May 13, 2021
In the next few years, we will see an exponential increase in
the number of Baby Boomers retiring from the workforce. One
question on the mind of millions is whether or not they will have
enough money to retire, and retire in the way they've always
imagined. And how do you know what the magic amount is?
May 6, 2021
In this episode, Tim Bonacci, CEO of Luma Financial Technologies joins us to discuss the use of technology in the acceleration of the advisory journey.
Listen to learn how Tim and his team are working to improve and change the industry.
Connect with Tim