about life post-career, and this week's health and wellness segment by my wife Jean. Ask Ric a Question on his show: https://www.thetayf.com/pages/talk-to-ric-on-his-show

Jean and Soledad interview Christopher Jones, chief investment officer at Edelman Financial Engines, about inflation and the current state of the economy. Discussion includes what's causing it, what consumers and investors can do, and whether or not we're headed for a recession.  Investing strategies, such as asset allocation, diversification, or rebalancing do not assure or guarantee better performance and cannot eliminate the risk of investment losses. There are no guarantees that a portfolio employing these or any other strategy will outperform a portfolio that does not engage in such strategies. Funds and ETFs are subject to risk, including loss of principal. All investments have inherent risks. There can be no assurance that the investment strategy proposed will obtain its goal. Past performance does not guarantee future results. See omnystudio.com/listener for privacy information.

Episode Summary:Recently, Syd launched a set of four online courses on the Coursera platform – the Strategic Leadership “specialization” – getting a first-hand view of how education has shifted from traditional classroom to digital media. Since the Sydcast is all about learning, it seems appropriate for the first episode of Season 4 to kick off with the CEO of that digital education company, Jeff Maggioncalda. Not only is Coursera the biggest online education start-up with over 100 million learners around the world, but the company is also creating a complex ecosystem where traditional suppliers of learning – universities – are as much business partners as they are competitors. On this episode of The Sydcast, the story of a CEO in the booming yet quickly morphing education sector that is looking to change how each of us learns.Sydney Finkelstein Syd Finkelstein is the Steven Roth Professor of Management at the Tuck School of Business at Dartmouth College. He holds a Master's degree from the London School of Economics and a Ph.D. from Columbia University. Professor Finkelstein has published 25 books and 90 articles, including the bestsellers Why Smart Executives Fail and Superbosses: How Exceptional Leaders Master the Flow of Talent, which LinkedIn Chairman Reid Hoffman calls the “leadership guide for the Networked Age.” He is also a Fellow of the Academy of Management, a consultant and speaker to leading companies around the world, and a top 25 on the Global Thinkers 50 list of top management gurus. Professor Finkelstein's research and consulting work often relies on in-depth and personal interviews with hundreds of people, an experience that led him to create and host his own podcast, The Sydcast, to uncover and share the stories of all sorts of fascinating people in business, sports, entertainment, politics, academia, and everyday life.Jeff Maggioncalda Jeff Maggioncalda joined Coursera as CEO in June 2017 and since then helped the company grow to over 100 million learners and 7,000+ institutions, served by high-quality learning content from 250+ of the world's top universities and industry educators. He previously served for 18 years as the founding CEO at Financial Engines Inc, a company co-founded by economist and Nobel Prize winner William Sharpe. Financial Engines grew rapidly under Jeff's leadership, providing high-quality online investment advice that has helped millions of people save and prepare for retirement. Jeff has also worked as a consultant at McKinsey & Company and Cornerstone Research and continues to serve as a Director of Silicon Valley Bank, Inc. He holds an M.B.A. from the Stanford Graduate School of Business and a Bachelor's degree in Economics and English from Stanford University. In his free time, Jeff is a lifelong learner and proud dad, and enjoys studying music theory and spending time with his wife and three daughters.Insights from this EpisodeWhat is CourseraHow Coursera was foundedWhy Coursera is a rapid changer enablerTechnology and globalization relationship with CourseraSuccess factors of CourseraWhat's the general population of Coursera learnersHow did Jeff end up being the CEO of CourseraSydney's course on CourseraWhat advantages does this “era of resignation” has brought to CourseraHow do academic institutions use CourseraHow does Coursera as an organization manage failureWhat does Jeff think most of the time about as a CEOWhat does Jeff think about CEOs addressing social issues in the public eyeHow does Coursera help their workers to balance their timeWhat advice would Jeff give to his younger selfQuotes from the Show: “I thought everybody knew Coursera, its a hundred million people that are learners in Coursera but turns out that's not the case”- Sydney Finkelstein in “The Sydcast” [08:25]“[About Coursera] We are certainly facilitating a very different and more accessible way of learning than only being able to go on a four-year on-campus program ”- Jeff Maggioncalda in “The Sydcast” [10:45]“I teach certain things that I want more people to access so the fact that Coursera came out of universities but it was really the entrepreneurship of professors”- Jeff Maggioncalda in “The Sydcast” [14:10]“The exclusive audience of great teachers was the people sitting in the classrooms, it doesn't have to be that way”- Jeff Maggioncalda in “The Sydcast” [23:21]“We're now in the world of the so-called “great resignation” and what really means is like reconsideration of our lives”- Sydney Finkelstein in “The Sydcast” [32:06]“[About entrepreneurship] Even if it's something that the student wants, even if it is less expensive, even if it is higher quality, it doesn't mean that you're gonna have a successful business”- Jeff Maggioncalda in “The Sydcast” [39:37]“[About Coursera's culture] It's that combination of loving to learn and translating learning into impact”- Jeff Maggioncalda in “The Sydcast” [42:54]“I think what good investors celebrate is rapid learning and often you can't learn unless you fail”- Jeff Maggioncalda in “The Sydcast” [44:01]“What we haven't yet completely figured out … is how do we want to redeploy strategically the way we use physical space to run our company, to attract people, to engage employees ”- Jeff Maggioncalda in “The Sydcast” [56:54]Stay Connected:Sydney FinkelsteinWebsite: http://thesydcast.comLinkedIn: Sydney FinkelsteinTwitter: @sydfinkelsteinFacebook: The SydcastInstagram: The SydcastJeff Maggioncalda Coursera: Strategic Leadership: Impact, Change, and Decision-Making SpecializationLinkedIn: Jeff MaggioncaldaSubscribe to our podcast + download each episode on Stitcher, iTunes, and Spotify.This episode was produced and managed by Podcast Laundry.

