Mary Falletti-Crean
Mary provides digital marketing support for Nassau and its distribution partners.
Josef Katz
Josef Katz builds strategic & Growth marketing programs for startups.
Laura Dinan Haber
Laura serves as Innovation brand director for Nassau Re/Imagine, Nassau Financial Group’s insurtech incubator.
Paul Tyler
Paul leads the marketing strategy, digital sales channel and innovation activity at Nassau Financial Group.
Recent Content
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, lik…
As baby boomers appr…
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 fresh perspective on retirement Investing. He shares alternative strategies that prioritize Security, address market risks, and help retirees achieve financial peace of mind. Plus, he dives into t…
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 Pickl…
Pickleball is explod…
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 discusses the importance of creating community through the National Pickleball League and staying active to maintain health and well-being in later years. Links from show notes: LinkedIn USA National…
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 sh…
Retirement planning …
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 strategies for aligning investments with personal values. Links from show notes: Website LinkedIn Social Media Handles
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…
Entrepreneurs can …
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 entrepreneur in his father’s shoemaking business to a leader in legacy building. He offers actionable strategies for defining your 'why,' creating impactful digital content, and turning ideas into results…
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 co…
In today’s fast-pa…
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 success through ROI, 'Return on Interactions,' and how to use Technology to enhance authentic human connections. She also discusses her own journey from Burnout to empowerment, offering insights to …
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 …
Families may avoid f…
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 connects with overall health. With practical advice and real-life stories, Pepper’s passion for service comes through, providing listeners with actionable steps that can help them achieve financial readin…
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 …
Navigating Medicar…
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 insurance agent and owner of Professional Business Insurers Jason Gutcheon to break down the essentials. They discuss Medicare Advantage, Medicare Supplement Insurance, and the key differences between th…
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 Inflati…
Seniors may be grapp…
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 choices. Links from show notes: Website Linkedin X Facebook
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…
Struggling with navi…
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 Wash Ashore Writing, shares her advice in mastering the art of transitions. Drawing from her own experiences as a ballet dancer turned journalist and PR professional, she provides practical tips on effective communication, finding personal joy, and making meaningful contributions. Tune in for actionable insights that will help you present yourself confidently in an…
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 …
Feeling stuck after …
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 guide your journey, and discover the inspiration behind a heartfelt children’s book that can remind us all of the importance of self-care while helping others. Links in show notes: Website Facebook…
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. En…
Individuals can stru…
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' concept. He also discusses the crucial role of diversification and the benefits of seeking a second opinion on financial strategies. John shares insights into common challenges people face on their fi…
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 photograp…
A common struggle fo…
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, embracing self-image, and thriving in new ventures. Links from show notes: Photography Website Leslie Gomez Website Instagram Linkedin Facebook
How can you keep communication authentic and engaging in an age of AI? Shelly Goldstein, CEO of Remarkable Speaking, tackles the growing challenges of maintaining emotional intelligence as technolog…
How can you keep com…
How can you keep communication authentic and engaging in an age of AI? Shelly Goldstein, CEO 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 practical exercises help listeners communicate with impact and authenticity. Tune in for actionable insights to elevate your speaking abilities in today's fast-evolving world. Links from show notes: Website …
A crucial challenge for older adults can be frailty, a major predictor of poor health outcomes. Dr. Cathy Maxwell, a professor at Utah University College of Nursing, offers a potential solution rooted…
A crucial challenge …
A crucial challenge for older adults can be frailty, a major predictor of poor health outcomes. Dr. Cathy Maxwell, a professor at Utah University College of Nursing, offers a potential solution rooted in her research: focusing on mitochondrial health through proper nutrition and physical activity. Dr. Maxwell explains the importance of Exercise, particularly understanding heart rate zones, to maintain energy production and prevent frailty. She empowers listeners to take control of their Aging process with proactive Lifestyle choices. Links from show notes: Email Linkedin X
Individuals may experience financial stress, and may blame Money for their troubles, but the issue could run deeper. In this episode, money and mindset mentor Joan Sotkin explains that our financial i…
Individuals may expe…
Individuals may experience financial stress, and may blame money for their troubles, but the issue could run deeper. In this episode, money and mindset mentor Joan Sotkin explains that our financial issues may be rooted in emotional patterns, not just in numbers. She highlights how self-reflection, self-love, and being present can transform our relationship with money. Joan offers practical insights on building “money muscles” to find true contentment, beyond just financial wealth. With years of experience in helping others redefine their connection to money, Joan helps to guide listeners …
Older adults can struggle to find new passions and interests, leading to a decline in social interaction and overall well-being. By introducing them to new activities and leveraging the role of recre…
Older adults can str…
Older adults can struggle to find new passions and interests, leading to a decline in social interaction and overall well-being. By introducing them to new activities and leveraging the role of recreational therapists, their zest for life can be reignited. Karina Stickle, a recreational therapist and host of the Engaged in Rec podcast, shares practical tips and heartwarming stories, including how she organized a re-wedding for a couple celebrating their 60th anniversary. Links from show notes: Linkedin Engaged in Rec Podcast
What would you say if we could potentially "cure" aging? Dr. Joel Geiderman, author of “The Plasma Cell Report,” discusses the physical and chemical processes that trigger aging and the potential …
What would you say i…
What would you say if we could potentially "cure" aging? Dr. Joel Geiderman, author of “The Plasma Cell Report,” discusses the physical and chemical processes that trigger aging and the potential implications of stopping or reversing the aging process. Dr. Geiderman also talks about his writing process and the inspiration behind his book. Links from show notes: Email Website Linkedin
Have you ever wanted to write a book but don’t know how to get started? Sally Lotz, a seasoned children's author and mentor, with experience in Coaching new writers brings a wealth of knowledge on…
Have you ever wanted…
Have you ever wanted to write a book but don’t know how to get started? Sally Lotz, a seasoned children's author and mentor, with experience in coaching new writers brings a wealth of knowledge on publishing and marketing books. She discusses overcoming writing challenges, writing a book to boost your business, traditional vs. self-publishing, and the crucial role of marketing. Sally's passion for writing children's books and their impact on young readers shines through as she offers insights into finding a publisher and provides valuable advice for aspiring authors. Links from show note…