Podcasts

Ted O'Connor is senior vice president of Arcesium.

Zoe Sagalow covers tax and retirement issues for Financial Planning, bringing a decade of experience in financial policy and regulatory reporting to coverage that keeps advisors current on the rules shaping client strategy.

Before joining Financial Planning, Zoe's policy reporting spanned banking at S&P Global Market Intelligence, insurance at CQ Roll Call, and tax at Tax Notes Today. In 2025, she and her team at S&P Global won a Regional Bronze Award from the American Society of Business Publication Editors for Online Industry News Coverage.

As a Capital News Service reporter, Zoe was part of a team investigating nursing home discharge practices in Maryland; their series, "Discharging Trouble," was an IRE Award finalist and won two first-place MDDC Press Association awards. The investigation prompted a lawsuit from the Maryland Attorney General against the nursing home operator that ultimately led to a $2.2 million settlement and barred the company from operating nursing facilities in the state.

Zoe holds a Bachelor of Science in business and a Bachelor of Arts in journalism from the University of Maryland, College Park.

Based in the Washington, D.C., area, she spends her off hours backyard birdwatching and teaching herself piano.

Connect with Zoe on LinkedIn or reach her at zoe.sagalow@financial-planning.com.

Healthbook+'s app allows employees to access personal medical information and offerings, and get trained AI-driven answers to health- and benefit-related questions.

Quit Vaping app founder Jonathan Kopp is bringing digital tools for vaping and alcohol addiction into employee wellness plans.

Virtual chronic care platforms, nutrition support and targeted coaching are helping organizations address cardiovascular disease, obesity and diabetes.

Project 55 is helping organizations empower their workforce with mental health education and resources.

Liza Primzharova, MSA, is a finance and accounting researcher based in Seattle, WA. She is an MBA candidate at Trine University and holds a Master of Science in Accounting from the University of Washington. Her peer-reviewed research on AI in accounting automation was published in Putevoditel Predprinimatelya (2026). She can be reached at lizaprimzhar@gmail.com.