Decoding Growth takes you inside the evolving world of retirement, uncovering the business models, go-to-market strategies, and unexpected partnerships transforming the industry. Each episode features candid, no-nonsense conversations with the leaders who are driving change and delivering practical solutions to challenges in access, participation, engagement, and outcomes. From innovation heads at major recordkeepers to CEOs of digital-first retirement platforms, from strategic investors to ...
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Will Prest Podcasts
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Bridging the Gap: Lori Hardwick on Connecting Wealth and Retirement
53:26
53:26
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The retirement industry keeps talking about convergence. Lori Hardwick breaks down what it actually takes to make it real. This conversation cuts straight into the structural issues—America’s savings gap, advisor confidence, platform integrations, valuation pressures, and the technology finally capable of scaling access. Lori brings decades of expe…
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Owning the Friction: The 401Go Story | Dan Beck | Decoding Growth | EP 108
53:08
53:08
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Welcome to Decoding Growth, where unfiltered conversations and bold ideas are reshaping retirement. In this episode, hosts Lisa Kottler and Will Press sit down with Dan Beck, co-founder and CEO of 401GO, to explore how innovation, empathy, and a customer-first mindset are transforming the small business retirement market. While others talk about se…
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Peopled's Bold Bet on Hyper-Personalized Benefits | Anthony Bunnell and Tom Bishop | EP107
51:11
51:11
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Welcome to Decoding Growth — where unfiltered conversations and bold ideas are reshaping the future of retirement and benefits. In this episode, hosts Lisa Kottler and Will Prest sit down with Anthony Bunnell and Tom Bishop, co-founders of Peopled, to unpack how their company is building the new front door for employee benefits. With backgrounds as…
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Break Away from the Herd with Nevin Adams | Decoding Growth | EP106
58:41
58:41
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Welcome to Decoding Growth, where unfiltered conversations and bold ideas are reshaping the future of retirement. In this episode, hosts Lisa Kottler and Will Prest sit down with legendary industry voice Nevin Adams to explore how innovation, regulation, and human behavior intersect in retirement—and where the industry must go next. Nevin shares ca…
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The 4% Problem: Fixing Financial Wellness | Liz Davidson and Todd Lacey| Decoding Growth | EP 105
58:41
58:41
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Financial wellness pioneer Liz Davidson, founder of Financial Finesse, and president Todd Lacey join Lisa Kottler and Will Prest to decode the most misunderstood category in workplace retirement. With 15 companies on their tech map but countless definitions, they explore what financial wellness really means, why only 4% of people are truly "financi…
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Big Brands, Bold Moves: David Musto on the Next Era of Retirement
48:01
48:01
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48:01
In this episode of Decoding Growth, hosts Lisa Kottler and Will Prest sit down with David Musto, Chair & CEO of Ascensus, to explore the bold moves shaping the future of retirement. With over three decades of leadership across J.P. Morgan, Prudential, Great-West, and now Ascensus, David brings a rare perspective on how big brands can innovate, adap…
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How Legal Strategy Fuels RetireTech Growth
42:06
42:06
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42:06
Join hosts Lisa Kottler and Will Prest as they dive deep into the legal and compliance landscape shaping retirement technology innovation with ERISA attorney Bonnie Treichel. This episode explores practical strategies for navigating the complex regulatory environment while fostering collaboration between legacy firms and emerging RetireTech compani…
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The Four-Wheel Drive Episode with Capital Group's Ryan Tiernan
59:54
59:54
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Join Lisa Kottler and Will Prest as they sit down with Ryan Tiernan from Capital Group's Workplace Strategic Growth team to explore how a nearly century-old asset manager embraces fintech innovation. This "four-wheel drive episode" dives deep into Ryan's unique perspective as both a former founder and current enterprise innovation leader, revealing…
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Meet Your Hosts: Lisa Kottler & Will Prest Launch Decoding Growth
51:12
51:12
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Welcome to the premiere episode of Decoding Growth, where industry veterans Lisa Kottler and Will Prest introduce themselves and their mission to transform conversations around retirement technology innovation. In this inaugural episode, discover how two seasoned professionals who've worked at both Fortune 500 companies and scrappy startups are bri…
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