Episode 47: Post-Election Retirement Landscape: What Can We Expect from a New Congress and Administration?

The State of Retirement: Shaping the Future

The State of Retirement: Shaping the Future

34:07

In this insightful episode of The Innovators & Investors Podcast, host Kristian Marquez sits down with Jay Crone, Managing Director and Venture Capitalist at Deloitte Ventures, to explore the firm’s strategic approach to corporate venture capital. Jay shares Deloitte Ventures’ investment thesis, focusing on supporting innovative Canadian startups at Series A and B stages across key sectors like cybersecurity, climate tech, fintech, future of work, health tech, and AI. Listeners will gain an inside look at how Deloitte leverages its vast network of 1,500 partners and 15,000 employees to source deals and add value beyond capital by helping startups navigate Deloitte’s complex ecosystem and access enterprise clients. Jay also discusses his diverse career journey—from government and investment banking to entrepreneurship and corporate VC—and how those experiences shape his investment philosophy. The episode delves into Deloitte’s due diligence process, the importance of founder relationships, and the firm’s strategic role as a co-investor. Jay highlights emerging trends, particularly the promise of vertical AI tailored to industry-specific needs, and shares his bullish outlook on fintech innovations like stablecoins and cross-border payments. He offers candid advice for entrepreneurs on risk-taking and aligning business vision with funding goals. This episode is a must-listen for founders, investors, and anyone interested in the evolving landscape of corporate venture capital and innovation in Canada. Learn more about Jay's work at https://www.deloitte.com/ca/en/services/program/ventures.html Connect with Jay on LinkedIn at https://www.linkedin.com/in/jaycrone/ Think you'd be a great guest on the show? Apply at https://finstratmgmt.com/innovators-investors-podcast/ Want to learn more about Kristian Marquez's work? Check out his website at https://finstratmgmt.com…

about a year ago 37:26

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Kendra Isaacson, Principal, Mindset and Michael Kreps, Principal, Groom Law Groom offer their predictions about the focus and priorities of a new Congress and a new Administration shaping retirement policy in 2025. Both Mindset and the Groom Law Group are general supporters of the Center for Retirement Initiatives. The views and opinions expressed in this podcast are the views of the guests and do not reflect any policy or position of the Center for Retirement Initiatives.

49 episodes

#Retirement Savings

Episode 47: Post-Election Retirement Landscape: What Can We Expect from a New Congress and Administration?

published about a year ago

MP3•Episode home

49 episodes

#Retirement Savings

All episodes

The State of Retirement: Shaping the Future

1
Episode 50: Are Choice Simplicity and Flexibility Key to the Design of Lifetime Income Solutions? 37:16

10 weeks ago37:16

37:16

Rebecca Tadikonda, Executive Vice President, Strategy and Innovation, Athene, discusses the challenges individuals face saving for retirement, the importance of lifetime income, what savers say they want and need when managing their income once they retire, and how the industry is innovating with products designed to respond to these wants and needs. Athene is a general supporter of the Center for Retirement Initiatives. The views and opinions expressed in this podcast are the views of the guest and do not reflect any policy or position of the Center for Retirement Initiatives.…

The State of Retirement: Shaping the Future

1
Episode 48: Who Lacks Access to Retirement Savings? (Webinar Replay) 1:01:28

15 weeks ago1:01:28

1:01:28

As state-facilitated retirement savings programs are poised to mark $2 billion in assets and 1 million funded saver accounts, new CRI research reveals significant gaps that remain in retirement plan access and the potential of state programs to reach and benefit millions of Americans.( Press Release, Report, and State-by-State Interactive Map ). The report also examines the combined effect of direct program participation and induced new private retirement plan formation in three of the early program adopter states . Listen to the audio of the March 27, 2025 webinar to learn more about this updated analysis.…

The State of Retirement: Shaping the Future

1
Episode 47: Post-Election Retirement Landscape: What Can We Expect from a New Congress and Administration? 37:26

20 weeks ago37:26

37:26

The State of Retirement: Shaping the Future

1
Episode 46: How Do We Save Smart Now for the Future We Want? 40:56

36 weeks ago40:56

40:56

Anne Lester is a well-known retirement expert and perhaps few are as well qualified as Anne to help us better understand how to save smart and retire happy—on own time and target. She shares some of the key lessons from her new book - Living Your Best Financial Life – Save Smart Now for the Future You Want .…

The State of Retirement: Shaping the Future

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Episode 45: What is the New Retirement in an Age of Longevity? 44:15

51 weeks ago44:15

44:15

Ken Dychtwald, PhD, is the founder and CEO of AgeWave, an acclaimed think tank and consultancy focused on the social and business implications and opportunities of global aging and rising longevity. His client list has included over half the Fortune 500 companies. During his career, Ken has addressed more than two million people worldwide in his speeches to corporate, association, social service, and government groups. His strikingly accurate predictions and innovative ideas are regularly featured in leading print and electronic media worldwide. He shares some of the insightful and provocative ideas about the future of aging and what it means for how we live, save, and invest both in the US and globally. He also has agreed to allow us to post a few slides here to accompany this podcast to provide some helpful context for our discussion.…

