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The Real Business Podcast
Key Findings from MassMutual's Latest Research Study
In this episode, MassMutual's Brian Trzcinski welcomes Micah Brandenburg, President, Legendary Exits to discuss key findings from MassMutual's latest Business Owner Perspectives Study. Brian and Micah discuss topics ranging from value growth to transition planning to coordinating business and personal planning. The results from the survey indicate there are lots of opportunities for owners to plan, grow and protect their most valuable asset.
2025-07-09
45 min
Technovation with Peter High (CIO, CTO, CDO, CXO Interviews)
Modernizing MassMutual: AI Strategy, GenAI Assistants & Longevity Innovation
How does a 174-year-old mutual insurance company stay ahead of the curve? In this episode of Technovation, Peter High speaks with Sears Merritt, Head of Enterprise Technology and Experience at MassMutual. Sears leads a $650M tech budget and a global team of 3,000, driving innovation in cybersecurity, data, and generative AI to deliver superior experiences for employees, advisors, and policyholders. Sears shares insights on MassMutual’s modernization journey from consolidating legacy systems to rolling out secure GenAI tools like Microsoft Copilot and GitHub Copilot. He also unveils the company’s strategic investments in virtual assistants, R&D partnerships, and...
2025-06-02
39 min
Life Accelerated
Modernizing Annuity Distribution with Joe Maringer, MassMutual Ascend
In this episode of Life Accelerated, host Olivier LaFontaine welcomes Joe Maringer, SVP and National Sales Manager at MassMutual Ascend to explore how annuity distribution is being reshaped by digital transformation and shifting market dynamics. Joe discusses how MassMutual Ascend is adapting to today's market by investing in technology to streamline advisor workflows, simplify purchases, and enhance in-force management. He shares insights from overcoming operational challenges during a rebrand and improving customer experience. Joe also highlights the role of AI and predictive analytics in enabling faster customer authentication, smarter call routing, and proactive service models. ...
2025-05-14
45 min
The Real Business Podcast
For A Successful Sale, Owners Need To Put in the Work
John Bartlett, Founder of Brentwood Growth, joins MassMutual's Brian Trzcinski to discuss what every business owner should know about the process of selling a business. In this episode, John and Brian discuss not just best practices for the sale itself, but also the steps owners should take before and after the sale to ensure the business and the owner have an experience worthy of the sweat equity they've put in building a successful business.
2025-04-22
32 min
InsuranceAUM.com
Episode 288: Executive Spotlight: Eric Partlan, CFA, CAIA, Chief Investment Officer at MassMutual
In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA, sits down with Eric Partlan, Chief Investment Officer at MassMutual, for an engaging installment of the CIO Spotlight series. With MassMutual’s $285 billion general account and deep legacy as a mutual insurer, Eric shares insights into how the firm’s long-term orientation, mutual structure, and strategic partnerships drive its investment approach—particularly in private credit, structured products, and ALM strategies. Eric also reflects on his unique career journey from aerospace engineering to the CIO role, offering a candid look into his philosophy on leadership, team building, and fostering intelle...
2025-04-01
28 min
The Real Business Podcast
What Every Business Owner Needs to Know About Buy-Sell Agreements
A buy-sell agreement is one of the most common business planning strategies. It's vital to business continuity in the event of an unforeseen circumstance. And yet, it's one strategy that's often not implemented properly. In this episode, MassMutual's Brian Trzcinkski, a Certified Exit Planning Advisor and Director of Business Owner Markets at MassMutual welcomes Michele Collins, an Estate and Business planning attorney with MassMutual, to discuss the ins, outs and pitfalls of buy-sell agreements.
2025-02-27
39 min
The Real Business Podcast
Demystifying Strategies to Attract and Retain Top Talent
In this episode Brian welcomes David Curylo, Head of Workplace Retirement Solutions at MassMutual to discuss qualified plans and how they can be instrumental in attracting and retaining employees. Brian and David will discuss all the pros and cons, as well as the implications of the Secure Act that Congress recently passed into law and Pooled Employer Plans that make offering retirement plans even easier for business owners.
2024-12-02
34 min
The Real Business Podcast
Family Business Transitions From the Next Gen Perspective
In this episode, we welcome Allen Esrock, Founder of NxtGen Nexus. Allen was raised in a successful family business, but rather than take it over, he made the decision to pursue other career goals. Allen shares what makes the next generation of business owners unique, how best to communicate with them, and why understanding their passions, motivations, and goals can make all the difference when ensuring a successful family business transition.
2024-11-13
37 min
Becoming An Elite Financial Advisor With Sten Morgan
153 Honest lessons from an industry veteran (Paul LaPiana of MassMutual)
A fascinating behind the scenes interview with an industry veteran, and Sten’s personal friend, Paul LaPiana of MassMutual. What’s the best path to take in this industry? What’s the future of financial planning?
2024-11-01
30 min
Becoming An Elite Financial Advisor With Sten Morgan
152 How is MassMutual approaching financial planning? VP of Planning Brian Mawhinney
Discover how MassMutual has transformed its approach to financial planning, making it a core part of the advisor-client relationship. You’ll hear about the shift from traditional methods to a more dynamic, fee-based model. Enjoy this peak behind the scenes of a major company in our industry. Thank you to our guest Brian Mawhinney, VP- Head of Financial Planning & Practice Management at MassMutual.
2024-10-25
28 min
Marketing Vanguard
Greatest Hits - The Role of CMOs as Business Leaders with Jennifer Halloran of MassMutual
Welcome to another special episode of the Marketing Vanguard podcast. Today, Jenny speaks with Jennifer Halloran, CMO and Head of Marketing and Brand at MassMutual. Join us as we discuss the evolving role of CMOs as visionary business leaders who drive innovation and growth at their companies. Jennifer shares insights on the challenges of building awareness in a highly segmented market and emphasizes the importance of connecting with consumers and understanding their needs. She highlights the shift towards digital marketing and the performance metrics that impact growth. If you like what you heard from today's episode...
2024-09-05
40 min
The Real Business Podcast
What's Your "Endgame" as a Business Owner?
In this episode, Value Builder Senior Vice President Laura Ferguson joins us to discuss the importance of business owners documenting and communicating their "endgame." This crucial conversation can help owners more effectively run their businesses today with their desired future goals in mind, as well as determine what they need financially from the business when they are ready to leave, how they wish to transition ownership, and what is a realistic timeline for exit. The sooner you start planning, the more likely you are to exit on your terms.
