Nassau Financial Group

Prime Life

Join us as we take you on a journey to maximize your health, wellness, and financial life. Meet the people redefining a healthy retirement today. We call it retirement 2.0. Leave each episode with tips and new ideas to help you navigate retirement in our new age. It's Your Time. Make it Count.

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Author

Nassau Financial Group

Category

Education

Podcast website

sites.libsyn.com

Latest episode

Oct 29, 2026

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Episodes

123-Mastering Entrepreneurship At Any Age With David Reske 25.03.2025

Some Individuals, especially those considering entrepreneurship later in life, can lack the practical knowledge and guidance needed to successfully start, buy, or sell a business. They may also struggle to adapt to the rapidly changing landscape of digital marketing and understand the importance of aligning personal values with business goals. Entrepreneur, author and digital marketer David Reske...

122- The Power of Lifestyle Choices With Claire Cavalieri 18.03.2025

Staying healthy and balanced can feel challenging, especially when mental and physical health are closely linked. Health and wellness coach Claire Cavalieri shares how her "Breakthrough Wellness program" can help people create lasting health through smart lifestyle choices. Claire explores the connection between mental health and longevity, the balance of nature and nurture, and practical steps th...

121- Your DNA, Your Wellness With Ashlee Kaufman 11.03.2025

Unlocking the power of personalized health may help you live a better life. Ashlee Kaufman, MMS, PA explores how DNA testing, methylation science, and nutrition can help shape better wellness choices. Ashlee also talks about assessing supplements, the use of science-backed strategies, and taking control of your health journey. Links from show notes: Website Instagram Facebook      

120- Redefining Purpose: The Power Of 'Little P' With Jordan Grumet, MD 04.03.2025

People can feel anxious about finding their life's purpose, believing it must be a grand, singular mission. This pressure often leads to paralysis, regret, and unfulfilled ambitions. Jordan Grumet MD, a hospice doctor, author and podcaster, redefines purpose by distinguishing between 'big P' purpose—an often unattainable ideal—and 'little P' purpose, which is rooted in everyday joy and process.  L...

119-Relocating To A New Country After 50 With Emily Bron 25.02.2025

Thinking about relocating abroad in midlife? The process can be exciting but overwhelming. Emily Bron, a relocation and lifestyle consultant, breaks down the key factors—health care, cost of living, and community support—that can make or break an international move. With insights from her global experience, she shares practical strategies to help midlife professionals confidently embrace a new cha...

118- The Power of Balanced Wellness With Dr. Michael Haley 18.02.2025

Some people can struggle with unexplained health issues, relying on medications without addressing the root cause. Dr. Michael Haley shares how understanding nutrition, the microbiome, and environmental triggers can lead to lasting wellness. He explains how a balanced approach—combining medical and natural methods—can empower individuals to take control of their health. Links from show notes: Webs...

117- Technology, Friendship, and Aging: Thriving After 55 With Kathy Tarochione 11.02.2025

Some women over 55 may face isolation, loneliness, and a lack of meaningful connection, leaving them without the support network they need to thrive. Kathy Tarochione, Founder and CEO of the Golden Life Community discusses how women over 55 can overcome these challenges. Kathy shares her inspiring journey and explains how mental strength, deep friendships, and the smart use of technology can help...

116-Retirement Ready: Plan, Save, Invest With Steven Taylor 04.02.2025

Some people can underestimate the financial challenges of retirement, such as planning for medical expenses and understanding Social Security. In this episode, Steven Taylor, VP at Liberty Bank, discusses key strategies for financial planning, savings, and investment principles that he often recommends to retirees.  Steven emphasizes the significance of community engagement and financial literacy,...

115 - Reinventing Success: Lessons For Late In-Life Entrepreneurs With Andréa Hawkins 28.01.2025

Starting a business later in life can feel overwhelming, with challenges like navigating new industries, building a network, raising the necessary funds, and balancing personal goals. How can late-in-life entrepreneurs find success and fulfillment?  CEO & Founding Partner of Leading Culture Solutions and Co-owner of Berkins on Main Andréa Hawkins shares her inspiring journey from corporate America...

114- From Generational Trauma to Joy: A Journey of Resilience With Kerra Bolton 21.01.2025

 People can struggle to connect with their identity, make sense of their family history, or heal from generational pain. Kerra Bolton—an award-winning journalist, filmmaker, and author shares how learning to swim became her metaphor for breaking cycles of trauma and embracing joy.  She  explores storytelling, ancestry, and the creative journey, offering actionable inspiration to uncover their own...

113-Redefining Longevity With Alexa Mikhail 14.01.2025

Aging can come with unique challenges and opportunities—but are we ready to embrace them? In this episode of the Prime Life Podcast , hosts Laura Dinan Haber and Mary Crean are joined by Alexa Mikhail, senior health and wellness reporter, to dive into the complex themes of longevity, aging, and mental health. Together, they uncover the secrets to healthy aging, discuss how workplace environments c...

112-The Power of Tiny Habits in Personal Growth With Julie DeLucca-Collins 07.01.2025

People can struggle with self-doubt, feeling stuck, and overwhelmed by the challenges of balancing personal and professional growth. Julie DeLucca-Collins—CEO of Go Confidently,  TEDx speaker, business coach, podcaster and author—discusses how creating tiny habits, establishing clear goals, and celebrating small wins can transform your life. Julie shares actionable strategies to help build confide...

