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Latest Episodes:

Ep. 16: Expanding the Reach of Financial Services Sep 16, 2024

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In this special episode of our Shares podcast recorded at The College’s 2024 Conference of African American Financial Professionals (CAAFP), senior reporter for ThinkAdvisor John Manganaro speaks with President Nichols about his background at New York Life, his roles as the first Black president of The College and insurance commissioner for the state of Kentucky, and how his experiences working with diverse communities power his commitment to applied financial knowledge.

Find all episodes at TheAmericanCollege.edu/Shares.

Ep. 15: Monetary Policy in Practice Sep 06, 2024

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In this special episode recorded August 13 at The American College of Financial Services' 2024 Conference of African American Financial Professionals (CAAFP), senior reporter for ThinkAdvisor John Manganaro speaks with Raphael Bostic, president and CEO of the Federal Reserve Bank of Atlanta. They discuss the importance of diverse representation in policy making, views on contemporary markets, and how to navigate making financial decisions that affect Americans’ lives.

Find all episodes at TheAmericanCollege.edu/Shares.

Ep. 14: Securing RMDs in Retirement Planning Aug 26, 2024

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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 Aug 12, 2024

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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 Jul 29, 2024

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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 Jul 15, 2024

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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 Jul 01, 2024

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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 Jun 17, 2024

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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! Jun 03, 2024

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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 May 20, 2024

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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.

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