Creative Planning’s Peter Mallouk, one of the largest RIAs in the country, caused a minor controversy last week with his criticism of target-date funds, calling them a “terrible choice for most people.”
An intense yet respectful debate then erupted on Twitter, which is almost unheard of for the platform, with Morningstar’s Christine Benz, among others, weighing in. Benz joined us to discuss the spat and much more, including possible changes to back-door Roths, HSAa, and what’s new in retirement income research.
With more than 20 years serving financial markets, John Sullivan is the former editor-in-chief of 401(k) Specialist and Investment Advisor magazine and retirement editor of ThinkAdvisor.com. Sullivan is also the former editor of Boomer Market Advisor and Bank Advisor magazines, and has a background in the insurance and investment industries in addition to his journalism roots. Experienced financial services content executive specializing in creative new media delivery. He joined the American Retirement Association in 2023 as Chief Content Officer, overseeing communications for the organization, as well as its sister organizations.
Excellent podcast. I wish it had been in segments (chapters) I could share with particular people.