S2 E3: Why Penelope is Building Bright Financial Futures with Jean Smart. episode artwork

EPISODE · May 18, 2022 · 33 MIN

S2 E3: Why Penelope is Building Bright Financial Futures with Jean Smart.

from Humans of Fintech

Growing up in LA, Jean watched her immigrant parents work tirelessly to provide for their family and employees. But when it came to retirement they left themselves vulnerable.Despite owning a grocery store and restaurant, like many small business owners, they failed to invest in their own retirement. This left a huge impression on Jean whose mission, through Penelope, is to make sure every SMB owner has a bright financial future.Nicole and Jean get into why SMBs are the backbone of the US economy, why they remain an untapped source in the Fintech industry, and why, after a career on Wall Street, she’s laser focused on helping people like her parents.You’ll also hear how Penelope is removing the hassle, jargon and hidden fees that make 401(k) plans prohibitive to most SMB owners.And our sponsor MainStreet is making it easy to find thousands of dollars worth of R&D Tax Credits. You only need to plug MainStreet into your payroll and let their team of experts do the heavy lifting, scanning hundreds of federal, state and local tax credits on your behalf. It’s going to save you so much time and your company so much money.Head to MainStreet.com to sign up for their limited time offer.Follow JeanLinkedIn: linkedin.com/in/jeankimnewyorkYou can keep up-to-date with everything Humans of Fintech at https://workweek.com/brand/wtfintech/And if you’ve enjoyed Humans of Fintech why not try: Chicks of FinTwit, Tech Unlocked, Breaking Banks or Fintech Insider

Growing up in LA, Jean watched her immigrant parents work tirelessly to provide for their family and employees. But when it came to retirement they left themselves vulnerable. Despite owning a grocery store and restaurant, like many small business owners, they failed to invest in their own retirement. This left a huge impression on Jean whose mission, through Penelope, is to make sure every SMB owner has a bright financial future. Nicole and Jean get into why SMBs are the backbone of the US economy, why they remain an untapped source in the Fintech industry, and why, after a career on Wall Street, she’s laser focused on helping people like her parents. You’ll also hear how Penelope is removing the hassle, jargon and hidden fees that make 401(k) plans prohibitive to most SMB owners. And our sponsor MainStreet is making it easy to find thousands of dollars worth of R&D Tax Credits. You only need to plug MainStreet into your payroll and let their team of experts do the heavy lifting, scanning hundreds of federal, state and local tax credits on your behalf. It’s going to save you so much time and your company so much money. Head to MainStreet.com to sign up for their limited time offer. Follow Jean LinkedIn: linkedin.com/in/jeankimnewyork You can keep up-to-date with everything Humans of Fintech at https://workweek.com/brand/wtfintech/ And if you’ve enjoyed Humans of Fintech why not try: Chicks of FinTwit, Tech Unlocked, Breaking Banks or Fintech Insider

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S2 E3: Why Penelope is Building Bright Financial Futures with Jean Smart.

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This episode is 33 minutes long.

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This episode was published on May 18, 2022.

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Growing up in LA, Jean watched her immigrant parents work tirelessly to provide for their family and employees. But when it came to retirement they left themselves vulnerable.Despite owning a grocery store and restaurant, like many small...

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