Episodes

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Harry Bartle
LifeYield

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Chip Roame
Tiburon Strategic Advisors

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Cindy Galiano
Morningstar Wealth

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Amanda Robinson
Fidelity Investments

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Chad Virgin
Allianz Life Ventures

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Reed Colley
Summit Wealth Systems

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Mark Paulson
Allianz Investment Management U.S. LLC.

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Scott Stolz
iCapital

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Laura Varas
Hearts & Wallets

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Edmond Walters
VillanovaTech

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Roger Paradiso
Franklin Templeton

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Aaron Schumm
Vestwell

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Jud Mackrill
Milemarker

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Ken Dychtwald
Age Wave

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Thomas Buckingham
Nassau Financial Group

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John Wernz
Great Hill Partners

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Craig Iskowitz
Ezra Group

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Neal Ringquist
Retirement Clearinghouse

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Rich Romano
FIDx

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Denise Wypiszenski
4U

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WealthTech on Deck

About this Podcast

WealthTech on Deck is a LifeYield podcast about the future of wealth management and the major role technology plays in it.

About LifeYield

LifeYield technology improves after-tax returns by minimizing investment taxes and maximizing retirement income. Major financial institutions leverage LifeYield to improve financial outcomes and increase advisor productivity through multi-account portfolio management. Learn more at lifeyield.com.