Best Scott Wiser Podcasts (2025)

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Remembering Jonathan Clements (#393) 19:36

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3d ago19:36

19:36

We share our recollections of, and interactions with, the former Wall Street Journal columnist, founder of HumbleDollar.com, and friend of 403bwise. No Regrets Farewell Friends Thank You, Jonathan Podcast with Jonathan Learned by Being Burned (short pod series about K-12 403(b) issues) 403bwise.org Meridian Wealth Management Nothing presented or di…

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The Top Mistakes CMO's Make During the Interview Process | Kate Bullis & David Wiser | ZRG Partners 44:51

7d ago44:51

44:51

A CMO Confidential Interview with Kate Bullis and David Wiser, Managing Partners and Global Marketing Practice Leaders for ZRG Partners. Kate and David translate their extensive search experience into a pre-game, game time, and post game look at the errors candidates make during the recruiting process. Key topics include: why thorough preparation i…

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Teacher-Author Focused on Improving Educator Financial Outcomes (#392) 35:08

10d ago35:08

35:08

Our guest, Danny Kofke, is a jack-of-many-trades: elementary school teacher for 18 years, author of 6 books including Where to Spend. Where to Save. A Teachers Guide to Managing Your Finances, and Director of Training and Outreach for the Southern Education Retirement Consortium. Danny Kofke Where to Spend, Where to Save: A Teacher’s Guide to Manag…

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Shiv Singh | CEO Savvy Matters | Why Cannes Can't - Things That Aren't Covered at the Big Soiree 39:55

14d ago39:55

39:55

A CMO Confidential Interview with Shiv Singh, CEO of Savvy Matters, former CMO of Lending Tree and author of AI For Dummies and The 5 Marketing Truths You Won't See at Cannes. Shiv shares why he believes AI is killing marketing jobs, how the CMO Role is breaking down due to overlap with other functions, and how "Big Tech is running marketing." Key …

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How Much Should I Contribute To My 401(k)? 16:47

14d ago16:47

16:47

According to the 2025 Intuit Prosperity Index, 68% of Americans aren’t confident they’ll ever be able to retire. One big reason? Most people don’t know how much they should contribute to their 401(k). In this episode of The Retirement Power Hour, Joe Allaria, CFP®, breaks down exactly how much you should be contributing to your 401(k)—based on your…

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Current State of Student Loans? More Chaos (#391) 1:09:59

17d ago1:09:59

1:09:59

Student loan guru and former teacher, David Gurley, who we have dubbed the "Loan Ranger," returns to update us on the ever-changing world of student loans. K-12 Planning studentaid.gov Student Loan Planner Student loan repayment plans have shifted — and more changes are ahead. Here’s what borrowers need to know (CNBC) Student Loans Are About to Loo…

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Dan McCarthy | Professor - University of MD | The Unfairness & Disparate Impact of Privacy Policy 39:47

21d ago39:47

39:47

A CMO Confidential Interview with Dr. Dan McCarthy, Professor of Marketing at Maryland and leading practitioner of Customer Lifetime Value. Dan shares insights from his privacy research based on Apple's "App Tracking Transparency" (ATT) initiative commonly known as "Ask App Not to Track" which include a significant impact on business results, a deg…

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Layman Pascal: Born to Go Beyond (A Post-modern World) 1:15:58

21d ago1:15:58

1:15:58

Rufus dives into the life story of the one and only Layman Pascal: exploring his unique childhood, what he found in Wilber’s Integral, his relationship to intentional communities and what it means to live beyond a post-modern world. About the episode: In this interview with Layman Pascal and Rufus Pollock, Layman recounts his upbringing and the uni…

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Morningstar’s Jeff Ptak (#390) 36:52

24d ago36:52

36:52

The managing director for Morningstar Research Services and the author of the Substack column Basis Pointing, Jeff Ptak, talks saving and investing. It's So Simple Substack: Basis Pointing Learned by Being Burned (short pod series about K-12 403(b) issues) 403bwise.org Meridian Wealth Management Nothing presented or discussed is to be construed as …

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Scott Lindquist | What Your CFO Wants To Tell You, But Won't 34:48

28d ago34:48

34:48

CMO Confidential — “What Your CFO Wants to Tell You (But Won’t)” with CNA CFO Scott Lindquist What does a great CFO really think about marketing? Mike Linton sits down with Scott Lindquist—CFO of CNA Financial and former long-time CFO of Farmers—to decode the finance side of brand building, performance spend, and the politics of the boardroom. They…