2024-08-26
31 min
InsurTech Geek Podcast
Achieving Efficiency through Robotic Process Automation with Dan Savage from MassMutual
Hosts James Benham & Rob Galbraith are joined by Dan Savage from MassMutual. Dan shares his insights on achieving efficiency through Robotic Process Automation. Learn how this technology optimizes processes, saving valuable time and resources while streamlining operations. This Episode is sponsored by JBKnowledge. Find us on social media! We're on LinkedIn, Twitter, and Instagram; or follow James on Twitter! Subscribe, rate, and comment. As always, Enjoy the Ride & Geek Out!
2024-08-15
41 min
The Real Business Podcast
The Impact of Divorce on a Business Part 2: The Legal Ramifications
If you see divorce on the horizon and you haven't done any planning, it's probably already too late. Michael Lundy, Founding and Managing Partner at Older Lundy Koch Martino joins us for Part 2 on how a business can survive through a divorce. In this episode, we focus on the legal side of things, which include the division of the business as a marital asset and the buy-out or transition of a spouse from the business.
2024-05-21
29 min
The Real Business Podcast
The Impact of Divorce on a Business Part 1: The Valuation Ramifications
Of the six D’s we talk about in business continuity planning, divorce probably gets the least amount of attention. But during divorce proceedings, business owners face an average decline in revenue of $4,000-a-month! As a result, nearly one in 20 business owners closes their doors due to the financial brunt of divorce. To discuss this important topic, we invited Roxanne Coffelt, a CPA who specializes in business valuations during divorce proceedings, to share her thoughts on how spousal business owners can get through this difficult time, while protecting the business and its value.
2024-03-12
27 min
WLEI - Lean Enterprise Institute's Podcast
Engaging Leadership in Lean at MassMutual
In this episode of the WLEI podcast, LEI's guests are Mary Nell Egan and Lisa Karam from MassMutual, a leading insurance company. Egan and Karam delve into the intricacies of transformation in a traditionally cautious, large organization. In our discussion, we explore several key themes: MassMutual’s evolution from a tool-centric to a customer-value approach in their lean journey. The methods Egan and Karam used to engage previously disengaged leaders with lean, linking continuous improvement to corporate strategy. The critical role of meeting people where they are in mitigating resistance to change. The significance of resilience in...
2024-01-09
36 min
WLEI - Lean Enterprise Institute's Podcast
Engaging Leadership in Lean at MassMutual
In this episode of the WLEI podcast, LEI's guests are Mary Nell Egan and Lisa Karam from MassMutual, a leading insurance company. Egan and Karam delve into the intricacies of transformation in a traditionally cautious, large organization. In our discussion, we explore several key themes: MassMutual’s evolution from a tool-centric to a customer-value approach in their lean journey. The methods Egan and Karam used to engage previously disengaged leaders with lean, linking continuous improvement to corporate strategy. The critical role of meeting people where they are in mitigating resistance to change. The significance of resilience in...
2024-01-09
36 min
The Real Business Podcast
The Decision Most Business Owners Aren't Making, and Why It's So Important
The decision to stay and grow your business versus the decision to leave and transition your business often puts a business owner at a crossroads. So rather than face the decision head-on, it gets delayed and ultimately made without much forethought or planning. In this episode, Brian Trzcinski welcomes Sam Mendelsohn of Value Builder to discuss why this decision is so important, why it must be made with sufficient lead time to be successful, and why considering your future personal and financial needs must be a part of the decision-making process.
2023-12-22
29 min
Gaining Perspective
How to Attract and Retain Top Executive Talent
Finding a cost-effective way to reward key people is challenging. Qualified plans have preferential tax treatment, but an employer must generally include all employees and follow participation and administration requirements. Today we are going to talk about two alternative executive benefit compensation strategies – executive bonus and non-qualified deferred compensation.My guests today are two members of the MassMutual team. Kathryn Wakefield is a director of advanced sales at MassMutual. Lina Storm is an advanced sales and sales enablement marketing director dedicated to MassMutual’s Strategic Distribution team.Click here to learn more about MassMutual Whole Life...
2023-12-19
21 min
Gaining Perspective
How to Talk to Clients About Annuities
With Americans living longer and deferring retirement for lots of reasons, the retirement planning landscape is changing. Employers are not offering pensions. All these factors make planning for retirement income crucial. We’ll explore this in depth with my guest, Matt DiGangi.-Here are some resources to learn more about MassMutual Strategic Distributors (MMSD) and its offerings:Learn More about MMSD Annuity Solutions and Check Rates - https://mmsd.massmutual.com/products/annuities For more thought leadership, follow Matt DiGangi and MMSD on LinkedInwww.linkedin.com/showcase/massmutual-strategic-distributors/ www.linkedin.com/in/matthew-digangi-mba-cltc-2416556/ Ref...
2023-12-13
20 min
The Real Business Podcast
Let's Meet at the Intersection of Business and Personal Planning
In this epidode, Brian Trzcinski is joined by fellow CEPA and financial planning consultant Jarrod DeSantis of MassMutual to discuss the role the business plays in an owner's personal planning picture. They discuss the three "gaps" all business owners should know--their profit, value and wealth gaps--as well as how planning for the business today can impact an owner's financial outlook in the future.
2023-11-10
30 min
Gaining Perspective
Preparing for the Sunset of the TCJA Tax Relief
Change is inevitable. When those changes involve tax law, it is extremely important for clients to meet with their financial professional, tax advisor, and legal advisor to discuss any adjustments that may need to be made to their financial, retirement, or estate plan. One change that is looming is the expiration of provisions that were passed under the Tax Cuts and Jobs Act of 2017 (TCJA). Many of the provisions for individuals, including the higher estate tax exemption and the lower individual income tax brackets, were temporary and will expire (“sunset”) December 31, 2025 without further congressional action. My g...
2023-10-02
20 min
The Real Business Podcast
Be Ready To Sell... Whether You Want To or Not
Mavrek CEO Martin Hanson has been in the business of selling businesses for over 30 years, coordinating thousands of transactions worth billions of dollars. In spite of all those deals, Hanson shares that not once, in all those years, has a business owner who called him actually been ready to sell their business. In this episode, MassMutual's Brian Trzcinski leads a candid conversation, and a wake-up call for business owners who anticipate an exit in the next few years.
2023-09-30
33 min
Entrepreneurs for Impact (EFI): Climate Tech CEOs & VCs
#148: $100M from Insurance Giant for U.S. Climate Tech Startups — Tim Krysiek, Managing Partner at MassMutual Ventures
⭐ My guest today is Tim Krysiek, Managing Partner at MassMutual Ventures. MassMutual is an insurance and financial services firm with $460B in AUM, and MassMutual Ventures is their venture arm. Their new US Climate Tech Fund represents $100M and is focused on early-stage opportunities (Series A and B) in climate intelligence, sustainable cities, and clean power. Initial check sizes are $2-5M. Tim was previously Managing Director at Equinor Ventures where he worked across the energy value chain, including renewables, fusion, mobility, and storage. He was also a consultant at Cambridge Energy Research As...
