Shares

Lindsey Lewis, MBA, CFP®, ChFC® speaks with Padric H.B. Scott, AEP®, CFP®, ChFC®, CLU®, WMCP®, CCFC, CAP®, MSFP, founder and CEO of Crossroads Capital Partners and a member of The College’s FinServe Network and NextGen Advisory Task Force, about his philosophy of coordinated planning. They discuss Scott’s background in the NFL and transition to financial services, as well how he has adapted the st...

Host Lindsey Lewis, MBA, CFP®, ChFC® welcomes the creators of the SER Latin@ Summit – Anna N’Jie-Konte, MBA, CFP® and Vanessa Martinez – for a celebration of Hispanic Heritage Month and a conversation about how their event brings financial professionals from the Latino community together. They also discuss how cultural norms and understanding can be used to bridge divides between advisors and clie...

Host Eric Ludwig, PhD, CFP® talks with retirement planning experts Daniel Crosby, PhD, and Jamie Hopkins, Esq., LLM, CFP®, ChFC®, CLU®, RICP® to examine the latest in behavioral finance knowledge and insights present in Crosby’s upcoming book, The Soul of Wealth. They discuss how to ensure your clients’ happiness and wellbeing in retirement, the power of psychology in financial planning, the impor...

In this special episode of our Shares podcast recorded at The College’s 2024 Military Summit in Philadelphia, PA, host and military veteran Chet Bennets, CFP®, ChFC®, CLU®, RICP®, CLF® speaks with Lacey Langford, AFC®, founder of MILMO® and MilMoneyCon™ and an expert on navigating financial topics within the military community. They discuss the dual issues of how the financial services profession...

In this special episode of our Shares podcast recorded at The College’s 2024 Conference of African American Financial Professionals (CAAFP), senior reporter for ThinkAdvisor John Manganaro speaks with President Nichols about his background at New York Life, his roles as the first Black president of The College and insurance commissioner for the state of Kentucky, and how his experiences working wi...

In this special episode recorded August 13 at The American College of Financial Services' 2024 Conference of African American Financial Professionals (CAAFP), senior reporter for ThinkAdvisor John Manganaro speaks with Raphael Bostic, president and CEO of the Federal Reserve Bank of Atlanta. They discuss the importance of diverse representation in policy making, views on contemporary markets, and...

Host Eric Ludwig, PhD, CFP® joins Denise Appleby – creator and CEO of Appleby Retirement Consulting and a preeminent retirement planning thought leader – for an in-depth look at new RMD regulations and what they mean for retirement planning, including new SECURE 2.0 updates to beneficiaries and more. You can also find more specialized knowledge from Appleby on retirement planning through The Colle...

Host Lindsey Lewis, MBA, ChFC®, CFP® speaks with Valencia Gabay, program director for financial educational and wellbeing at The College and one of the many minds behind Know Yourself, Grow Your Wealth® : a non-credit certificate program that helps improve financial decision-making, increase financial security, and put into practice strategies to achieve financial goals. She discusses the ideas an...

Host Joellen Meckley, JD, MHS, ChSNC® joins Ramsey Alwin, president and CEO of the National Council on Aging (NCOA), for a candid conversation on how older Americans – especially women – often face increasing financial challenges as they age. They also discuss new research from NCOA on economic stress among seniors and their caregivers, including saving for retirement, diminishing decision-making...

In this episode recorded on the floor of AICPA Engage 2024, host Michael Finke, PhD, CFP® welcomes fellow College professor and former podcast co-host David Blanchett, PhD, MSFS, CFA, CLU®, ChFC®, CFP® to the hot seat for a discussion on one of their favorite topics: comparing what's good and bad about various retirement income planning strategies. Listen as they explore the differences between fi...

In this episode recorded on the floor of AICPA Engage 2024, Michael Finke, PhD, CFP® engages thought leaders and financial professionals in attendance to discuss the impact of The College’s upcoming Tax Planning Certified Professional™ (TPCP™) Program. He talks specifics about the content of the program and dives deeper into the value of specialized tax planning knowledge for advisors in all areas...

Technology, especially artificial intelligence (AI) is making increasing inroads into the day-to-day of financial services professionals. How will this shift impact the future of the industry? Host Jared Trexler speaks with Derek Notman, CFP®, founder and CEO of fintech company Couplr. AI. Couplr recently announced a partnership with The College to offer free access to its platform – which endeavo...

Women are taking control of their financial futures more than ever before, but the financial services industry often fails to meet their unique needs or address their specific planning concerns. We host a candid conversation in this episode of our Shares podcast. Join Lindsey Lewis, MBA, CFP®, ChFC® and Alanah Phillips, MBA as they speak with Cary Carbonaro, CFP®, an award-winning thought leader a...

Many financial professionals say annuity products can make sense as one part of a comprehensive financial plan; however, they can also be extremely complex and difficult to use effectively. We get an expert opinion in the latest episode of our Shares podcast! Our host Michael Finke PhD, CFP® welcomes Bobby Samuelson, executive editor of The Life Product Review, for an in-depth look at FIAs, RILAs,...

Artificial intelligence (AI) is increasingly a fundamental part of our business and personal lives – and the financial services profession is no exception. But how can financial professionals leverage AI effectively without compromising the quality of their advice? Our host Chet Bennetts, CFP®, ChFC®, CLU®, RICP®, CLF® speaks with Eric Ludwig, PhD, CFP® about their shared experience working extens...

Planning for retirement has never been more important – but as The College’s recent Retirement Income Literacy Study proves, a majority of older Americans still fail a test of basic financial knowledge needed for sound planning. In this episode of our Shares podcast, host Eric Ludwig, PhD, CFP® speaks with fellow researcher Chet Bennetts, CFP®, ChFC®, CLU®, RICP®, CLF® about some of the 2023 study...

In celebration of Tax Day, we commemorate the occasion with an episode dedicated to all things taxes – including one of the top minds in tax planning today. Join our host Michael Finke, PhD, CFP® and Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF, RICP®, ChFC®, BFA™, Chief Planning Officer at Buckingham Wealth Partners, for a detailed conversation on what financial advisors get right and wrong when thin...

It can be hard to thrive and survive as an advisor in the financial services industry – but it’s even harder to make it in Hollywood, and doing so requires skills that are universal: perseverance, dedication, and a commitment to following your dreams. Our host Eric Ludwig, PhD, CFP® is joined by his own martial arts instructor, small business owner, and actor Mike Moh – perhaps best known for his...

Much has been written and said about the nonstop nature of the financial services profession – part of the reason many new advisors leave the business early in their careers. Is there a better way that can help advisors avoid burnout? Our host Alanah Phillips, MBA, co-chair of The College’s Next Gen Advisory Task Force, sits down with Libby Greiwe, ChFC®, RICP®, FIC® of The Efficient Advisor for a...

In a recent episode of his own podcast, financial guru Dave Ramsey touted an 8% withdrawal rate for assets as his advice to those at or near retirement – and decried those who might disagree as “goober supernerds.” To assess the validity of Ramsey’s claims, our host Michael Finke, PhD, CFP® assembled The College’s resident retirement supernerds – adjunct professor of wealth management David Blanch...