Have Something To Retire To

The Yield

Retirement investments play a critical role in a well-rounded portfolio.

Today 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.

Mentioned in This Episode:

Yieldstreet

Vestwell