Our guest today is Ric Edelman, the founder of the Digital Assets Council of Financial Professionals, or DACFP, an organization he formed in 2018. DACFP aims to advance financial professionals' knowledge of blockchain and digital assets. Prior to forming DACFP, Edelman and his wife Jean founded Edelman Financial Services, which grew to become one of the largest Registered Investment Advisors in the United States before it acquired Financial Engines to form Edelman Financial Engines in 2018. Edelman is a fixture in financial media where he is known for his radio show and frequent print and television appearances and has authored numerous books, including his latest, The Truth About Crypto: A Practical, Easy-to-Understand Guide to Bitcoin, Blockchain, NFTs, and Other Digital Assets. Edelman began his career as a journalist after graduating from Rowan University with a degree in communications.BackgroundBioDigital Assets Council of Financial Professionals (DACFP)DACFP Course on Blockchain and Digital Assets℠Edelman Financial EnginesThe Truth About Crypto: A Practical, Easy-to-Understand Guide to Bitcoin, Blockchain, NFTs, and Other Digital Assets, by Ric EdelmanThe Truth About Your Future With Ric EdelmanOther books by Ric EdelmanCryptocurrency"Crypto Attitudes Around the World," by Ric Edelman, dacfp.com, April 25, 2022."Ric Edelman Expects the SEC Will Approve a Bitcoin ETF," by Bernice Napach, benefitspro.com, July 2, 2021."A Bitcoin ETF Could Be a Game-Changer for Advisors. Not Everyone's Buying It," by Avi Salzman, Barron's, Oct. 19, 2021."Ric Edelman's '22 Predictions for 2022," by Brian Anderson, 401kspecialistmag.com, Dec. 29, 2021. "Here's the Best Time to Buy Bitcoin, According to Yale Data,” by Ali Montag, cnbc.com, Aug. 8, 2018."Cryptoassets: The Guide to Bitcoin, Blockchain, and Cryptocurrency for Investment Professionals," by Matt Hougan and David Lawant, CFA Institute, 2021.The Future of Advice"What's Coming Next in This Technological and Investment Revolution," YouTube, April 13, 2022.Milken InstituteStanford Center on Longevity"Laura Carstensen: 'I'm Suggesting We Change the Way We Work,'" The Long View podcast, Morningstar.com, Sept. 14, 2021.Retirement"Ric Edelman on the Future of Retirement," YouTube, Nov. 1, 2021."U.S. Is Facing 'a Real Retirement Crisis,' Top Investor Says—His Plan for Doubling Savings and Reducing Income Inequality," by Lizzy Gurdus, cnbc.com, June 22, 2021."More Americans Could Outlive Their Savings. How Advisors Can Protect Them," by Amey Stone, Barron's, July 21, 2021.Other"This Chart Perfectly Sums Up Why It's Important to Have a Diverse Investment Portfolio," by Kathleen Elkins, cnbc.com, Jan. 12, 2021.Richard Thaler

According to a new report by Financial Engines, 68% of adults aged 55 and over admit that they procrastinated setting money aside for retirement. In this episode of Retiring Today, we discuss procrastinating and how it could affect your legacy plan.

Guest Interview – Ric Edelman – 1:10 to 39:35What led to Ric stepping down at Edelman Financial Engines.Why he's winding down his nearly 30-year-old radio show this fall to create a new show.How blockchain and Bitcoin will become as impactful as the internet for the financial services industry.Where Ric stands on the prospect of a Bitcoin exchange-traded fund after six years of saying it's on the way.What caused Ric to write a book in four days after the events of 9/11.Related links: Digital Assets Council of Financial ProfessionalsEdelman Financial EnginesGuest Bio Ric Edelman launched Edelman Financial Services in 1987, aiming to create a financial advice firm with a client-centric approach focused on providing financial help to everyday American families. He merged that firm with Financial Engines in 2018 to create Edelman Financial Engines, with $270 billion in assets under management and 340 advisers. He's also been host of the Ric Edelman Radio Show for more than 29 years. Three years ago he created RIADAC, the RIA Digital Assets Council, to teach financial professionals about blockchain and digital assets. 

Hello Podcast listeners, Today is a very special episode with Spuds Powell, Managing Director at Kayne Anderson Rudnick. Before joining Kayne Anderson Rudnick, Spuds worked as the National Mid-Plan Sales Manager for Financial Engines. Prior to this, he was a Retirement Plan Consultant for Retirement Plan Strategies. He earned his BS in Industrial and Labor Relations from Cornell University. In today's episode we discuss his approach to financial planning and the importance of playing defense. Enjoy and thanks for the listen!

