Shares

Episode 11: Retirement Income Strategy Smackdown

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 fixed and flexible approaches, and the best ways to address risks.
Find all episodes at TheAmericanCollege.edu/Shares.

Episode 10: The AICPA Engage Tax Planning Road Show

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 of financial services.
Find all episodes at TheAmericanCollege.edu/Shares.

Episode 9: The Future of Financial Advice

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 endeavors to match advisors to their ideal clients – to College alumni. Trexler and Notman discuss their respective visions for where the profession is headed and the role of technology in making The College’s mission of benefiting society a reality.
Find all episodes at TheAmericanCollege.edu/Shares.

Episode 8: FinServe Females Now!

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 and advocate for women, on how far the industry still has to go to make women feel welcome. Learn the secrets to success and satisfaction in a largely male-oriented profession – including important insights for men, as well as women, to take away.
Find all episodes at TheAmericanCollege.edu/Shares.

Episode 7: Going Deep on FIAs and RILAs

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.

Episode 6: What AI Knows About Retirement Income

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.

Episode 5: The Retirement Income Illiterate

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.

Episode 4: Let’s Talk Taxes

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.

Episode 3: Actualizing a Dream

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!

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.