Episodes

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Kelly Waltrich
Intention.ly

Full episode
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Michael Liersch
Wells Fargo

Full episode
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Reed Colley
Summit Wealth Systems

Full episode
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Nalika Nanayakkara
EY

Full episode
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Bill Capuzzi
Apex Fintech Solutions

Full episode
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Paul Samuelson
LifeYield

Full episode
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Jack Sharry
LifeYield

Full episode
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Harry Bartle
LifeYield

Full episode
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Chip Roame
Tiburon Strategic Advisors

Full episode
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Cindy Galiano
Morningstar Wealth

Full episode
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Amanda Robinson
Fidelity Investments

Full episode
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Chad Virgin
Allianz Life Ventures

Full episode
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Reed Colley
Summit Wealth Systems

Full episode
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Mark Paulson
Allianz Investment Management U.S. LLC.

Full episode
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Scott Stolz
iCapital

Full episode
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Laura Varas
Hearts & Wallets

Full episode
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Edmond Walters
VillanovaTech

Full episode
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Roger Paradiso
Franklin Templeton

Full episode
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Aaron Schumm
Vestwell

Full episode
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Jud Mackrill
Milemarker

Full episode
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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.