{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"CEO Podcast | The leaders shaping our world","title":"Savvi Financial Co-Founder & CEO Gina Mourtzinou - How AI Is Transforming Financial Wellness","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/55b764cd\"></iframe>","width":"100%","height":180,"duration":1060,"description":"Gina Mourtzinou, Co-Founder & CEO of Savvi Financial, joins Clint Betts for a conversation on financial wellness, employee benefits, AI, retirement planning, and helping people make smarter financial decisions.\nSavvi Financial helps employees navigate some of the most important financial decisions of their lives—from selecting healthcare benefits and retirement plans to building long-term financial security. Through analytics and personalized guidance, the company helps individuals optimize their financial journeys while helping employers improve benefits utilization and employee well-being.\nIn this episode, Gina shares why financial planning matters more than investment performance alone, how AI is changing financial services, and why privacy and trust remain essential in an increasingly data-driven world.\nThe conversation also explores behavioral finance, personal financial planning, startup leadership, workplace benefits, and lessons learned from decades in asset management.\nIn this episode:\n00:00:00 - Introduction and Overview of Savvi Financial\n00:01:52 - Impact of AI on Workflow and Industry\n00:04:30 - Drawbacks and Cautions of AI in Financial Services\n00:05:21 - Gina's Background and Inspiration for Founding Savvi Financial\n00:08:06 - Financial Planning Advice for CEOs and Leaders\n00:09:47 - A Day in the Life of Gina, CEO of Savvi Financial\n00:10:22 - Reading Recommendations and Interests\n00:11:32 - Data Privacy and Security in Fintech\n00:13:06 - Hybrid Work Model and Company Culture\n00:14:50 - Macroeconomic Environment and Future Outlook\n00:15:59 - Reflecting on Opportunities and Mentorship\n00:17:19 - Closing Remarks and Gratitude\nIf you're interested in fintech, personal finance, retirement planning, AI, leadership, or employee benefits, this conversation offers practical insights into building financial confidence in an increasingly complex world.\nSubscribe for more conversations with founders, CEOs, and leaders shaping the future of business and...","thumbnail_url":"https://img.transistorcdn.com/1dy8XILYZ5TplRivmnv0DoX_g7XXqFV5bS1REcb0pIM/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS8xZDc3/ODAyODNkMmRmMDc5/MDQ3NWI5ZWEzZWFk/NTJhMS5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}