Intro.(1:42) - Start of interview.(3:11) - Joe's take on the rise of IPOs and SPACs since 2020. "There is a level where it is all entirely rational."(4:16) - Staying private vs going public in this environment. "In today's world, companies have three alternatives: do another VC round, a SPAC or an IPO."(6:43) -  On the fundraising environment: "This is historically unprecedented... due to fiscal and monetary stimulus throughout the U.S. and global economies." "But you have to combine that with the observation that we really do have some fundamental technological and economic changes going on."(8:47) - Are you bullish or bearish on the economy and markets? "I'm confused-ish"(10:46) - On Bitcoin, and the new Bitcoin Law from El Salvador (making it legal tender in that country): It has serious repercussions for US law (currency vs security, money transmission, tax implications, etc).(12:56) - On US public corporations adding Bitcoin to the corporate treasuries. On bitcoin mining ("dirty, dirty, dirty") and the distinctions between "proof of work" and "proof of stake" cryptos. On Elon's decision to not accept Bitcoin to purchase Teslas.(16:12) - On DeFi: "Once regulators figure out what's going on here, they are going to try to crush it." "You know, the SEC has no idea what to do with crypto. The SEC is asking for legislation, they're actually begging for legislation, because if you get legislation, then it's not their job. Unless (the SEC's nightmare) Congress gives the SEC all the authority it needs to regulate crypto and says to the SEC: here you go, do it."(19:30) - On DAOs: "They can lead to chaos. I mean, what is the governance structure? Each one of these has a very different governance structure. And one of the things that we know is that there's no perfect governance structure, right? If you want to over intellectualize this, go back to Ken Arrow's Impossibility Theorem where he demonstrated that there are lots of criteria we would like to see in a society and you can't simultaneously have them all. Well, you know, that's a super brainiac way of saying that governments are always going to fail to one degree or another. Putting the problem of social organization on the blockchain does not solve the problem of social organization. It simply replicates the problem on the blockchain, right? So why do people think that putting an insoluble problem on the blockchain solves the insoluble problem is an insoluble problem to me."(21:13) - On the different approach to blockchain by computer scientists and lawyers. The Stanford Center for Blockchain Research. "What can I say? The computer science people don't get sued 25 times... you know, in computer science, your equations are generally fairly well behaved. And if you write a system, you know how it's going to operate. We're lawyers, we deal with people. Not only deal with people, we deal with plaintiffs. It's a very different problem. I mean look, in engineering you're often dealing with fairly well behaved systems. If systems were well-behaved, you wouldn't need lawyers. So what can I say? I only go where there's chaos and mayhem."(22:57) - On SB-826 (gender) board diversity quota in CA: "the data suggests pretty strongly, almost conclusively, that SB-826 has worked. The number of women on corporate boards in California has increased significantly. The majority of corporations in CA are now in compliance with SB-826."(24:23) - On AB-979 (minorities) board diversity quota in CA: "figuring out the effect of the AB 979 is more difficult. It's very hard to separate that out from what I call the George Floyd effect."(25:21) - On the constitutionality of these laws: "there's a deeper mystery here. And something that I think is really more profound. If you look objectively at both pieces of legislation, and if you ask yourself, what's the probability that the U.S. Supreme court as currently composed (a 6-3 conservative majority) would find either one of these pieces of legislation is constitutional? The answer would be a resounding no." "The fascinating thing is typically when legislation is potentially unconstitutional, everybody's jumping up and down and they're suing to get it invalidated. Here, not only is that not happening, but the vast majority of corporations are complying with legislation."(27:33) - "These bills are what I would call The Miracle of Unconstitutional Legislation": "These are the most effective unconstitutional pieces of legislation that I've ever seen in American history. And I think the answer for why they've been so successful is that at least when it comes to legislating the composition of corporate boards, the majority of America is out of tune with Supreme court doctrine regarding the existence of quotas." "Diversity on corporate boards is being treated very differently to diversity in other areas of society and the parties most directly affected aren't complaining about it. It's a remarkable situation."(31:08) - On stakeholder capitalism and the BRT restatement of 2019: "This is nothing new. You always had to consider all of the constituencies, otherwise you're out of business."(34:45) - On Engine No. 1 proxy fight with Exxon Mobil:  "This is huge. I think going forward, every proxy contest is going to be measured as either before Exxon or after Exxon. What it demonstrates is that in today's world, you don't need a large equity position. What you really need to understand is the story that is going to resonate with the large institutional investors. Engine No. 1  had a terrific story that resonated extraordinarily well. They had the perfect target because Exxon had built up a reputation over decades as being the most arrogant corporation in the United States. They'd basically refused to listen to institutional investors. You combine that with the big push towards ESG investing, and the fact that many institutions now feel they can't afford to be on the wrong side of ESG momentum. You know, it created a situation where if you were economically and politically smart, and these guys I think are, you would be able to leverage your position by a factor of 2,500 and grab three seats on the Exxon board of directors. They did something that people thought would have been impossible. And I think it's highly innovative and you're going to see many forums of what I would call corporate electoral innovation over the next year or two. And a lot of it will wind up pushing the ESG direction."(38:04) - "Look, my joke line about ESG is that given the current state of the art, it stands for Extremely Subjective Guessing"!Joseph A. Grundfest is an expert on capital markets, corporate governance, and securities litigation. His scholarship has been published in the Harvard, Yale, and Stanford law reviews, and he has been recognized as one of the most influential attorneys in the United States. Professor Grundfest founded the Stanford Securities Class Action Clearinghouse, which provides detailed, online information about the prosecution, defense, and settlement of federal class action securities fraud litigation. He launched Stanford Law School's executive education programs and continues to co-direct Directors' College, the nation's leading venue for the continuing professional education of directors of publicly traded corporations. He is also a senior faculty member with the Arthur and Toni Rembe Rock Center for Corporate Governance. Additionally, he is co-founder and director of Financial Engines and a director of Kohlberg, Kravis, Roberts & Co. Before joining the Stanford Law School faculty in 1990, Professor Grundfest was a commissioner of the Securities and Exchange Commission, served on the staff of the President's Council of Economic Advisors as counsel and senior economist for legal and regulatory matters, and was an associate at Wilmer, Cutler & Pickering. Early in his career he was a research associate at the Brookings Institution and an economist and consultant with the RAND Corporation.If you like this show, please consider subscribing, leaving a review or sharing this podcast on social media. __You can follow Evan on social media at:Twitter @evanepsteinSubstack https://evanepstein.substack.com/Music/Soundtrack (found via Free Music Archive): Seeing The Future by Dexter Britain is licensed under a Attribution-Noncommercial-Share Alike 3.0 United States License

