Planning your financial future with Jessica Tuman Episode 65
Episode Summary
In this episode, Christine speaks with Jessica Tuman, senior executive at Voya Financial and head of Voya Cares, about the impacts on family caregivers and the increased importance of financial planning since the pandemic. Voya Financial helps Americans plan, invest and protect their savings, with a goal of becoming “America’s Retirement Company,” while being equally committed to conducting business in a way that is socially, environmentally, economically and ethically responsible.
Jessica leads the Voya Cares Center of Excellence, which serves the special needs community — including those living with disabilities and special needs and their caregivers — offering access to tailored financial wellness and retirement planning solutions. Jessica brings over 20 years of experience in investment management strategy and solutions, and she is passionate and committed to helping employees create a more diverse, inclusive and supportive environment for employees with disabilities and their caregivers.
Episode Notes
We discuss:
- How the pandemic has impacted individual family caregivers and how this will impact your future financial choices.
- Tips on how to be best prepared for retirement for yourself and your loved ones.
- Advice for women in caregiver roles and how to ease those tensions with proper planning and strategy.
Resources: InvestmentNews | Christine Shaw |Voya Financial | Voya Cares | Jessica Tuman
Guest Bio:
Jessica Tuman leads the Voya Cares® Center of Excellence, which serves the special needs community — including those living with disabilities and special needs and their caregivers — offering access to tailored financial wellness and retirement planning solutions. She led the development of the program from the ground up into a strong brand that has been recognized by caregiver.com, Wealth Management magazine, Disability:IN and the Disability Equality Index as a Best Place to Work for Disability Inclusion. Under her leadership, the Voya Cares program has developed into a strong brand and market differentiator for Voya Financial.
Jessica brings over 20 years of experience in investment management strategy and solutions. She is committed to helping employers create a more diverse, inclusive and supportive environment for employees with disabilities and their caregivers. To help inform the program, she led groundbreaking propriety thought-leading research with global marketing research firm LRW on caregiving and the effect that it has on individuals and employers that helped raise awareness of and address the unique challenges faced by the special needs community.
Jessica led the founding of the CEO Commission for Disability Employment, dedicated to leading the way to an inclusive workforce, and continues as a steering committee member. She also has advocated for the ABLE Act and other legislation that is designed to improve the quality of life for people with disabilities and provide equal opportunity and access to employment, recreation and education.
Jessica has appeared on CNBC’s Squawk Box, and her writing has been featured in The Street Retirement Daily, U.S. News & World Report, THRIVE GLOBAL, Market Watch, Investment & Wealth Monitor Magazine, Money Management Institute Journal of Investment Advisory Solutions, ThinkAdvisor, Barron’s and InvestmentNews. She has authored a white paper on the unique elements of funding a special needs plan.
Prior to joining Voya, Jessica worked at SunTrust Bank in wealth and investment management and Deloitte Consulting (banking and capital markets). She has a bachelor’s degree in Biochemistry (Hons) from the University of Southampton and a master’s degree in Computation from the University of Manchester in the UK.