Best American College Of Financial Services Podcasts (2024)

1
Episode 10: The AICPA Engage Tax Planning Road Show 18:56

3d ago18:56

18:56

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 specialize…

1
A Conversation with Wealth Enhancement Group Senior Portfolio Manager Ayako Yoshioka 29:43

16d ago29:43

29:43

1
Episode 9: The Future of Financial Advice 29:23

17d ago29:23

29:23

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 …

1
A Conversation with J.P. Morgan Retirement Insights Executive Director Sharon Carson 33:23

23d ago33:23

33:23

1
A Conversation with American College of Financial Services Researchers Kaylee Ranck & Eric Ludwig 40:34

30d ago40:34

40:34

1
Episode 8: FinServe Females Now! 35:35

1M ago35:35

35:35

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 …

1
A Conversation with Cetera Financial Group’s Head of Workplace & Retirement, Jon Anderson 33:10

1M ago33:10

33:10

1
Episode 7: Going Deep on FIAs and RILAs 38:50

1M ago38:50

38:50

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 Pr…

1
Navigating Medicare Supplement: An Advisor’s Guide 22:33

2M ago22:33

22:33

1
A Conversation with The Sandidge Group Principal, James Sandidge 34:18

2M ago34:18

34:18

1
A Conversation with Bipartisan Policy Center Chief Economist Jason Fichtner 33:28

2M ago33:28

33:28

1
A Conversation with Endeavor Retirement Founder Bonnie Treichel 32:23

2M ago32:23

32:23

1
Episode 6: What AI Knows About Retirement Income 30:23

2M ago30:23

30:23

Artificial intelligence (AI) is increasingly a fundamental part of our business and personal lives – and the financial services profession is no exception. But how can financial professionals leverage AI effectively without compromising the quality of their advice? Our host Chet Bennetts, CFP®, ChFC®, CLU®, RICP®, CLF® speaks with Eric Ludwig, PhD,…

1
S3E6: Preventing Perinatal HIV Transmission: Today’s Landscape 45:44

2M ago45:44

45:44

Continuing our two-part series, this season’s final episode tackles the present-day strategies for perinatal HIV care. Rodney Wright, MD, FACOG, from Montefiore-Einstein Medical Center and Susan Gillespie, MD, PhD, from Baylor College of Medicine and Texas Children’s Hospital join Labor of Love host Veronica Pimentel, MD, MS, FACOG, to dive into cu…

1
A Conversation with IncomeConductor CEO Sheryl O'Connor 34:18

2M ago34:18

34:18

1
A Conversation with HealthView Services CEO Ron Mastrogiovanni 34:35

2M ago34:35

34:35

1
Episode 5: The Retirement Income Illiterate 29:01

2M ago29:01

29:01

Planning for retirement has never been more important – but as The College’s recent Retirement Income Literacy Study proves, a majority of older Americans still fail a test of basic financial knowledge needed for sound planning. In this episode of our Shares podcast, host Eric Ludwig, PhD, CFP® speaks with fellow researcher Chet Bennetts, CFP®, ChF…

1
A Conversation with IncomePath Co-Founder Tamiko Toland 32:26

3M ago32:26

32:26

1
S3E5: Preventing Perinatal HIV Transmission: Lessons from the Past 39:56

3M ago39:56

39:56

This Labor of Love episode marks the beginning of a two-part exploration into the evolution of HIV care during pregnancy. Haben Debessai, MD, from the CDC Foundation and Rhoda Sperling, MD, FACOG, from Mount Sinai join Labor of Love host Veronica Pimentel, MD, MS, FACOG, to dissect the groundbreaking research that transformed the treatment and disc…

1
Episode 4: Let’s Talk Taxes 37:14

3M ago37:14

37:14

In celebration of Tax Day, we commemorate the occasion with an episode dedicated to all things taxes – including one of the top minds in tax planning today. Join our host Michael Finke, PhD, CFP® and Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF, RICP®, ChFC®, BFA™, Chief Planning Officer at Buckingham Wealth Partners, for a detailed conversation on wha…

