In this episode, Joan Milway from Common Wealth Retirement joins Carolyne and Rahim and shares insights into digital self-serve retirement planning, the importance of combining technology with human advice, and the principles guiding their innovative approach to financial wellness.
What You Will Learn:
- Self-serve retirement planning.
- Integration of human advice and digital tools.
- Principles of user-centered design.
- Impact of early planning on retirement security.
Helpful Reference Links:
- The Role and Value of Digital Advice in Australia
- Common Wealth Blog Post
- Fidelity Retirement Survey
- KPMG: Financial Plans Linked to Retirement Confidence
- 65% of Younger Canadian Employees Willing to Switch Jobs for a DB Pension Plan: HOOPP
- Common Wealth Retirement
On this Episode:
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