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The Tao of Chao Podcast

Philip Chao

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 benefic... more

PublishesMonthlyEpisodes37Founded3 years ago
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Latest Episodes

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 lon... more

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 Nonprof... more

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What does it take to lead responsibly in today’s complex world? In Episode 32 of the Tao of Chao Podcast, Philip Chao sits down with Don Trone, founder of the Behavioral Governance Institute, to discuss the principles of fiduciary leadership and the ... more

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Are tariffs, immigration shifts, and AI adoption quietly reshaping the U.S. economy?

In this episode of the Tao of Chao podcast, Philip Chao welcomes Dr. Onsel Gulbiten, global macro strategist, for a deep discussion on the forces driving growth and... more

How well do employers really know their plan participants — and are they using that data in participants' best interests?

In this episode of the Tao of Chao podcast, Philip Chao welcomes Katrina Berishaj, Chair of ERISA and Employee Benefits at Stra... more

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How stable is today's world order — really?

 In this episode of the Tao of Chao podcast, Philip Chao sits down with Dr. Brian Wong, Assistant Professor at the University of Hong Kong and geopolitical strategist, to unpack the evolving dynamics betwee... more

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Retirement income planning requires balancing competing priorities and understanding crucial trade-offs. In this episode, Jessica Sclafani, Global Retirement Strategist at T. Rowe Price, introduces their innovative five-dimensional framework for eval... more

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Why is saving money so hard? Why is retirement planning so complicated? Gen Z and Millennials are anxious about their future, including their financial planning.

Behavioral finance expert Anne Lester, author of "Your Best Financial Life: Safe, Smart... more

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The Tao of Chao Podcast launched 3 years ago and published 37 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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