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Women's Longevity and Leaving a Legacy

Episode 1: Women and Investing
Ryan Bertrand, CFP® and CLU®,
 VP, Managing Director, Transamerica Advanced Markets 

A close look at the growing power of female investors, their challenges and opportunities, and legacy strategies tailored for their unique needs.

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Cover Your Assets

Episode 2: Women and Investing
Pui Kalyanamitra, Transamerica Regional Vice President

How to provide women with important guidance when it comes to titling assets and noting beneficiaries during difficult times.

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Coming Soon: Engaging Female Clients

Episode 3: Women and Investing
Allison Schmidt, CFA® and CFP®, Partner and Financial Advisor, Higgins and Schmidt Wealth Strategies

Engaging women investors in financial planning conversations that address their individual needs and investment goals. 

Catherine Collinson Retirement Repair Shop Episode

Coming Soon: COVID's Impact on Women's Retirement Security

Episode 4: Women and Investing
Catherine Collinson, CEO and President of nonprofit Transamerica Institute® and its Transamerica Center for Retirement Studies® 

How COVID-19 has increased the risks women face of not achieving a financially secure retirement, and what to do about it.

  Insight and Analysis

To provide a Wealth + HealthSM perspective on retirement during these changing times, Transamerica partnered with InvestmentNews and Retirement Repair Shop for a series of insightful interviews in which Mary Beth Franklin and several Transamerica experts discuss market volatility and the economy.

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Coronavirus and Your Retirement

Episode 1: The Big Picture
Tom Wald, Chief Investment Officer, Transamerica Asset Management, Inc.

Learn how COVID-19 has affected our economy, investments, and everyday lives.

Mark Halloran's Retirement Repair Shop Episode

Behavioral Finance and Best Practices

Episode 2: Investing Behaviors in a Crisis
Mark Halloran, VP, Managing Director National Accounts

Mark explains why so many people make investing mistakes during a crisis.

Ryan Bertrand's Retirement Repair Shop Episode

Market Conditions and Keeping Clients on Track

Episode 3, Part 1: Near Retirement
Ryan Bertrand, CFP® and CLU®,
 VP, Managing Director, Transamerica Advanced Markets

Volatility has affected nearly everyone, but especially those close to retiring.

Steve Sweeney's Retirement Repair Shop Episode

Your Business Can Survive and Thrive

Episode 3, Part 2: Transitional Life Events
Steve Sweeney, Director, Advanced Markets

Learn innovative ways financial professionals are evolving their businesses.

Catherine Collinson's Retirement Repair Shop Episode

Silver Linings in Coronavirus Complexities

Episode 4: Advising Women
Catherine Collinson, CEO and President of nonprofit Transamerica Institute® and its Transamerica Center for Retirement Studies® 

Discover what women need to know to thrive in retirement during a global pandemic.

Joe Boan's Retirement Repair Shop Episode

Confronting Dual Challenges

Episode 5: Wrap Up
Joe Boan, Sr. Managing Director, Individual Solutions

Joe discusses the pandemic and its economic impact, as well as next steps for advisors, clients, and their nest eggs.

Meet our podcast guests

Learn more about the experts featured on the Transamerica episodes of Retirement Repair Shop, hosted by Mary Beth Franklin.

Mary Beth Franklin

Mary Beth Franklin
Author and Financial Professional

Mary Beth Franklin is one of the country’s leading experts on Social Security and Medicare. An award-winning journalist and Certified Financial Planner, Mary Beth writes a weekly column on retirement issues for Investment News, a publication for financial advisors. She is also author of the e-book, Maximizing Your Social Security Retirement Benefits.

Previously, Mary Beth served as the tax and retirement editor for Kiplinger’s Personal Finance magazine and editor of Kiplinger’s annual "Retirement Planning Guide." Earlier in her career, Mary Beth was a Capitol Hill reporter for United Press International. She is a frequent guest on numerous radio and television programs.

Allison Schmidt

Allison Schmidt

CERTIFIED FINANCIAL PLANNER™ professional and CPA, Higgins and Schmidt Wealth Strategies

Allie co-founded Higgins & Schmidt Wealth Strategies with Steven Higgins in 2010. She works with a select group of individuals and families to develop tax-efficient financial strategies and works closely with clients to assess their full financial picture and ensure each and every piece is working together. Their client-first based approach, the cornerstone of the Higgins and Schmidt process, has resulted in industry-wide recognition. 

Pui Kalyanamitra

Pui Kalyanamitra
Regional Vice President of Sales — Mutual Funds, Transamerica

Pui has more than 20 years of experience in the financial services industry, joining Transamerica in 2011 after serving as a regional vice president for ING. She focuses on providing Social Security and asset protection expertise to the clients she serves. She believes the key to understanding the needs and goals of individuals is listening, and she strives to help advisors provide a remarkable experience for their clients.   
 
Pui earned her bachelor’s degree from Colorado College and studied at the Maastricht University School of Economics. She holds FINRA Series 7 and 66 registrations and a Chartered Retirement Planning CounselorSM (CRPC®) designation.

