How Vestwell Is Closing America’s $50 Trillion Savings Gap with Aaron Schumm
Episode Notes
Half the country hasn’t started saving yet. Vestwell CEO Aaron Schumm explains how the fintech behind your 401(k), 529, and state-run savings plans is trying to reach them, why AI now fields 90% of its inbound inquiries without a human, and what happens when private markets land in your retirement account.
This episode is brought to you by Fidelity.
Listen to The Advisor Upside Show on Apple Podcasts.
Listen to The Advisor Upside Show on Spotify Podcasts.
Watch The Advisor Upside Show on YouTube.












