
Redefining Aging: Why Words Matter
From BISA Portfolio Podcast by Bank Insurance and Securities Association
December 9, 2025 · 32 min
About this episode
This episode discusses how language influences retirement planning with insights from experts in the field.
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...
People in this episode
Host: LeAnn Rummel
Guests: Lisa D’Ambrosio, Alex Samoila
Topics covered
- aging
- retirement planning
- language
- generational differences
- gender differences
Keywords
- aging
- retirement
- language
- financial planning
- generational differences
- gender differences
Mentioned in this episode
Organizations: Cetera Investment Services, MIT AgeLab, MassMutual Strategic Distributors
More episodes of BISA Portfolio Podcast
- What Sports Teams Teach Us About Financial Leadership · May 13, 2026 · 21 min
- BISA's Impact and Vision Committee: Yesterday, Today and Tomorrow · April 28, 2026 · 16 min
- What Brought Us Into Financial Services · April 3, 2026 · 16 min
- Building a Steady Pipeline of Incoming Advisor Talent, Featuring BISA President Jane‑ellen Porter · March 24, 2026 · 13 min
- Redefining Aging: Women as CCO · December 15, 2025 · 20 min
- The 'White Lotus' Financial Market With Gene Goldman and John Olerio · September 9, 2025 · 18 min
Explore listener stats, chart rankings, contacts and more on the BISA Portfolio Podcast podcast page.