Podcasts

Getting good advice (finally) for your 401k — with Chris Costello

close

Email a Friend

Getting good advice (finally) for your 401k — with Chris Costello

Why is it so hard to know what to do with your 401k? Why is it hard to understand what you’re invested in and get advice on how to improve it?

Chris Costello, co founder of Blooom, joins Zack Miller on the Tradestreaming Podcast to discuss retirement planning and investing and how his firm is addressing the problem with an easy-to-use, affordable investing tool.

Listen to the FULL episode

About Chris

Chris Costello of BlooomA co-founder at Blooom, Chris has been working with clients and building portfolio allocations for almost two decades. He also co-founded and runs another investment advisory firm managing over $500 million for clients.

Resources mentioned in this podcast

Even more resources

 

0 comments on “Getting good advice (finally) for your 401k — with Chris Costello”

Data, Member Exclusive, Podcasts

How Kudos built a consumer data moat on top of credit card rewards

  • Kudos started as a tool to help consumers pick the right credit card at checkout but underneath the rewards optimization is something more valuable: a data layer spanning purchase history, credit profiles, and active shopping behavior across 500,000 users.
  • Co-founder and CEO Tikue Anazodo explains how that asset is now powering AI agents that negotiate your bills, match you to better financial products, and execute on your behalf.
Zack Miller | May 13, 2026
Partner Content, Payments, Podcasts

Stablecoin infrastructure is rewiring cross-border payments 

  • Stablecoin rails are maturing into production-ready infrastructure, giving fintechs and enterprises a faster, cheaper path for cross-border payments.
  • Regulatory clarity and bundled compliance APIs have lowered the barrier enough that the question is no longer whether to adopt, but where to start.
Rabab Ahsan | May 04, 2026
Member Exclusive, Podcasts

How Block built a $200 billion credit operation by seeing customers traditional lenders can’t

  • Roughly 100 million Americans are invisible to traditional credit systems, either unscored, thin-filed, or misrepresented by data that doesn't reflect their actual financial lives.
  • Juan Hernandez of Block explains how the company used first-party data and alternative underwriting models to extend over $200 billion in credit across Cash App, Square Loans, and Afterpay — while keeping pricing low and access wide.
Zack Miller | April 22, 2026
Partner, Podcasts

How Huntington modernized without touching the core ft. Qolo

  • Commercial banks are modernizing by augmenting their core systems, layering virtual account infrastructure and unified platforms on top to handle rising complexity.
  • In this episode, Deepak Kapoor of Huntington National Bank and Rouzbeh Rotabi of Qolo discuss how connected deposits and virtual account structures enable banks to innovate faster, simplify reconciliation, and deliver more flexible, API-driven financial services without overhauling their core systems.
Zack Miller | April 09, 2026
Member Exclusive, Payments, Podcasts

Squarespace’s Corey Zettler on building a financial services suite for small businesses

  • Squarespace has expanded beyond website building to offer a growing suite of financial tools for small businesses, including payments, capital, and a new integrated balance account with a Visa debit card.
  • On the Tearsheet Podcast, director of product Corey Zettler explains the company's build-vs-partner approach, what it's learned from three product launches, and how it plans to deepen its financial services offering for service.
Zack Miller | April 08, 2026
More Articles