Saturday, June 20, 2020

How Technology Has Impacted Retirement Planning


Johnny Poulsen is an executive in the Denver, Colorado finance community who currently serves as CEO and co-founder of Income Lab, a fintech company that leverages technology to enhance financial planning. Highly skilled in brand development, marketing, and high-net worth consulting, Johnny Poulsen specializes in harnessing technology to help retirement planners improve their offerings.

Technology has played a major role in transforming retirement planning. Many people find planning for their future to be a confusing, daunting and complex task. As a result, industry players have introduced new approaches that aim to make retirement planning a simpler, more effective, goal-oriented journey. Incorporating technology into this process has enabled finance professionals to deliver easy-to-understand, sustainable services and well-developed investment plans for their clients. Today, pension companies across the globe are leveraging technologies such as artificial intelligence, data analytics and robo-advisors to more efficiently manage customer portfolios and change how clients perceive retirement planning.