Shares copertina

Shares

Shares

Di: The American College of Financial Services
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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.Copyright 2024 All rights reserved. Economia
Episodi
  • Ep. 47: The Creation, Popularization, and Evolution of the 401(k)

    Ep. 47: The Creation, Popularization, and Evolution of the 401(k)
    Sep 30 2026

    Michael Finke, PhD, CFP®, Vanguard’s Fu Tan, PhD, and Ted Benna, father of the 401(k), hold an informative and insightful discussion on the creation and modern applications of the 401(k), how 401(k)s are used in the modern day, and an exploration of alternative methods of retirement planning.

    Find all episodes at TheAmericanCollege.edu/Shares.

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    32 min
  • Ep. 46: Reversing the Narrative on Reverse Mortgages

    Ep. 46: Reversing the Narrative on Reverse Mortgages
    Aug 13 2026

    Eric Ludwig, PhD, CFP®, RICP®, and Don Graves, RICP®, CLTC®, CSA, IRMAACP™, dive deep into the topic of reverse mortgages, examine opportunities your clients may be missing by not leveraging them, and debunk myths surrounding reverse mortgage strategies in retirement planning.

    Find all episodes at TheAmericanCollege.edu/Shares.
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    34 min
  • Ep. 45: How to Tell if Financial Planning Research Works

    Ep. 45: How to Tell if Financial Planning Research Works
    Jul 9 2026

    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!

    Access all episodes now at TheAmericanCollege.edu/Shares.

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    51 min
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