2023-09-28
51 min
The Real Business Podcast
Be Ready For When the Business and the Personal Collide
In this episode, MassMutual's Brian Trzcinski welcomes veteran Financial Professional Rick Scruggs, of the firm Financial Designs, to discuss how life insurance can be an important component of not just a business owner's personal protection, but their business protection as well. They will share strategies that can help protect the owner and the business from unexpected and unplanned for circumstances.
2023-08-15
31 min
The Real Business Podcast
Mitigating Risk: Insights from MassMutual's "Planning for the Unexpected" Study
In this episode, Brian Trzcinski welcomes CEO Coach and author Abby Donnelly to discuss key findings from MassMutual's latest research study "Planning for the Unexpected". This rank conversation includes real stories about business owners who failed to mitigate risk, and the pitfalls associated with ignoring the details in business succession planning.
2023-06-30
42 min
CAM Building Michigan Podcast
Discover the Value of Business Succession Planning with MassMutual
Hosted by Kevin Koehler, President of the Construction Association of Michigan, this episode features a conversation about business succession planning with Brian Van Riper, Managing Director at MassMutual Great Lakes.
2023-06-22
35 min
The Real Business Podcast
Insights From The Business Transitions Sherpa
In this episode, MassMutual's Brian Trzcinski welcomes Laurie Barkman, aka "The Business Transition Sherpa" to discuss some key topics from her book The Business Transition Handbook. Hear Brian and Laurie discuss why business owners view "transition" as a negative term and how an owner's mindset about transition--both positive and negative--can impact their business's value, transferability, and future success.
2023-05-15
36 min
The Real Business Podcast
The Intersection of Business Growth and Transferrable Value
Potential value is something business owners are very keen on understanding. Taking a strategic approach to growing value can not just benefit the business for today, but also the owner's financial outlook in the future. In this episode, Brian Trzcinski welcomes George Sandmann, Founder and CEO of Growth Drive, to share his insight on how value growth can set the owner up for future success by making the business easier to run and ultimately more likely to sell or transition.
2023-04-30
32 min
The Real Business Podcast
Coordinating the Needs of the Business with the Needs of the Family
Two words: Family and Business. The two are intrinsically connected, but often operate on divergent planes. In this episode, MassMutual's Brian Trzcinski welcomes Martha L. Sullivan, a CPA and consultant with The Family Business Consulting Group, to discuss balancing a thriving business while creating a lifetime of liquidity for today and a legacy for the future.
2023-04-14
34 min
BetterWealth with Caleb Guilliams
MassMutual Bans Infinite Banking
MassMutual Bans Infinite Banking! In a recent memo sent out by Mass they clearly stated they would no longer endorse infinite banking or "being your own bank" type of policies. We'll fill you in on everything you need to know about this recent development and our initial thoughts in response.Episode Links and ResourcesThe Vault - Get FREE Overfunded Whole Life Insurance Education and Resources - https://bttr.ly/vault Get Your Questions Answered by one of our Life Insurance Experts - https://bttr.ly/aaclarityWatch the podcast live...
2023-04-10
16 min
Marketing Vanguard
Fostering Wide Circles w/ Jennifer Halloran, MassMutual
As a Boston alum who majored in economics and political science, Jennifer Halloran has always been passionate about what influences different communities.As the CMO of MassMutual and a self-described all-around people person herself, Jennifer explains just how important as a leader it is to manage those communities and relationships.Listen to this episode of Marketing Vanguard to learn more about where she’s finding inspiration, balancing creative connections, and even what scares her as a leader. Hosted on Acast. See acast.com/privacy for more information.
2023-04-06
36 min
The Real Business Podcast
Keep or Leave? A Major Decision Point for Business Owners
At some point in the lifecycle of a business, an owner must make a crucial decision—one that affects the business, family and employees. Do I stay and reinvest my time, energy and money in taking the business to the next level? Or do I leave and move on to the next stage of my personal and professional life? John Warrillow, author of Built To Sell and Founder of ValueBuilder, joins us to share his thoughts on how business owners can best make this decision and how that decision impacts their exit strategy.
2023-03-30
33 min
At The Podium with Manuel Amezcua
New Season Kickoff - Manny is Interviewed by a Guest Host
Folks, Season 3 starts with a bang as the host of At The Podium, Manuel Amezcua, is interviewed by guest host, Lauren LoGrasso. Hear Manny dig deep into his childhood, career, family, wins + losses, and more as he shares: What his parents, immigrants from Mexico, and childhood taught him about successThe importance of confronting adversity and glory in lifeThe three most important things that led him from entry-level to CEOWhy failure needs a rebrand and other mindset changes for successHow to overcome adversity and b...
2023-03-30
58 min
CFO THOUGHT LEADER
884: Understanding Your Business Thesis | Betsy Ward, CFO, MassMutual
Finance leader Betsy Ward wants you to know that she doesn’t have an itchy trigger finger—but she does have an inner trigger and knows when it’s been set off.There’s no doubt that few professional colleagues would ever think to associate the time-tested gunslinger trope with the exponentially mild-mannered Ward, who has led insurance giant MassMutual through a string of strategic transactions since her arrival in its CFO office in 2016.Still, as Ward seeks to help us to better understand the unique mix of skills that distinguishes her from her CFO peers, h...
2023-03-27
48 min
The Real Business Podcast
How the 1% Budget is the Path to Effective Business Planning
Business planning is sound business strategy. Yet three areas often come between a business owner and the implemention of effective plans: time, perceived need, and money. In this episode, MassMutual's Brian Trzcinski focuses on how a lack of monetary resources can get in the way of effective business planning with Chuck Richards, CEO of ValuCompass. Chuck asserts that, if you would pay 1% of the value of your investments to have those managed then why wouldn't you do the same for your largest asset--your business?
2023-03-15
31 min
The Real Business Podcast
Decrease Business Risk, Increase Business Value
Selling a business is not easy. If it were, everyone would be doing it. And while, you may have built a profitable business, there's always inherent risks that could threaten the viability of the business and decrease your value. In this episode, MassMutual's Brian Trzcinski welcomes Chris Vanderzyden, Managing Partner at Legacy Partners, LLLP to offer practical advice on how to de-risk your business and make it more transferrable.
2023-02-28
30 min
The Real Business Podcast
Navigating Your Business Through Challenging Economic Times
The Real Business Podcast, presented by MassMutual, is hosted by business exit planning expert Brian Trzcinski. In this episode, we welcome entrepreneur, author and leadership expert Richard J. Bryan to offer his expertise on ways to recession-proof your business. The year ahead may present challenges, but business owners who are prepared will be in position to seize opportunities and grow their businesses.