1
A Conversation with Ferri Investment Solutions CEO Rick Ferri 31:58

3M ago31:58

31:58

1
Episode 3: Actualizing a Dream 30:22

3M ago30:22

30:22

It can be hard to thrive and survive as an advisor in the financial services industry – but it’s even harder to make it in Hollywood, and doing so requires skills that are universal: perseverance, dedication, and a commitment to following your dreams. Our host Eric Ludwig, PhD, CFP® is joined by his own martial arts instructor, small business owner…

1
S3E4: A Deep Dive into Maternal Vaccines 34:41

3M ago34:41

34:41

During the past year, there have been new developments to guidelines for vaccination in pregnancy—most notably the addition of the maternal RSV vaccine. Yvonne Butler Tobah, MD, FACOG, from the Mayo Clinic and Christopher Watson, MD, MPH, from Ascension Sacred Heart join Labor of Love host Veronica Pimentel, MD, MS, FACOG, to explore the latest cli…

1
Episode 2: All Aboard! 38:18

3M ago38:18

38:18

Much has been written and said about the nonstop nature of the financial services profession – part of the reason many new advisors leave the business early in their careers. Is there a better way that can help advisors avoid burnout? Our host Alanah Phillips, MBA, co-chair of The College’s Next Gen Advisory Task Force, sits down with Libby Greiwe,…

1
S3E3: Hepatitis in Focus: A Conversation on Screening, Prevention, and Treatment 55:11

4M ago55:11

55:11

Hepatitis during pregnancy might feel like a complex case to manage, and ACOG wants to help clinicians support patients with a hepatitis diagnosis. Tatyana Kushner, MD, MSCE, from Mount Sinai and Tosin Goje, MD, MSCR, FACOG, from Cleveland Clinic join Labor of Love host Veronica Pimentel, MD, MS, FACOG, to shine a light on hepatitis B and C, the tw…

1
Episode 1: Dave Ramsey's Bad Math 42:22

4M ago42:22

42:22

In a recent episode of his own podcast, financial guru Dave Ramsey touted an 8% withdrawal rate for assets as his advice to those at or near retirement – and decried those who might disagree as “goober supernerds.” To assess the validity of Ramsey’s claims, our host Michael Finke, PhD, CFP® assembled The College’s resident retirement supernerds – a…

1
Episode 0: Welcome to Shares 1:00

4M ago1:00

1:00

Welcome to Shares! Featuring the thought leaders of The American College of Financial Services along with subject matter experts and rising stars from across the industry, this podcast explores the personal, conceptual, and practical sides of financial services with powerful, actionable insights in three strategic focus areas: specialized knowledge…

1
S3E2: Syphilis Surge: A Rising Concern in Pregnancy 47:42

5M ago47:42

47:42

In the early 2000s syphilis rates in the United States started to increase, raising growing concerns about public health and the effects of syphilis rates on pregnant people. Kate Miele, MD, MA, FACOG, from Emory University, and Veronica Gillispie-Bell, MD, MAS, FACOG, from Ochsner Health Center, join Labor of Love host Veronica Pimentel, MD, MS, F…

1
How Charitable Works and Philanthropy Connect Alger to Its Community 12:26

7M ago12:26

12:26

As part of the Luminaries Class of 2023, Alger CEO and Chief Investment Officer Dan Chung is being recognized in the category of Community Impact. This podcast was recorded before the ceremony on November 28 where we announced that Dan was the winner of the Community Impact award in the asset manager group. Through his leadership role, Chung overse…

