401(k) Real Talk Episode 192: May 13, 2026

Published on May 13, 2026

Open, honest and candid discussion about QuickBooks and Vestwell, Empower earnings, more Schlichter lawsuits, the Leafhouse-Mesirow deal and more.

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What Is an Expense Ratio?

May 13, 2026
What is an Expense Ratio?Most high-performing professionals have their investment strategy dialed in: portfolio allocation, assetmix, rebalancing schedule. What they’re often not looking at is what the funds inside that portfolio are charging every year. That’s the expense ratio. And the math on ignoring it is significant.The Short VersionAn expense ratio is the annual cost of owning a fund, wheth

At Least No One Flipped a Table

May 13, 2026
I’m all about trying to build bridges and fix things, and I am also a realist. I won’t give someone suggestions on next steps if I believe they aren’t going to work. I often tell clients there is a right way, and then there is what you can get done within your environment. I’ll always lean toward the second one.