The Tao of Chao Podcast

Philip Chao
  • 5.0 (2)
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The Tao of Chao Podcast 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. 

  1. 3 DAYS AGO

    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 shares insights into his work advising institutions, including the nuances of behavioral finance and portfolio management in today’s financial landscape. Together, they explore how tactical adjustments can protect clients from market volatility while also seizing...

    44 min

  2. AUG 13

    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. Dr. Selee shares insights from his extensive research, the current state of migration, and the impact of immigration on economies and societies. Tune in to understand the challenges and opportunities in managing migration and the future of immigration p...

    1h 4m

  3. JUL 16

    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 administration, and actuarial services for qualified retirement plans. They analyze the intricate world of fiduciary responsibilities, the evolving landscape of retirement planning, and the importance of maintaining clear client communication. The discussion...

    51 min

  4. JUN 18

    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 comprehensive energy policy to prepare for increased energy dependence and a coherent immigration policy to support the human capital demand necessary for the American manufacturing revival. These policies are not just beneficial but essential for the fu...

    50 min

  5. MAY 21

    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 is always uncertain, and Dr. Onsel Gulbiten offers her view on inflation, interest rate risks, and geopolitical challenges. Michael Salm provides his perspective on separating sovereign, private, corporate, and banking balance sheets to understand the marketplace and t...

    55 min

  6. APR 16

    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, personalization has seeped into our lives by suggesting entertainment, improving comfort in automobiles, saving time in kitchens, tailoring education, providing faster food service, and providing unique shopping experiences. However, personalization in retirement pl...

    57 min

  7. MAR 19

    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 Philip Chao to discuss the reasons behind the push and what the DOL is trying to accomplish. There is no question that we need fiduciaries to serve in our best interest but will the DOL's approach succeed in extending projection under every circumstance?DISCLO...

    45 min

  8. FEB 27

    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 Multicultural Leadership Institute. They discuss the importance of cross-cultural communication and the impact of cultural differences on leadership success. Joy shares her personal journey and how she developed cultural fluency through immersion in Western business ...

    48 min
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Ratings & Reviews

5
out of 5
2 Ratings

About

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. 

Information

  • Creator
    Philip Chao
  • Years Active
    2023 - 2024
  • Episodes
    25
  • Rating
    Clean
  • Copyright
    © 2024 The Tao of Chao Podcast
  • Show Website
    The Tao of Chao Podcast

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