Buck Hartzell

speaker

219 appearances 1 recordings 1 series first heard Nov 2025 last heard 22 Nov

Buck Hartzell’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in Nov 2025 with 1.

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Motley Fool Hidden Gems Investing · Advocate for a Better 401(k) and Tax-Smart Charitable Giving · 22 Nov 2025 podcast

And it's not what we really do.

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

You're laughing now.

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

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.

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

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

So that opens up another...

Bag of beans, should I say.

I would say request a meeting.

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

And just ask some basic questions.

One is, what are the goals of our plan?

Like, what are we trying to do here?

Is this about retention?

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

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

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

Who is actually choosing the investments?

Is it us or is it another company?

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