Stephen Chen
Founder and CEO of New Retirement, an online platform that facilitates financial institutions in offering DIY financial planning experiences to their customers.
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Sep 12, 2023 • 28min
New Retirement Wealth with Stephen Chen | E292
Stephen Chen, founder and CEO of New Retirement, discusses the evolution of his online platform, the importance of tools and education for financial control, and the role of design in software success. They also touch on the challenges of making financial planning accessible, the declining conversion rates of the freemium model, and the need to improve financial wellness.
