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What Trump’s fiduciary memo really means

Air Date: Feb 11, 2017

Andy and Bob discuss the recent memorandum issued by President Trump asking for a re-examination of the conflict of interest/fiduciary rule.


radio show highlight icon Radio Show Highlights


Managing a missed RMD

The “can you hear me now?” scam

Talking finances with your Valentine

What Trump’s fiduciary memo really means

In this week’s show, Andy and Bob discuss the recent memorandum issued by President Trump asking for a re-examination of the conflict of interest/fiduciary rule – and what it really means for the everyday investor. Spoiler alert: it’s not as big of a deal as the media is making it out to be, especially for current Financial Engines clients.

Also in this week’s show:

  • Valentine’s Day is right around the corner – so in honor of the holiday, financial expert Kelly O’Donnell gives some tips on how to talk about money with your significant other.
  • Bob and Andy explain how the latest phone-based fraud, called the “can you hear me now?” scam works and how listeners can avoid falling prey to it.
  • Bob and Andy talk with a listener who forgot to take their required minimum distribution (RMD) and share insight into what listeners can still do if they’ve forgotten to take their RMD as well.

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