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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

And it's not what we really do.

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

Now, I have a very strong feeling on this decision.

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

You're laughing now.

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

It's like, this is an audio, you can see, but it's not that hard, right?

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

Like, we've made the decision, hey, we formed a committee, and we're not all rocket scientists here, but we can pick out, like, it's not that hard to pick out good investments.

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

I think every company should have a committee and be doing it, but it turns out many companies outsource that responsibility.

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

Then you need to actually talk to the company who's picking them and all those kind of things.

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

So that opens up another...

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

Bag of beans, should I say.

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

I would say request a meeting.

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

You're probably gonna start with HR, but you're probably gonna move down from there.

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

And just ask some basic questions.

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

One is, what are the goals of our plan?

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

Like, what are we trying to do here?

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

Is this about retention?

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

Is it about acquiring people in the workplace, which we know is a competitive area?

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

Is the goal just to, hey, make sure that people can retire comfortably whenever that time comes?

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

And so asking those goals, ask, is there an investment policy statement?

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

Who is actually choosing the investments?

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

Is it us or is it another company?