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Buck Hartzell

๐Ÿ‘ค Speaker
219 total appearances

Appearances Over Time

Podcast Appearances

Motley Fool Money
Advocate for a Better 401(k) and Tax-Smart Charitable Giving

Let's top it.

Motley Fool Money
Advocate for a Better 401(k) and Tax-Smart Charitable Giving

And so I think you and me and some others, we came up with like eight different funds that we wanted to add to

Motley Fool Money
Advocate for a Better 401(k) and Tax-Smart Charitable Giving

To our lineup.

Motley Fool Money
Advocate for a Better 401(k) and Tax-Smart Charitable Giving

And we went to our plan sponsor.

Motley Fool Money
Advocate for a Better 401(k) and Tax-Smart Charitable Giving

We got on a call.

Motley Fool Money
Advocate for a Better 401(k) and Tax-Smart Charitable Giving

We're sitting in a conference room and we're like, Hey, here's eight funds that we'd like to add.

Motley Fool Money
Advocate for a Better 401(k) and Tax-Smart Charitable Giving

And they went, uh, no, no, no, no, no, no, no.

Motley Fool Money
Advocate for a Better 401(k) and Tax-Smart Charitable Giving

Can't add any of those, but thanks for the call guys.

Motley Fool Money
Advocate for a Better 401(k) and Tax-Smart Charitable Giving

And I'm like, you know, I'm not easily deterred as you know, by this bro.

Motley Fool Money
Advocate for a Better 401(k) and Tax-Smart Charitable Giving

So we came up with eight more and set up another call.

Motley Fool Money
Advocate for a Better 401(k) and Tax-Smart Charitable Giving

And we sat down in the same conference room talking to the exact same people.

Motley Fool Money
Advocate for a Better 401(k) and Tax-Smart Charitable Giving

What is that when you do the same thing over and over again and you expect a different outcome?

Motley Fool Money
Advocate for a Better 401(k) and Tax-Smart Charitable Giving

That's what we did.

Motley Fool Money
Advocate for a Better 401(k) and Tax-Smart Charitable Giving

The answer was no eight times in a row again.

Motley Fool Money
Advocate for a Better 401(k) and Tax-Smart Charitable Giving

And that's when we went, I think, to a broader group of people within The Motley Fool and said, I think we need to make some wholesale changes here because it's not going to improve with these people that we have.

Motley Fool Money
Advocate for a Better 401(k) and Tax-Smart Charitable Giving

So that's what we did, yep.

Motley Fool Money
Advocate for a Better 401(k) and Tax-Smart Charitable Giving

Right.

Motley Fool Money
Advocate for a Better 401(k) and Tax-Smart Charitable Giving

If you have, and I think, and I can say the number, I kind of remember it off the top of my head, which is a little bit odd.

Motley Fool Money
Advocate for a Better 401(k) and Tax-Smart Charitable Giving

I think we had less than 3 million in assets and planned total assets at that time.

Motley Fool Money
Advocate for a Better 401(k) and Tax-Smart Charitable Giving

That is a drop in the bucket for all the big players.