2023-02-15
25 min
The Real Business Podcast
Making Yourself Redundant In Your Business
Can you take a vacation without worrying about the integrity of your business? Have you delegated management decisions to your team? And if you plan to sell or transition your business to the next generation, will you or your presence be an obstacle in that process? It may be "your business". But if you are your business, statistics show that you will likely face significant challenges transitioning. In this conversation, Certified Exit Planning Advisor Brian Trzcinski welcomes John Dini, Founder & CEO of The ExitMap, who shares lessons learned in his 30+ years of helping business owners transition.
2023-01-30
30 min
The Real Business Podcast
Family Business: What Comes First? The Family... or the Business?
Mom & Dad built the business, often sacrificing time at home or missing key moments in their children's lives. The kids have literally lived in the business, and may work in the business- but is it really their business? In this episode, Certified Exit Planning Advisor Brian Trzcinski explores this sensitive topic with Lise Stewart, Partner in Charge of Eisner Advisory Group's Family Business Excellence Group. She reveals impactful, real-life stories of what business owners, together with their family, must do to find success in transition.
2023-01-16
41 min
TSC Now
Episode 41: Help Today, Help Tomorrow
In the final episode of TSC Now in 2022, host Dan Klein connects with two incredible advocates for individuals with disabilities and learns how families can find support to help them with both everyday and long-term decisions for their loved ones. First, Dan chats with Kelly Piacenti, Head of Special Care at MassMutual (01:24). Kelly shares how her experience managing care for her son with special needs helps her support other parents as they make legal decisions for their children. She debunks common myths about the cost of financial planning, when to start and the need for a special...
2022-12-27
41 min
High Character - A UMass Hockey Podcast
Episode 35: Arena Review - MassMutual Center (AIC)
Cameron and Evin continue their arena review series with the MassMutual Center in Springfield, MA, home to the AIC Yellow Jackets! Hear everything they have to say about this arena as they rate it in five categories. They also include their thoughts on the somewhat new MGM Springfield casino just next door!
2022-10-13
22 min
Tomorrow's Leader
#308 - Servant Leadership with Manny Amezcua
Send us a textToday host John Laurito is joined by the CEO of MassMutual Great Lakes, the Founder and Managing Partner at The Podium Group, and the Podcast Host of At The Podium with Manuel Amezcua himself, Manny Amezcua. They talk about Manny’s journey in leadership and how he developed his confidence over time. They also talk about the concept of servant leadership and why it's important to continue serving the people to become the best leader you can be.Manuel Amezcua is an entrepreneur, philanthropist, and executive in the wealth management and in...
2022-08-22
40 min
McKinsey on Insurance
Inside the strategy room: MassMutual’s Roger Crandall on disrupting your own industry
Read more > Listen to the podcast (duration: 32:18) > In this podcast, which originally aired on McKinsey’s Inside the Strategy Room podcast, the long-time CEO of the US insurer MassMutual reflects on the changes in the industry, the risk environment, and the role of the CEOSee www.mckinsey.com/privacy-policy for privacy information
2022-08-17
32 min
Build Value By Choice
Latest Insights From MassMutual's 2022 Business Owner Perspectives Survey
3 Evergreen Secrets to Grow Your Business...Without Succumbing to Market Changes! >>>>>>>>registration for free webinar HERE
2022-08-10
29 min
Inside the Strategy Room
121. MassMutual’s Roger Crandall on disrupting your own industry
In this episode of Inside the Strategy Room, Roger Crandall, chairman, president, and CEO of MassMutual, speaks with Pradip Patiath, a leader in McKinsey’s digital financial services practice, about embracing the disruption that’s transforming the insurance industry. Roger reflects on the changes in the industry, the risk environment, and the CEO role. Follow McKinsey's Strategy and Corporate and Finance practice on LinkedIn: https://www.linkedin.com/showcase/mckinsey-strategy-&-corporate-finance Explore more Inside the Strategy Room podcast episode transcripts: https://www.mckinsey.com/itsrSupport the show: https://www.linkedin.com/showcase/mckinsey-strategy-&-corporate-finance/
2022-06-16
33 min
Fireside Chat with Cyber, Tech & Privacy Leaders across industries
Fireside Chat w/Sara Hall, Deputy CISO and Head of SecOps & Engineering at MassMutual
This week we welcome Sara Hall, Deputy CISO and Head of Security Operations and Engineering at MassMutual. Join us Wed May 18th at 8PM ET to hear her origin story on Clubhouse. Our Moderators: Tomás Maldonado, Octavia N. Howell, CISSP, GSLC, Lisa Beth Lentini Walker, Russell Eubanks, Larry Whiteside Jr., David Cass, Hussein Syed, Vijay Bala, Naveen Balakrishnan, Yonesy Núñez, Stephen Garcia and Katie Hanahan #thoughtleadership #mentorship #firesidechat
2022-05-19
1h 52
Fireside Chat with Cyber, Tech & Privacy Leaders across industries
Fireside Chat w/Sara Hall, Deputy CISO and Head of SecOps & Engineering at MassMutual
This week we welcome Sara Hall, Deputy CISO and Head of Security Operations and Engineering at MassMutual. Join us Wed May 18th at 8PM ET to hear her origin story on Clubhouse. Our Moderators: Tomás Maldonado, Octavia N. Howell, CISSP, GSLC, Lisa Beth Lentini Walker, Russell Eubanks, Larry Whiteside Jr., David Cass, Hussein Syed, Vijay Bala, Naveen Balakrishnan, Yonesy Núñez, Stephen Garcia and Katie Hanahan #thoughtleadership #mentorship #firesidechat
2022-05-19
1h 52
Life Accelerated
The big bets MassMutual has made to disrupt life insurance distribution
If your goal is market disruption, you need the right technology. This is Sherriff Balogun Jr.’s takeaway after his team at MassMutual successfully launched their B2C distribution channel, Haven Life. Sheriff–Head of Platform Transformation–shares his team’s 3 core pillars for digital transformation; learnings they gleaned directly from their success with Haven Life. He and host Anthony O’Donnell discuss how MassMutual has pulled off feats of innovation, while also remaining true to their core values.
2022-04-27
25 min
Upreneur
Make Today Better Than Yesterday with Harris S. Fishman
Welcome to the Upreneur StartUp Podcast with your host, Fahad Razi! The Upreneur Podcast is in partnership with Score Broward, a nonprofit that helps entrepreneurs start, develop, and grow their businesses. Upreneur Start-Up Dives into the minds of entrepreneurial thought leaders & experts to tackle the “newbie” questions you've wondered about but might be afraid to ask. Looking to start your business or find for your first, second, or third Deal? This podcast is for you. In today’s episode, I had the pleasure of sitting down with Harris S. Fishman, Chairman of Coastal Wealth, a Massm...