John Thibault is the founder and CEO of Silicon Valley startup, iLobby, and the author of the #1 International bestseller, “How to Change a Law” and “Sway.” Previously he served in government affairs at MCA/Universal. He was also the first VP of business development and marketing at eBay and the first VP of marketing at Financial Engines. He has been published in Association News, Manufacturing Today, CEO for High Growth Ventures and Millennial Magazine, and been interviewed on radio affiliates for ABC, CBS, and NBC. John is also the 2nd most viewed writer on the topic of lobbying on Quora. He holds a Bachelor's degree from Ryerson University and an MFA from UCLA. He enjoys skiing and lives with his wife and three children in Northern California. #ExpertTalkWithTGo #ExpertTalkXtra #TalkShow #PodcastToBroadcast #TheresaGoss #ExpertTalkFM #Roku #PodNationTV #talkshowtv #talkshowonline #talkshowhost #talkshowexpert #talkshowguest #podcast #motivation #television #broadcast #listennow #entrepreneur #author #finance #marketing

In this week's episode, Ryan and Alex discuss your financial engines. What is it that keeps your finances moving and what drives you when it comes to your money?  If you have any questions about this week's podcast, please visit our website at www.beerandmoney.net where you can answer the question of the day or schedule and appointment with Ryan or Alex or just reach out to us. 

Jeff Maggioncalda is the CEO of Coursera, the online learning leader that serves more than 70 million people globally. Jeff is also the co-founder of Financial Engines, which he built into the country’s largest independent Registered Investment Advisor and was sold for $3 billion. Jeff joins Adam to share his journey and best advice on a wide range of topics. Jeff and Adam discuss leadership, entrepreneurship, education, career development, hiring, culture, and more.

Ric Edelman of Edelman Financial Engines shares how the Coronavirus pandemic is forcing businesses to think outside the box.

President Trump tweeted that hedge fund managers are manipulating the markets with the media appearances and Don agrees. It shouldn't be legal to use the media to make millions.Plus, Don takes a bunch of call at 855-935-8255.First, is Edelman/Financial Engines worth a 1.75% annual money management fee?Another caller is looking for an opinion and information on Dave Ramsey's investing advice.Finally, a Thrivent client wants to know whether to follow his "advisor" as he goes to another firm.

Start of Episode [1:31]Luck and skill: "Without luck nothing good happens" [3:21]Joe's experience as a Commissioner of the Securities and Exchange Commission [5:33]Transition from the S.E.C. to Stanford Law School [8:16]The story of Financial Engines [11:04]Taking Financial Engines private [14:54]The Oracle Derivative Litigation Case (2003) [17:17]The KKR board [20:19]The story of Stanford's Directors' College [23:31]Federal-forum selection charter provisions and the Sciabacucchi case [27:34]Elon Musk's coverage of D&O insurance for Tesla directors [32:24]The rise of stakeholder capitalism and ESG [37:55]Global warming [40:38]Conflicts of interests in public and private companies [43:17]Control in startups [48:28]Rapid-fire questions [50:57]Joseph A. Grundfest is the William A. Franke Professor of Law and Business at Stanford Law School and is a Senior Faculty of the Rock Center for Corporate Governance at Stanford University. Professor Grundfest is a nationally prominent expert on capital markets, corporate governance, and securities litigation. __ Music/Soundtrack (found via Free Music Archive): Seeing The Future by Dexter Britain is licensed under a Attribution-Noncommercial-Share Alike 3.0 United States License 

Women are flocking to investment clubs, but is learning to pick stocks a worthwhile pursuit?Why wait to take required minimum distributions (RMDs)?Is a family trust a good or bad thing?Investors risk tolerance has declined dramatically.Why are financial advisor teams a better way to manage money?Should you continue to dollar-cost-average during a bear market?Are Edelman Financial Engines fees fair?  

