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 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.