Building the Bridge to a Better Retirement with David Goldman

This week, Jack Sharry talks with David Goldman, Chief Business Officer at Pontera. At Pontera, David leads strategy, partnerships, and the company’s mission to help Americans retire with greater security by giving financial advisors secure access to their clients’ held-away retirement accounts.

Jack and Dave discuss how Pantera is transforming the retirement landscape by empowering investors and their advisors to securely manage 401(k) assets. Dave discusses the firm’s public clash with Fidelity, the broader consumer-choice issues at stake, and why secure advisor access is essential for better outcomes. He also highlights Pantera’s new partnerships with major recordkeepers like John Hancock, the growing need for coordinated and tax-optimized household management, and how AI will enhance—not replace—human advice.

In this episode:

(00:00) - Intro

(01:28) - Security, consumer rights, and the Fidelity dispute

(04:52) - How Pontera enables advisors to manage held-away 401(k)s

(08:40) - David’s path from Google to fintech and financial literacy

(11:19) - Scaling Pontera: integrations, partnerships, and evolving client needs