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The Tao of Chao Podcast

The Tao of Chao Podcast

Di: Philip Chao
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A proposito di questo titolo

The Tao of Chao Podcast focuses on contemporary issues, regulations and class action cases impacting pension and defined contribution retirement plan fiduciaries. Philip Chao and his guests will discuss relevant issues that a plan fiduciary should pay attention to and how such challenges are relevant in operating their retirement plans while serving in the sole interest of participants and beneficiaries. © 2026 The Tao of Chao Podcast Economia Finanza personale Politica e governo
  • Power, AI, and Morality with Brian Wong
    Jan 5 2026

    What does power look like in an age defined by artificial intelligence, geopolitical rivalry, and rapid technological acceleration?

    In Episode 35 of the Tao of Chao Podcast, Philip Chao welcomes Brian Wong for a compelling discussion on how AI is reshaping global order, the responsibilities of those who wield influence, and the moral frameworks needed to make sound decisions in complex systems.

    Key insights include:
    • How AI alters power structures between nations, institutions, and individuals
    • Why moral clarity matters more than ever in high-stakes environments
    • The benefits and risks of adopting AI at scale
    • How leaders can balance innovation with responsibility and restraint
    • Why humility, reflection, and well-defined frameworks improve decision-making
    • Where geopolitical competition is headed — and what it means for markets

    This episode offers a grounded, human-centered exploration of the forces shaping our future and the ethical considerations that must guide our path forward.

    👓 Learn more about our HOST

    Philip Chao
    Website: https://philipchao.us
    Follow Philip on LinkedIn

    DISCLOSURE: Views expressed in the Tao of Chao podcasts are individual opinions and they do not represent the employers of each guest or the firm with which each guest is associated. Our podcasts are for educational and informational purposes only and should not be deemed or viewed as investment advice or recommendations. Please consult your personal financial advisor, investment expert, or investment fiduciary before taking any actions about your plan and investments.

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    55 min
  • Longevity, Literacy, and the Future of Aging with Surya Kolluri
    Dec 2 2025

    What does it really mean to live longer — and how do we prepare for a future defined by extended lifespans?

    In this episode of the Tao of Chao Podcast, Philip Chao welcomes Surya Kolluri, Head of the TIAA Institute, for an in-depth discussion on longevity, retirement planning, cognitive health, and the evolving realities of aging societies.

    Key insights include:
    • The rise of longevity literacy and why so few people understand their true lifespan
    • How to build longevity fitness across financial, physical, cognitive, and social dimensions
    • The deep connection between health and wealth — and why disparities are widening
    • Why planning should focus on income stability, not just accumulated savings
    • The growing threat of elder fraud and cognitive decline
    • How social connection dramatically reduces mortality risk
    • The emergence of age-friendly cities, intergenerational learning, and the longevity economy

    Tune in for a grounded, human-centered conversation on how longer lives will reshape families, institutions, and society — and how each of us can prepare with clarity and intention.

    👓 Learn more about our HOST

    Philip Chao
    Website: https://philipchao.us
    Follow Philip on LinkedIn

    DISCLOSURE: Views expressed in the Tao of Chao podcasts are individual opinions and they do not represent the employers of each guest or the firm with which each guest is associated. Our podcasts are for educational and informational purposes only and should not be deemed or viewed as investment advice or recommendations. Please consult your personal financial advisor, investment expert, or investment fiduciary before taking any actions about your plan and investments.

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    54 min
  • Retirement Preparedness for Four Generations with Catherine Collinson
    Oct 27 2025

    What does it take to retire well in a world where people are living longer, working differently, and facing new financial realities?

    In Episode 33 of the Tao of Chao Podcast, Philip Chao welcomes Catherine Collinson, CEO and President of the Nonprofit Transamerica Institute and Transamerica Center for Retirement Studies, to explore how individuals, employers, and policymakers can collaborate to improve retirement readiness and financial wellness.

    Key insights include:

    • How longevity is transforming retirement expectations
    • Why financial wellness is more than savings — it’s confidence and control
    • The evolving role of employers in helping workers plan for the future
    • Generational perspectives on saving, investing, and aging
    • What we can all do to create a more secure and purposeful retirement

    Tune in for data-driven insights and practical wisdom from one of the nation’s leading voices on the future of retirement.

    👓 Learn more about our HOST

    Philip Chao
    Website: https://philipchao.us
    Follow Philip on LinkedIn

    DISCLOSURE: Views expressed in the Tao of Chao podcasts are individual opinions and they do not represent the employers of each guest or the firm with which each guest is associated. Our podcasts are for educational and informational purposes only and should not be deemed or viewed as investment advice or recommendations. Please consult your personal financial advisor, investment expert, or investment fiduciary before taking any actions about your plan and investments.

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    1 ora e 1 min
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