Shares

Chet Bennetts, PhD, CFP®, ChFC®, CLF®, CLU®, RICP®, and cofounders of WolfBridge Wealth Michael Kothakota and Jessica Wery, PhD, discuss the implementation of research outcomes in financial services practices. They look at how firms can determine the value of research, the best methods of bringing this discussion to clients, and more.

To learn more about single-case research, see Kothakota and Wery's paper!

There’s no worse feeling than finding out your bracket is busted in the first round. That’s why the first five years of your clients’ retirement planning are so important. 

In this special episode of our Shares podcast, Eric Ludwig, PhD, CFP®, RICP®, and Zach Morley, RICP®, talk hoops, retirement income planning, and more as they place contenders for the ...

Is Social Security going bankrupt? Is it a mistake not to claim benefits early? And how should you factor it into your retirement planning with clients? In this episode of the Shares podcast, Michael Finke, PhD, CFP® and Martha Shedden, CRPC®, president and co-founder of the National Association of Registered Social Security Analysts (NARSSA), look at the myths surrounding Social Security as well as so...

Can artificial intelligence help you get MORE personal with your clients? Eric Ludwig, PhD, CFP®, and Liam Hanlon of Jump AI discuss artificial intelligence use cases in financial services, the opportunities it provides for those in the industry, and the benefits it offers to advisors and clients who are able to save time on the tedium of meeting prep, notes, and more — all in the service of recommitting that time to the deve...

In this special Veterans Day episode of our Shares podcast, Managing Director of The American College of Financial Services Center for Military and Veterans Affairs, Phil Easton, CMSgt, USAF (Ret.), speaks with the 2025 Soldier-Citizen Award Recipient, Vice Admiral James Zortman, USN (Ret.), on how military experience can prepare individuals for a successful career in financial services.

Find all episodes at The AmericanCollege.edu...

In this episode, College Professor of Practice Steve Parrish joins fellow instructor Mark McLennon for a deep dive into the tax planning and estate planning implications of the One Big Beautiful Bill Act (OBBBA). They cover the see-sawing history of tax policy in legislation, what provisions are out and in this time around, and the at times profound financial planning impacts that this latest incarnation of tax policy can have on e...

Join Lindsey Lewis, MBA, CFP®, ChFC®, managing director of the American College Center for Women in Financial Services, and Sheena Gray, CAMS, MBA, CEO of the Association of African American Financial Advisors (AAAA), for this special episode recorded live at The College’s 19th annual Conference of African American Financial Professionals (CAAFP) about how those in financial services, especially women and others from underser...

Join Chief Marketing and Strategy Officer Jared Trexler and FinServe Network ambassadors Terrell Dinkins, ChFC®, RICP®, and Angie Ribuffo, CFP®, RICP®, ChFC®, CDFA®, CLTC®, WMCP®, from the Conference of African American Financial Professionals (CAAFP) as they discuss how advisors can help clients open up about their goals for retirement and what they can do to help them get there.

Find all episodes at TheAmericanCollege.edu/Shares...

Eric Ludwig, PhD, CFP®, director of the Retirement Income Certified Professional® (RICP®) Program, hosts a conversation with Justin Fitzpatrick, PhD, CFA, CFP® of Income Lab, on the best ways to address retirement income planning in client discussions. They talk about how to improve your individual focus, steer clear of common industry jargon, and ensure clients feel heard as you assist them in planning out their future with confid...

In this episode, Eric Ludwig, PhD, CFP®, Retirement Income Certified Professional® (RICP®) Program director at The American College of Financial Services, speaks with Tax Planning Certified Professional™ (TPCP™) Program director Sophia Duffy, JD, CPA, AEP® about the possible tax policy changes contained in the “One Big Beautiful Bill Act” currently making its way through Congress. In addition to making many of the chang...

In this special episode recorded live at The College’s Horizons 2025 conference, Lindsey Lewis, MBA, CFP®, ChFC®, managing director and chair of the American College Center for Women in Financial Services, speaks with healthcare professional turned financial educator Carolyn McClanahan, CFP® on how financial professionals can work with clients to maximize their healthcare benefits and avoid costly mistakes. They also discuss ...

In this episode, Retirement Income Certified Professional® (RICP®) Program Director Eric Ludwig, PhD, CFP® welcomes Steve Parrish, JD, RICP®, CLU®, ChFC®, AEP®, a fellow professor at The College and retirement planning expert, discuss recent shockwaves across financial markets and how financial professionals can best respond — especially when talking with their clients nearing or in retirement. They explore strategies to ensu...

Michael Finke, PhD, CFP® speaks with Scott Lincicome, JD of the Cato Institute about the market uncertainty spurred by recent shifts in tariff policy, including the pros and cons of tariffs historically and their potential impacts on businesses, financial professionals, and consumers. They explore how tariffs may have unintended consequences for protected industries, as well as other important information advisors should know when ...

In this special episode recorded live at The College’s Horizons 2025 conference, Professor of Practice Steve Parrish, JD, RICP®, CLU®, ChFC®, AEP® speaks with author David McKnight about the ubiquitous nature of financial planning “gurus” in the media today and how their advice, while it may give your clients comfort, may not always be in their best interest. They talk about how to differentiate sound advice from ...