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Fiduciary Rule Follow-Up

Air Date: Oct 29, 2016

Christopher Jones provides an update on the Department of Labor fiduciary rule, including the changes that it’s already brought about.


radio show highlight icon Radio Show Highlights


Finding Social Security Earnings Statement Mistakes

Fiduciary Rule Follow-Up

Managing Monetary Windfalls

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.

Also in this week’s show:

  • Denny Smith discusses mistakes to avoid if you find yourself with an inheritance or other type of cash windfall.
  • Bob and Andy talk about common mistakes to look for in your Social Security earnings statement that could keep you from maximizing your benefits.

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