2021-12-01
37 min
C-Speak: The Language of Executives
Roger Crandall, Chairman, President & CEO of MassMutual
After joining MassMutual in 1988 as a real estate investment trainee, Roger Crandall was named the company's President in 2008, and CEO in 2010. In this episode, Roger discusses the highlights and challenges of his tenure, his advice for other leaders, and the economic trends he is keeping a close eye on.
2021-10-13
36 min
Tomorrow's Leader
#194 - Winning at Life with Tim Flanagan and Amanda Kramer
Send us a textIn today’s episode, host John Laurito is joined by MassMutual Carolinas’ President Tim Flanagan and MassMutual Carolinas’ Director of Advisor Experience Amanda Kramer. They share their experience as leaders of one of the Best Life Insurance companies of 2021. They also talk about what it’s like to work in a company with a strong culture for its leaders and people.As a third-generation leader in MassMutual, Tim Flanagan is dedicated to leading the team in creating healthy practices while achieving their vision of success and balance in all aspects of their li...
2021-09-13
33 min
TBA's Life Insurance Link Up
Intro to MassMutual
In this episode, Zach Gosselin, Vice President of Sales for TBA, is joined by Brad Newcomb, Managing Director of TBA’s newest carrier available to advisors: MassMutual. In this episode, not only do Zach and Brad discuss MassMutual’s distribution into the independent brokerage space, but they also cover important products in MassMutual’s broad portfolio that fit specific scenarios that are common for TBA Advisors. From individuals to business owners, MassMutual’s products provide creative solutions to common problems faced by your clients. Listen in to find out which ones will work best for your book of business!
2021-08-25
16 min
The Desi VC with Akash Bhat
E51: Anvesh Ramineni (Managing Director, MassMutual Ventures)
Anvesh is a Managing Director at MassMutual Ventures (MMV) and co-heads MMV’s investment efforts in Asia. Prior to MMV, Anvesh was a Director and Head of Investments at Openspace Ventures, where he was part of the founding team. He started his career at Citi in the TMT Investment Banking team, during which he spent around 8 years in Hong Kong and Mumbai on M&A and financial advisory work with clients in the APAC region. Anvesh holds a BE in electronics and communications engineering from Anna University and an MBA from T.A. Pai Management Institute.Anvesh cu...
2021-07-27
1h 02
Beantown Sports Wolfcast
Episode 8 - Beantown Sports Wolfcast Bruins host the New York Islanders in a Massmutual Eastern Divisional matchup!
The restrictions are being lifted folks as the number three seeded Black and Gold Boston Bruins take on the physical Defensive Goons of the Long Island based New York Islanders in a Stanley cup Final Semifinal Showdown! My key points the wolf covers is:Can the Stunning Islanders Defensive unit be to much for the black and Gold?Will the full capacity of The Garden motivate the Bruins to New heights?Can Taylor Hall continue this offensive greatness within the playoffs? Find out on the Wolfcast!#nhlbruins #stanleycup #massmutual #nhlonnbc#boston
2021-05-29
22 min
Locked On Devils - Daily Podcast On The New Jersey Devils
Another MassMutual East Division Update; Alexander Holtz is Not Returning To Team Sweden; When Will Nolan Foote Make His NHL Debut?
I know you might be getting tired of my discussion with the MassMutual East Division. However, with there being less games and time, things are getting even tighter and now I can talk about hypothetical situations for several teams and how New Jersey can be an x-factor. Also, Nolan Foote might make his NHL debut before the season ends, and Alexander Holtz is close to signing his entry level deal with Sweden.Support Us By Supporting Our Sponsors!BetOnline AG: There is only 1 place that has you covered and 1 place we trust. Betonline.ag! Sign...
2021-04-17
22 min
Locked On Devils - Daily Podcast On The New Jersey Devils
Discussing The Hudson River Rivalry Between The New Jersey Devils and The New York Rangers...MassMutual East Division Standings Update (Ft. Locked On Rangers)
There's no point in me wallowing in my pity for the New Jersey Devils, so it would be best to bring in somebody to lighten the mood. Jon Chik (Locked On Rangers) and I conducted a crossover as we discussed the MassMutual East Division and what needs to go right for New York. Also this Hudson River Rivalry is going great...for the Rangers. So, we need to talk about the Devils struggles throughout the entire year.Follow Jon on Twitter: @JChik17 Learn more about your ad choices. Visit podcastchoices.com/adchoices
2021-04-16
33 min
Black N' Gold Hockey Podcast
Bruins Were Atop The MassMutual East But Now In The Middle Of The Pack Due To Inconsistent Play
The Black N' Gold Hockey Podcast is powered by BetOnline.AG With some sports back and underway you can still rely on BetOnline to be there for all your sports and virtual Casio needs. Please support our podcast by signing up for a free account at BetOnline.AG and use code: CLNS50 for a 50% welcome bonus to your bankroll after your first deposit. A MINIMUM deposit of $55.00 is required to qualify for the bonus. Please see BetOnline's general rules for additional terms and conditions regarding bonuses.Below are the show topics that hosts Heather Ingerson, and M...
2021-03-15
2h 07
Shek Show
Kevin Hench makes his debut, the Pivot Questionnaire & MassMutual Predictions!
Dave Dameshek is joined by new co-host Kevin Hench for the latest Minus Three Podcast presented by FanDuel! Shek introduces his longtime friend & Hollywood writer, the Henchman, to the audience as they talk about their 20+ year friendship and how he will inject his Boston fandom into the show (2:16). Next, Shek, Hench & Spaghetti give listeners their best bets to make heading into the weekend for the Northeast based teams (10:13). Then, Shek does his best James Lipton impression as he gives Hench the Pivot Questionnaire to help everyone get to know him better (26:03). They round out this portion of the show...
2021-02-25
1h 14
Conversations with Calvin; WE the Species
YIN LONG; From @China, to NJ, @Rutgers ‘ 92 MS HR, to MassMutual, Top Financial Advisor
YIN LONG; From China, to NJ, Rutgers ‘ 92 MS HR, to MassMutual, Top Financial Advisor MEET: YIN LONG, From China, to NJ, Rutgers ‘ 92 MS HR, to MassMutual, Top Financial Advisor YouTube: As an eight-year-old girl in China, Yin read stories about Madame Marie Curie. Motivated by this female pioneer in science, she became determined to realize her own career aspirations. Today, Yin runs a highly successful financial practice that serves owners of closely held businesses with sophisticated estate tax planning strategies, retirement planning solutions and employee benefits. How she fulfilled her drea...
