Shares

Chet Bennetts, PhD, CFP®, ChFC®, CLF®, CLU®, RICP®, and cofounders of WolfBridge Wealth Michael Kothakota and Jessica Wery, PhD, discuss the implementation of research outcomes in financial services practices. They look at how firms can determine the value of research, the best methods of bringing this discussion to clients, and more. To learn more about single-case research, see Kothakota and Wer...

Join Lindsey Lewis, MBA, CFP®, ChFC®, as she talks retirement, tax planning, practice management, and more with a whole host of veteran advisors. Filmed at Horizons 2026, Lewis will ask these industry experts to share their insights, tips, and tricks for helping clients meet their goals and form stronger relationships between you and the people you serve. Find all episodes at TheAmericanCollege.ed...

Join Michael Finke, PhD, CFP®, and Sudipto Banerjee, PhD, at Horizons, an epic retirement planning experience, as they analyze crucial topics relating to retirement spending including the latest research, how different groups differ in their spending, their takeaways from the event, and more. Find all episodes at TheAmericanCollege.edu/Shares .

Michael Finke and David Blanchett discuss recent claims that technological advancements in the field of artificial intelligence will make retirement planning as we know it a thing of the past. They also explore how AI is likely to change the field of financial planning, from retirement advice to tax planning, personalization, and more. Find all episodes at TheAmericanCollege.edu/Shares .

There’s no worse feeling than finding out your bracket is busted in the first round. That’s why the first five years of your clients’ retirement planning are so important.  In this special episode of our Shares podcast, Eric Ludwig, PhD, CFP®, RICP®, and Zach Morley, RICP®, talk hoops, retirement income planning, and more as they place contenders for the top retirement strategies into a head-to-he...

Is Social Security going bankrupt? Is it a mistake not to claim benefits early? And how should you factor it into your retirement planning with clients? In this episode of the Shares podcast, Michael Finke, PhD, CFP® and Martha Shedden, CRPC®, president and co-founder of the National Association of Registered Social Security Analysts (NARSSA), look at the myths surrounding Social Security as well...

Can artificial intelligence help you get MORE personal with your clients? Eric Ludwig, PhD, CFP®, and Liam Hanlon of Jump AI discuss artificial intelligence use cases in financial services, the opportunities it provides for those in the industry, and the benefits it offers to advisors and clients who are able to save time on the tedium of meeting prep, notes, and more — all in the service of recom...

In this special year-in-review episode, President and CEO George Nichols III, CAP®, and Chief Marketing Officer Jared Trexler look back on 2025 and discuss where they see The College moving in 2026 and beyond, including new and upcoming educational partnerships, expectations for the twentieth anniversary of the Conference of African American Financial Professionals, and more. Find all episodes at...

In this special Veterans Day episode of our Shares podcast, Managing Director of The American College of Financial Services Center for Military and Veterans Affairs, Phil Easton, CMSgt, USAF (Ret.), speaks with the 2025 Soldier-Citizen Award Recipient, Vice Admiral James Zortman, USN (Ret.), on how military experience can prepare individuals for a successful career in financial services. Find all...

In this episode, College Professor of Practice Steve Parrish joins fellow instructor Mark McLennon for a deep dive into the tax planning and estate planning implications of the One Big Beautiful Bill Act (OBBBA). They cover the see-sawing history of tax policy in legislation, what provisions are out and in this time around, and the at times profound financial planning impacts that this latest inca...

Join Lindsey Lewis, MBA, CFP®, ChFC®, managing director of the American College Center for Women in Financial Services, and Sheena Gray, CAMS, MBA, CEO of the Association of African American Financial Advisors (AAAA), for this special episode recorded live at The College’s 19th annual Conference of African American Financial Professionals (CAAFP) about how those in financial services, especially w...

Join Chief Marketing and Strategy Officer Jared Trexler and FinServe Network ambassadors Terrell Dinkins, ChFC®, RICP®, and Angie Ribuffo, CFP®, RICP®, ChFC®, CDFA®, CLTC®, WMCP®, from the Conference of African American Financial Professionals (CAAFP) as they discuss how advisors can help clients open up about their goals for retirement and what they can do to help them get there.   Find all episo...

