Building the Bridge to a Better Retirement with David Goldman

This week, Jack Sharry talks with David Goldman, Chief Business Officer at Pontera. At Pontera, David leads strategy, partnerships, and the company’s mission to help Americans retire with greater security by giving financial advisors secure access to their clients’ held-away retirement accounts.

Jack and Dave discuss how Pontera is transforming the retirement landscape by empowering investors and their advisors to securely manage 401(k) assets. Dave discusses the firm’s public clash with Fidelity, the broader consumer-choice issues at stake, and why secure advisor access is essential for better outcomes. He also highlights Pontera’s new partnerships with major recordkeepers like John Hancock, the growing need for coordinated and tax-optimized household management, and how AI will enhance—not replace—human advice.