2021-02-23
49 min
The Scoop
Meet the CEO trying to convince every multi-billion dollar insurance fund to buy bitcoin
Bitcoin investment firm NYDIG raised $50 million in October, quadrupled its clients and life insurance company MassMutual purchased a minority stake in the firm.This came about because bitcoin is transitioning to a predominantly institution-owned asset, according to NYDIG CEO Robert Gutmann. MassMutual made a $5 million equity investment in NYDIG last December, as well as a $100 million bitcoin investment for its general investment account through NYDIG. On today's episode of The Scoop, Gutmann said this event could open the floodgates for insurance giants to get in on bitcoin.“You are going to see a lot...
2021-01-15
47 min
North Fulton Business Radio
Mike Kipniss, MassMutual/The Piedmont Group
Mike Kipniss, MassMutual/The Piedmont Group (North Fulton Business Radio, Episode 319) Mike Kipniss joins host John Ray to discuss key factors in selecting a financial advisor and why planning for long-term care protection should be done early and with careful homework. Mike also explains why having no financial plan can be such a problem and [...]
2021-01-08
37 min
North Fulton Business Radio
Mike Kipniss, MassMutual/The Piedmont Group
Mike Kipniss, MassMutual/The Piedmont Group (North Fulton Business Radio, Episode 319) Mike Kipniss joins host John Ray to discuss key factors in selecting a financial advisor and why planning for long-term care protection should be done early and with careful homework. Mike also explains why having no financial plan can be such a problem and [...]
2021-01-08
37 min
The UKBitcoinMaster Podcast Series
FIDELITY CEO RARE INTERVIEW BULLISH ON BITCOIN, MASSMUTUAL INVESTS $100M IN BTC, CAN'T KILL KING BTC
#bitcoin Fidelity Chief Exec does rare interview and is very Bitcoin bullish, Another big one MassMutual invests $100m into Bitcoin, They will not kill King Bitcoin, JP Morgan says Institutional Bitcoin adoption is only just getting started… and we ask the question, did Bitcoin just hit it’s new bottom! Some great tweets too! Leave a LN tip: TippinMe: https://tippin.me/@UKBitcoinMaster Leave a BTC tip: 3AQfQDVxz7Nyz68tJjwS44D7McvaWZvL2L
2020-12-14
37 min
APW Talk
APW Talk- Massmutual Bitcoin demand, Ray Dalio changes his mind, and Aliens exist
JP Morgan says Massmutual Bitcoin foray signals widening demand. Another billionaire wall street legend has changed his tune on Bitcoin. Former Israeli space security chief says extraterrestrials exist and Trump knows about it. --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this podcast: https://anchor.fm/apw-talk/support
2020-12-14
15 min
BitcoinMeister- Bitcoin, Cryptocurrency, Altcoins
This week in Bitcoin- 12-11-2020- MassMutual, Warren Davidson, KYC, Jack Dorsey, Mt. Gox, Gold, CBDCs
A Bitcoin week that centered around regulation and Wall street! A new BTC guest joins two panel veterans! MassMutual joins the party, all sorts of government regulation and privacy related FUD, Jack Dorsey goes BTC green, Mt. Gox again? Price is high yet people think otherwise, Gold to suffer, much more! Recorded in Phoenix, AZ! NICO- https://twitter.com/BITVOLT7 Keep it Simple Bitcoin- https://twitter.com/KISBitcoin Christian- https://twitter.com/ck_SNARKs Watch the show here- https://www.youtube.com/watch?v=e0Apg9U1oEw Parler- htt...
2020-12-11
59 min
Crypto Corner - Bitcoin and Blockchain
Crypto Corner Podcast #488: MassMutual Buys $100 Million in BTC, 3iQ Completes Ether Fund IPO (TSX: QETH-U), Goldman Sachs (NYSE: GS) Joinin
Crypto Corner Podcast #488: MassMutual Buys $100 Million in BTC, 3iQ Completes Ether Fund IPO (TSX: QETH-U), Goldman Sachs (NYSE: GS) Joining JPMorgan's (NYSE: JPM) Blockchain Platform
2020-12-11
04 min
Protos Podcast
MassMutual buys Bitcoin, IOTA boots founder, cyberattack hits Trezor
PornHub running out of fiat options. MassMutual buys $100M in Bitcoin. IOTA Foundation removes founder. Lil Yachty’s token sells out super fast. Mt. Gox victims to get just 15% of lost funds. Trezor rocked by botnet attack. Hosted on Acast. See acast.com/privacy for more information.
2020-12-11
10 min
BitcoinMeister- Bitcoin, Cryptocurrency, Altcoins
The 1 Bitcoin Show- MASSIVE MassMutual BTC Purchase! A Step closer to the Wall Street KYC Fork! Bitwise, Tether, Q&A
Welcome to the 1 Bitcoin Show! Big institutional BTC purchasing news today along with more noise about regulation and KYC. These two topics are very much related and I am not the only one saying that some sort of conflict is in BTC's future because of what we are talking about today. I am happy MassMutual in the game with us Big Boys, but I know where this probably will lead. We will talk about the fork scenario and much more! Tether has a target on its back, innovation in Canada, Bitwise vs GBTC, much more! Pound that like button...
2020-12-10
26 min
Featured Image – Square Archives - KazSource
EP126 | Paradigm Shifts and Content Creation with Joe Cantanucci of MassMutual Capitol District
“I get knocked down on a daily basis. But if you’re not a little unsure, anxious, or nervous, you are not living up to your full potential” – Joe Cantanucci In this episode, we feature, Joe Cantanucci, Managing Partner at MassMutual Capitol District in Washington DC. In full disclosure, Joe and his team are a client ... Read more The post EP126 | Paradigm Shifts and Content Creation with Joe Cantanucci of MassMutual Capitol District appeared first on KazSource.
2020-11-13
46 min
Entrepreneur Perspectives Podcast Archives - KazSource
EP126 | Paradigm Shifts and Content Creation with Joe Cantanucci of MassMutual Capitol District
“I get knocked down on a daily basis. But if you’re not a little unsure, anxious, or nervous, you are not living up to your full potential” – Joe Cantanucci In this episode, we feature, Joe Cantanucci, Managing Partner at MassMutual Capitol District in Washington DC. In full disclosure, Joe and his team are a client ... Read more The post EP126 | Paradigm Shifts and Content Creation with Joe Cantanucci of MassMutual Capitol District appeared first on KazSource.
2020-11-13
46 min
Entrepreneur Perspectives
EP126 | Paradigm Shifts and Content Creation with Joe Cantanucci of MassMutual Capitol District
“I get knocked down on a daily basis. But if you’re not a little unsure, anxious, or nervous, you are not living up to your full potential” – Joe Cantanucci In this episode, we feature, Joe Cantanucci, Managing Partner at MassMutual Capitol District in Washington DC. In full disclosure, Joe and his team are a client ... Read more The post EP126 | Paradigm Shifts and Content Creation with Joe Cantanucci of MassMutual Capitol District appeared first on KazSource.
