Description

In this episode of the BISA Portfolio Podcast guest host LeAnn Rummel, president and CEO at Cetera Investment Services, talks with Lisa D’Ambrosio of MIT AgeLab and Alex Samoila of MassMutual Strategic Distributors about MassMutual Strategic Distributors' research on how language shapes retirement planning.

Listen in for insights on:

• Why the words people use to describe “life after career” reveal hopes, fears, and priorities beyond financial projections.
• How generational and gender differences in retirement vocabulary can help advisors tailor conversations.
• Why understanding emotional drivers like family, freedom, and security is key to building trust.
• Practical ways advisors can use this research to deepen client relationships and prepare for longevity.

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