The Retirement Space Podcast

The Retirement Space Podcast

The Retirement Space podcast is an invaluable resource for professionals who serve plan sponsors and participants of defined contribution plans in America. My mission is to bring you relevant insights and fresh perspectives on the retirement space in every episode, helping you build a more valuable business and better serve your clients. Here you’ll find candid discussions with fellow professionals who, like you, seek to grow their businesses, stay current with the latest trends, and improve their skills.

I hope you find The Retirement Space Podcast interesting and valuable. Please feel free to contact me anytime at matt@theretirementspace.com

Recent Episodes

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#8: Courtenay Shipley: Profile of a Client-Focused Plan Advisor
Oct. 24, 2023

#8: Courtenay Shipley: Profile of a Client-Focused Plan Advisor

In this episode, my guest Courtenay Shipley and I discuss her practice as a retirement plan advisor.
#7: Blending Generative AI with Human Expertise
Aug. 30, 2023

#7: Blending Generative AI with Human Expertise

In this episode, I discuss how I use generative AI apps like ChatGPT and Bard to create written content.
#6: Monitoring OCIO Performance
Aug. 23, 2023

#6: Monitoring OCIO Performance

In this episode, my guest Brian Schroeder and I discuss the importance of getting an independent review of your Outsourced Chief Investment Officer’s (OCIO) performance.
#5: Women and Wealth
Aug. 16, 2023

#5: Women and Wealth

In this episode, Kristin Gibson and I discuss the ongoing trend of women controlling a larger percentage of household wealth in America.
#4: Aggregation of Retirement Plan Advisory Firms
July 13, 2023

#4: Aggregation of Retirement Plan Advisory Firms

In this episode, Wallace Blankenbaker, Founder and Managing Partner of the Retirement Leadership Forum, and I discuss the trend toward aggregation among retirement plan advisory firms and the related consolidation of wealth …
#3: What It Takes to Win in the DCIO Business
June 20, 2023

#3: What It Takes to Win in the DCIO Business

In this episode, Chris Brown, Principal and Founder of Sway Research, and I discuss the Defined Contribution Investment-Only (DCIO) business
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Recent Blog Posts

Harnessing Generative AI Apps for Content Creation: A Step-by-Step Guide

In a recent episode of The Retirement Space Podcast, I discussed generative AI applications such as ChatGPT and Bard and how they rapidly change the content creation landscape. For those of you who tuned in to episode #7: Blending Generative Al with…

Are You Adhering to the Prudent Expert Rule?

(Note: The article below is a fictitious blog post demonstrating how I combine output from generative AI apps like ChatGPT and Bard with human editing. I created the first draft with AI apps, then edited it into the version you see here.) As an emp…

Women's Growing Financial Influence in America: A Call to Action for Advisors

A significant transition is underway. Women today control approximately 30% of the household wealth in the U.S.; however, by 2030, women are projected to manage a much larger share of America's astounding $30 trillion in total household assets.1 Fo…
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