Ep. 44: Retirement Roundtable: Parley with Planners

Lindsey Lewis, MBA, ChFC®, CFP®, and Jamie Hopkins, Esq., LLM, CFP®, ChFC®, CLU®, RICP®, hold an insightful discussion analyzing the challenges the financial services industry faces in recruiting new talent. Join them as they review the recruitment efforts firms are making now and discuss what additional measures can be made to ensure Gen Z is supported as they take over as the next generation of advisors. Find all episodes at TheAmericanCollege.edu/Shares.

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. 

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.

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. 

Join Lindsey Lewis, MBA, CFP®, ChFC®, as she talks retirement, tax planning, practice management, and more with a whole host of veteran advisors. Filmed at Horizons 2026, Lewis will ask these industry experts to share their insights, tips, and tricks for helping clients meet their goals and form stronger relationships between you and the people you serve. Find all episodes at TheAmericanCollege.edu/Shares.

Join Michael Finke, PhD, CFP®, and Sudipto Banerjee, PhD, at Horizons, an epic retirement planning experience, as they analyze crucial topics relating to retirement spending including the latest research, how different groups differ in their spending, their takeaways from the event, and more. Find all episodes at TheAmericanCollege.edu/Shares.

Michael Finke and David Blanchett discuss recent claims that technological advancements in the field of artificial intelligence will make retirement planning as we know it a thing of the past. They also explore how AI is likely to change the field of financial planning, from retirement advice to tax planning, personalization, and more. Find all episodes at TheAmericanCollege.edu/Shares.

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 top retirement strategies into a head-to-head bracket and debate which one is best at helping your clients retire like a champion.  Find all episodes at TheAmericanCollege.edu/Shares.

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.

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.