In this podcast episode, Mark Goines, a pioneer in personal finance technology, discusses his groundbreaking work on iconic products like TurboTax, Quicken, and Personal Capital, which have transformed financial services and wealth management.

The episode dives into the future of retirement planning, the influence of AI in finance, and the emergence of hybrid financial advisory models. Mark highlights how innovations in digital tools, SaaS platforms, and customer-focused design are reshaping the way retirees and financial planners approach money.

Whether you’re planning for retirement, working in financial advisory, or passionate about the intersection of technology and personal finance, this podcast is filled with valuable insights into the evolving world of financial independence.