Dec 22, 2023

We can’t believe we’re near the end of the fourth quarter already. Today we sit down with David Czerniecki, Chief Investment Officer for Nassau Financial Group. We cover interest rates, geopolitics, inflation, and AI.  

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Dec 14, 2023

It's hard to escape a news show, magazine or newspaper without reading about AI these days. How will it affect our business? That's what we explore today with David Macchia, CEO and Founder of Wealth2K.

Learn more: https://www.wealth2k.com

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Oct 6, 2023

As the market heads into its final quarter, we thought you would enjoy hearing Tamiko Toland's take on trends in 2023. In this episode, we talk about the 401(k) market, retail annuities, and the consulting firm that Tamiko is building next.

Sep 22, 2023

Our world is filled with risks today. At a personal level, we've spent a lot of time talking about risks in managing retirement. Today, we explore how those risks overlap with those of carriers with Tamara Burden, Deputy Chief Risk Officer of National Life Group.

Sep 8, 2023

David Czerniecki, Chief Investment Officer of Nassau Financial Group joins us today to talk about the economy. In this episode, we cover a cooling economy in China, an improving outlook for our supply chain, a steadying job market, and the current cost of climate change.