CEO and Co-Founder Chris Costello appears on Rob Berger’s Dough Roller Blog “The Money Podcast” to discuss how blooom helps people manage their workplace retirement accounts. Whether it’s a 401k, 403b or T.S.P., we automate the process of selecting and rebalancing your investments.
In the interview, Chris gives an update on recent pricing changes and service offering enhancements at blooom. First, Chris discusses the reasons for the shift toward the low, flat rate of $10 a month.
In addition to the retirement account automation, we also now offer financial planning advice to our clients. They can chat with a representative with financial questions or important decisions. Chris and Rob discuss the feature and how the reasons for blooom’s founding helped shape the advice service offering. Regardless of whether it’s tough choices when saving for a college or deciding on a home purchase or refinance, we can help.
Want to hear the podcast in its entirety …
Their Chat – Episode 269 of The Dough Roller Blog “The Money Podcast”
[soundcloud url=”https://api.soundcloud.com/tracks/320334110″ params=”auto_play=false&hide_related=false&show_comments=true&show_user=true&show_reposts=false&visual=true” width=”100%” height=”450″ iframe=”true” /]
Chris was previously on the show in 2015 to discuss the origins of blooom and the overall approach to our services.
[soundcloud url=”https://api.soundcloud.com/tracks/185665228″ params=”color=ff5500″ width=”100%” height=”166″ iframe=”true” /]
About The Dough Roller Blog and Money Podcast
The Dough Roller is a blog about money. How to make it, give it, save it, and spend it in a way that moves people closer to financial freedom.
They discuss everything from asset allocation to zero coupon bonds, from savings yields to real estate investing, and from raising financially fit kids to raising financially fit parents (yes, even our parents need raising now and again–at least mine do).
Rob Berger founded the Dough Roller Blog in May 2007. The mission of the Dough Roller Blog is to help people make sense out of the ever-more complicated world of personal finance, investing, and money management. What started out as a simple blog about money has turned into a website enjoyed by nearly 2 million visitors a year. Rob’s articles on personal finance have been syndicated to Forbes, MSN Money, U.S. News & World Report, and Yahoo! Finance.
Rob has invested in the stock market for nearly 20 years and real estate for more than eight. He holds a law degree from Boston University and an undergraduate degree in English from Evangel University. He lives in Virginia with his wife of more than 20 years, their two teenaged children, and their Shih Tzu, Sophie.
The information is provided for discussion purposes only and should not be considered as investment advice.
Published on May 4, 2017