In the Suite
In the Suite is a podcast that shares amazing stories of women in business in the financial services and wealth management industry. The podcast features interviews with inspiring, top women leaders in business and some of the biggest names in the wealth management industry. In the Suite is where you’ll discover their best secrets and top strategies to grow a great business, build a strong brand, and lead teams in the 21st century. In the Suite podcast is hosted by Tina Powell, TEDx Speaker, former NYU Professor, Marketing Consultant and Partner, Chief of Community at Intention.ly
In the Suite
31. Building a FinTech Solution to Help Solve the Other Parts of Retirement Planning with Sheryl O’Connor, CEO & Co-Founder of IncomeConductor®
Today’s episode of In The Suite with Sheryl O'Connor is all about retirement and finance. Sheryl comes with 25 years of experience in the financial services industry. She’s a CEO and Founder of a SaaS product called IncomeConductor®.
She has earned a notable list of accolades such as being listed as a 2020 inspiring fintech female in the founder division for NYC FinTech Women. She’s a Board Member for the Connecticut Technology Council (CTC), a senior member of Women in Finance Association/WIFA, and more.
Above all, Sheryl has an intense caring and kindness that you can pick up on right away. She cares for people, the world, not just family or clients. You can tell because she personally invites listeners to contact her with open arms with questions. You won’t want to skip this exciting and necessary discussion.
In this podcast episode, Sheryl shares utterly insightful information on all things retirement, from why you should interview your financial advisor to the reality of aging, retirement, medical costs in the 21st century.
She is an inspiration and we’ll leave you with this nugget from the podcast “Just open your mind up and be a lifelong learner, shut the TV off, get outside,” Sheryl says.
Join the conversation to hear about:
- How Sheryl got her start in retirement planning and financial services (06:40)
- Sheryl’s parents and the reality of aging, retirement, medical costs (11:10)
- The 401k generation and rising cost of health care (17:35)
- Commission vs. fee-based financial advisors (20:45)
- What is a dual registered advisor? (24:50)
- RICP and CFP (28:00)
- How to use IncomeConductor®: no two retirements at the same (28:50)
- Why you should interview your financial advisor (32:15)
- All about the 4% rule (34:40)
- Has retirement planning philosophy changed? (40:30)
- What it’s like for Sheryl to work with her son (43:40)
- Why communication is such an important skill to have (47:25)
- Instilling lifelong learning in your children and own life (51:40)
- Sheryl’s superpower and guiding principle (55:30)
Referenced Materials
- Sheryl O’Connor - LinkedIn
- IncomeConductor® - Website
- IncomeConductor® - Contact Page
- IncomeConductor® - Twitter
- 2020 Inspiring Fintech Females
- Insights on Using the 4% Withdrawal Rule From Its Creator- Bill Bengen
- The 3-Day Effect Book by Florence Williams - Amazon
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📧 Want to get in touch? Email me at tina@growintentionally.com