In this week's episode of Growth Interviews, we invite you to join our podcast conversation with Dan Olsen, product management consultant and trainer at Olsen Solutions, helping executives build great products and strong product teams. He is also the author of the bestseller The Lean Product Playbook, published by Wiley. Dan is a Stanford MBA with a strong technical background and deep expertise in product management, UX design, analytics, marketing, and Lean Startup. He has led product management for multiple companies and enjoys driving product vision, product roadmap and product definition. His clients include Facebook, Box, Microsoft, Amazon, Walmart, Sam's Club, HP, YouSendIt (now Hightail), One Medical, Medallia and Financial Engines. The best takeaways: Product management is exploding - 00:30The trio of retention, conversion and acquisition - 02:51RFM and the “equation of a business” - 04:21Customer segmentation and cohorts - 06:19Is the data-driven trend going to stop? - 10:00The growth mindset - 12:34 Podcast Notes: Dan Olsen podcast: Retention first, conversion second All episode articles: Growth Interviews Follow Omniconvert on: FacebookTwitterLinkedinYouTube

ABOUT THE EPISODE: Following courses from the best universities & companies in the world online, and even being able to get a degree from them, is now possible - thanks to Coursera. This company is fully dedicated to transforming lives through learning. Having a good learning curve is one of the most important traits for success we see amongst entrepreneurs at The Family. The internet made it possible to access tons of information easily and freely online. However, hacking the system by giving access to world-class quality knowledge (you know, the same one rich people get in top universities) was still a big challenge to address to make education ever more inclusive. ABOUT THE SPEAKER: Jeff Maggioncalda's background is phenomenal. Before joining Coursera as CEO two years ago, he co-founded Financial Engines, one of the biggest & hottest fintech companies in Silicon Valley at the time, together with the Nobel Prize in Economics winner Bill Sharpe; he then sold it for… $3B. *** Learn more about The Family and apply to join us here: thefamily.co Check out other videos on our Youtube channel: Startupfood Check out our events here: The Family Events We also write amazing articles: Medium

In this episode of Talking Real Money, Don and Tom discuss the similarities of gambling and stock picking, getting out of bad investments and individual stocks, inheritance and family gifts and how to go about converting your IRA into a Roth IRA. They also share when you might consider paying surrender charges to exit a pricey product.The best investment of the 2010s.Gambling, the lottery and other ways to waste your money.Selling individual stocks and minimizing your risk with single companies.Legacy and inheritance; the best way to give gifts your children.The case for Roth conversions.Diversification, index funds and avoiding a conflict of interest in your portfolio.Surrender charges on annuities and cutting losses with a bad arrangement.Some information on the upcoming Retiremeet 2020.Talking Real Money Twitter — https://twitter.com/talkrealmoneyFinancial Fysics on Amazon – https://www.amazon.com/Financial-Fysics-Money-Investing-Really/dp/1453898557Vestory — https://vestory.com/Marshawn Lynch — https://www.pro-football-reference.com/players/L/LyncMa00.htmBill Gates — https://www.gatesnotes.com/CostCo — https://www.costco.com/Retiremeet 2020 — http://www.retiremeet.com/#aboutJim Zorn — https://www.pro-football-reference.com/players/Z/ZornJi00.htmBill Sharpe — https://www.investopedia.com/terms/w/william-f-sharpe.aspmy529 — https://my529.org/Financial Engines — https://financialengines.com/education-center/topics/retirement-planning/

Show from 10/04/19In this episode of Behind the Markets hosts Jeremy Schwartz and Liqian Ren talk with guests Anne Marie Knott & Chris Jones about investment management and they break down the term research quotient. Guest:Anne Marie Knott, the Robert and Barbara Frick Professor in Business at Olin Business School at Washington University in St Louis. Prior to her appointment at Olin, she was Assistant Professor of Management at the Wharton School.Check out more information here:https://olin.wustl.edu/EN-US/Faculty-Research/Faculty/Pages/FacultyDetail.aspx?username=knott Guest:Chris Jones, Chief Investment Officer and Executive Vice President of Investment Management at an advisory firm called Financial Engines.Check out more information here: https://www.institutionalinvestor.com/article/b14z9xvj12xyf7/financial-engines-cio-chris-jones-champions-conflict-free-advice See acast.com/privacy for privacy and opt-out information.

One of the most misunderstood (and feared) aspects of investing is RISK. This is investors most hated four-letter word. In this episode we focus on explaining risk. We also talk a bit about Don’s upcoming summer Airstream trip (not Gulfstream) and take some calls. A tale of risk and the man who nearly brought down global banks by playing the market. Matching your risk with your risk tolerance score and when to be more aggressive. Why the rate of return that you need from your money plays a role in the risk you take. Why you should not worry about risk unless you are buying a stock or futures contracts. How investing in stocks in the global economy is not the risk people imagine it to be. Why some big companies are buying back their stock. Vestory — https://vestory.com/ Vanguard — https://about.vanguard.com/ Financial Engines — https://financialengines.com/ Edelman Financial Engines — https://www.edelmanfinancialengines.com/ Dave Ramsey — https://www.daveramsey.com/ Amazon — https://www.amazon.com/ Apple — https://www.apple.com/ Tim Cook — https://www.apple.com/za/leadership/tim-cook/

