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#39 - Romi Savova, CEO at PensionBee

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Manage episode 478658654 series 3565590
Content provided by Slice of Media, Inc. and Slice of Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Slice of Media, Inc. and Slice of Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Join us on this week's episode of the Slice of Finance podcast, hosted by Jared S. Taylor!

Our Guest: Romi Savova, CEO at PensionBee.

What you’ll get out of this episode:

  • Origin of PensionBee: Romi Savova founded PensionBee after struggling to move her own retirement account—revealing deep flaws in the legacy system.
  • Retirement Challenges in the U.S.: A lack of automatic enrollment and financial literacy leads Americans to miss out on crucial retirement savings.
  • “Your Home Is Not Your Pension”: Savova explains why relying solely on property for retirement income is risky and unsustainable.
  • Financial Education as Empowerment: PensionBee's "Retirement 101" aims to educate and inspire individuals to take control of their financial future.
  • U.S. Expansion & Market Gaps: With 30% of 401(k)s dormant, PensionBee is tackling an overlooked need: consolidating old accounts into accessible online IRAs.

To learn more about PensionBee:
Website: https://www.pensionbee.com/uk
LinkedIn: https://www.linkedin.com/company/pensionbee/

Guest's Socials:
LinkedIn: https://www.linkedin.com/in/romi-savova-49477a25/

Show and Host's Socials:
Slice of Finance
LinkedIn: https://www.linkedin.com/company/slice-of-finance/

Jared S Taylor
LinkedIn: https://www.linkedin.com/in/jaredstaylor/

Slice of Finance is produced by Slice of Media, Inc.

  continue reading

39 episodes

Artwork
iconShare
 
Manage episode 478658654 series 3565590
Content provided by Slice of Media, Inc. and Slice of Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Slice of Media, Inc. and Slice of Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Join us on this week's episode of the Slice of Finance podcast, hosted by Jared S. Taylor!

Our Guest: Romi Savova, CEO at PensionBee.

What you’ll get out of this episode:

  • Origin of PensionBee: Romi Savova founded PensionBee after struggling to move her own retirement account—revealing deep flaws in the legacy system.
  • Retirement Challenges in the U.S.: A lack of automatic enrollment and financial literacy leads Americans to miss out on crucial retirement savings.
  • “Your Home Is Not Your Pension”: Savova explains why relying solely on property for retirement income is risky and unsustainable.
  • Financial Education as Empowerment: PensionBee's "Retirement 101" aims to educate and inspire individuals to take control of their financial future.
  • U.S. Expansion & Market Gaps: With 30% of 401(k)s dormant, PensionBee is tackling an overlooked need: consolidating old accounts into accessible online IRAs.

To learn more about PensionBee:
Website: https://www.pensionbee.com/uk
LinkedIn: https://www.linkedin.com/company/pensionbee/

Guest's Socials:
LinkedIn: https://www.linkedin.com/in/romi-savova-49477a25/

Show and Host's Socials:
Slice of Finance
LinkedIn: https://www.linkedin.com/company/slice-of-finance/

Jared S Taylor
LinkedIn: https://www.linkedin.com/in/jaredstaylor/

Slice of Finance is produced by Slice of Media, Inc.

  continue reading

39 episodes

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