THE RETIREMENT PROMISE
The private retirement system in the US serves tens of millions of people, but our industry has yet to truly live up to its potential.
These are conversations about the quality of vision, investment, and commitment we need if we’re going to help even more people achieve a successful retirement outcome.
Hosted by iJoin CEO Steve McCoy
Episode 8: Matt Gray
Assistant Vice President, Worksite & Middle Markets, Allianz Life
Join Steve and Matt as they talk about the opportunity and challenges posed by annuities and other solutions in 401k’s.
Episode 7: Cindy Dash
General Manager & Senior Vice President, Broadridge
Join Steve and Cindy as they talk about tech trends and how advisors be more successful by helping deliver on better outcomes.
Episode 6: Philip Chao
Managing Member and CIO, Nexus338
Join Steve and Philip as they talk about his focus on personalized TDF’s and how his collaboration with PIMCO supports our shared vision of helping produce better retirement outcomes for millions of savers.
Episode 5: Dick Darian
Founding Partner, Wise Rhino Group
Join Steve and Dick as they talk about the reality of industry consolidation and the technology challenges facing companies working at the intersection of individual wealth and plan advice.
Episode 4: Marko Ungashick
Chief Executive Officer, GoalPath Solutions
Join Steve and Marko as they talk about some of the opportunities and challenges of making financial wellness and coaching an effective part of how we can create better outcomes for more investors.
Episode 3 Part 2: Todd Kading
Chief Executive Officer, LeafHouse Financial
Steve and Todd continue their talk about the opportunities and challenges of delivering managed account programs.
Episode 3 Part 1: Todd Kading
Chief Executive Officer, LeafHouse Financial
Steve and Todd talk about the opportunities and challenges of delivering managed account programs.
Episode 2: Michelle Richter
Principal, Fiduciary Insurance Services
Steve and Michelle talk about the opportunities and challenges of delivering guaranteed income products.
Episode 1: Micah DiSalvo
Chief Revenue Officer, EDGECo Holdings / American Trust
Steve and Micah talk about the opportunities and challenges of delivering BPO recordkeeping services.