2020-11-13
46 min
Unbabbled
Long-Term Financial Planning for Families of Children with Special Needs | Season 3, Episode 2
Caring for a child with special needs, such as a communication disorder, learning difference or complex medical diagnosis, can be overwhelming. Families planning for the future of a child with special needs could benefit from additional support and financial resources. In this episode, we speak with financial planners Bryan Smith and Tinja Anderson of MassMutual Greater Houston to learn the basics of planning for your family’s unique financial needs. They provide clarity on complex issues like Medicaid, Medicare and Social Security benefits, different types of trusts families with special needs may use, and what to...
2020-11-04
33 min
International Youth Education Forum
Financial Literacy and Responsibility with MassMutual FutureSmart by EverFi
In this episode we discuss personal finance and a tool that helps students learn more about their financial situations and how to be better prepared for their future lives. The tools in this episode were FutureSmart by EverFi sponsored by MassMutual Life Insurance Company. --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/iyef/message
2020-07-15
08 min
CFO THOUGHT LEADER
614: In Pursuit of Data's Deep Impact | Matt Borowiecki, CFO, Biofourmis
When asked what led him to open his latest career chapter as CFO of Biofourmis, Matt Borowiecki quickly mentions the 2018 sale of MassMutual Asia Ltd. to Yunfeng FG. After helping to piece together a string of strategic plays for MassMutual, Borowiecki was instrumental in effecting the Yunfeng FG deal, which was a standout for him personally as well as one that many industry analysts at the time deemed transformational for company. Having helped to spearhead the transaction, Borowiecki was subsequently asked to relocate to Hong Kong and lead international strategy and corporate development for the...
2020-07-08
50 min
CFO THOUGHT LEADER
614: In Pursuit of Data's Deep Impact | Matt Borowiecki, CFO, Biofourmis
When asked what led him to open his latest career chapter as CFO of Biofourmis, Matt Borowiecki quickly mentions the 2018 sale of MassMutual Asia Ltd. to Yunfeng FG. After helping to piece together a string of strategic plays for MassMutual, Borowiecki was instrumental in effecting the Yunfeng FG deal, which was a standout for him personally as well as one that many industry analysts at the time deemed transformational for company. Having helped to spearhead the transaction, Borowiecki was subsequently asked to relocate to Hong Kong and lead international strategy and corporate development for the...
2020-07-08
50 min
SA For FAs
Retirement Advisor: How MassMutual’s First Responders Handled The Crisis
MassMutual’s Bob Carroll offers a front-row view of his firm’s response to the coronavirus crisis, with regard to retirement savers and advisors managing workplace plans. In the interview (20:32), Carroll shares a touching story of how the crisis brought competing advisors together to help their community.
2020-06-23
19 min
SA For FAs
Retirement Advisor: How MassMutual’s First Responders Handled The Crisis
MassMutual’s Bob Carroll offers a front-row view of his firm’s response to the coronavirus crisis, with regard to retirement savers and advisors managing workplace plans. In the interview (20:32), Carroll shares a touching story of how the crisis brought competing advisors together to help their community.
2020-06-23
19 min
SA For FAs
Retirement Advisor: How MassMutual’s First Responders Handled The Crisis
MassMutual’s Bob Carroll offers a front-row view of his firm’s response to the coronavirus crisis, with regard to retirement savers and advisors managing workplace plans. In the interview (20:32), Carroll shares a touching story of how the crisis brought competing advisors together to help their community.Learn more about your ad choices. Visit megaphone.fm/adchoices
2020-06-23
19 min
SA For FAs
Retirement Advisor: How MassMutual’s First Responders Handled The Crisis
MassMutual’s Bob Carroll offers a front-row view of his firm’s response to the coronavirus crisis, with regard to retirement savers and advisors managing workplace plans. In the interview (20:32), Carroll shares a touching story of how the crisis brought competing advisors together to help their community.
2020-06-23
19 min
SA For FAs
Retirement Advisor: How MassMutual’s First Responders Handled The Crisis
MassMutual’s Bob Carroll offers a front-row view of his firm’s response to the coronavirus crisis, with regard to retirement savers and advisors managing workplace plans. In the interview (20:32), Carroll shares a touching story of how the crisis brought competing advisors together to help their community.
2020-06-23
19 min
Defenders of Business Value
Exit Planning with Brian Trzcinski
One of the people that Ed’s been hassling and trying to track down and get on the podcast is Brian Trzcinski of MassMutual. Ed’s seen him speak probably three or four times, and each time he comes away shaking his head with such good information. MassMutual do some really great research. Brian is the director of the business market development over at MassMutual. He’s in charge of all the marketing programs aimed at assisting business owners in the marketplace. He truly is one of the defenders of business value. He’s making sure that all of the Mass...
2020-06-15
38 min
Conversations with Mike Milken
Ep. 40: Can-Do, with MassMutual’s Roger Crandall
“You start by taking care of your people. Your people then can take care of their families and loved ones. That's how communities get taken care of. And that's kind of the building blocks that we see as being critical here.” For MassMutual’s Roger Crandall, leadership in times of a pandemic means more opportunities to help policyholders and employees create virtuous cycles. Under his stewardship, the venerable life insurance company has offered $3 billion of free life insurance to frontline workers—a program he hopes to expand. Crandall finds optimism in the federal Paycheck Protection Program...
2020-05-08
20 min
Bank On It
Nugget of the week - Having a strategic acquisition with Yaron from Haven Life (acq. by MassMutual)
About this nugget: This nugget was pulled from episode 246 from an interview with Yaron Ben-Zvi, co founder and CEO at Haven Life (acquired by MassMutual). This nugget is on strategic acquisition. . What is a nugget of the week?: The host John Siracusa has recorded over 300 episodes as the host of the Bank On It & Before the A fintech podcasts where he interviews founders building the future of fintech and the VCS/Angels who fund them. With each interview there’s this wow moment when the person interviewed has shared something really special, un...
2020-04-08
06 min
AWS re:Invent 2019
STG236-S: Ensure AWS data recoverability, ft. MassMutual & Boston Scientific
According to recent studies, 84 percent of cloud administrators assume that the cloud provider is responsible for backing up cloud data. But the truth is that data protection is a matter of administration. In this session, we show you how MassMutual and Boston Scientific optimized their data protection by recovery SLA, retention period, and granular and at-scale recovery. We also show you how they protected against ransomware and other threats. Finally, we discuss opportunities and options in regulatory compliance, and we share best practices for exploring the variety of data protection options that Veritas makes available to AWS customers like these...
