The Tao of Chao Podcast
The Tao of Chao Podcast focuses on contemporary issues, regulations and class action cases impacting pension and defined contribution retirement plan fiduciaries. Philip Chao and his guests will discuss relevant issues that a plan fiduciary should pay attention to and how such challenges are relevant in operating their retirement plans while serving in the sole interest of participants and beneficiaries.
Podcasting since 2022 • 32 episodes
The Tao of Chao Podcast
Latest Episodes
Navigating a New Global Order: U.S.–China Dynamics, Geopolitical Complexity, and the Future of Capitalism w/ Dr. Brian Wong | Tao of Chao 29
How stable is today's world order — really? In this episode of the Tao of Chao podcast, Philip Chao sits down with Dr. Brian Wong, Assistant Professor at the University of Hong Kong and geopolitical strategist, to unpack the e...
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Episode 29
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56:28
Solving the Retirement Income Puzzle: T. Rowe Price's 5-Dimensional Approach w/ Jessica Sclafani | Tao of Chao 28
Retirement income planning requires balancing competing priorities and understanding crucial trade-offs. In this episode, Jessica Sclafani, Global Retirement Strategist at T. Rowe Price, introduces their innovative five-dimensional framework fo...
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Episode 28
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28:21
Master Your Money Mindset: Smart Retirement Strategies Revealed w/ Anne Lester | Tao of Chao 27
Why is saving money so hard? Why is retirement planning so complicated? Gen Z and Millennials are anxious about their future, including their financial planning.Behavioral finance expert Anne Lester, author of "Your Best Financial Life:...
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Episode 27
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32:52
PIMCO Strategist on Global Financial Markets, Interest Rates & Fed Policy w/ Anthony Crescenzi | Tao of Chao 26
What's ahead for the global economy and financial markets in 2025? Let's look back at past financial policy decisions and data for indicators.Anthony Crescenzi, Executive Vice President and Market Strategist at PIMCO, shares his expert ...
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Episode 26
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52:29
Lifetime Income w/ Bonnie Treichel: Frameworks, Collaboration, and Fiduciary Leadership | Tao of Chao 25
How can advisors and plan sponsors tackle the complexities of lifetime income and retirement sufficiency? In this episode of the Tao of Chao, Philip sits down with Bonnie Treichel, Chief Solutions Officer at Endeavor Retirement, to exp...
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Episode 25
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52:44