Show from 5/3/19In this episode of Behind the Markets our hosts Jeremy Schwartz and Liqian Ren talk about innovation in finance. First they bring on Wharton Professor Jeremy Siegel for his weekly update, this week he discussed stagnant Fed rates and the slowdown in business investment and household spending. Then they bring on the CIO and Executive Vice President of Investment Management at Financial Engines to talk about retirement planning and robo-investors. Then we bring on the author of the book "How Innovation Really Works." She gets into RQ having the same predictive factor as momentum and multinational companies vs non-multinationals in regards to innovation. Tune in!Guests:Chris Jones - Chief Investment Officer and Executive Vice President of Investment Management at Financial Engines.More about Financial Engines here: https://financialengines.com/Anne Marie Knott - Robert and Barbara Frick Professor in Business at Olin Business School at Washington University and author of “How Innovation Really Works” Prior to her appointment at Olin, she was Assistant Professor of Management at the Wharton School.Follow her research here: https://olin.wustl.edu/EN-US/Faculty-Research/Faculty/Pages/FacultyDetail.aspx?username=knottCheck out her book here: https://www.amazon.com/How-Innovation-Really-Works-Trillion-Dollar/dp/1259860930 See acast.com/privacy for privacy and opt-out information.

Willie talks with Dave Lapham about Bengals, Julie Gunlock Director, Center for Progress and Innovation at IWF.org - what are her thoughts on the Kavanaugh drama, and Andy Smith, Financial Engines - the market, stocks, and money news

Most of those in the financial services industry are not looking out for you, they’re looking out for themselves. In this episode Don explore ways to look out for yourself. He also gets into commodities with a caller who's promoting silver. How has silver done when compared with equities and the growth of the global economy. Plus, more on Fidelity’s new no-expense funds. Stock market versus precious metals. The sad reality of silver investing. No comparison between commodities and equities. The progressive growth of the global economy. Understanding the Fidelity Zero Total funds. Financial Engines and Edelman merging. Investment firms making money for themselves. Stock brokers concerned about appearances. Investing with Acorns. Why your management fees shouldn’t be too high. Build a plan then build a portfolio. S&P changes and why you should be owning the whole market. Talking Real Money Twitter — https://twitter.com/talkrealmoney Money Thirty Podcast — https://www.moneythirty.com/ Real Investing Journal — https://www.realinvestingjournal.com/ Vestory — https://vestory.com/ 401411 — http://www.401411.com/ Vanguard — https://investor.vanguard.com Better Retirement Guidebook — https://www.retirebetterbook.com/ Financial Fysics on Amazon – https://www.amazon.com/Financial-Fysics-Money-Investing-Really/dp/1453898557 Financial Fysics on iBooks – https://itunes.apple.com/us/book/financial-fysics/id1416808165  Financial Fysics Free PDF – http://www.talkingrealmoney.com/freefify Fidelity — https://www.fidelity.com/ Dimensional Funds — https://www.dimensional.com/ Financial Engines — https://financialengines.com/ Edelman — https://www.edelmanfinancial.com/ Acorns — https://www.acorns.com/  

Is Social Security going to disappear? Andy Smith of Financial Engines has the details; Pat Brennan discusses the World Cup to Cincinnati; Neil Armstrong stories.

My conversation with Lynn Avitabile, Managing Director in the the Multi-Asset Group of J.P Morgan Asset Management and Wei Hu, Vice President of Financial Research at Financial Engines really cleared some things up for me on the role of Target Date Funds and Managed Accounts in workplace retirement plans.  We have talked about Target Date Funds several times on the podcast, but Managed Accounts not so much.  As we are accustomed to doing we start with some definitions of terms and then quickly jump into how they compare and contrast with target date funds, how to determine if your plan participants could benefit from one or both strategies.  Great dialogue and good input all around.  After listening you tell me, do target dates and managed accounts go together like oil & water or peanut butter and jelly? Hope you enjoy, and you don’t want to miss next weeks episode.   Guest Bios Lynn Avitabile, managing director, J.P. Morgan Asset Management is a Client Portfolio Manager within Multi-Asset Solutions, based in New York. She focuses on our Target Date Fund solutions, and leads our educational efforts on that topic. An employee since 1984, Lynn spent 20 years within Human Resources. She headed Human Resources for J.P. Morgan Global Investment Management and served as a member of the investment company's senior leadership group for six years prior to joining Multi-Asset Solutions. Lynn earned a Bachelor of Science in Occupational Therapy from Quinnipiac College and an MBA from Duke University. She is Series 7, 63 and 3 licensed. Dr. Wei-Yin Hu is Vice President and head of the Financial Research group at Financial Engines. His team’s responsibilities include the development of the analytical models that generate Financial Engines’ recommendations and forecasts, and the design of new retirement advice services.  Dr. Hu has expertise in asset pricing, capital markets, taxation, and retirement economics.  He joined Financial Engines after leaving a position as an economics professor at UCLA, where he taught for five years.  Throughout his career, he has published research in leading academic and practitioner journals and has given invited lectures in numerous academic and non-academic settings.  Dr. Hu received a Ph.D. in economics from Stanford University. 401(k) Fridays Podcast Overview Struggling with a fiduciary issue, looking for strategies to improve employee retirement outcomes or curious about the impact of current events on your retirement plan? We've had conversations with retirement industry leaders to address these and other relevant topics! You can easily explore over one hundred prior on-demand audio interviews here. Don't forget to subscribe as we release a new episode each Friday!

Senior Vice President of Financial Planning at Financial Engines; also Co-Host of “Financial Engines’ Investing Sense” – heard here on WTAM every Saturday at Noon spoke to Bill about Financial Engines’ special offer: FREE portfolio review & Social Security analysis

Andy Smith - Senior Vice President of Financial Planning at Financial Engines, and co-host of Investing Sense spoke to Bill about Recent market volatility. Is it time to panic or stay optimistic?

