Have Something To Retire To

Retirement investments play a critical role in a well-rounded portfolio. On this episode, Hrishi Dixit, Chief Technology Officer, and Sylvain Grande, Chief Product Officer of Yieldstreet, host a conversation with Aaron Schumm, Founder & CEO of Vestwell, about the retirement savings landscape and how it has evolved over the last 10-15 years.  

Key Takeaways:

[2:07] The vision and evolution of Vestwell. 

[5:01] The critical role of retirement accounts in an investment portfolio.

[9:26] Resources that educate and empower retirement investors.

[14:30] Overcoming the logistical hurdles of moving retirement funds around. 

[19:27] New initiatives that will help simplify regulated processes. 

[24:07] What is the potential impact of fintech on where people invest? 

[26:46] Tools that support a multifaceted approach to retirement savings.

[29:41] Insights into less common retirement investment options. 

[31:56] What is the future of fintech and accessibility to retirement investing? 

[34:15] Yieldstreet’s goals center around increasing accessibility to investing.

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