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
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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.

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.

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 importance of behavioral governance.

Key insights include:

• Why fiduciary duty is best understood as a standard of character, not just compliance
• How behavioral governance helps leaders align decisions with values
• The importance of ethics, accountability, and trust in financial services
• Lessons from Don’s career advancing fiduciary responsibility and governance frameworks
• Why stewardship and leadership are inseparable in finance, business, and beyond

This wide-ranging conversation is essential listening for investors, advisors, and anyone who wants to understand the deeper meaning of responsible leadership.

👓 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.