Best Tiaa Podcasts (2024)

1
How TIAA is Empowering Retirement with Technology 46:01

10m ago46:01

46:01

On this episode, Sastry Durvasula, the Chief Information and Client Services Officer at TIAA, discusses how TIAA uses technology, including AI, to improve the retirement experience for its customers. He also digs into the challenges of integrating new sources of data and the need for companies to reimagine their approach to technology and innovatio…

1
August 10, 2024 – TIAA-CREF Target of Class Action Law Suit – Long Term Fixed Annuities Still Have Rates Above 5% – But is that the right idea for you? – Our MtM Babies – Annabelle, Nico, Blake, and Ainsley ...

6d ago

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Gene and Alyssa answer buckets o’ questions: She asks if her son should pay ahead on his mortgage. Spoiler alert – it’s not the answer you might expect! She asks if a financial advisor and a tax advisor are the same? As you will expect – it depends! She is retiring from PSERS. Should she take her contributions out or leave them in? They have invest…

1
166: How TIAA is Transforming Retirement into Longevity 35:10

7d ago35:10

35:10

I sat down with Melora Zaner, the Chief Design Officer at TIAA, to discuss the often-overlooked value of incremental innovation and the transformative power of design in addressing pressing societal challenges like retirement. Our conversation starts with an urgent issue that many are facing—the retirement crisis in America. We discuss the alarming…

1
168: How CNA Unlocked the Tools & Tactics to Accelerate Innovation 33:27

5h ago33:27

33:27

Could your organization benefit from a new approach to innovation? In today's episode of Innovation Storytellers, Benjamin Atkinson, Director of Innovation at CNA Insurance, discusses transforming theoretical innovation into actionable strategies. Benjamin shares his pivotal transition into innovation, sparked by early experiences where he managed …

1
August 17, 2024 – Veteran’s Benefits and Medicare – Lots to be learned – Lots of help available – Stock Market Volatility is Significant. How Should You React? – Our MtM Babies thank you all for your ...

3d ago

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Gene and Alyssa answer buckets o’ questions: He asks if his mom should pay off the loan she has against her life insurance policy? He asks if his investments should have out-performed the S&P 500? He and other family members will be inheriting his mother’s home. How does he get to own it all? She asks what to do about her son who will not repay a l…

1
Staying Customer Focused in Digital Transformation with Niki Manby, Mutual of Omaha 22:17

2d ago22:17

22:17

Host Anthony O'Donnell welcomes Niki Manby, Chief Strategy and Innovation Officer at Mutual of Omaha to share the remarkable journey of the company’s digital transformation that has boosted the success of the company. Niki shares her extensive experience in financial services and fintech, showcasing how she's driving change and ensuring the company…

1
167: How to Use Fluid Thinking to Unleash Your Innovation Mind 44:03

11h ago44:03

44:03

In this episode, I am going to take you on a fascinating journey into the subconscious realm of our minds, exploring the science of fluid thinking and subconscious success with renowned cognitive scientist, Phillip Campbell. Phillip is not only an expert in cognitive science and an executive brain coach but also the author of the enlightening book …

1
The Evolving Role of Technology in the Legal Industry 35:07

10d ago35:07

35:07

On this episode, Harpreet Suri, the CTO of K&L Gates, discusses the role of technology in the legal industry and how it is transforming the way law firms operate. She highlights the importance of ease of adoption and security when evaluating technology solutions for law firms, and she shares her insights on the future of the legal industry, includi…

1
Building a global travel tech powerhouse with Denis Lacroix 19:31

8d ago19:31

19:31

In this episode, Pari Natarajan, CEO, Zinnov, sits down with Denis Lacroix, President, Amadeus for over 35 years, to explore the thrilling evolution of the travel industry and its transformative impact on the company. Denis recounts the rollercoaster ride through the COVID-19 pandemic, revealing how Amadeus’ pioneering SaaS business model not only …

1
August 3, 2024 – Nervous? 7 Tools and 7 Strategies To Invest Today and Sleep Well Tonight – Alyssa on the Hot Seat! – Super Hero Chad Rupprecht Recovering Beautifully from Knee Replacement Surgery! – Our ...

