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

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

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 03820

Investments: • Are not FDIC/NCUSIF insured • May lose value • Are not financial institution guaranteed • Are not a deposit • Are not insured by any federal government agency

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