Shares

Featuring the thought leaders of The American College of Financial Services along with subject matter experts and rising stars from across the industry, Shares explores the personal, conceptual, and practical sides of financial services with powerful, actionable insights in three strategic focus areas: specialized knowledge, retirement planning, and representation.

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Episodes

7 days ago

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, and other products that can assist in planning for a diverse client base for life insurance, retirement planning, and other concerns.
Find all episodes at TheAmericanCollege.edu/Shares.

Monday May 06, 2024

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 extensively with AI platforms such as ChatGPT. They’ll revisit key takeaways from The College’s 2023 Retirement Income Literacy Study and how it relates to AI use in financial services, as well as how the emerging science of “prompt engineering” can help.
Learn more and find all episodes at TheAmericanCollege.edu/Podcasts.

Monday Apr 29, 2024

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’s most important takeaways and how advisors can use these insights to better partner with their clients for critical retirement planning conversations.
Learn more and find all episodes at TheAmericanCollege.edu/Podcasts.

Monday Apr 15, 2024

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 thinking about tax planning, as well as key strategies to help your clients keep more of their hard-earned money.
Learn more and find all episodes at TheAmericanCollege.edu/Podcasts.

Monday Apr 08, 2024

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 turn as legendary actor and martial artist Bruce Lee in Quentin Tarantino’s 2019 film "Once Upon a Time in Hollywood." Moh details the challenges and triumphs of pursuing his acting goals and building a business based on community, as well as what financial professionals can take away from his journey to apply to their own career endeavors.
Learn more and find all episodes at TheAmericanCollege.edu/Podcasts.

Episode 2: All Aboard!

Monday Mar 25, 2024

Monday Mar 25, 2024

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 conversation on how to onboard and introduce professionals new to financial services into the industry, and how sound practice-building steps can reduce stress, lead to better business outcomes, and ultimately benefit advisors and clients alike.
Learn more and find all episodes at TheAmericanCollege.edu/Podcasts.

Monday Mar 18, 2024

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 Blanchett, PhD, MSFS, CFA, CLU®, ChFC®, CFP® and professor of practice Wade Pfau, PhD, CFA, RICP® – to discuss their printed response to Ramsey, optimal withdrawal rates, sequence of returns risk, and best-practice retirement planning.
Learn more and find all episodes at TheAmericanCollege.edu/Podcasts.
Any views or opinions expressed in this podcast are the hosts’ and guests' own and do not necessarily represent those of The American College of Financial Services.

Episode 0: Welcome to Shares

Tuesday Mar 12, 2024

Tuesday Mar 12, 2024

Welcome to Shares! Featuring the thought leaders of The American College of Financial Services along with subject matter experts and rising stars from across the industry, this podcast explores the personal, conceptual, and practical sides of financial services with powerful, actionable insights in three strategic focus areas: specialized knowledge, retirement planning, and representation.
Learn more and access all episodes at TheAmericanCollege.edu/Podcasts.

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Founded in 1927 by financial services education pioneer Solomon Huebner, The American College of Financial Services has a rich history in financial services education—standing strong as the standard-bearer for academic quality. The College’s faculty includes the nation's top thought leaders in financial services practice and management, offering expertise that is sought by companies, policymakers, and students across the United States. The College’s mission is to uplift the profession by providing applied financial knowledge and education, promoting lifelong learning, and advocating for ethical standards for the benefit of society.

 

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