18 - How to Save More Money For Retirement with John Sweeney, EVP, Retirement & Investing Strategies Fidelity Investments


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On this episode, John Sweeney, Executive Vice President at Fidelity Investments will reveal the results of this year’s Retirement Savings Assessment study, including three action steps most people can take, regardless of age or income, to help improve retirement readiness. He will share insights as to how each generation stacks up, as well as the one most significant action each generation can take to become better prepared. John will also share practical tips to help you improve your retirement planning and show you how to quickly secure your own retirement score to see where you stand—and where to focus your efforts in the year ahead.

For more information visit: www.fidelity.com

About the Retirement Savings Assessment

Data for the Fidelity Investments Retirement Savings Assessment were collected through a national online survey of 4,650 working households earning at least $20,000 annually with respondents age 25 to 75 throughout August 2015. All respondents expect to retire at some point and have already started saving for retirement. Data collection was completed by GfK Public Affairs and Corporate Communication using GfK’s KnowledgePanel®, a nationally-representative online panel. The responses were benchmarked and weighted against the 2014 Current Population Survey by the Bureau of Labor Statistics. GfK Public Affairs and Corporate Communication is an independent research firm not affiliated with Fidelity Investments. Fidelity Investments was not identified as the survey sponsor.


About John Sweeney

John Sweeney is Executive Vice President, Retirement & Investing Strategies at Fidelity Investments, a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and other financial products and services to more than 20 million individuals, institutions and financial intermediaries. John received his Bachelor of Arts degree in history from the College of the Holy Cross and received an MBA from Cornell University where he was elected president of his class.

Find more episodes at www.businesslifeandcoffee.com


Show Overview: We all need a jumpstart to our exercise routine form time to time to keep the enthusiasm going - especially in the new year. With the first month of 2016 quickly coming to a close, how can you stay on track with your New Year's fitness goals? Joining me with a few tips is Will Dean, CEO and Founder of Tough Mudder. (@ToughMudder)

Show Sponsor: Jumpstart:HR, LLC | HR Outsourcing for Small Businesses and Start-Ups (www.jumpstart-hr.com)

Show Details:

Committing to exercise continues to be the top New Year’s resolution for Americans, but according to the Wall Street Journal, “people with the noble New Year’s resolution to work out or work out more should mark their calendars: That resolve starts to waver in the third week in January, data shows.” With the first month of 2016 quickly coming to a close, how can you stay on track with your goals?

The best way is by committing to a specific goal and timeline that will keep you motivated. Tough Mudder is a 10+ mile course full of world-class obstacles designed to encourage teamwork and camaraderie, while testing both physical and mental strength. Committing to a Tough Mudder is a surefire way to make sure your resolutions stay on track. On this episode of Business, Life, and CoffeeWill Dean the CEO & Founder of Tough Mudder share with you what a Tough Mudder is, what a typical event is like, why an event like Tough Mudder is so beneficial for keeping New Year’s exercise resolutions, and where events will be held in your area.

About Will Dean:

Will Dean is the Founder and CEO of Tough Mudder, a hardcore, 10+ mile obstacle course series with more than 60 annual events across 8 countries. The company has reached more than two million participants to date, who have raised more than $9 million for Wounded Warrior Project, Tough Mudder’s charity partner in the United States. At 28, Dean, then a second-year MBA candidate at Harvard Business School, came up with the idea for Tough Mudder while sitting in his dorm room and submitted a proposal to Harvard Business School's Business Plan Contest. In 2010—less than a year later—Tough Mudder’s first event was held at a ski resort in Pennsylvania. In fewer than six years, Tough Mudder has grown into the premier adventure challenge series in the world.

Tough Mudder has been awarded the #2 spot on Crain’s Fast 50 list, and Dean received the WWP Talkhouse Award for his service efforts, was included on Fortune’s 40 Under 40: Ones to Watch list, and won the National EY Entrepreneur Of The Year 2013 Emerging Award.

Why Are More Americans Drinking Tea These Days? | National Hot Tea Month 


This episode is brought to you by Jumpstart:HR, LLC - HR Outsourcing for Small Businesses and Start-Ups: 

Article of the Week: Health Benefits of Tea? Here’s What the Evidence Says (New York Times)

For More Information About Tetley and National Hot Tea MonthHTTP://WWW.TETLEYUSA.COM/

On this Episode:

In the U.S. it seems like we run on caffeine, and interestingly enough, American millennials are actually drinking as much tea as they are coffee according to a recent study. In fact, on any given day over one half of the American population drinks tea. Why is tea trending upwards in the U.S.?

If anyone knows, it’s Sebastian Michaelis, a Master Tea Blender with an extremely refined palate, and the man who makes his living by drinking tea. Sebastian alone has sampled more than 250,000 blends of tea throughout his career. Who knew there was so much involved in tasting and drinking tea? Within 15 seconds, he can determine the exact quality and characteristics of thousands of different tea varieties. Sebastians’s job is to taste the teas and blend them together to make them recognizably Tetley.


On this episode of Business, Life, and Coffee, Sebastian Michaelis, a Renowned Tea Sommelier will be discussing his unique career and the science behind his work. He will also be divulging what it takes to make a perfect cup of tea, including a live demonstration of his tea brewing technique. Sebastian is available to share his theories on why tea is catching up with coffee in the U.S., and to update you on the various new forms of tea such as herbal infusion teasTea is the second most consumed beverage in the world after water, and has a long history around the world. 

About Sebastian Michaelis:


Sebastian is a professional tea taster, buyer and blender at Tata Global Beverages, managing the global group’s African buying and sustainable sourcing program. He coordinates the company’s mission to source 100% Rainforest Alliance tea for the Tetley brand by 2016, working closely with charities and organizations to train and support several hundred producers on sustainable and ethical production. Sebastian is a Master Blender who can determine a tea from thousands of varieties in seconds. Sebastian is one of 10 tea blenders at Britain’s largest tea manufacturer.