Eric Ludwig, PhD, CFP®, director of the Retirement Income Certified Professional® (RICP®) Program, hosts a conversation with Justin Fitzpatrick, PhD, CFA, CFP® of Income Lab, on the best ways to address retirement income planning in client discussions. They talk about how to improve your individual focus, steer clear of common industry jargon, and ensure clients feel heard as you assist them in pl...

In this episode, Eric Ludwig, PhD, CFP®, Retirement Income Certified Professional® (RICP®) Program director at The American College of Financial Services, speaks with Tax Planning Certified Professional™ (TPCP™) Program director Sophia Duffy, JD, CPA, AEP® about the possible tax policy changes contained in the “One Big Beautiful Bill Act” currently making its way through Congress. In addition to m...

In this special episode recorded live at The College’s Horizons 2025 conference, Lindsey Lewis, MBA, CFP®, ChFC®, managing director and chair of the American College Center for Women in Financial Services, speaks with healthcare professional turned financial educator Carolyn McClanahan, CFP® on how financial professionals can work with clients to maximize their healthcare benefits and avoid costly...

In this episode recorded live at The College’s Horizons 2025 conference, Professor of Wealth Management Michael Finke, PhD, CFP® speaks with Fiona Greig, PhD about the current complexities of plan design for employee benefits. They focus on how financial professionals and employers can work with employees and clients to create strategies and solutions to help. Find all episodes at TheAmericanColle...

In this episode, Retirement Income Certified Professional® (RICP®) Program Director Eric Ludwig, PhD, CFP® welcomes Steve Parrish, JD, RICP®, CLU®, ChFC®, AEP®, a fellow professor at The College and retirement planning expert, discuss recent shockwaves across financial markets and how financial professionals can best respond — especially when talking with their clients nearing or in retirement. Th...

Michael Finke, PhD, CFP® speaks with Scott Lincicome, JD of the Cato Institute about the market uncertainty spurred by recent shifts in tariff policy, including the pros and cons of tariffs historically and their potential impacts on businesses, financial professionals, and consumers. They explore how tariffs may have unintended consequences for protected industries, as well as other important inf...

In this special episode recorded live at The College’s Horizons 2025 conference, Professor of Practice Steve Parrish, JD, RICP®, CLU®, ChFC®, AEP® speaks with author David McKnight about the ubiquitous nature of financial planning “gurus” in the media today and how their advice, while it may give your clients comfort, may not always be in their best interest. They talk about how to differentiate s...

Michael Finke, PhD, CFP® joins Jean Chatzky for a conversation on how financial professionals can specifically tailor their client approach to suit women at any stage of life, including planning with their spouse, as single individuals, or in divorced or widowed situations. In addition, they examine how making financial planning more personable and making client goals central to the planning proce...

Host Steve Parrish, JD, RICP®, CLU®, ChFC®, AEP® welcomes Jason Fichtner, PhD, an expert on Social Security and retirement policy, for a conversation on the current status and future of the popular and cornerstone benefit program. They cover the impact of the latest regulatory updates on Social Security, what may happen to benefits in the future, and how financial professionals can work with their...

Retirement Income Certified Professional® (RICP®) Program Director Eric Ludwig, PhD, CFP® speaks with Meb Faber, chief investment officer of Cambria Investment Management, for a historical look at the ups and downs of stock and investment markets, as well as their impacts on tax and retirement planning. Find all episodes now at TheAmericanCollege.edu/Shares .

Chief Marketing and Strategy Officer Jared Trexler and College President and CEO George Nichols III, CAP® sit down for a wide-ranging discussion on The College’s major accomplishments in 2024, how the financial services industry and higher education are changing, and how The College is moving to meet the moment in 2025 and beyond. Find all our episodes at TheAmericanCollege.edu/Shares .

Host Joellen Meckley, JD, MHS, ChSNC® joins Andrew Tudor, CFP®, RICP®, CAP® for a conversation on the options that exist today for powering philanthropic planning including donor-advised funds (DAFs), and the importance of adding charitable giving to your client conversations. Find all our episodes at TheAmericanCollege.edu/Shares .

Michael Finke, PhD, CFP® joins Alan Gassman, JD, LLM, AEP® — one of the many thought leaders from The College's new Tax Planning Certified Professional™ (TPCP™) Program — for an in-depth discussion of tax law and planning, as well as the impacts tax can have on all stages of a client’s life. They examine the connections between taxes and family expenses, small business growth, retirement and legac...