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Business American College Of Financial Services

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The American College of Financial Services에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 The American College of Financial Services 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

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<div class="span index">1</div> <span><a class="" data-remote="true" data-type="html" href="/series/the-action-catalyst-2929203">The Action Catalyst</a></span>

<div class="span index">1</div> <span><a class="" data-remote="true" data-type="html" href="/series/the-action-catalyst-2929203">The Action Catalyst</a></span> podcast artwork

<div class="span index">1</div> <span><a class="" data-remote="true" data-type="html" href="/series/the-action-catalyst-2929203">The Action Catalyst</a></span> podcast artwork

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The Action Catalyst

5 hours 전5h ago

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The Action Catalyst interviews top leaders and achievers, sharing hard-earned tips and advice to help you uncover your inspiration and gain valuable insights to overcome setbacks, defeat mediocrity, and reach your goals in life, business, and beyond. Southwestern/Great American, Inc., dba Southwestern Family of Companies, for itself and its related entities and their assigns, reserves and retains all rights to their copyrighted materials and trademarks contained in this podcast.

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The American College of Financial Services에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 The American College of Financial Services 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

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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27 에피소드

#Business #American College Of Financial Services

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updated 16일 전

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시리즈 홈•Feed

The American College of Financial Services에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 The American College of Financial Services 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

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.

… continue reading

27 에피소드

#Business #American College Of Financial Services

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Ep. 27: The "Guru Gap" in Financial Services 27:13

16일 전27:13

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27:13

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 sound bites, and why financial professionals should keep open dialogues with clients about things they hear and what’s backed up by the facts. 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. For more episodes, visit TheAmericanCollege.edu/Shares .…

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Ep. 26: Empowering Clients Through Financial Planning 41:20

4 weeks 전41:20

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41:20

Michael Finke, PhD, CFP® joins Jean Chatzky for a conversation on how financial professionals can specifically tailor their client approach to suit women at any stage of life, including planning with their spouse, as single individuals, or in divorced or widowed situations. In addition, they examine how making financial planning more personable and making client goals central to the planning process can create better outcomes for both advisors and clients while building more trusting planning relationships. Find all episodes at TheAmericanCollege.edu/Shares .…

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Ep. 25: Social Security in Retirement Planning 28:26

7 weeks 전28:26

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28:26

Host Steve Parrish, JD, RICP®, CLU®, ChFC®, AEP® welcomes Jason Fichtner, PhD, an expert on Social Security and retirement policy, for a conversation on the current status and future of the popular and cornerstone benefit program. They cover the impact of the latest regulatory updates on Social Security, what may happen to benefits in the future, and how financial professionals can work with their clients to secure their retirement planning. Find all episodes at TheAmericanCollege.edu/Shares.…

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Ep. 24: Secrets of Sound and Smart Investing 33:25

11 weeks 전33:25

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33:25

Retirement Income Certified Professional® (RICP®) Program Director Eric Ludwig, PhD, CFP® speaks with Meb Faber, chief investment officer of Cambria Investment Management, for a historical look at the ups and downs of stock and investment markets, as well as their impacts on tax and retirement planning. Find all episodes now at TheAmericanCollege.edu/Shares .…

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Ep. 23: What’s Next in Lifelong Learning 40:19

18 weeks 전40:19

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40:19

Chief Marketing and Strategy Officer Jared Trexler and College President and CEO George Nichols III, CAP® sit down for a wide-ranging discussion on The College’s major accomplishments in 2024, how the financial services industry and higher education are changing, and how The College is moving to meet the moment in 2025 and beyond. Find all our episodes at TheAmericanCollege.edu/Shares .…

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Ep. 22: Making an Impact Through Philanthropic Planning 32:01

20 weeks 전32:01

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32:01

Host Joellen Meckley, JD, MHS, ChSNC® joins Andrew Tudor, CFP®, RICP®, CAP® for a conversation on the options that exist today for powering philanthropic planning including donor-advised funds (DAFs), and the importance of adding charitable giving to your client conversations. Find all our episodes at TheAmericanCollege.edu/Shares .…

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Ep. 21: A Deep Dive Into Tax-Informed Planning 22:09

22 weeks 전22:09

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22:09

Michael Finke, PhD, CFP® joins Alan Gassman, JD, LLM, AEP® — one of the many thought leaders from The College's new Tax Planning Certified Professional™ (TPCP™) Program — for an in-depth discussion of tax law and planning, as well as the impacts tax can have on all stages of a client’s life. They examine the connections between taxes and family expenses, small business growth, retirement and legacy planning, and more to show how tax-informed planning can take your practice to the next level. Find all episodes now at TheAmericanCollege.edu/Shares .…

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Ep. 20: The Power of Coordinated Planning 31:16

23 weeks 전31:16

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31:16

Lindsey Lewis, MBA, CFP®, ChFC® speaks with Padric H.B. Scott, AEP®, CFP®, ChFC®, CLU®, WMCP®, CCFC, CAP®, MSFP, founder and CEO of Crossroads Capital Partners and a member of The College’s FinServe Network and NextGen Advisory Task Force, about his philosophy of coordinated planning. They discuss Scott’s background in the NFL and transition to financial services, as well how he has adapted the strategies of a winning football team to a new approach toward managing client relationships. Find all episodes at TheAmericanCollege.edu/Shares .…

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Ep. 19: How Diversity Enhances Financial Services 31:31

25 weeks 전31:31

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31:31

Host Lindsey Lewis, MBA, CFP®, ChFC® welcomes the creators of the SER Latin@ Summit – Anna N’Jie-Konte, MBA, CFP® and Vanessa Martinez – for a celebration of Hispanic Heritage Month and a conversation about how their event brings financial professionals from the Latino community together. They also discuss how cultural norms and understanding can be used to bridge divides between advisors and clients. Find all episodes at TheAmericanCollege.edu/Shares .…

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Ep. 18: Money and Meaning in Retirement Planning 41:25

26 weeks 전41:25

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41:25

Host Eric Ludwig, PhD, CFP® talks with retirement planning experts Daniel Crosby, PhD, and Jamie Hopkins, Esq., LLM, CFP®, ChFC®, CLU®, RICP® to examine the latest in behavioral finance knowledge and insights present in Crosby’s upcoming book, The Soul of Wealth . They discuss how to ensure your clients’ happiness and wellbeing in retirement, the power of psychology in financial planning, the importance of understanding clients’ money stories, and more. Find all our episodes at TheAmericanCollege.edu/Shares .…

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Ep. 17: Where Military and Financial Services Meet 28:32

28 weeks 전28:32

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28:32

In this special episode of our Shares podcast recorded at The College’s 2024 Military Summit in Philadelphia, PA, host and military veteran Chet Bennets, CFP®, ChFC®, CLU®, RICP®, CLF® speaks with Lacey Langford, AFC®, founder of MILMO® and MilMoneyCon™ and an expert on navigating financial topics within the military community. They discuss the dual issues of how the financial services profession can better serve military members, veterans, and spouses in times of transition, as well as why those transitioning from military service into civilian careers are well-suited for positions in the industry. Find all episodes at TheAmericanCollege.edu/Shares .…

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Ep. 16: Expanding the Reach of Financial Services 24:04

29 weeks 전24:04

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24:04

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 .…

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Ep. 15: Monetary Policy in Practice 29:01

31 weeks 전29:01

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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 .…

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Ep. 14: Securing RMDs in Retirement Planning 32:51

32 weeks 전32:51

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32:51

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 .…

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Ep. 13: Sowing the Seeds of Financial Success 24:16

34 weeks 전24:16

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24:16

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 .…

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