# Aaron Schumm
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Top podcast episodes featuring aaron schumm.
Navigating the Future of Wealth Tech: Insights from 150+ Industry Leaders with Jack Sharry
Over the past three years, Jack Sharry has hosted the WealthTech on Deck podcast, featuring interviews with some of the best and brightest financial services leaders. Through these conversations, Jack has learned valuable lessons that will shape the future of the retirement industry.
In this episod…
Combatting the Retirement Crisis, with Aaron Schumm
1. Introduction
Host Julie Verhage Greenberg introduces the Commerce Conversations podcast and the episode’s focus: a conversation between Dan Rosen and Aaron Schum, CEO of Vestwell, discussing Aaron's journey, entrepreneurship, and the U.S. retirement crisis.
2. Aaron’s Background and Early Inf…
Invesco's Hooper: Recession odds grow daily, but 'uncertainty' is the buzzword
Kristina Hooper, chief global market strategist at Invesco, says she is still holding to the optimistic scenarios she had entering 2025, but she acknowledges that the potential for a recession grows by the day, given tariffs, a potential resurgence in inflation, fiscal pressures resulting in cuts t…
Creating Purpose-Driven Leaders with Brooke Elliott
This week, Jack Sharry talks with Brooke Elliott, Dean of Gies College of Business at the University of Illinois Urbana-Champaign. Brooke leads the college in developing a compelling, strategic vision while continuing to build upon its distinctive brand and identity.
They discuss how the college e…
From 70 Hours to Minutes: Vestwell CEO Aaron Schumm on Simplifying and Automating Savings
Aaron Schumm, CEO and Founder of Vestwell, knows firsthand how broken America's savings system is. When he tried to set up a 401k for his previous 30-person company back in 2010, the process was so difficult, expensive, and confusing that he decided to build a better solution. Today, Vestwell serve…
Retireholics - Guest: Jason Wenk
Jason Wenk joined as the featured guest on Retireholics.
Topics include: Aaron Schumm and Vestwell raise 365 million, SEC backs new $300 gift limit for Advisors, Fred Barstein thinks 401k plans are an illusion, Altruist's Ai platform Hazel is making big waves in wealth management.
For th…
How Vestwell Is Closing America's $50 Trillion Savings Gap with Aaron Schumm
Vestwell CEO Aaron Schumm joins The Advisor Upside Show to discuss the $50 trillion retirement savings gap, AI's impact on retirement planning, 401(k) innovation, private markets, workplace savings, fintech partnerships, entrepreneurship, and the future of financial advice.
This episode is brought …
Savings Solutions and Scaling Strategies With Vestwell’s Aaron Schumm
“You're taking a 50-plus-year-old industry and flipping it on its head and saying, ‘We're going to redo this from the ground up.’”
Aaron Schumm, founder, CEO and chairman of Vestwell, is shaking things up when it comes to modernizing workplace savings solutions.
As inflation concerns rise and…
Invested at Work: Off the Cuff With Aaron Schumm
What is the one critical thing your employees care about deeply that you might be completely overlooking?
This is Invested at Work: Off the Cuff. Unscripted and top-of-mind, where industry leaders share candid perspectives on the realities of scaling businesses, managing total compensation strategi…
VCs chased crypto and passed on his “boring” startup—then he raised $385M at a $2B valuation. | Aaron Schumm, Founder & CEO of Vestwell
Aaron started Vestwell in 2016. Two years in, he had $500K in ARR and an investor asking if it would ever make money. During the 2021 bull market, VCs told him 401ks were too boring—they were busy chasing crypto. Then Morgan Stanley signed. Today Vestwell has 2.5 million people saving on the platfo…
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