The Tao of Chao Podcast
Episodes
42 episodes
Getting Comfortable with Being Uncomfortable with Julia Landauer
How much of our potential do we leave behind simply because something feels uncomfortable? In Episode 39 of the Tao of Chao Podcast, Philip Chao speaks with NASCAR driver and keynote speaker Julia Landauer about how discomfor...
From Save to Safe – A Conversation on Rethinking Risk
What if the biggest risk in retirement planning isn’t market volatility—but believing you’re prepared when you’re not? In Episode 38 of the Tao of Chao Podcast, Renee Scherzer interviews Philip Chao on the core philosophy beh...
Comfort Is the Real Risk with Vittayarukskul
Is the comfortable path actually the riskiest choice we can make? In Episode 37 of the Tao of Chao Podcast, Philip Chao welcomes entrepreneur Lily Vittayarukskul for a conversation about risk, resilience, and the courage to s...
Understanding Inflation, Debt, and the Real Economy with Paula Campbell Roberts
In Episode 36 of the Tao of Chao Podcast, Philip Chao sits down with Paula Campbell Roberts of KKR to unpack the economic realities shaping American households. With a data-driven and human-centered perspective, the conversat...
Power, AI, and Morality with Brian Wong
What does power look like in an age defined by artificial intelligence, geopolitical rivalry, and rapid technological acceleration?In Episode 35 of the Tao of Chao Podcast, Philip Chao welcomes Brian Wong for a compelling discussi...
Longevity, Literacy, and the Future of Aging with Surya Kolluri
What does it really mean to live longer — and how do we prepare for a future defined by extended lifespans?In this episode of the Tao of Chao Podcast, Philip Chao welcomes Surya Kolluri, Head of the TIAA Institute, for an in-dep...
Retirement Preparedness for Four Generations with Catherine Collinson
What does it take to retire well in a world where people are living longer, working differently, and facing new financial realities? In Episode 33 of the Tao of Chao Podcast, Philip Chao welcomes Catherine Collinson,...
Fiduciary Leadership and Behavioral Governance with Don Trone
What does it take to lead responsibly in today’s complex world? In Episode 32 of the Tao of Chao Podcast, Philip Chao sits down with Don Trone, founder of the Behavioral Governance Institute, to discuss the principles of fiduciary leadership an...
Tariffs, Immigration & AI Adoption w/ Dr. Onsel Gulbiten | Tao of Chao 31
Are tariffs, immigration shifts, and AI adoption quietly reshaping the U.S. economy?In this episode of the Tao of Chao podcast, Philip Chao welcomes Dr. Onsel Gulbiten, global macro strategist, for a deep discussion on th...
Fiduciary Duty, Participant Engagement & Personalization w/ Katrina Berishaj | Tao of Chao 30
How well do employers really know their plan participants — and are they using that data in participants' best interests?In this episode of the Tao of Chao podcast, Philip Chao welcomes Katrina Berishaj, Chair of ERISA and Employee Bene...
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...
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...
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:...
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 ...
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...
Navigating the Intersection of Data and Decision-Making in Finance w/ William Kinlaw | Tao of Chao 24
In life, we all operate in a varying degree of ignorance or blindness when deciding the future. Information is the critical ingredient - even though the final decision is based on one’s judgment and interpretation of the information. In theory,...
High-Yield Municipal Strategies & The Impact of Fed Rate Cuts w/ Daniel Close | Tao of Chao 23
Daniel Close, Lead Portfolio Manager for High-Yield Municipal Strategies at Nuveen, joins host Philip Chao in this episode of Tao of Chao to explore the evolving landscape of high-yield municipals. They discuss the effects of the Fed's...
Diversifying for Success with Philip Chao & Bryan Moore | Tao of Chao 22
In this episode of The Tao of Chao podcast, host Philip Chao switches roles and becomes the guest as he sits down with Bryan Moore for a deep dive into discretionary investment management and the importance of diversification. Philip s...
Exploring Immigration and Migration Policies with Dr. Andrew Selee | Tao of Chao 21
Join us as we sit down with Dr. Andrew Selee, president of the Migration Policy Institute, to discuss the complexities of immigration and migration policies globally, with a special focus on the United States, Latin America, and the Caribbean. ...
The Importance of Fiduciary Responsibilities w/ Todd Levy | Tao of Chao 20
In the 20th episode of the Tao of Chao podcast, host Philip Chao sits down with Todd Levy, a Managing Director with The Retirement Plan Company, one of the country’s leading independent providers of account recordkeeping, third-party administra...
The American Manufacturing Renaissance with Michael Underhill | Tao of Chao 19
Michael Underhill, a trained economist, investment strategist, and investor in the infrastructure space, emphasizes the urgency of two crucial policy areas for the future — energy and immigration. Michael and Philip Chao stress the need for a c...
Understanding Market Cycles and Macroeconomic Themes: Insights from Franklin Templeton's Experts | Tao of Chao 18
If you are a student of the market and interested in gaining insights into the cyclical and secular landscape, topics that are highly relevant in today's economic climate, please tune in to this episode of Tao of Chao.The world ...
The Power of Personalization in Retirement Planning with Shawn O’Brien | Tao of Chao 17
“Personalization” in defined contribution retirement arrangements such as 401(k), 403(b), and 457 plans continues to gain momentum. This is not a fad or a marketing slogan. It is real and does improve outcomes. One way or another, personalizati...
Examining Proposed Changes to The Fiduciary Rule with Kevin Walsh | Tao of Chao 16
The Department of Labor has once again proposed changes to The Fiduciary Rule to expand fiduciary application to those selling investing products and delivering advice to retirement plans.Kevin Walsh, a legal expert in this matter joins...
The Impact of Cultural Differences on Leadership Success with Joy Chen | Tao of Chao 15
Chinese Americans quickly learn that there are cultural differences between the Eastern and Western business worlds. Today's guest is our bridge between the two.In this podcast episode, Philip Chao interviews Joy Chen, CEO of the Multic...