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Josh Itzoe
The Fiduciary U™ Podcast
The Fiduciary U™ Podcast shares the latest information on corporate retirement plan trends, ideas, and best practices to assist decision-makers and others in this industry in being more effective at their jobs. The show features industry experts across multiple disciplines who share their unique perspectives and actionable insights about how to provide a great retirement plan for employees in a rapidly changing world.
Your host, Josh Itzoe, is the Founder & CEO of FiduciaryWor(k)s and the author of The Fiduciary Formula and Fixing the 401(k). The goal of Fiduciary U™ is to build a...
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Ratings & Reviews
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5.0 stars from 34 ratings
Experience and knowledge
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“These podcast have been a great source of information that allows me to be better advisor in the retirement plan space. Along with additional education, I found the topics to be timely and relevant to our current working environment.”
NickEy1975 via Apple Podcasts ·
United States of America ·
04/15/22
“If you want to more deeply understand how the retirement industry is evolving, and what you need to know, the Fiduciary U needs to be in your queue.”
Aaron - Vestwell via Apple Podcasts ·
United States of America ·
04/15/22
I love it!
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“Josh is a visionary who clearly understands the fiduciary space and is actively teaching and sharing new ideas on how to be a better fiduciary. Great benefits await those fiduciaries that are smart enough to follow him!”
Christoph Anderson via Apple Podcasts ·
United States of America ·
04/15/22
Recent Episodes
On this episode, Rebecca Hourihan from 401(k) Marketing and I discuss the changes in marketing strategies over the past decade and the importance of differentiation in the industry. She emphasizes the visual identity of advisors' websites and the need to showcase their office and team to create...
Published 03/28/24
Published 03/28/24
In this conversation, I interview Justin Tarantin, the CEO of Venrollment, a participant engagement platform for retirement plans. We discuss the challenges of in-person education, the birth of Venrollment, the impact of COVID-19, and the importance of branding and differentiation. We also...
Published 12/07/23
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See hourly chart positions and more than 30 days of history.
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See hourly chart positions and more than 30 days of history.
