Special Encore Presentation: If I Only Knew: Pre retirees Share Their Viewpoint on Savings
October 14, 2014
Hosted by Peter Weitz
[Download MP3] [itunes] [Bookmark Episode]
Episode Description
In February 2013, American Century Investments conducted a survey of 1,054 full-time employed individuals between the ages of 55 and 65 who are currently participating in their employer-sponsored retirement plan. The purpose of the survey was to understand how pre-retirees view their lifetime efforts to prepare for retirement and to gauge perceptions of how well their employer supported their efforts. Listen in as we will be joined by Diane Gallagher of American Century Investments, who administered the survey, as she shocks us with what the data supports, in particular, that pre-retirees predominately feel that they simply have not saved enough to retire. In Black and Weitz airs on Tuesday at 10AM Eastern Standard to hear these staggering statistics.
In Black and Weitz
Archives Available on VoiceAmerica Business Channel
Ayn Rand said that there are two sides to every issue: one side is right and the other is wrong, but the middle is always evil. In Black and Weitz, and show host Peter Weitz will address the most pressing matters in business without bias. In fact, the data will support his vision of harnessing the power of key investment and business data points to deliver unbiased (and unemotional) opinions with strong conviction. His guests will have a similar approach. He intends to spotlight industry leaders, corporate executives and consultants, by covering a myriad of business and investment topics to educate listeners like you based on their expertise. Some topics that can be expected to be covered include Investments, Innovation, 401(K) plans, HR technology, and Retirement. If you are interested in learning about and solving complex business and investment issues, presented in a manner that is simple to understand, then tune in.
Peter Weitz
Peter Weitz, is a Chartered Retirement Planning Counselor (c) and a Senior Vice President and equity partner of Fusion Analytics Investment Partners. He joined the industry over ten years ago after spending 13 years in real estate development in Washington, DC. After several years working for a large retail wire house, he became uncomfortable with the inherent conflicts of interest at major brokerage institutions and joined Fusion Analytics in 2009, overseeing their South East Region. A dual graduate of George Washington University, Peter holds both an undergraduate degree in business and a Master’s Degree in Finance. His primary areas of practice include corporate 401(K) and defined benefit plans assisting plan sponsors with their investment, fiduciary, employee education and compliance responsibilities, as well as individual retirement planning and wealth retention. He has published several articles and spoken on numerous panels regarding ERISA regulations as they pertain to defined contribution and benefit plans and has been recognized as a top performer nationally in the 401(K) market place by several 401(K) plan providers.
In his spare time, he is a passionate golfer, a gourmet cook, a dog lover and an oenophile. He currently resides in Coral Springs, Florida.
Episode Directory
October 2014
- 10/21/2014: Should Gay Couples Get Married? You Need To Know The Rules Listen Now
- 10/14/2014: Special Encore Presentation: If I Only Knew: Pre retirees Share Their Viewpoint on Savings Listen Now
- 10/7/2014: Market Levers - Can you Turn Your Portfolio On and Off? Listen Now
