Shares

Ep. 22: Making an Impact Through Philanthropic Planning

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.
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Ep. 21: A Deep Dive Into Tax-Informed Planning

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 legacy planning, and more to show how tax-informed planning can take your practice to the next level.
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Ep. 20: The Power of Coordinated Planning

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 strategies of a winning football team to a new approach toward managing client relationships.
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Ep. 19: How Diversity Enhances Financial Services

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 clients.
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Ep. 18: Money and Meaning in Retirement Planning

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 importance of understanding clients’ money stories, and more.
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Ep. 17: Where Military and Financial Services Meet

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 can better serve military members, veterans, and spouses in times of transition, as well as why those transitioning from military service into civilian careers are well-suited for positions in the industry.
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Ep. 16: Expanding the Reach of Financial Services

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 with diverse communities power his commitment to applied financial knowledge.
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Ep. 15: Monetary Policy in Practice

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 how to navigate making financial decisions that affect Americans’ lives.
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Ep. 14: Securing RMDs in Retirement Planning

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 College's subscription platform, Knowledge Hub+!
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Ep. 13: Sowing the Seeds of Financial Success

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 and goals behind Know Yourself, Grow Your Wealth® and how the program is fundamentally engineered to help learners take control of their financial future.
Also featured is Tony Sanchez, a community affairs specialist at OneAmerica in Indianapolis and graduate of the program, to speak about the program benefits he has seen personally and in his capacity as a mentor for others.
Find all episodes now at TheAmericanCollege.edu/Shares.