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How Beautiful is the OBBBA for Educators? (#389) 51:42

1M ago51:42

51:42

The One Big Beautiful Bill Act (OBBBA) has a lot of pieces, some of which affect educators. Barbara O'Neill gives us the 411 on this legislation. An OBBBA Summary for 403(b) Plan Participants Learned by Being Burned (short pod series about K-12 403(b) issues) 403bwise.org Meridian Wealth Management Nothing presented or discussed is to be construed …

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Kim Whitler | Colonel Mustard in the Study With the Job Spec How Poor Design Shortens CMO Lifespans 39:19

1M ago39:19

39:19

A CMO Confidential Interview with Kim Whitler, professor at the University of Virginia Darden School of Business, board member, and former GM and CMO. Kim shares insights from more than a decade of research with over 500 CMO's including how 50+% of roles are misaligned, the huge gap between CEO's and CMO's, the fact that misalignment results in wea…

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When to Take Social Security (#388) 54:15

1M ago54:15

54:15

Lucretia Ryan of FinancialFreedomforWomen.org walks you through the questions to ask to determine when to take Social Security. This is a recording of a 403bwise.org Event that occurred on August 19, 2025. FinancialFreedomforWomen.org Presentation Slides Most Americans Claim Social Security at the Wrong Time Podcast: Dirty Little Secrets of Medicar…

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Tom Goodwin | If You Dropped the Best Marketers of the 1950's Into Today's Environment, How Would They Do? 39:21

1M ago39:21

39:21

CMO Confidential Interview with Tom Goodwin, author, speaker, and former innovation head at Publicis, Zenith, and Havas. Tom discusses his belief that today's CMO's are overly focused on efficiency versus marketing principles and that the contemporary playbook has been created by tech companies focused on performance metrics. Key topics include: an…

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The Wealth Ladder with Nick Maggiulli (#387) 54:41

2M ago54:41

54:41

Nick Maggiulli, Chief Operating Officer for Ritholz Wealth Management, discusses his blog Of Dollars And Data and his new book The Wealth Ladder: Proven Strategies for Every Step of Your Financial Life. The Wealth Ladder Of Dollars And Data Learned by Being Burned (short pod series about K-12 403(b) issues) 403bwise.org Meridian Wealth Management N…

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David Aaker | Vice Chair, Prophet | Why is Brand Value Still Not a Generally Accepted Principle? 37:23

2M ago37:23

37:23

A CMO Confidential Interview with David Aaker, Vice Chair of Prophet, author of numerous marketing books including Aaker on Branding 2nd Edition, formerly a Haas School of Business Professor. David discusses the history of brand equity starting with the BCG model from the 90's and why that model and scanner data drove a short-term sales focus at th…

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Julius Prezelski Talks Teaching Fin Lit, Coaching, and Retirement (#386) 48:05

2M ago48:05

48:05

Long-time educator, basketball coach, and personal finance instructor, Julius Prezelski, discusses teaching, coaching and his recent retirement. Long Time Basketball Coach Fin Lit Educator Retires Learned by Being Burned (short pod series about K-12 403(b) issues) 403bwise.org Meridian Wealth Management Nothing presented or discussed is to be const…

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Auren Hoffman | Why Vendor Management Is A Skill You Need to Master Now | Chairman SafeGraph, Former LiveRamp CEO 34:42

2M ago34:42

34:42

A CMO Confidential Interview with Auren Hoffman, CEO of SafeGraph, formerly co-founder and CEO of LiveRamp. Auren discusses his belief that vendor management is the most critical skill for the future and why most companies should "rent" a high caliber pool of talent instead of hiring individual executives. Key topics include: thoughts on improving …

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403bwise to Get Wiser? (#385) 54:45

2M ago54:45

54:45

Dan and Scott drop hint about new project they are working on. They also talk about their recent vacations, and the importance of choosing the right teaching location. Learned by Being Burned (short pod series about K-12 403(b) issues) 403bwise.org Meridian Wealth Management Nothing presented or discussed is to be construed as investment or tax adv…

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Theo Dawson: Beyond Teach to Test—Designing Educational Metrics That Work 1:34:30

2M ago1:34:30

1:34:30

Following our interview with Lectica Co-founder Zak Stein, Rufus interviews Theo Dawson, Lectica’s founder and executive director, about her journey into transforming education and the complex and critical science of measuring educational development. Listen above or watch the episode here: About the episode: In this interview Theo Dawson, award-wi…

