Shares

The American College of Financial Services
  • 5.0 (8)
  • BUSINESS
  • UPDATED BIWEEKLY

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.

  1. 17H AGO

    Ep. 40: Addressing Social Security Myths

    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 some foundational and advanced concepts for including it in your clients’ retirement planning strategies. Want to learn more about Social Security planning? Visit TheAmericanCollege.edu/RSSA. Find all episodes at TheAmericanCollege.edu/Shares.

    22 min

  2. JAN 22

    Ep. 39: How AI Can Jump Advisor Productivity

    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 development of deeper client relationships.  Find all episodes at TheAmericanCollege.edu/Shares.

    43 min

  3. 12/03/2025

    Ep. 38: Building Expertise For Every Stage

    In this special year-in-review episode, President and CEO George Nichols III, CAP®, and Chief Marketing Officer Jared Trexler look back on 2025 and discuss where they see The College moving in 2026 and beyond, including new and upcoming educational partnerships, expectations for the twentieth anniversary of the Conference of African American Financial Professionals, and more. Find all episodes at TheAmericanCollege.edu/Shares.

    19 min

  4. 11/10/2025

    Ep. 37: Leadership Traits You Can Trust in Financial Services

    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/Shares.

    39 min

  5. 10/23/2025

    Ep. 36: Taxes, Estate Planning, and the OBBBA: What You Need to Know

    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 estate planning and other elements of planning impacted by tax laws. Find all episodes at TheAmericanCollege.edu/Shares.

    28 min

  6. 09/25/2025

    Ep. 35: Continuing the Representation Conversation in Financial Services

    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 underserved communities, can continue to move up in the profession, along with how established leaders can support them and advocate for their success. Find all episodes at TheAmericanCollege.edu/Shares.

    13 min

  7. 08/21/2025

    Ep. 34: Working With Clients on Retirement Income Strategies

    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.

    26 min

  8. 07/17/2025

    Ep. 33: How to Talk to Your Clients About Retirement Income Planning

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

    30 min
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Ratings & Reviews

5
out of 5
8 Ratings

About

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.

Information

  • Creator
    The American College of Financial Services
  • Years Active
    2024 - 2026
  • Episodes
    40
  • Rating
    Clean
  • Copyright
    © Copyright 2024 All rights reserved.
  • Show Website
    Shares