Financial health is about more than investing – it’s about finding the right, comprehensive set of tools to meet your specific goals. New York Life Investments’ economic and markets podcast, Market Matters, addresses these tools in their Financial Futures Series. Hosts Lauren Goodwin and Julia Hermann speak with leaders from across New York Life to discuss approaches that help listeners prepare and pursue their financial futures.

This three-part series features discussions of how life insurance, annuities, and an outcomes-based approach to setting investment goals can support investors in using a balanced set of financial tools, including:

  • Life Insurance with Amanda Kuhl, Head of the Purchase Experience, New York Life
  • Annuities with Todd Taylor, Head of Retail Annuities, New York Life
  • Investments with Jose Barros, COO of U.S. Retail Distribution, New York Life Investments

Exploring life insurance with Amanda Kuhl 

August 28, 2023

In their Financial Futures special series, Lauren Goodwin and Julia Hermann host leaders from across New York Life to discuss approaches that help listeners prepare and pursue their financial futures. This week, Lauren and Julia kick off this series with special guest Amanda Kuhl, Head of Purchase Experience and previous Head of Life Products at New York Life, to dive into the role of life insurance in holistic financial health and achieving financial goals.

Financial Futures Special Series: assessing annuities with Todd Taylor

September 4, 2023

Financial health is about more than investing – it’s about finding the right, comprehensive set of tools to meet your specific goals. In their Financial Futures special series, Lauren Goodwin and Julia Hermann host leaders from across New York Life to discuss approaches that help listeners prepare and pursue their financial futures. This week, Lauren and Julia host Todd Taylor, Head of Retail Annuities at New York Life, to assess how investors use annuities as a part of a balanced set of financial tools.

Financial Futures Special Series: considering outcomes-based investing with Jose Barros

September 11, 2023

Financial health is about more than investing – it’s about finding the right, comprehensive set of tools to meet your specific goals. In the final installment of their Financial Futures special series, Lauren Goodwin and Julia Hermann host leaders from across New York Life to discuss approaches that help listeners prepare and pursue their financial futures. This week, Lauren and Julia host Jose Barros, Chief Operating Officer of U.S. Distribution at New York Life Investments, to discuss how outcomes-based investing can be a new way to consider your goals.

All Episodes

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