19d ago

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Gene and Alyssa answer buckets o’ questions: She and her husband disagree on how to split their estates. How do they resolve this? He asks about donating a life insurance policy to a charity? She finds the Social Security web site frustrating for securing her spousal benefits. What should she do? She is retiring and her pension is offering her a co…

1
165: From Uganda to Harvard, How the “Queen of Trash” is Changing the Environment 50:43

15d ago50:43

50:43

Join Dr. Judith Tumusiime, federal grants manager at the Cambridge Community Development Department, on the Innovation Storytellers Show, who shares her unique insights into revitalizing urban areas through innovation. She also highlights the importance of involving all players - government, private sector, and the community - in developing sustain…

1
July 27, 2024 – Super Hero Chad Rupprecht Recovering Beautifully from Knee Replacement Surgery! – What impact will the election have on the economy and the markets? – Our MtM Babies – Annabelle, Nico ...

19d ago

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Gene and Alyssa answer buckets o’ questions: He asks if an executor is personally responsible for paying inheritance tax if the estate runs out of money? He is receiving money from an estate that he wishes to go to his nephew. Can he use a disclaimer? Social media says you should use an irrevocable trust for your family. True or false? She and her …

1
Weaving a fabric of innovation with Sheenam Ohrie and Tyler Derr 25:09

21d ago25:09

25:09

In this captivating episode of the Zinnov Podcast, Pari Natarajan, CEO of Zinnov, gives us an exclusive look inside Broadridge, a powerhouse in financial technology. Pari sits down with Tyler Derr, Broadridge's Chief Technology Officer, and Sheenam Ohrie, the Managing Director of Broadridge Financial Solutions, India. Together, they explore the sei…

1
Mind and Machine: Two Paths to Marketing Mastery 17:32

21d ago17:32

17:32

We cover today the convergence of humanity and technology in today’s marketing landscape, featuring insights from Karna Crawford, CMO at Marqeta, and Tom Wentworth, CMO at Recorded Future. In this episode, Karna shares her insights on how to bring a little bit of humanity into B2B marketing — while still getting all the benefits of modern-day techn…

1
The Inventor of Siri Discusses The Power of AI 54:12

21d ago54:12

54:12

Babak Hodjat, CTO of AI at Cognizant, discusses the impact of advancements in AI and the factors that have enabled its rapid progress, including increased processing capacity, access to large amounts of data, and improved neural network architectures. Babak also highlights the importance of moving to the cloud and leveraging AI to make informed dec…

1
164: How IDEO and Kaiser Permanente Rethink Healthcare 49:48

22d ago49:48

49:48

On this week's edition of Innovation Storytellers join us on our journey to re-imagine healthcare with Jennifer Lo, Senior Director of Design at IDEO. Discover how they are revolutionizing healthcare by utilizing lean thinking and human-centered design principles. In addition, get insights into IDEO's unique approach to problem-solving, where they …

1
July 20, 2024 – President Trump Survives Assassination Attempt. Keep him in your prayers! – Is the Protection Cost of a Buffered ETF worth the money? – Our MtM Babies – Annabelle, Nico, Blake, and Ainsley ...

24d ago

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Gene and Alyssa answer buckets o’ questions: He found out his partner has been lying to him about her finances for years. Should he stay? He retired and started consulting. Can he set up a retirement plan? He doesn’t want a 529 plan for either of his young children. Is he right? She made a gift to son and daughter-in-law. Did she do it right? Lots …

1
163: How Sage Built their Innovation Academy from the Ground Up 27:36

1M ago27:36

27:36

In this week’s episode of the Innovation Storytellers Show, I’m joined by Bronwyn Dorrofield, Director of the Innovation Academy at Sage. Bronwyn, who initially carved her niche in product marketing, is now pioneering innovative learning solutions that integrate cross-functional collaboration across Sage. Her journey underscores a profound dedicati…

1
July 13, 2024 – Chad Rupprecht recovering from knee replacement surgery. Keep him in your prayers! – LAMN Event – $2,000 Raised! Annabelle makes her 5K debut! Great people! – Our MtM Babies – Annabelle ...

