Stephen Dakis’ Post

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FinTech Solutions Sales Exec, Enterprise BFSI | Managing Partner, Digital | Star Performer Player/Coach | Go-To-Market Leadership | CEO Circle | Co-Founder UPfits.me

Congrats, Mike. Finished production looks absolutely superb! Super excited to see this project develop into an indispensable knowledge base and wealth tool for financial advisors and the clients they serve. Retirement planning used to be ‘annuities, bonds and modest spending’, but has become more challenging and complicated as people are living longer, much healthier and productive lives. (Future actuarial tables will be revised dramatically as AI tech improves healthcare!) Proper planning will be more essential than ever to navigate our extended “golden years” successfully, and doing so will require smarter tools, techniques and decisions from better informed advisors/retirees. Bravo 👏🏼 to the brain trust behind this project. Your timing is impeccable. #wealthtech #financialadvisors #retirementplanning

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We did something insane... We wrapped our first feature length documentary this year. 15 days of filming, multiple states, 40+ crew, 10 featured experts, and 20 actors helped us to create our most ambitious project yet – All about the looming retirement crisis impacting Baby Boomers (and subsequently, millennials). Production: Triarch Creative Client: Steep Digital Marketing Director: Mike Mulliniks EP: Jordan T. Hansen DP: Daniel Routh DENVER CREW 1st AC: Andrew Yang Gaffer: Mary Jeanes KG: Cheshire Li KG: JP Montoulieu Audio: Cody Troyer Audio: Mike Mulliniks PA: Scottie Peitzman WASHINGTON D.C. CREW 1st AC: Zac Gaetano Gaffer: Jeff Fitzgerald KG: Ryan Clark Swing: Skylar Carr  Audio: Sebastian Levy Polat Locations: Stephen Barrett SEATTLE CREW 1st AC: Coburn Eskine Gaffer: Derek Klein KG: Colin Walker Swing: Scott Calvert Audio: Jeremiah Sheets Production Designer: Emily Wood Drone Op: Daniel Routh POST PRODUCTION Lead Editor: Grant McClure / Stacks Post House Colorist: Brian De Herrera-Schnering / Pinto Pictures Production Sound Indie Post Supervising Sound Editor / Re-Recording Mixer: Zak DeVries Sound Effects Editor: Tyler Myers Stock: Getty / Newspapers.com ADDITIONAL DP: Hudson Bloom Teleprompter: Betsy Pearce Teleprompter: Michelle Teti HMUA: Christina Robledo Miller PA: Jamal Page PA: Scottie Peitzman EXPERTS Morgan Housel David M. Walker Brian Wesbury David Duley Jason Fichtner, Ph.D. Justin Fitzpatrick, PhD, CFA, CFP® Johnny Poulsen Becky Ruby Swansburg Rodney A. Brooks

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