Dan Olsen is an entrepreneur, consultant, author, speaker, and expert in product management and Lean Startup. At Olsen Solutions, he works with CEOs and product leaders to help them build great products and strong product teams, often as interim VP of Product. Dan has worked with a range of businesses, from small, early-stage startups to large public companies, on a wide variety of web and mobile products. His clients include Facebook, Box, Microsoft, YouSendIt (now HighTail), Epocrates, Medallia, XING, Financial Engines, and One Medical Group. Prior to consulting, Dan worked at Intuit, where he led the Quicken product team to record sales and profit. He also led product management at social networking pioneer Friendster, and was the cofounder and CEO of YourVersion, a TechCrunch award-winning personalized news startup. Dan began his career designing nuclear-powered submarines. Dan wrote the bestseller The Lean Product Playbook, published by Wiley. He lives in Silicon Valley, where he hosts the monthly Lean Product & Lean UX Meetup. A frequent speaker at business and tech events, Dan enjoys sharing ideas and comparing notes with as many people as he can. He also gives public and private workshops. Learn more about your ad choices. Visit megaphone.fm/adchoices

Meet Coursera, the world's largest EdTech company with 28+ million learners around the world, 150+ university partners, and more than 2,000 courses. The company was founded by two Stanford professors, Andrew Ng and Daphne Koller, with a mission to provide access to quality education to anyone, anywhere. Last summer, new CEO Jeff Maggioncalda took the reins. Previously he was the founding CEO of Financial Engines (a fintech company helping ordinary individuals invest their 401(k) savings) for 18 years and helped take the company public. Jeff has an interesting perspective on what's happening in the broader employment landscape and how MOOCs can help. We discuss how technology is causing careers, training, and the workforce to evolve. Working adults today are facing a need to reskill or change careers, and Jeff reveals why he believes that we need to make it easier for people to gain new skills at all levels of their career. We also discuss where Coursera is heading, their recent $800M valuation and the trends he sees in EdTech.

Your Willie has Sheriff Richard K. Jones the Butler County Sheriff; last time Willie will talk to him in 2017...how did this year go? Bill O'Reillyalso joins and says he has an audio tape of a lawyer offering money to women to make up claims that President Trump sexually assaulted them and Andy Smith, Senior VP of Financial Planning at Financial Engines discusses tax reform and getting ready for 2018. Plus The Great American's last Stooge Reports of 2017!!

How do you monitor and troubleshoot an application made up of many ephemeral, stateless functions? How do you debug a distributed application in production? In this talk, we walk you through best practices, tools, and conventions using common troubleshooting scenarios. We'll discuss how you can use AWS services to address these scenarios, such as using Amazon CloudWatch for alarms and using AWS X-Ray to detect cross service calls. You will also learn how Financial Engines leverages AWS X-Ray to debug, monitor, and analyze latency data for its serverless applications. It will also share some best practices for debugging and reporting.

While the Amazon empire of robotic efficiency and delivery drones seems like it’s taking over the world, Best Buy has made a bounce back by re-introducing the human element to the retail experience. This human element is a big part of the potential value provided by financial advisors. Also, Financial Engines advisor Gary Murphy joins the show to talk about small, simple steps investors can take to help grow retirement savings regardless of income level.

Willie has Ken Broo on Monday to discuss Bengals first win of teh season, 1-3 and the tragedy at Las Vegas with the mass shooting of 58 killed at a concert. Wayne Allyn Root, RootForAmerica.com, He lives in Las Vegas what is it like in Vegas the morning after. Andy Smith, Senior Vice President of Financial Planning at Financial Engines, How will the markets react to the shooting in Las Vegas Willie has Hoxworth Blood Center about blood donation to the victims in the Las Vegas mass shooting as well as Pure Romance in for the Stooge Report.

It’s no secret that retirement is expensive, and there are so many variables: inflation, health care costs, pension dilemmas… Is there a magic number for a successful retirement? Instead of a nice round number to aim for, Andy explains a better way to think about it: the income gap. Plus, Financial Engines advisor Jeff Klever joins the show to share a real client story.>

Andy Smith Financial Engines. Fred On Demand, On Demand

From Facebook to Netflix, and even bitcoin, technology is all the rage on Wall Street. Learn what's behind the recent volatility in tech stocks and how technology is improving our daily lives. Plus, hear how Darin Pilancinski, Senior Vice President – Financial Planning, Financial Engines, helped an elderly investor cut bait on a hedge fund.

In this week’s show, Andy and Bob discuss the recent memorandum issued by President Trump asking for a re-examination of the conflict of interest/fiduciary rule – and what it really means for the everyday investor. Spoiler alert: it’s not as big of a deal as the media is making it out to be, especially for current Financial Engines clients.

In this week’s show, Larry Raffone, president and chief executive officer of Financial Engines, discusses how the 401(k) has evolved over the years and adjustments you can make to optimize your 401(k).

TP 022: Srinagesh Vitthanala with Financial Engines: Prioritizing inside the Engineering Org by Method Matters

In this week’s show, Christopher Jones, chief investment officer of Financial Engines, provides an update on the Department of Labor fiduciary rule, including the changes that it’s already brought about in the financial services industry and how those changes may impact listeners.

