business
Hosted by Philip Chao · business · EN-US · 44 episodes
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.
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Contact path
Public web form
Booking probability
30%
Guest openness
Selective
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Signup to Generate a PitchThe 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.
The Tao of Chao Podcast is hosted by Philip Chao. The show has published 44 episodes to date.
Recent episodes include "The Infrastructure Behind the Future with Tyler Rosenlicht" (8 July 2026, 56 minutes), "Getting Comfortable with Being Uncomfortable with Julia Landauer" (12 May 2026, 53 minutes), and "From Save to Safe, A Conversation on Rethinking Risk" (15 April 2026, 57 minutes).
The Tao of Chao Podcast publishes roughly monthly, with episodes averaging 53 minutes across 44 episodes.
Booking probability for The Tao of Chao Podcast is 30%, and the host is rated Selective on guests. The Tao of Chao Podcast requires a Pod Score of 80 or higher. The Tao of Chao Podcast's contact route on record: public web form.
The strongest fits for The Tao of Chao Podcast are Investing & Wealth Management. The Tao of Chao Podcast has a business audience.
Philip Chao hosts The Tao of Chao Podcast, a business show with 44 episodes published.
Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.
Episode #40
What powers the economy of the future? In Episode 40 of the Tao of Chao Podcast, Philip Chao welcomes Tyler Rosenlicht for a conversation about infrastructure, energy, commodities, and the long-term trends shaping the...
Episode #39
How much of our potential do we leave behind simply because something feels uncomfortable? In Episode 39 of the Tao of Chao Podcast, Philip Chao speaks with NASCAR driver and keynote speaker Julia Landauer about how...
Episode #38
What if the biggest risk in retirement planning isn’t market volatility—but believing you’re prepared when you’re not? In Episode 38 of the Tao of Chao Podcast, Renee Scherzer interviews Philip Chao on the core...
Episode #37
Is the comfortable path actually the riskiest choice we can make? In Episode 37 of the Tao of Chao Podcast, Philip Chao welcomes entrepreneur Lily Vittayarukskul for a conversation about risk, resilience, and the...
Episode #36
In Episode 36 of the Tao of Chao Podcast, Philip Chao sits down with Paula Campbell Roberts of KKR to unpack the economic realities shaping American households. With a data-driven and human-centered perspective, the...
Episode #35
What does power look like in an age defined by artificial intelligence, geopolitical rivalry, and rapid technological acceleration? In Episode 35 of the Tao of Chao Podcast, Philip Chao welcomes Brian Wong for a...
Episode #34
What does it really mean to live longer — and how do we prepare for a future defined by extended lifespans? In this episode of the Tao of Chao Podcast, Philip Chao welcomes Surya Kolluri, Head of the TIAA Institute, for...
Episode #33
What does it take to retire well in a world where people are living longer, working differently, and facing new financial realities? In Episode 33 of the Tao of Chao Podcast , Philip Chao welcomes Catherine Collinson...
Episode #32
What does it take to lead responsibly in today’s complex world? In Episode 32 of the Tao of Chao Podcast, Philip Chao sits down with Don Trone, founder of the Behavioral Governance Institute, to discuss the principles...
Episode #31
Are tariffs, immigration shifts, and AI adoption quietly reshaping the U.S. economy? In this episode of the Tao of Chao podcast, Philip Chao welcomes Dr. Onsel Gulbiten , global macro strategist, for a deep discussion...
Episode #30
How well do employers really know their plan participants — and are they using that data in participants' best interests? In this episode of the Tao of Chao podcast, Philip Chao welcomes Katrina Berishaj, Chair of ERISA...
Episode #29
How stable is today's world order — really? In this episode of the Tao of Chao podcast, Philip Chao sits down with Dr. Brian Wong, Assistant Professor at the University of Hong Kong and geopolitical strategist, to...
Episode #28
Retirement income planning requires balancing competing priorities and understanding crucial trade-offs. In this episode, Jessica Sclafani, Global Retirement Strategist at T. Rowe Price, introduces their innovative...
Episode #27
Why is saving money so hard? Why is retirement planning so complicated? Gen Z and Millennials are anxious about their future, including their financial planning. Behavioral finance expert Anne Lester, author of "Your...
Episode #26
What's ahead for the global economy and financial markets in 2025? Let's look back at past financial policy decisions and data for indicators. Anthony Crescenzi, Executive Vice President and Market Strategist at PIMCO...
Episode #25
How can advisors and plan sponsors tackle the complexities of lifetime income and retirement sufficiency? In this episode of the Tao of Chao , Philip sits down with Bonnie Treichel, Chief Solutions Officer at Endeavor...
Episode #24
In life, we all operate in a varying degree of ignorance or blindness when deciding the future. Information is the critical ingredient - even though the final decision is based on one’s judgment and interpretation of...
Episode #23
Daniel Close, Lead Portfolio Manager for High-Yield Municipal Strategies at Nuveen, joins host Philip Chao in this episode of Tao of Chao to explore the evolving landscape of high-yield municipals. They discuss the...
Episode #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...
Episode #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...
Recent guests on The Tao of Chao Podcast. Study who booked and why before you pitch.
PhD candidate in Political Theory at the University of Oxford, University of Hong Kong
retirement expert, author of Your Best Financial Life, former Head of Retirement Solutions at JP Morgan, JP Morgan
Resilience and Innovation in Small Business Leadership, Endeavor Retirement Consulting
Vice President of Client Success, Medical Solutions
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