Author Archives: Brent Bowen

What's your retirement jam?

Awesome Mixtape Vol. 2: Your Retirement Jam Revival

If you haven’t read Awesome Mixtape Vol. 1: How to Master Your Retirement Jam, you should because it’s chock full of tunes goodness. But, oy, we live in a world of perpetual streaming and episode recaps. 

So Mixtape Vol 1. Recap …

  1. Mixtapes are AWESOME!
  2. We at blooom LOVE music
  3. Hearing about a great card game called MIXTAPE on a favorite podcast of mine, The Chalkboard Podcast, got me thinking. The game poses questions like what’s the “best song for riding a unicorn across a rainbow?” and demands you match it with a song. This prompted me to ask the question of the blooom team (and you!): The day you decide to retire or give your notice of retirement, what song plays in your head (i.e. what’s your theme music for this moment)?
  4. So many submissions hit my Slack channel that we’ve created not just ONE (you really should check out Awesome Mixtape Vol. 1: Master Your Retirement Jam the blog post and the Spotify playlist), but TWO volumes (our Engineering ninjas and me get to rock this one out).

The next mix is strictly a three-act affair, crowdsourced by a few of blooom‘s technical maestros, Jeff Durbin and Taylor Johnson, and yours truly (because I want to remain relatively impartial, Director of Client Happiness Chad Beland will offer commentary about each selection in italics):

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Ep. 269 Dough Roller Blog The Money Podcast

Dough Roller Blog: Blooom Helps Your 401k for $10 a Month

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 …

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Mixtape Vol. 1: Master Your Retirement Jam

Awesome Mixtape Vol. 1: How to Master Your Retirement Jam

Ooga-chaka Ooga-Ooga
Ooga-chaka Ooga-Ooga
Ooga-chaka Ooga-Ooga

That freakin’ opening number in the Guardians of the Galaxy Awesome Mix featuring “Hooked on a Feeling!” It set the mood for the entire soundtrack and would most definitely get Baby Groot movin’.

We LOVE music in the office – control of the SONOS is a perpetual war of will! And who doesn’t get hooked on a good mixtape? It’s such the perfect way to communicate a feeling.

It was about a month ago my mixtape nostalgia was rekindled again. I discovered a great card game called MIXTAPE on a favorite podcast of mine, The Chalkboard Podcast.

I immediately ran out and bought it. With question cards like “What song plays as you ride a lion to work in slow motion?” how could I resist?

For me, a child of the 80s and 90s, it’s awesome to see the mixtape culture make a comeback.

But Don’t Call It A Comeback! We Look Forward To Retirement

And that card got me thinking – though I spun the idea of nostalgia … of looking back, into what if we looked forward toward retirement. The day you decide to retire or give your notice of retirement, what song plays in your head (i.e. what’s your theme music for this moment)?

I posed the question to the blooom team. I got enough submissions to create not just ONE, but TWO volumes (our Engineering ninjas get their own – along with my addition).

Without further ado, I proudly present blooom’s Awesome #Mixtape Vol. 1: Master Your Retirement Jam (You can listen to the Spotify playlist for everything but Beyonce and read my commentary about each selection in italics):

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Blooom Announces Financing AUM Record

Blooom Raises $9.15 in Series B Financing, Achieves AUM Growth in Record Time

One of the Midwest region’s Top Startups to Watch in 2017, blooom landed a round of financing to help millions of Americans improve their retirement savings.

“We are grateful to have had the opportunity to handpick some of the nation’s smartest fintech investors, who will help us in blooom’s mission to help a large segment of underserved Americans manage their retirement savings,” said Chris Costello, blooom co-founder and CEO in a release. “This Series B will allow us to reach hundreds of thousands of hard-working people across this country who have never received help with what may end up being their single most important financial asset: their 401k or 403b.”

And the news of the financing comes at the time of another major milestone, as Blooom continues to see outsized organic growth. The company announced today that it has raced past $500 million in AUM, becoming one of the fastest independent robo-advisors ever to reach this mark. Blooom achieved this milestone faster than Betterment and Personal Capital — on a tiny fraction of the capital.

Read the full article from Startland News.

You also can read the entire press release.

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