Podcasts

The year saw both progress and problems, from glitches in the Inflation Reduction Act to a controversial new rule for advisers.

Issues like Medicare increases and student loan relief will impact employees' ability to plan for their financial future.

A shift in what wellness means to employees — especially working moms — can help recruit and retain top talent.

Tom Brown is a partner and general counsel at Nyca Partners, and a special advisor at Paul Hastings, LLP.

Phil Calvin is chief product officer at Delinea and brings more than 25 years of software development, technical leadership and entrepreneurial experience to Delinea. His areas of expertise include technical strategy, cloud architecture, and engineering executive management. Prior to Delinea, Calvin spent nearly a decade at Salesforce in a variety of architectural and engineering leadership roles, most recently leading the platform engineering organization and focusing on making the Salesforce platform trusted, accessible and scalable. His earlier career included several startups and engineering roles, including serving as principal architect at Citrix after an acquisition of another one of his companies.

Patrice Meagher is the Founder and CEO of MilkMate, an all-in-one multi-user pumping system purpose-built for the workplace wellness room.

Whether adding new benefits or finding the perfect holiday gift, employers had plenty of wins in 2023.

Karen P. Schaeffer is the managing member and co-founder of Schaeffer Financial, a financial consulting firm in suburban Washington, D.C.

She has been advising clients for over 40 years and has developed a diverse client base including professional women, Foreign Service Officers, foreign nationals and federal government employees. In addition to her financial planning practice, she is a popular lecturer and seminar leader. She has spoken on global financial planning issues at many international conferences and has represented the CFP Board at Financial Planning Standards Board meetings around the world. Organizations that have drawn on her expertise include the World Bank, the Department of the Treasury, the International Monetary Fund, the Federal Deposit Insurance Corp. and the Department of State.