Shares

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+!
Find all episodes now at TheAmericanCollege.edu/Shares.

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.

Episode 12: Ensuring Equality in Retirement Planning

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 capacity, and more.
Find all our episodes at TheAmericanCollege.edu/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.
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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.
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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.
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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.
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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.
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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.