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Look Back at Legislative Fight to Fix the California K-12 403(b) (#384) 54:40

2M ago54:40

54:40

More than 20 years ago legislation (AB2506) was proposed to allow California school districts who wanted to reform their 403(b) plan to be able to reform their 403(b) plan. The industry hated the proposal. It threatened their multi-vendor, high-cost, agent-driven model. We speak with former TIAA-CREF Regional Manager, Dick Shafer, whose company spe…

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Peri Hansen | Leader, CMO Practice, Korn Ferry - Is Marketing Still Marketing? 29:43

2M ago29:43

29:43

A CMO Confidential Interview with Peri Hansen, Korn Ferry Leader, CMO Practice, North America. Peri discusses why the CMO position is becoming the vanguard of innovation, the importance of an "agile learner" mindset, and why there's no substitute for great leadership. Key topics include: how nothing "returned to normal" after COVID; the importance …

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Equitable Does the Right Thing; Delaware State 403(b) Plan (#383) 30:39

2M ago30:39

30:39

Equitable fires agent who threatened teacher. Delaware has an excellent low-cost, state-run 403(b) plan. We discuss. Equitable Agent Threatens Teacher (blog) Equitable Agent Threatens Educator (pod) Truth About SIOs (pod) 403bwise Facebook Group 403(b) & 457(b) Basics: How to start a 403(b) (pod) 403(b) & 457(b) Basics: Asset Allocation (pod) Nothi…

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Awaken Your Spiritual Warrior: Shadow Work, Sovereignty & Accountability 55:04

3M ago55:04

55:04

Sylvie Shiwei Barbier Co-founder of Life Itself and Ritual Artist calls upon the necessity of re-imagining and committing deeply to the role of the spiritual warrior. A path of vows, communal bonds, shadow work and ethical restoration. Listen above or watch the episode here: About the episode: In this interview with Jacob Kishere, Sylvie presents n…

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Dan Salkey | Small World | Merging Marketing & Entertainment - Is It Right For Your Business? 30:27

3M ago30:27

30:27

A CMO Confidential Interview with Dan Salkey, Co-Founder & Strategy Partner at Small World, an agency designed to create "entertainment first" brands. Dan discusses the concept of "Entertain or Die," the difference between "owning" and "renting" eyeballs, and why his focus is on "saves, likes, and shares." Key topics include: the fact that attentio…

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403(b)/457(b) Basics: How to Get Out of a Bad 403(b) 44:24

3M ago44:24

44:24

In episode three of our new pod series: 403(b) & 457(b) Basics, Scott and Dan explain how to get exit a bad 403(b). It's often difficult but very possible. Stuck in a Bad 403(b)? How to Get Out of Equitable/AXA Bad 403(b) Vendors w/Good Choices 403bwise Facebook Group 403(b) & 457(b) Basics: How to start a 403(b) (pod) 403(b) & 457(b) Basics: Asset…

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Adam Brotman and Andy Sack | Co-Founders, Forum3 | It's a Bird! It's a Plane! Holy Sh!t, It's AI! 1:07:59

3M ago1:07:59

1:07:59

A CMO Confidential Interview with Andy Sack and Adam Brotman, Co-Founders and Co-CEO's of Forum 3, authors of the book AI First, previously at Microsoft and Starbucks. They discuss why AI is different from previous technology advances and the series of "Holy Shit!" moments experienced when interviewing Sam Altman, Bill Gates and others. Key topics …

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The Wealthy Custodian on Retirement and Hiring an Estate Fiduciary (#381) 39:36

3M ago39:36

39:36

We check in with Jeff York on how retirement’s going and discuss his attempts to hire an estate fiduciary who would act as the trustee of his estate. The Wealthy Custodian (pod) The Wealthy Custodian in Retirement (pod) Questions to Ask a Professional Fiduciary Learned by Being Burned (short pod series about K-12 403(b) issues) 403bwise.org Meridia…

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Michael Treff | CEO, Code and Theory | Why Your AI Strategy Needs to Be More Than Tools & Efficiency - An Agency Perspective 34:34

3M ago34:34

34:34

A CMO Confidential Interview with Michael Treff, the CEO of Code + Theory, a growing 2000 person agency which combines technology and creativity. Michael discusses the disruption in consumer behavior, why B2B client service is becoming more holistic, and why companies should "go on offense" in a time of uncertainty. Key topics include: The strategi…

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Summer Financial Moves + Dan Leases a Car (#380) 46:14