In this week’s show, Chris Bouffard, chief investment officer of the Research Center at Financial Engines, reflects on market activity so far this year and discusses what we could expect in the remaining months of the year, particularly when it comes to interest rates.

In this week’s show, John Bunch, president of Financial Engines advisors, discusses ways to keep your emotions from getting in the way of investment decisions.

In this week’s show, Larry Raffone, president and chief executive officer of Financial Engines, provides insight into the recent Financial Industry Regulatory Authority study that found that 60% of Americans have only a moderate to low financial literacy – and what steps we can take to change that.

In this week’s show, Andy and Bob talk with Christopher Jones, chief investment officer of Financial Engines, about how the S 500 works, how it’s changing and why it may not be the best benchmark for you to compare your portfolio against.

John Thibault is the founder and CEO of iLobby and the author of the #1 International Bestseller, "How to Change a Law." He previously served in government affairs at MCA/Universal. He was the first VP of business development and marketing at eBay and the first VP of marketing at Financial Engines. With his wife, he founded and is Chairman of the Thibault Foundation, a private family foundation that supports charitable efforts focusing on children’s health, entrepreneurial financial literacy, education and self-sufficiency.  He serves on the Atherton IT Committee, was the former Chair of two successful property tax ballot measures and acted as the strategic campaign advisor to five successful local candidates. He has been published in several magazines including Association News, Manufacturing Today, CEO for High Growth Ventures and Millennial Magazine. He holds a Bachelor's degree from Ryerson University and an MFA from UCLA. He has written 21 screenplays two novels and a book of poetry and now his new nonfiction book. His hobbies include politics, start-ups, Zen, world travel, scuba diving, fly boarding and skiing with his family. Email: johnthib@gmail.com Amazon Purchase Book  http://amzn.to/1XyrWu6   Facebook Book: https://www.facebook.com/ChangeALaw/ Twitter:  https://twitter.com/ajohnthibault  

Andy and Bob talk with Phil Reiff, director of relationship management at Financial Engines, about how to get started with your 401(k) if you’re not currently enrolled or are beginning a new job.

Today’s guest is the multi-faceted and uniquely talented Adam Richardson. He is the author of the book Innovation X: Why a Company’s Toughest Problems Are Its Greatest Advantage, and is a contributing writer for the Harvard Business Review. Adam was formerly a design lead at Frog Design focusing on strategy and user research practices and today, he works as a product manager at Financial Engines. He shares his insights on how companies can continually bring innovation to the market, start solving ‘wicked’ problems and truly understand the customer experience.   Key Takeaways: [1:14] There are common problems within certain business segments. If your company is able to solve the problems you have the advantage. [5:44] Instead of attempting to solve problems with a purely internal, operations perspective, bring in an external, customer-oriented perspective for a balanced solution. [11:48] A wicked problem is a type of problem that is very systemic in nature. You know there is a problem, but the fundamental challenge is trying to figure out what the problem actually is. [12:26] To understand wicked problems you need to first start forming solutions.  It's an iterative process where your understanding of the problem develops as you come up with initial solutions. [15:35] Ethnographic research is working with a small number of customers in an intimate, emotional way. [23:08] How can leaders adopt the challenge of the unknown to solve wicked problems? [27:37] ‘Design Thinking’ is neither universal among designers nor exclusive to them. [38:11] Leaders have to manage internal and external communications, and reinforce the company’s vision. [40:54] Customer journey mapping is one of the most powerful tools a company can use. [45:44] Relinquish some control in order to provide the customer a unique experience. [50:06] Contact information for Adam Richardson   Mentioned in This Episode: Adam Richardson @richardsona on Twitter Frog Design Financial Engines Jobs to Be Done NPR One Praxent Praxent on Twitter

Nov. 6 (Bloomberg) -- Bloomberg View columnist Barry Ritholtz interviews Jeffrey Maggioncalda, co-founder and former CEO of Financial Engines. They discuss 401K investments. This interview aired on Bloomberg Radio.

On today’s broadcast, Financial Engines acquires the Mutual Fund Store, updates from the T3 Enterprise conference, ShareFile integrates with Smarsh, and more. So get ready, FPPad Bits and Bytes begins now. (Watch FPPad Bits and Bytes on YouTube) Here are the links to this week’s top stories: Financial Engines to Acquire The Mutual Fund Store […]

My guest today is Nancy Frishberg, the manager of user research at Financial Engines. We discuss recruiting participants in an enterprise setting (where users are customers of your customers), finding the generative in the evaluative and how to think about collaborative workspace as entirely separate from reporting structure. The post 4. Nancy Frishberg of Financial Engines first appeared on Portigal Consulting.

Where did today's Content Strategists start out and why did they choose content over other web disciplines? Keri Maijala talks about her career so far; from eBay to Financial Engines and many places in-between.

Thanks for helping us approach the one-year anniversary of this podcast. It's been a fantastic journey. Listen to the shout-out of names. Is your's there? It still could be. Today we will go over what one listener has been considering for a 401k rollover, what mutual fund companies are not and a quick review of a recent CNN Money article. If you want to see how your 401k investment options rank, let me know. I'll reply to you personally. Check out the The 401(k) Owner's Manual website or the FaceBook fan page. You can reach me at either one.