1M ago

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Gene and Alyssa answer buckets o’ questions: Her advisor isn’t a good fit. How does she find one that is? Is umbrella liability insurance a good idea? He asks if AI (Artificial Intelligence) will benefit big or small companies more? She asked another advisor about ‘buffered ETFs’ and he had no idea. What gives? Lots more . . . Free Second Opinion M…

1
Connectivity Initiatives That Create Seamless Digital Integration with Dora Clements, Unum 26:45

1M ago26:45

26:45

Great leaders in digital innovation often start their journey in diverse fields. Dora Clements is an exceptional leader at Unum whose impressive journey from entertainment law to overseeing transformative initiatives at the 175-year-old company is a testament to the potential for multidisciplinary approaches in driving organizational change. Host A…

1
Solving Everyday Problems with Technology 40:54

1M ago40:54

40:54

On this episode, Prince Kohli, the CTO of Automation Anywhere, discusses the evolution of robotic process automation (RPA) and its impact on industries. He shares real-world examples of how RPA and AI have transformed processes and improved efficiency in various sectors, and he delves into the implementation of RPA and AI, data governance, and the …

1
162: Book Launch: How PROXIMITY is the new digital strategy all Innovators Need to Know 49:06

1M ago49:06

49:06

Are you ready to explore how digital advancements reshape industries and create new business opportunities? In this exciting episode of the Innovation Storytellers Show, I sat down with Robert C. Wolcott, Cofounder of The World Innovation Network (TWIN Global), and Kaihan Krippendorff, Founder of Outthinker Networks, to discuss their groundbreaking…

1
July 6, 2024 – Happy July 4th! Independence Day! Let Freedom Ring! – LAMN Event July 11th 5K – Run, Walk, Roll or just come out for a great time and meet Annabelle! – Seniors are being taken in by SCAMS ...

2M ago

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Gene and Alyssa answer buckets o’ questions: He wants to know if he should pay off his mortgage early (spoiler alert – yes!)? He asks if Pennsylvania taxes the gains on the sale of personal residences? She wants to know if a recession is coming and what to do if it is? She believes Social Security is a right provided to us by the Constitution (spoi…

1
Balancing Autonomy and Collaboration in Global Teams with Peter George 10:19

1M ago10:19

10:19

Can globally distributed software teams truly unlock their full potential through autonomy and collaboration? Peter George, CTO of HMH, joins Nilesh Thakker, President of Zinnov, to share his battle-tested insights on striking this delicate balance. Discover how to balance autonomy and collaboration in globally distributed software teams. Learn abo…

1
Woman In The Mirror | Retail Edition w/Jennifer Goschke, 7-Eleven Global Solution Center - India; Prashanti Bodugum, Walmart Global Tech; and Monica Pirgal, Neiman Marcus India 34:52

1M ago34:52

34:52

with Jennifer Goschke, VP & Country Leader, 7-Eleven Global Solution Center - India; Prashanti Bodugum, Vice President - Engineering, U.S. Omni Platforms, and Tech, Walmart Global Tech; and Monica Pirgal, Managing Director, Neiman Marcus India Behind every successful business is a leader with a story. But how often do we get to hear it? The latest …

1
161: How Diageo’s Smoke DNAi is Reimagining the Future of Whisky 42:48

1M ago42:48

42:48

Have you ever wondered how tradition and modern science blend to create the perfect whisky? In this captivating episode of Innovation Storytellers Show, host Susan Lindner sits down with Aimée Morrison, Diageo's Master Blender, to explore the fascinating intersection of history, innovation, and cutting-edge technology in the Scotch whisky industry.…

1
June 29, 2024 – Sarah and Jon Weimer welcome twin daughters, Blake and Ainsley! Mom and babies all doing well – LAMN Event July 11th 5K – Run, Walk, Roll or just come out for a great time and meet Annabelle ...

