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What Were They Thinking? Pink Lady (and Jeff)

I have always been fascinated by television disasters. Not the shows that simply failed b...

Not Every Retirement Plan Mistake Means Someone Failed

One of the biggest misconceptions I encounter is that finding an operational error means ...

When Was the Last Time You Read Your Own Plan Document?

If I had a dollar for every time a plan sponsor asked me a question that was already answ...

What Were They Thinking? The World Bodybuilding Federation

I’ve always admired Vince McMahon as a promoter. The man transformed professional w...

I Hate Rage Bait. Stop Rewarding It.

One thing I hate about social media is that the loudest voices are often the least intere...

The Price of Having an Opinion

I’ve joked for years that I’m the turd in the punch bowl. I’m rarely af...

Your Reputation Is Built on the Problems Nobody Sees

When people ask me how to build a successful practice in the retirement plan business, th...

What Were They Thinking? The Snow White Debacle

Disney’s live-action remake of Snow White should have been one of the easiest wins ...

Why I Always Identified With Al Czervik

I’ve been a Caddyshack fan since I first saw it on HBO in 1981 as a nine-year-old k...

Record 401(k) Balances Are Good News—But They Don’t Tell the Whole Story

Recent data shows that Americans’ 401(k) balances reached record levels in 2025. Av...