3M ago46:14

46:14

No doubt that summer is a great time to relax. It can also be a good time to make sure your financial house is in order. Dan & Scott discuss wise money moves, and Dan talks about taking out his first ever car lease. State of Student Loans? Chaos (pod) The Importance of Asset Allocation Tripit Learned by Being Burned (short pod series about K-12 403…

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Nancie McDonnell Ruder | CEO, Noetic Consulting | You're Brought In to Fix the Brand - Now What? 36:30

3M ago36:30

36:30

Nancie discusses her "brand fix" classifications of refine, purposefully manage, and transform, how to get started with data even when money and time are tight, some "Taylor Swift" approaches to brand work, and the difference between mission and brand. Key topics include: how to get the organization in harmony; why "The Big Reveal" is usually the w…

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She Had the K-12 403(b) Solution 25 Years Ago (#379) 1:03:13

3M ago1:03:13

1:03:13

Plan consultant Barbara Healy, CFP® and her colleague Jackie Fabitore-Matheny, had the solution to what woes the K-12 403(b) more than 25 years ago. Imagine if districts had listened? We talk with Barbara about what could have been (and what might still be). Barbara Healy EGTRRA Industry Lobbyist Brian Graff Describes How Many Vendors His Retiremen…

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Manda Scott: Weaving Thrutopias Beyond Climate Crisis and Capitalism’s Collapse 1:00:17

3M ago1:00:17

1:00:17

In this interview with author Manda Scott we explore Manda’s journey as bestselling fiction author into the realms of the shamanic and her subsequent search for new and ancient narratives that can lead us through and beyond collapse. Listen above or watch the episode here: About the episode: In this interview, award-winning novelist and the host of…

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Eugene Soltes | Harvard | Managing the Gray Area - The Fine Line Between Puffery & Lying | Part 2 28:31

3M ago28:31

28:31

A CMO Confidential Interview with Dr. Eugene Soltes, Harvard Business School Professor and author of "Why They Do It - Inside the Mind of the White Collar Criminal". Eugene discusses how most crimes start out as small, often unnoticed decisions made by strategic people, how nearly everyone has a chance to step over the line, why many companies (Air…

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The State of Student Loans? Chaos. (#378) 1:08:43

4M ago1:08:43

1:08:43

Student loan expert and financial planner David Gourley updates Dan and Scott on the volatile state of student loans (particularly PSLF loans) right now. K-12 Planning Public Service Loan Forgiveness Learned by Being Burned (short pod series about K-12 403(b) issues) 403bwise.org Meridian Wealth Management Nothing presented or discussed is to be co…

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Eugene Soltes | Harvard | Managing the Gray Area - The Fine Line Between Puffery & Lying | Part 1 29:15

4M ago29:15

29:15

A CMO Confidential Interview with Dr. Eugene Soltes, Harvard Business School Professor and author of "Why They Do It - Inside the Mind of the White Collar Criminal". Eugene discusses how most crimes start out as small, often unnoticed decisions made by strategic people, how nearly everyone has a chance to step over the line, why many companies (Air…

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Tennessee Throws Teachers to the Wolves (#377) 27:26

4M ago27:26

27:26

Tennessee passes an anti-pubic employee law that will subject teachers and others to private company financial sales pitches. We break it down into three parts: 1) What it is 2) What we dislike about it 3) What teachers and state employees should do. Tennessee Throws Teachers to the Wolves (Blog Post) Tennessee Legislators Illegally Voting with Sti…

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The Sacred Ethics of Measurement & A New Archetype of Wise Agency: Zak Stein & Rufus Pollock 1:43:39

4M ago1:43:39

1:43:39

In this conversation, Rufus interviews Zak about his early learning journey, exploring the corruption of graduate education, the sacredness of measurement for ancient man and what kind of new wise agency is needed amidst existential risk and all pervasive information warfare. Listen above or watch the episode here: About the episode: In their secon…

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Teresa Barreira | Publicis Sapient | The Case For & Against CMO's - Do Companies Really Need One? 30:51

4M ago30:51

30:51

A CMO Confidential Interview with Teresa Barreira, EVP & Global CMO and CCO of Publicis Sapient, formerly the CMO of Deloitte Consulting. Teresa discusses the evolution of the role in an age of uncertainty, how the "Business of Marketing" has been replaced by "The Business of the Company," and her belief that B2B and B2C Marketing are converging. K…