111- Purpose and Protection In Retirement Savings With Ron Surz 17.12.2024

As baby boomers approach retirement, they may face a critical challenge: how to protect their savings while ensuring long-term growth in an unpredictable market. Traditional investment strategies, like target date funds, may not provide the safety net they need. But there's a solution. In this episode, we're joined by President of Target Date Solutions, podcaster and author Ron Surz, who offers a...

110-Second Acts: How a Rock Star Found Purpose in Pickleball With Gordon G.G. Gebert 10.12.2024

Pickleball is exploding in popularity, but players can struggle to improve their skills or find ways to stay engaged with the sport as they age. Gordon "G.G." Gebert, inventor of the Slam Master Pickleball Practice Training Drill Paddle and president of the National Pickleball League, shares how his innovative paddle can help players hone their skills and build confidence on the court. Gordon also...

109- Faith, Finances, and Avoiding Common Retirement Mistakes With Sean Moran 03.12.2024

Retirement planning can miss key elements like tax efficiency, legacy creation, and aligning financial goals with personal values. Financial advisor and owner of Red Barn Financial Group Sean Moran shares his journey from corporate tax to helping families and small businesses achieve financial success. Sean explains the importance of proactive tax planning, avoiding common retirement mistakes, and...

108- Building Your Legacy: The Balance Between Growth and Impact With J. Richard Byrd 26.11.2024

 Entrepreneurs can struggle with balancing personal growth and business expansion while building a lasting legacy and maximizing their impact in the digital age. In this episode, Mary Crean sits down with J. Richard Byrd (J.R.), an accomplished entrepreneur and strategic visionary, to uncover the keys to sustainable growth and transformation. Byrd shares his inspiring journey from a young entrepre...

107- The Win Room: Transforming Your Mindset and Maximizing Impact With Jaime Diglio 19.11.2024

In today's fast-paced world, people can find themselves overwhelmed by stress, struggling with self-doubt, and lacking a clear sense of purpose. High-performance coach Jaime Diglio introduces her concept of the 'Win Room'—a mindset focused on self-awareness, leveraging personal strengths, and fostering meaningful interactions. Jaime shares practical tools to overcome negative self-talk, measure su...

106- Beyond Wealth: How Estate Planning Can Support Family Wellness With Pepper Bethel 12.11.2024

Families may avoid financial and estate planning conversations, leaving them unprepared for unexpected events. In this episode of Prime Life Podcast , Mary Crean speaks with Pepper Bethel, a financial planning consultant and certified estate planner, about why proactive planning can be essential. Pepper shares insights on important documents, common misconceptions, and how financial wellness conne...

105- Choosing the Right Medicare Plan For Your Needs With Niki Feret and Jason Gutcheon 05.11.2024

 Navigating Medicare can be overwhelming for seniors, especially when faced with multiple plan options, complex enrollment processes, and frequent updates that impact coverage. In this episode, Mary Crean and guest host Cathy Fan, Actuary, Head of Life and Health Product Development of Nassau speak with licensed insurance agent and owner of Brickhouse Agency, LLC, Nikki Feret and licensed insuranc...

104-Medicare Trends: Inflation, Innovation, And Choices With George Dippel 29.10.2024

Seniors may be grappling with the challenges of shifting Medicare plans and economic pressures. George Dippel, President of Deft Research joins the conversation to break down the impact of the Inflation Reduction Act, the rise of digital health tools, and key trends in Medicare Advantage and Medicare Supplement plans. He shares practical insights that can help seniors navigate their Medicare choic...

103- Breathing New Life Into Your Story With Sarah Barr 22.10.2024

Struggling with navigating personal and professional transitions? People can face challenges when changing careers or roles, but storytelling can be a powerful tool to bridge the gap. Sarah Barr, Emmy-nominated journalist and CEO of WashAshore Writing, shares her advice in mastering the art of transitions. Drawing from her own experiences as a ballet dancer turned journalist and PR professional, s...

102- Discovering Human Design And The Journey of Self-Growth With April Goff Brown 15.10.2024

Feeling stuck after a major career shift or unsure how to align your energy for personal growth? Certified human design specialist,  life coach and author April Goff Brown explores how to break free from those limitations and find clarity. April shares practical strategies for managing your energy, nurturing yourself, and staying grounded during times of transformation. Learn how human design can...

101- 'Bank On Yourself Concept' Can Enhance Your Retirement Finances With John Ensley 08.10.2024

Individuals can struggle with the complexities of financial planning and retirement strategies, often feeling overwhelmed and uncertain about their futures. John Ensley, founder and President of J. Ensley Financial, a Registered Investment Adviser Firm, offers practical solutions, emphasizing the importance of early planning, understanding provisional income, and the innovative 'Bank on Yourself'...

100 - Empowering Women Through Photography 01.10.2024

A common struggle for women in their 50s and 60s can be self-doubt and a changing sense of identity. Award-winning photographer and brand strategist Leslie Gomez discusses how her empowering photography sessions can help women rediscover confidence, authenticity, and purpose. Leslie's inspiring journey from nursing to entrepreneurship reveals valuable insights on overcoming life transitions, embra...

99- Navigating AI And Creativity In Life With Shelley Goldstein 24.09.2024

How can you keep communication authentic and engaging in an age of AI?  Shelley Goldstein, Founder of Remarkable Speaking, tackles the growing challenges of maintaining emotional intelligence as technology changes how we interact. She shares strategies to stay curious, develop personal storytelling, and sharpen public speaking skills. Whether in personal or professional relationships, Shelly's pra...

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