Blog

Aug. 30, 2023

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…

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Aug. 30, 2023

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…

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Aug. 20, 2023

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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June 7, 2023

A Practical Implementation of DOL’s Cybersecurity Guidance

In this article, I share edited excerpts from my recent interview with Jay Gepfert, Managing Partner of DOL Cybersecurity, LLC, where we discussed ways retirement and benefit plan sponsors can meet the standards set out by the Department of Labor's …

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June 5, 2023

An Easy Way to Create a Lifetime Income Stream

An Easy Way to Create a Lifetime Income Stream In this article, I share the transcript of my recent discussion with Don Ezra about how individuals can create a lifetime income stream from their wealth as they reach retirement and how sponsors of de…

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