1
Ask the Retirement Expert About Guardrails, Income Planning and Inflation: Jamie Hopkins 31:50

7M ago31:50

31:50

1
Ask the Retirement Expert About RMDs & Taxes: Ed Slott 30:34

7M ago30:34

30:34

1
S3E1: The Latest on RSV Prevention and Vaccination 28:40

7M ago28:40

28:40

The new maternal RSV vaccine serves as a major step toward preventing RSV in infants after birth. However, the vaccine’s rollout has come with challenges, including cost and access issues. Brenna Hughes, MD, MSc, FACOG, from Duke University, and Naima Joseph, MD, MPH, FACOG, from Boston Medical Center, join Labor of Love host Veronica Pimentel, MD,…

1
How Vestmark Uses Innovation to Help Advisors With Tax and Portfolio Management 9:35

8M ago9:35

9:35

1
Ask the Retirement Expert About Safe Spending and Income Portfolios: Christine Benz 35:10

8M ago35:10

35:10

1
Ask the Retirement Expert About Tricky Income-Planning Issues: Steve Parrish 32:14

8M ago32:14

32:14

1
How Raymond James' Jodi Perry Created a Trailblazing, 30-Year Career 12:59

8M ago12:59

12:59

1
Ask the Retirement Expert About Social Security: Marcia Mantell 28:48

9M ago28:48

28:48

1
Ask the Retirement Expert About Financial Planning & Income: Michael Finke 30:25

9M ago30:25

30:25

1
S2E5: Building Workforce Capacity in Obstetric Care 38:52

1y ago38:52

38:52

The COVID-19 pandemic has pushed the obstetric care workforce to its limit, creating unprecedented pressures on health care professionals’ mental health. Rachael F. Morris, MD, MS, FACOG, associate professor of maternal–fetal medicine at the University of Mississippi Medical Center, and Richard H. Beigi, MD, MS, FACOG, president of UPMC Magee-Women…

1
S2E4: Championing Health Equity in Obstetric Care 51:24

1y ago51:24

51:24

The COVID-19 pandemic drew attention to the ongoing crisis of health inequity, which continues today, especially among pregnant people in the Black community. Naima Joseph, MD, MPH, FACOG, assistant professor at Harvard Medical School, and Christina Marea, MA, MSN, CNM, PhD, assistant professor at Georgetown University School of Nursing and midwife…

1
S2E3: Building Patient Trust in Uncertain Times 26:41

1y ago26:41

26:41

Rising misinformation and vaccine skepticism triggered by the COVID-19 pandemic have created unique challenges for obstetric care professionals to gain patient trust. In this episode, Labor of Love host Veronica Pimentel, MD, MS, FACOG, discusses strategies to build connection and trust with patients and deliver better pregnancy care with guests Ca…

1
S2E2: Navigating Vaccine Hesitancy and Building Pregnant Patients’ Confidence 44:49

1y ago44:49

44:49

As COVID-19 continues to circulate, encouraging pregnant patients to get vaccinated remains important. Labor of Love guests Peg Boyd, DNP, CNM, who practices at OB/GYN Associates of Erie, and Ashanda Saint Jean, MD, FACOG, obstetrics and gynecology department chair at HealthAlliance Hospital, join host Veronica Pimentel, MD, MS, FACOG, to share how…

1
S2E1: How Mental Health Is Taking Center Stage in Obstetric Care 1:03:35

1+ y ago1:03:35

1:03:35

Obstetric care professionals take on tremendous responsibility when working with pregnant patients, and that work can weigh heavily on their own mental health, especially during a pandemic. ACOG President Iffath Abbasi Hoskins, MD, FACOG, and Pooja Lakshmin, MD, a board-certified psychiatrist, author, and founder and CEO of Gemma, join Labor of Lov…

1
Season 2: Stories From the Heart of Obstetric Care 1:04

1+ y ago1:04

1:04

In its upcoming second season, Stories from the Heart of Obstetric Care, the podcast will shift from focusing on the pandemic experience of new mothers to the pandemic experience of obstetric care professionals. This time, Dr. Pimentel will sit down with obstetrics colleagues to share stories and perspectives gained from working with patients throu…