Podcasts

Thanks to her company's offering, Kris Jackson is able to care for her two dogs while saving money and time.

Eileen Connor is the president and executive director of the Project on Predatory Student Lending.

The high monthly costs of GLP-1s — ranging from $1,000 to $1,500 — are placing considerable financial pressure on healthcare plans.

Reyes Florez is the CEO of Platform Accounting Group, a collective of more than 40 local accounting firms across the United States.

Retiree income in the U.S. lags far behind the national median for household earnings, but these top cities are bucking the trend, according to a new SmartAsset study.

Former retirement brokers share how they apply fiduciary standards to the healthcare industry in the second part of this series.

Regardless of the compensation method, the future of health benefits belongs to transparency, and nothing is more transparent than acting as a fiduciary adviser.

Company leaders say the goal is to reduce complexities and allow for new positions to be created.

Understanding how a 529 works and learning how to maximize the benefit to employees will set families up for success.

Joe McQuaid is chief operating officer at Concurrent. 

With over 25 years in the financial services industry, he has held leadership roles at New York Life Investment Management and Guggenheim. He also founded Ascend Consulting and helped launch and served as COO for an RIA that grew to nearly $1.5 billion in AUM. He then founded Imprint Wealth, scaling it to nearly $1 billion in assets before merging with Concurrent Investment Advisors. An avid adventurer, he is preparing to climb the Seven Summits and aims to complete the six major marathons over the next decade. ​​