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

Listen now: Spotify, Apple Podcasts or where you get your episodes!

Listen and Subscribe

pandora-music-blue-logo

Discover more from Prime Life Podcast

Subscribe now to keep reading and get access to the full archive.

Continue reading