Episodios

  • More Than Money: A New Approach to Workplace Wellbeing

    More Than Money: A New Approach to Workplace Wellbeing
    Jul 6 2021

    In this episode, we are joined by Darren Zino and Chris Calitz in examining trends in wellness and retirement planning. Zino is the Senior Managing Director of US Retirement Distribution for Transamerica, and Calitz is National Executive Portfolio Lead of Health and Well-Being at the American Heart Association (AHA). Our goal today is to move beyond the buzzwords that often surround workplace wellness, and provide concrete ways to address the topic with clients in a very meaningful way. We'll also discuss our new approach to retirement savings in the workplace, through our partnership with the AHA.
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    44 m
  • More Than Money: Social Security

    More Than Money: Social Security
    Feb 9 2021
    55 m
  • More Than Money: Medicare

    More Than Money: Medicare
    Feb 9 2021
    47 m
  • More Than Money: Caregiving

    More Than Money: Caregiving
    Feb 9 2021
    48 m
  • More Than Money: I Lost My Job

    More Than Money: I Lost My Job
    Feb 9 2021
    39 m
  • More than Money Podcast: Welcome to a Wealth + Health Podcast

    More than Money Podcast: Welcome to a Wealth + Health Podcast
    Feb 9 2021
    4 m