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
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
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.
Expand Your Opportunities
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.
Learn more at TheAmericanCollege.edu.