Catherine Collinson

Catherine Collinson
CEO, President of Nonprofit Transamerica Institute and Transamerica Center for Retirement Studies

Catherine Collinson is a champion for Americans who are at risk of not achieving a financially secure retirement. Catherine oversees all research and outreach initiatives, including the Annual Transamerica Retirement Survey. Catherine also serves as Executive Director of Aegon Center for Longevity and Retirement based in The Netherlands.

With two decades of retirement industry-related experience, Catherine has become a nationally recognized voice on retirement trends. She was named a 2018 Influencer in Aging by PBS’ Next Avenue. In 2016, she was honored with a Hero Award from Women’s Institute for a Secure Retirement (WISER) for her tireless efforts in helping improve retirement security among women. In 2015, Catherine joined the Advisory Board of Milken Institute’s Center for the Future of Aging. She co-hosts ClearPath: Your Roadmap to Health and Wealth on WYPR, Baltimore’s NPR news station.

Tom Wald

Thomas R. Wald, CFA®
Chief Investment Officer Of Transamerica Asset Management, Inc.

Tom is the Chief Investment Officer of Transamerica Asset Management, the mutual fund arm of Transamerica. Tom has more than 25 years of investment management experience and has managed large mutual fund portfolios and separate accounts.

As a member of the senior management team, Tom heads Transamerica’s thought leadership efforts and provides perspectives to advisors, clients, the media, and general public. He writes and publishes Transamerica’s Market Outlook and other relevant commentary. He also heads Transamerica’s mutual fund sub-adviser selection and monitoring process, as well as overall product management. Tom holds a bachelor's degree in political science from Tulane University, and an MBA in finance from the Wharton School at the University of Pennsylvania.

Mark Halloran

Mark Halloran
VP, Managing Director of National Accounts Development for Individual Markets

Individual Markets is responsible for Transamerica’s retail and institutional distribution relationships for annuity and asset management product lines. Mark also has charge of the Industry and Regulatory Strategy team, which is responsible for development and execution of Transamerica’s strategies in response to business environment and regulatory changes.

With over 30 years of experience, Mark is a veteran of the financial services industry. He has held positions on both the product manufacturing side, as well as on the retail distribution side of the business specific to marketing mutual funds, retail annuities, and other investment products. He has worked for companies such as Metropolitan Life, Bank of Boston, INVEST, Aetna Financial Services, and ING. Mark has balanced managing and mentoring wholesalers and business development managers with developing strategic marketing plans, and traveling the country to introduce new products and speak on current industry topics.

Ryan Bertrand

Ryan Bertrand, CFP®, CLU®
VP and Managing Director of Advanced Markets

Ryan brings over a decade of financial services industry experience to a highly professional group that focuses on estate planning, financial planning, taxation, retirement plans, and charitable planning. By focusing on these areas, he is able to identify business opportunities through the use of advanced financial planning strategies. Ryan is dedicated to helping representatives build their businesses and helping their clients by providing effective guidance, case design, and strategies.

Ryan’s background and experience provide an essential component for Advanced Markets. Working with the rest of the group, Ryan helps create a professional department that provides assistance in financial planning, estate planning, taxation, retirement plans, and charitable giving.

Steve Sweeney

Steven Sweeney, CFP®, CLU®, ChFC®, RICP®
Director of Advanced Markets

With more than 15 years of financial services experience, Steven helps financial professionals address issues related to complex case design, retirement preparation, investments, and life insurance. Before joining Transamerica’s Advanced Markets Group, Steven served as a variable annuity wholesaler, as well as a life insurance wholesaler working with select broker-dealer clients. He spent the first eight years of his career working closely with small business owners for a Chicago-based insurance and financial planning firm.

Steven earned his bachelor’s degree from the University of Pittsburgh and his Master of Business Administration from Colorado State University. He also holds FINRA Series 6 and 63 registrations, and carries the Chartered Life Underwriter® (CLU®), Chartered Financial Consultant® (ChFC®), Retirement Income Certified Professional® (RICP®), and Certified Financial Planner™ (CFP®) designations.

Joe Boan

Joe Boan
SVP, Senior Managing Director of Individual Solutions

Joe Boan is responsible for directing the strategic development, growth, and day-to-day operations for the distribution of annuities, mutual funds, and life insurance for Transamerica. In his role as the senior managing director of Transamerica’s Individual Solutions team, Joe sets strategy and drives sales and revenue for the organization. He represents distribution in the development of products, helps create efficient operational models, and drives technology decisions. Since joining Transamerica in 2005, Joe’s consistent approach and sharp mind for marketing have been instrumental in expanding sales distribution and revenue growth across multiple product lines.

Joe focuses on creating an exceptional Wealth + HealthSM experience for financial professionals in each of the channels Transamerica serves. He embodies Transamerica’s unique position in a crowded landscape: helping customers prepare for a fulfilling future by addressing both their Wealth + Health in the larger financial conversation. He provides guidance for financial professionals as they work to help their clients save, invest, and protect what’s important to them, and achieve the life in retirement they want.

Explore more retirement resources

We’re committed to helping people achieve a lifetime of financial security through the right tools, services, and strategies. We also believe that living well tomorrow starts with the habits we form today.

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Let’s get realistic about retirement

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