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FinCon15 Podcast: What is Your Ideal Retirement?

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After five years of experience leading a TPA call center in North Carolina, Andrew decided to move west to explore parts unknown and follow his passion of helping others. Walking through the doors of Ubiquity Retirement + Savings, formerly The Online 401(k) for the first time, he knew he’d found something special. Continuing to delight clients and partners alike and 10 years later, Andrew has been able to develop new teams, co-found a non-profit of strategic alliances, co-produce a hard-hitting documentary about the looming retirement crisis, and still had time to spread the savings gospel far and wide. Using social media and actual media alike (Wall Street Journal, Fox Business, PlanSponsor, and more), you’ll find no one who likes talking retirement more than this guy!

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October 13, 2015 at 2:38 pm
Personal Finance

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FinCon15 was epic – we met amazing people, learned new things and had the chance to educate financial industry influencers about the looming retirement crisis.

While down in Charlotte, we asked some conference attendees about their ideal retirement. It’s surprising that there was no one cookie-cutter retirement dream; in fact, several of our interviewees started by saying that their retirement dreams went against the grain!

It goes to show that retirement looks different to everybody, but the one thing that we all share is the need to make planning for the future a priority.

You can listen to the podcast below. What does your ideal retirement look like? Tweet your answer to @coolest401kguy or @ubiquitysavings!