More Than Money: A Wealth + Health Podcast

Author: Nils

The undeniable connection between Wealth Health prompts questions that should be addressed by every financial professional. Clients are concerned about retirement readiness, healthcare costs, protecting their families, and their quality of life. More Than Money lets you hear from experts on both sides of the equation to help you create financial strategies that are about more than just dollars and cents.
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Language: en

Genres: Business, Investing

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More Than Money: A New Approach to Workplace Wellbeing
Episode 5
Tuesday, 6 July, 2021

In this episode, we are joined by Darren Zino and Chris Calitz in examining trends in wellness and retirement planning. Zino is the Senior Managing Director of US Retirement Distribution for Transamerica, and Calitz is National Executive Portfolio Lead of Health and Well-Being at the American Heart Association (AHA). Our goal today is to move beyond the buzzwords that often surround workplace wellness, and provide concrete ways to address the topic with clients in a very meaningful way. We'll also discuss our new approach to retirement savings in the workplace, through our partnership with the AHA.