#ItzOnWealthTech Ep. 61: Reimagining Retirement Planning with Abraham Okusanya

“I came to a simple realization that the way we do retirement planning sucks! The user interface, the application of evidence and data to the decumulation process was, to put it mildly, practically nonexistent.” –Abraham Okusanya, Founder and CEO, Timeline App Abraham is the founder and CEO of Timeline App, the next-gen retirement income software […]

#ItzOnWealthTech Ep. 42: Highlight Reel #3 from the T3 Advisor Conference

“I think in year one and year two really what we were trying to do that was different was bring advisors together, not with the salespeople who sell technology, but with the people who actually develop technology. The whole premise of T3 was bring your developers to the booth. Don’t bring your salespeople.” — Joel […]