The State of Retirement: Shaping the Future

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Episode 44: What Are DC Plan Participants Telling Us They Need and How Are Plan Sponsors Responding? 39:18

1 year ago39:18

39:18

Jeri Savage, lead retirement strategist for MFS Investment Management, shares the findings of their recent 2023 Global Retirement Survey and 2023 DC Plan Sponsor Survey. These surveys provide some valuable insights into the confidence and knowledge of retirement plan participants, what they need and want from their plans, and how plan sponsors are responding. As Jeri notes, "there are a lot of positive takeaways: plan participation is up, deferral rates are up....and plan sponsors [are] thinking more holistically." MFS is a general supporter of the Center for Retirement Initiatives. The views and opinions expressed in this podcast are the views of the guests and do not reflect any policy or position of the Center for Retirement Initiatives.…

The State of Retirement: Shaping the Future

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Episode 43: What Is the State of the Nation’s Fiscal and Economic Condition and the Consequence of Inaction? 37:12

1 year ago37:12

37:12

David Walker, former Comptroller General of the United States, assesses the state of the nation's current fiscal and economic condition and discusses the consequences of the failure to act to address some of the biggest challenges we face today.

The State of Retirement: Shaping the Future

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Episode 42: How Do Financial Literacy, Longevity Literacy, and Healthy Aging Affect Retirement Readiness? 35:47

2 years ago35:47

35:47

Surya Kolluri, Head of the TIAA Institute, shares some of the Institute's most recent research to help us understand how financial literacy, longevity literacy, and healthy aging affect retirement readiness.

The State of Retirement: Shaping the Future

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Episode 41: What Are Surveys Telling Us About Savings Inequality, Retirement Confidence, Lifetime Income, and Interest in Retirement Planning Advice? 53:03

2 years ago53:03

53:03

Three prominent and influential thought leaders – Anne Ackerley of BlackRock, Catherine Collinson of the Transamerica Institute, and Barbara Marder of the Employee Benefits Research Institute (EBRI) - help us better understand how American workers are doing when it comes to their overall financial well-being, retirement confidence and readiness, interest in lifetime income, the desire for help with retirement planning and advice, and how all of this is shaping the future of retirement.…

The State of Retirement: Shaping the Future

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Episode 40: How Did Colorado and Maine Consider and Create the First-in-the-Nation State Program Partnership? 34:35

2 years ago34:35

34:35

Colorado Treasurer Dave Young, Maine Treasurer Henry Beck, and Vestwell’s Courtney Eccles discuss how these two states worked together to forge the first-in -the nation interstate partnership between state-facilitated retirement savings programs and what it could mean for other state programs in the future.…

The State of Retirement: Shaping the Future

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Episode 39: Has the Lack of Asset Diversification in DC Retirement Plans Been a Missed Opportunity? 26:35

2 years ago26:35

26:35

Chris Flynn, Head of Product Development and Research, CEM Benchmarking, discusses the study methods and findings of a recent research project collaboration with the Georgetown CRI. The study reveals that the lack of asset diversification in DC plans has been a $5 billion annual missed opportunity. Who has missed out? Retirees and the potential improved returns of as much as $2,400 per year in additional income.…

The State of Retirement: Shaping the Future

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Episode 38: "From Paychecks for Work to Paychecks for Retirement:" Changing How We Think and Talk About About Retirement Income 40:10

2 years ago40:10

40:10

Jason Fichtner, Vice President for Economic Policy, Bipartisan Policy Institute, and Senior Fellow, Alliance for Lifetime Income, shares some key takeaways from the Alliance's recent Protected Income Summit. How do we reimagine retirement planning, change the culture and conversation about retirement advice, and effectively communicate the importance of protected income?…

The State of Retirement: Shaping the Future

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Episode 37: How Delaware "EARNS" Bipartisan and Popular Support for its Auto-IRA Program 31:08

2 years ago31:08

31:08

Delaware State Treasurer Colleen Davis shares the experience of building significant bipartisan and popular support for the Delaware EARNS program, one of the most recent state auto-IRA programs enacted in 2022.

The State of Retirement: Shaping the Future

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Episode 36: Closing the Access Gap: What Can We Expect from SECURE 2.0 and State-Facilitated Retirement Savings Programs? 1:02:53

2 years ago1:02:53

1:02:53

On this audio replay of CRI’s February 9, 2023 webinar, Angela Antonelli moderates a series of panel presentations by: Will Hansen, Chief Government Affairs Officer, American Retirement Association Jessica Muirhead, Executive Director, MyCTSavings Chad Mullen, Director, Financial Security, AARP Chad Parks, CEO, Ubiquity Retirement + Savings William (“Hunter”) Railey, Executive Director, Colorado SecureSavings Program Glenn Simmons, Executive Director, Maryland$aves sharing their observations about how the latest federal reforms in the SECURE 2.0 Act could reshape the retirement plan market and expand coverage and participation. In addition, three of the newest state-facilitated retirement savings programs now open to all eligible workers - MyCTSavings, Maryland$aves, and the Colorado SecureSavings Program -provide updates on their progress to date.…

The State of Retirement: Shaping the Future

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Episode 35: What Can the Design, Evolution, and Launch of MyCTSavings Teach Us About the Implementation of State Retirement Savings Programs? 37:28

3 years ago37:28