BISA Portfolio Podcast

Redefining Aging: Women as CCO

In this episode of the BISA Portfolio Podcast, LeAnn Rummel returns with Lisa D’Ambrosio of MIT AgeLab and Alex Samoila of MassMutual Strategic Distributors to explore why women are becoming the “Chief Consumer Officers” of their households — and what that means for financial professionals. Tune in to learn:Why 70% of widows change financial professionals — and how empathy and inclusion can prevent attrition.How women’s growing financial influence and caregiving roles are reshaping retirement planning.The implications of the $84 trillion wealth transfer and why engaging women now is critical.Actionable strategies for advisors to build authentic relationships with female clients and future-proof their business.BISA is the leading financial services industry association dedicated to serving those responsible for the marketing, sales and distribution of securities, insurance and other financial products and advisory services through the bank channel. Visit the Portfolio content hub Become a BISA member

Redefining Aging: Why Words Matter

In this episode of the BISA Portfolio Podcast guest host LeAnn Rummel, president and CEO at Cetera Investment Services, talks with Lisa D’Ambrosio of MIT AgeLab and Alex Samoila of MassMutual Strategic Distributors about MassMutual Strategic Distributors' research on how language shapes retirement planning.Listen in for insights on:Why the words people use to describe “life after career” reveal hopes, fears, and priorities beyond financial projections.How generational and gender differences in retirement vocabulary can help advisors tailor conversations.Why understanding emotional drivers like family, freedom, and security is key to building trust.Practical ways advisors can use this research to deepen client relationships and prepare for longevity.BISA is the leading financial services industry association dedicated to serving those responsible for the marketing, sales and distribution of securities, insurance and other financial products and advisory services through the bank channel. Visit the Portfolio content hub Become a BISA member

The 'White Lotus' Financial Market With Gene Goldman and John Olerio

In this episode of the BISA Portfolio Podcast, BISA President John Olerio, vice president of weatlh management at Lighthouse Wealth Advisors, talks with Gene Goldman, chief investment officer at Cetera, who draws a surprising parallel between today’s financial markets and the hit TV show "The White Lotus" — where surface-level calm conceals deeper chaos.Listen in here or on your favorite podcast platform for insights from Goldman on:Why the S&P 500’s 28% recovery may be masking rising risks, including tariffs, high yield spreads and bankruptcies.How President Trump’s trade imbalance goals face significant economic headwinds.The parallels between White Lotus characters and financial figures — including Jay Powell and Armand — and what they reveal about market behavior.Why active money management is more important than ever, and how economic data, tariff revenues, and untapped cash reserves point to near-term stock opportunities.This episode is sponsored by Cetera.Lighthouse Wealth Advisors is a marketing name of Cetera Investment Services. Securities and Insurance offered through Cetera Investment Services, LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera firms are under separate ownership from any other named entity. 100 LIGHTHOUSE DR DOVER, NH 03820Investments: • Are not FDIC/NCUSIF insured • May lose value •  Are not financial institution guaranteed • Are not a deposit • Are not insured by any federal government agencyBISA is the leading financial services industry association dedicated to serving those responsible for the marketing, sales and distribution of securities, insurance and other financial products and advisory services through the bank channel. Visit the Portfolio content hub Become a BISA member

3 Primary Investment Themes Right Now With Gene Goldman and John Olerio

In this episode of the BISA Portfolio Podcast, John Olerio, BISA president and vice president of wealth management at Lighthouse Wealth Advisors, talks with Gene Goldman, chief investment officer at Cetera, about his top three investment themes for 2025 — the "Great Moderation," the evolving role of the Federal Reserve and the renewed importance of diversification — and how they remain relevant in the last part of the year.Listen in here or on your favorite podcast app for insights from Goldman:Why the economy is showing signs of a slowdown and why the Fed may hold off on rate cuts amid persistent inflation concerns.How tariffs — once deflationary — are now expected to drive inflation higher, with 41% of CFOs planning price increases in response.Despite market headwinds, Goldman remains optimistic, viewing pullbacks as buying opportunities. He emphasizes the critical role of clear communication and data-driven analysis in navigating market corrections.This episode is sponsored by Cetera.Lighthouse Wealth Advisors is a marketing name of Cetera Investment Services. Securities and Insurance offered through Cetera Investment Services, LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera firms are under separate ownership from any other named entity. 100 LIGHTHOUSE DR DOVER, NH 03820Investments: • Are not FDIC/NCUSIF insured • May lose value •  Are not financial institution guaranteed • Are not a deposit • Are not insured by any federal government agencyBISA is the leading financial services industry association dedicated to serving those responsible for the marketing, sales and distribution of securities, insurance and other financial products and advisory services through the bank channel. Visit the Portfolio content hub Become a BISA member

Multi-Gen Perspectives on Hot Topics | Live at Conference

In this episode of the BISA Portfolio Podcast, Jay McAnelly (Ameriprise Financial Institutions) and Lee Bennett (F&G Life) of the BISA Content Advisory Committee interview a diverse group of industry professionals and students on hot topics recorded live at the BISA Annual Conference. The conversation features industry veterans Jane-ellen Porter (Wilmington Advisors at M&T), Tim Coleman (Centier Bank), Frank Rehhaut (Kinecta Wealth Management) and Kendra Cain (Arvest) as well as first-time attendee Kim Heisey (First Bank Texas) and college students Imani Washington and Jasmine Pierce, attending the conference alongside Financial Alliance for Representation and Empowerment (FARE) Executive Director Nicole Ridley. Discussions cover emerging trends gleaned from the conference, like AI implementation, regulatory changes and strategies for aligning with Gen Z in the  financial services industry. BISA is the leading financial services industry association dedicated to serving those responsible for the marketing, sales and distribution of securities, insurance and other financial products and advisory services through the bank channel. Visit the Portfolio content hub Become a BISA member