401(k) Real Talk Episode 180: February 11, 2026

Published on February 11, 2026

Open, honest and candid discussion about jobs numbers, IRA rollovers, private market investments, Basic Capital, the conflict between advisors and record keepers and more.

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3 Communications Surveillance Gaps That Cost Mid-Sized Financial Firms

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Mid-sized financial services firms carry enterprise-level communication risks without enterprise surveillance capabilities. These gaps lead to regulatory fines, operational losses, and reputational damage that can destabilize even well-established firms.

The Human Side of Financial Planning

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The human side of financial planning is subtle but powerful. It requires attention, presence, and curiosity. It requires valuing understanding over immediate solutions.