2M ago

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Gene and Alyssa answer buckets o’ questions: How secure is Social Security? He and his son are beneficiaries of a pension plan. What are their options? Should one of his children use MtM Financial as their financial advisor? Her top priority is getting her home and property to her son. What steps should she take? Lots more . . . Free Second Opinion…

1
The Challenges and Opportunities Surrounding AI 44:26

2M ago44:26

44:26

On this episode, Mark Butler, CISO for Trace3, discusses the impact of AI on various industries, the challenges of AI governance, and the adoption of cloud services. He also delves into the application of AI in different sectors and the implications of cloud migration for companies with legacy infrastructure. Key Takeaways: AI has the potential to …

1
160: How Airbus is Pushing the Envelope on Innovation Marketing 33:04

2M ago33:04

33:04

How do you push the boundaries of innovation marketing in one of the most high-tech industries in the world? In this episode of the Innovation Storytellers Show, we dive into this question with two remarkable guests from Airbus: Mina Bastawros, VP of Creative and Digital Marketing, and Florent Petteni, Head of A220 & A320 Family Product Marketing. …

1
June 22, 2024 – LAMN Event July 11th 5K – Run, Walk, Roll or just come out for a great time and meet Annabelle! – Our friend, Bobby Gunther Walsh, celebrates 40 years on WAEB AM790! – One of the most detailed ...

2M ago

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Gene and Alyssa answer buckets o’ questions: Gene’s friend, Rook, has questions about foreign currencies? Bob was surprised at the tax treatment of U.S. treasuries. She wants to know how the ‘look-back period’ works for gifts and Medicaid. How do they navigate the journey from their current home to a down-sized home? Lots more . . . Free Second Opi…

1
The New Digital Frontiers of Customer Service Excellence 19:19

2M ago19:19

19:19

In this edition of CX Decoded, we discuss how large language models are enabling more natural and efficient customer interactions, reshaping the way contact centers operate. Learn about the importance of meeting rising customer expectations, the shift from cost-cutting to prioritizing customer service excellence and the rapid acceleration of digita…

1
159: How Millennial Innovators are Changing the Game 38:27

2M ago38:27

38:27

This week, I'm thrilled to be joined by Maarten van Kroonenburg from the Netherlands. Maarten is the visionary behind BW Ventures, and if you’re not familiar with it yet, you will be soon. As CEO, he's on a mission to revolutionize small businesses by crafting resilient and scalable models. Drawing from his entrepreneurial journey, Maarten leads wi…

1
June 15, 2024 – LAMN Event July 11th 5K – Run, Walk, Roll or just come out for a great time and meet Annabelle! – Reduce your financial stress, worry, and anxiety and increase your peace of mind – Is there ...

2M ago

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Gene answers buckets o’ questions: What are the mechanics of converting from an IRA to a Roth IRA? What are the mechanics of initiating withdrawals from a Rollover IRA? What are the mechanics of keeping Medicare premiums as low as possible? Should his wife be the beneficiary of his accounts or the joint owner? Lots more . . . Free Second Opinion Me…

1
Simplifying Life Insurance Through Digital Transformation with Nick Rohan and Kevin Cummer, TruStage 25:50

2M ago25:50

25:50

Host Anthony O'Donnell welcomes back Kevin Cummer, Director of Life Products, and Nick Rohan, Director of Partner Management at TruStage Insurance to share the remarkable journey of TruStage’s digital transformation, which has not only redefined their brand but also set new benchmarks in the insurance industry. Kevin and Nick take us through the ev…

1
The Value of Transparency, Innovation, and Customer Experience at Aflac 37:04

2M ago37:04

37:04

On this episode, Shelia Anderson, CIO of Aflac, delves into the use of technology to improve customer service, streamline processes, and enhance the overall experience for policyholders. The discussion also highlights the role of leadership in driving organizational change and the importance of transparency and education in decision-making. Plus, a…

1
158: Why Now? How Good Timing Makes Great Products 31:33

2M ago31:33

31:33

What if the secret ingredient to startup success isn't just what or how, but when? This week on the Innovation Storytellers Show, we're joined by Paul Orlando, a seasoned entrepreneur and the brain behind four international startup accelerators. Paul is not only a professor of entrepreneurship at the University of Southern California but also the a…

1
June 8, 2024 – Elaine Zelker Raises More than $105,000 for LLS – Visionary of the Year! – Tails of Valor Golf Tournament – Great People, Great Food, and Best of All – Great Dogs! – LAMN Event July 11th ...