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457(b) Heaven (#376) 42:43

4M ago42:43

42:43

The Los Angeles Unified School District created its own 457(b) plan, and it’s excellent. It has won not one, but two awards. We speak with two members of the LAUSD Retirement Investment Advisory Committee who were and are instrumental to its success. LAUSD 457(b) Deferred Compensation Plan Fund Lineup Learned by Being Burned (short pod series about…

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Jack Myers | The Media Revolution Has Arrived - Are You Prepared for the Next Wave? 37:43

4M ago37:43

37:43

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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Tariff Talk with Cullen Roche (#375) 56:39

4M ago56:39

56:39

Who better to make sense of the tariff situation than one of our favorite guests, Cullen Roche, economist, and founder and chief investment officer of the Discipline Funds, a low-fee advisory firm. An Autopsy of American Exceptionalism Three Things - China Deal Learned by Being Burned (short pod series about K-12 403(b) issues) 403bwise.org Meridia…

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Dr. Joel Shapiro | Northwestern | The Grocery Prediction Case - It's Not Just About the Data 35:38

4M ago35:38

35:38

A CMO Confidential Interview with Dr. Joel Shapiro, Managerial Economics & Decision Sciences Professor at the Kellogg School of Management at Northwestern, formerly Varicent Chief Analytics Officer. Joel discusses the difference between Data Science and Data Leadership, how many "little, better decisions" aggregate into something meaningful, and wh…

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Equitable EQUI-VEST Commissions Revealed (#374) 25:03

5M ago25:03

25:03

Scott finds out just how much commission Equitable salespeople get for selling EQUI-VEST products. No wonder they fight reform so hard. No wonder they love to initiate exchanges. The Price of Enrollment Podcast on SIOs Plan Fee Disclosure Form for University of Jamestown Equitable Plan Fee Disclosure Brochure Learned by Being Burned (short pod seri…

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Evan Wittenberg | Chief People Officer, VuMedi | What HR Really Thinks About Marketing 37:44

5M ago37:44

37:44

A CMO Confidential Interview with Evan Wittenberg, Chief People Officer of VuMedi, formerly CPO of Ancestry and Box, Google's Head of Leadership Development, and a Saturday Night Live Page. Evan discusses why HR has become a much tougher position over the last 5 years, AI's negative impact on leadership development, and the similarities between mar…

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Market Volatility Wisdom (#373) 48:54

5M ago48:54

48:54

Who better than best-selling author Morgan Housel to help put April's market volatility in perspective? Well we couldn't get Morgan on the pod but we have the next best thing: Morgan Houselisms! Enjoy. 9 Charts on Trump’s First 100 Days in the Markets Learned by Being Burned (short pod series about K-12 403(b) issues) 403bwise.org Meridian Wealth M…

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Andrew Medvedev | A Perspective on Business Schools - The Race to Keep Up With the Marketplace 34:10

5M ago34:10

34:10

A CMO Confidential Interview with Andrew Medvedev, Dean of the Weatherhead School of Management at @case Western Reserve University, former Managing Director and portfolio manager at Morgan Stanley. Andrew discusses why he left Wall Street for the opportunity to reimagine Weatherhead, why schools should reassess traditional industrial economy appro…

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Retired Educator Turned Fiduciary Advisor (#372) 51:26

5M ago51:26

51:26

Retired Los Angeles Unified School District teacher, principal and district administrator, Mary Ann Sullivan, is now officially a CFP®! Not only that, she is opening an advice-only, fee-only firm. Note: Mary Ann meant to say that the number of experience hours needed for a CFP® is 4,000 for apprenticeship and 6,000 for standard pathway (not the 2,0…

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Jim Lecinski | The Insomnia Cookies Case - The GOST Model Taught at Northwestern 38:26

5M ago38:26

38:26

A CMO Confidential Interview with Jim Lecinski, Clinical Professor of Marketing at the Kellogg School of Management, two time author, and former Google VP. Jim discusses the need to teach both durable and perishable knowledge, the importance of faculty composition, why students should "sample" B-Schools, and how the Northwestern "House Design" keep…

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403(b)/457(b) Basics: Asset Allocation 35:51

5M ago35:51

35:51

In episode two of our new pod series: 403(b) & 457(b) Basics Scott and Dan look at asset allocation. They describe what it is, why it's important and they go over several strategies for allocating a 403(b) and a 457(b). Importance of Asset Allocation by Barb O'Neill The Price of Peace: Why diversification is difficult, but necessary by Nick Maggiul…