Prime Life

Prime Life

By Nassau Financial GroupEducation
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Prime Life episodes

  • 176- Reshaping Retirement, Redefining Distribution

    Following Medicarians 2026, this special PrimeLife Podcast compilation brings together conversations with leaders across distribution, service, and AI.

    Explore how the industry is evolving that can better serve today's Medicare-eligible population—from smarter distribution strategies to AI-powered service models and personalized retirement experiences. These insights go beyond the buzz, highlighting what's changing and what it can mean for the future of retirement.

    Links from show notes:

    Stacey Dixon LinkedIn

    Michael Engert LinkedIn

    Mike Tringale LinkedIn

    Deborah Polydys LinkedIn

    Tom Stevens LinkedIn

    Joshua Kushnereit LinkedIn

    Armin Cate LinkedIn

    Cynthia Ruhana LinkedIn

    Mike Lowry LinkedIn

    Bruce Hayden LinkedIn

    Allen Pauley

    Olivia Richardson LinkedIn

    Jon Summers LinkedIn

    28 min
  • 175- Exploring Impact And Financial Independence With Melissa Reilly

    Feeling stuck despite career success—or unsure how to create financial independence on your own terms?

    This episode explores how to rethink success and take practical steps toward what can be a more meaningful path. Melissa Reilly, founder of Stlth Consulting, shares her transition from corporate healthcare to entrepreneurship, along with insights on navigating change, approaching financial decisions, and building a life aligned with what can matter most.

    Links from show notes:

    LinkedIn

    24 min
  • 174- Longevity and Retirement Planning With Chris Heye
    As people live longer, planning for retirement increasingly involves navigating healthcare costs, long‑term care considerations, and complex financial decisions over time. In this episode of the Prime Life Podcast, Chris Heye, CEO of Whealthcare Solutions and Research Fellow at LIMRA's Retirement Income Institute shares educational insights on longevity planning and how structured decision‑support tools can help guide clearer, more informed retirement conversations. Links from show notes: LinkedIn LinkedIn Newsletter Website
    25 min
  • 173- Why Living Better Can Start With How We Experience Time With John K. Coyle

    Why can time feel like it's slipping by faster every year, and how can we live better within it?

    U.S. Olympic silver medalist, time‑perception international speaker, and best‑selling author John Coyle explains why time seems to accelerate as we age, and what most people can get wrong about managing it. He shares that time isn't measured by the clock, but by the moments we truly remember.

    In this episode, you'll explore:

    • Why life can feel faster with age
    • How to invest your "time capital"
    • Why novelty, risk, and emotion can create more meaningful experiences personally and professionally
    For anyone interested in living longer, better, and with more purpose, this episode can offer practical ways that can make everyday moments more memorable.

    Links from show notes:

    LinkedIn

    Website

    Design For Strengths: Applying Design Thinking to Individual and Team Strength

    The Art of Really Living

    Instagram

    34 min
  • 172- Living Abroad in Retirement With Andrew Motiwalla

    Retirement can bring changes to routines and social connections.

    In this episode of the Prime Life Podcast, Mary Crean talks with Andrew Motiwalla, founder of The Good Life Abroad, about how intentional, immersive travel may offer structure, connection, and new experiences during this stage of life.

    They discuss considerations around living abroad, including health, safety, and community, and how shared interests may help support meaningful connections.

    Links from show notes:

    LinkedIn

    LinkedIn-The Good Life Abroad

    Website

    20 min
  • 171- Take Control of Your Finances with Confidence

    Feeling unsure about your finances or overwhelmed by money decisions? In this episode of the Prime Life Podcast, Mary Crean sits down with Patrina Dixon, founder of It's My Money, to explore how financial education can help you take control and build confidence. They discuss common financial mistakes, practical strategies for budgeting, debt management, and developing a stronger money mindset. Tune in for clear, realistic steps that can improve your financial wellness and help you feel more confident managing your finances.

    Links from show notes:

    Website

    LinkedIn

    Facebook

    Instagram

    Itsmymoneyacademy

    28 min
  • 170- The Role of AI and Women's Financial Planning With Tina Beckwith & Neeraja Rasmussen

    Life transitions such as caregiving, career pauses, divorce, or widowhood can affect women's retirement planning decisions. Co-hosts Mary Crean and Laura Dinan Haber of Nassau Financial Group discuss how the financial industry can better address these realities. They are joined by Tina Beckwith, Chief Marketing Officer of LIMRA and LOMA, and Neeraja Rasmussen, Founder and CEO of Spyglaz, to explore gaps in financial planning and how AI and innovation can provide more personalized guidance to support women's financial futures. In honor of Women's History Month, this episode highlights strategies and insights that can help women plan for retirement with confidence.

    Links from show notes:

    Tina Beckwith-LinkedIn

    LIMRA LOMA

    Neeraja Rasumssen's Email

    Spyglaz Website

    26 min
  • 169- Maintaining Financial Independence With Elizabeth Clubb

    Money can be one of the most difficult topics for families to discuss with aging parents. Avoiding it can increase the risk of financial fraud.

    How can families have more open conversations and recognize warning signs early?

    Elizabeth Clubb, founder of MyFlock, shares practical strategies to start financial conversations, identify potential fraud risks, and use technology to support financial oversight. This episode explores ways to build awareness, strengthen financial caregiving, and support informed decisions across generations.

    Links from show notes:

    LinkedIn

    Website

    35 min
  • 168- Get Your Own Coffee With Suzanne Hopgood
    Early responsibilities can feel unclear, and being underestimated can make progress challenging and it can also be a super power. In this episode of The Prime Life Podcast, Mary Crean talks with Suzanne McAvoy Hopgood, President and CEO of The Hopgood Group, LLC and author of Get Your Own Coffee, about how she learned to adapt, build confidence, and give back to others less fortunate. Her insights offer practical ways to move forward with purpose in work and life. Links from show notes: LinkedIn Get Your Own Coffee Email
    31 min
  • 167- Everyday Heart Health for Women With Adria Giordano

    Heart health is critical for women, but warning signs can be missed. Mary Crean and Josef Katz speak with Adria Giordano of the American Heart Association about recognizing warning signs, tracking key health numbers, and taking practical steps to support heart health.

    This episode is educational and not meant as medical advice.

    Links from show notes: Website Heart CONN-Facebook Instagram LinkedIn-Adria Giordano Go Red for Women
    26 min

About Prime Life

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Join us as we take you on a journey to maximize your health, wellness, and financial life. Meet the people redefining a healthy retirement today. We call it retirement 2.0. Leave each episode with…