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”

4dFI global fintech podcast, Podcasts

Serving the global majority: How Tala is reshaping financial inclusion in Latin America and beyond with David Lask

  • In cash-dominant Latin American markets, Tala is pioneering fintech solutions for previously overlooked consumers.
  • David Lask shares how their recent funding will advance financial inclusion and discusses the region's evolving fintech landscape.
Zack Miller | April 23, 2025
Podcasts

“Taking the hardest path in payments”: How Adyen’s new AI platform boosts conversion while reducing fraud

  • Tearsheet Editor Zack Miller speaks with Davi Strazza, President of North America at Adyen, about leveraging AI to solve payment industry challenges
  • Strazza explains how Adyen's uplift platform increases authorization rates by 6% while cutting payment costs through AI-powered transaction optimization.
Zack Miller | April 16, 2025
Podcasts

Zip CEO Joe Heck: Expanding financial inclusion through Buy Now, Pay Later innovation

  • The Buy Now, Pay Later industry stands at just 2% of US payments, poised for significant growth compared to mature markets abroad.
  • Zip CEO Joe Heck reveals how focusing on underserved consumers outside traditional FICO systems is transforming financial access nationwide.
Zack Miller | April 11, 2025
Partner, Podcasts

How Citi is enabling banks to drive growth and remain competitive in a 24/7 world

  • Aashish Mishra, Citi's Global Head for Banks sales, discusses how traditional banks can compete with fintechs in a 24/7 banking world through improved cross-border payment experiences and real-time banking solutions.
  • Digital assets and blockchain technology are transforming cross-border payments, with Citi's Token Services enabling real-time liquidity movement between global branches without requiring clients to invest in complex technology implementations.
Zack Miller | April 09, 2025
Podcasts

From startup to acquisition: Zuben Mathews on Brigit’s social impact journey

  • Upbound Group's acquisition of financial health company Brigit signals a major shift in how the industry values companies serving everyday Americans.
  • We speak with Brigit co-founder Zuben Mathews about achieving a meaningful exit while maintaining social impact.
Zack Miller | April 02, 2025
More Articles