2019-12-08
00 min
Money Matters Top Tips with Adam Torres
Samantha Jackson CLU, CLTC, LUTCF, Managing Director & Registered Principal at MassMutual Greater Pacific
Samantha Jackson CLU, CLTC, LUTCF, Managing Director & Registered Principal at MassMutual Greater Pacific is interviewed in this episode. Follow Adam on Instagram at Ask Adam Torres for up to date information on book releases and tour schedule. Apply to be interviewed by Adam on our podcast: https://www.moneymatterstoptips.com/podcastguest
2019-11-28
13 min
The "& Jim" Show
Mark Keating - MassMutual MidMichigan
Big Drew and Jim speak with MassMutual MidMichigan General Agent Mark Keating.
2019-10-03
06 min
The Forum on Workplace Inclusion Podcast
Ep. 18 MassMutual’s D&I Journey: A Holistic Approach to Change
In this episode of The Forum Podcast, Mary-Frances Winters (The Winters Group, Inc.), Peggy Nagae (WMFDP), Natalia Arbulu (MassMutual) share how MassMutual is driving diversity and inclusion by focusing on insightful metrics, a system of accountability, and transformative education. What does it take to create a leading organization in diversity and inclusion? In this Podcast, you will learn how MassMutual is driving diversity and inclusion by focusing on insightful metrics, a system of accountability, and transformative education. Hear how MassMutual partners with White Men as Full Diversity Partners (WMFDP) to deliver learning labs focused on systemic privilege...
2019-09-30
1h 10
Bank On It
Episode 246 Yaron Ben-Zvi from Haven Life (acquired by MassMutual)
Every week the show host John Siracusa talks with impressive fintech leaders and entrepreneurs, through conversation uncovers the remarkable stories behind them, their creations and the most important topics in fintech. You can subscribe to this podcast and stay up to date on all the stories here on iTunes, Google Play, Stitcher, Spotify and iHeartRadio. In this episode the host John Siracusa chats with Yaron Ben-Zvi from Haven Life (Acquired by MassMutual). Haven Life, is a MassMutual-backed startup that offers an easy online experience for buying term life insurance. Haven Life, is lead by its f...
2019-08-22
44 min
The Treasury Update Podcast
Transforming Treasury: A Dose of Realism (MassMutual)
How do treasurers effectively drive change across an organization? On this episode of the podcast, Craig Jeffery talks with Todd Picken, Treasurer at MassMutual to discuss the joys and opportunities of treasury transformation and how both need to be tempered with a dose of reality. From treasury operations to customer experience, they share valuable insights to help navigate real change across treasury environments. Topics of discussion center around achieving success through paying for transformation, moving the culture forward and getting technology to work. Listen in to find out more.
2019-06-08
29 min
Wealth of Knowledge
Ep. 16 – Leaders Talk Series Part 3 – Nola Weinstein, Global Head of Culture and Experiential Marketing at Twitter, and Roger Crandall, Chairman, President and CEO at MassMutual
In part three of the Leaders Talk Series, U.S. News Executive Chairman Eric Gertler joins the show to share interviews on 21st century leadership and diversity from the World Economic Forum conference in Davos, Switzerland. He talks with Nola Weinstein, global head of culture and experiential marketing at Twitter, and Roger Crandall, chairman, president and CEO at MassMutual. See acast.com/privacy for privacy and opt-out information.
2019-03-04
00 min
Super Bowl 2018
The Unsung (MassMutual)
"The Unsung" — MassMutual's active commercial — originally broadcast in 2018 on Super Bowl LII for 120 seconds. [MassMutual](https://p...
2019-02-04
00 min
Afford Anything
Ask Paula: I Have Three Kids and I'm Hoping for Financial Independence
#159: Should a 36-year-old father of three invest primarily in Traditional or Roth retirement accounts? Should Rose, a grandmother of four, open a Vanguard account for each of her grandchildren?Should Nancy, who lives overseas and is the sole breadwinner in her family, invest in a Traditional or Roth TSP? Should Scott’s wife rollover her 403(b) from her former employer into an IRA? Should Patrick, age 35, cancel his life insurance plan?Former financial planner Joe Saul-Sehy and I answer these five questions in today’s episode.Our first caller is Mr. “Three Kids and St...
2018-11-02
58 min
Queer Money®: How Gay People Do Money
What is My Business Worth? Why Business Valuation is Important - Queer Money Ep. 126
If you are a small business owner, the value of your business is something that can make or break your ability to stay in business, especially when it comes to getting loans. Your business valuation number will help with legacy planning and even how and who should manage your business when you're ready to take a back seat. On this episode of Queer Money we invite Tracy Shaw, AVP of Business and Market Development at MassMutual Financial Group, to talk with us about how MassMutual is helping small business owners determine their business valuation, the tools they use and offer...
2018-10-30
49 min
Marketing Today with Alan Hart
105: Jennifer Halloran on leading MassMutual’s comprehensive rebranding efforts
In this week's episode of “Marketing Today,” Alan's conversation is with Jennifer Halloran, head of brand and advertising at MassMutual. The beginning of Halloran's tenure at MassMutual was marked by a complete rebranding effort across all aspects of the company, including the hiring of two new agencies of record. In a decision to go with a roster model, they chose Johannes Leonardo as their creative lead and named Giant Spoon to handle media responsibilities.During the course of her conversation with Alan, Halloran talked about the process of hiring those two agencies as well as the campaigns and...
2018-07-25
56 min
Queer Money®: How Gay People Do Money
Ep 66 - MassMutuals LGBTQ Financial Security Study
The Deets of MassMutual’s LGBTQ Financial Security Study Between February 28 and March 14, 2017, MassMutual along with Greenwald & Associates, conducted an online survey of middle-income Americans over-weighted with LGBTQ people to “raise awareness of the threats and obstacles to middle-class workers’ [especially LGBTQ workers’] financial security.” LGBTQ people don’t feel secure and it may be our fault Nearly half of those in the survey described themselves as not too or not at all financially secure. This data doesn’t align with the perception that we’re all fabulous. Rather than being fabulous, we may just be fabulously broke. Based on MassMutual’s LGB...
2017-09-07
40 min
Game Plan For Life
MassMutual Idaho – Paul Hales and Tracey Stone
Today on Game Plan For Life Skip Hall is talking to Paul Hales and Tracey Stone from MassMutual Idaho. MassMutual is a Fortune 500 Life Insurance Company that works to help you achieve financial freedom by designing strategies that utilize life insurance, long-term care insurance, mutual funds, financial planning and financial management. Game Plan For Life is a podcast and radio program hosted by Skip Hall. Tune in every Saturday morning on 94.1 FM at 10:00. And on KSPD AM 790 at 10:00 AM in the Boise, Idaho area. Skip is the former head football coach at Boise State University. During 30...
2017-08-19
28 min