2M ago

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Gene and Alyssa answer buckets o’ questions: What are the rules for making gifts to children to then qualify for Medicaid? Is a rollover from a 529 plan into a Roth IRA taxable on your PA return? How can he gift money to his children from his IRA without paying income taxes? Her annuity earned 5% in 12 years. How is such bad performance even possib…

1
From Insight to Foresight: Talent Intelligence reshaping HR with Sam Fletcher 26:52

2M ago26:52

26:52

Imagine your workforce as a vast, untapped oil field. While there's potential there, but without the right tools and insights, you might be missing the most valuable resources. This episode of Zinnov Podcast's Business Resilience Series features Sam Fletcher, Head of Talent Intelligence at PayPal, who shares his expertise on adapting talent strateg…

1
June 1, 2024 – Long Term Care Insurance Strategy That Might Be the Right Answer for You! – Elaine Zelker – Leukemia Lymphoma Society Visionary Needs Our Help – Click the Banner on our More than Money web ...

2M ago

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Gene and Alyssa answer buckets o’ questions: What amount can a husband and wife deduct on their PA income tax for 529 contributions? He wants to work after he reaches full social security. Will he just lose it all to taxes? He asks how to choose a financial advisor and what to expect from that advisor? They are in their 80’s with IRAs. What happens…

1
The Future Of Mobility W/ Continental Automotive’s Gilles Mabire And Latha Chembrakalam 28:04

3M ago28:04

28:04

In this episode of the Business Resilience Series, Pari Natarajan, CEO, Zinnov talks to Gilles Mabire, Chief Technology Officer, and Lata Chembrakalam, Vice President and Head of India Technology Center at Continental who provide insights into how the automotive technology company is adapting to industry disruptions like electric vehicles, autonomo…

1
156: How Disruptive Edge Accelerates Innovation Globally 31:58

3M ago31:58

31:58

In this episode of the Innovation Storytellers Show, I am joined by two trailblazers in the field of corporate innovation: June Barrage, Market Leader for the US & Middle East and Jose Ribau, Executive in Residence at Disruptive Edge and . Together, they delve into the strategies and principles that Disruptive Edge employs to foster innovation on a…

1
May 25, 2024 – Memorial Day – Remembering Those Who Died for Our Freedoms – RMDs for Inherited IRAs not Required in 2024, but should you take them anyway? – Elaine Zelker – Leukemia Lymphoma Society Visionary ...

3M ago

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Gene and Alyssa answer buckets o’ questions: Should he take a big block of money out of his IRA to pay cash for an investment property? She’s doing lots of good things at age 36, but is she really ‘all over the place’? He would like the peace of mind of paying off his mortgage. Is it really a good idea? Why won’t Gene just send out information on R…

1
Building a Culture of Accessibility: Shelby Mitchell, Discover 19:33

3M ago19:33

19:33

In this in-depth conversation, Shelby Mitchell of Discover shares how her personal experiences have influenced her career, driving notable improvements in accessibility at Discover. Her story highlights the powerful blend of personal commitment and corporate duty in fostering inclusive digital spaces.…

1
155: How Innovation Peer Networks Transform Outcomes 47:45

3M ago47:45

47:45

Have you ever wondered how innovative peer networks can transform business outcomes? In this episode of Innovation Storytellers Show, I sit down with Roland Deiser, the Founder & Executive Chairman of the Center for the Future of Organization, to explore this fascinating topic. Roland Deiser brings a wealth of knowledge on the subject, with his ext…

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