Best The American College Of Financial Services Podcasts (2024)

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Ep. 19 - Eric Peterson Talks About His Nonprofit Project Headspace And Timing 31:37

2h ago31:37

31:37

Send us a Text Message. What does it take to transition from serving in combat to serving your community? Join us for a profound conversation with Eric Peterson, founder and CEO of Project Headspace and Timing, as he recounts his compelling journey from his early days in Illinois to the battlefields of Afghanistan and Iraq. Eric opens up about the …

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A Conversation with DGIM Law Partner Monique Hayes 32:32

21m ago32:32

32:32

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Ep. 18 - Wounded Veteran Relief Fund, Transforming Veteran Lives Through Dental and Financial Support 28:12

2h ago28:12

28:12

Send us a Text Message. Ever wondered how critical dental care and financial assistance can transform the lives of veterans? Join us for an enlightening conversation with Mike Durkee, the dedicated executive director of the Wounded Veterans Relief Fund. Mike shares his inspiring journey from his service in the Army to spearheading an organization t…

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Episode 11: Retirement Income Strategy Smackdown 22:10

2d ago22:10

22:10

In this episode recorded on the floor of AICPA Engage 2024, host Michael Finke, PhD, CFP® welcomes fellow College professor and former podcast co-host David Blanchett, PhD, MSFS, CFA, CLU®, ChFC®, CFP® to the hot seat for a discussion on one of their favorite topics: comparing what's good and bad about various retirement income planning strategies.…

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Ep. 17 - Compass Community Center in Lake Worth Beach, Florida Offers A Wide Variety Of Services To The LGBTQ+ Community In South Florida. 33:02

2d ago33:02

33:02

Send us a Text Message. What does it take to build a life dedicated to the mental health and well-being of the LGBTQ community? Get inspired by Catherine Doe's incredible journey, which led her to become the Mental Health Director at Compass Community Center in Lake Worth Beach, Florida. From the early days of the Stop AIDS Project to the comprehen…

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A Conversation with Vanguard Charitable Chief Financial Officer Mark Froehlich 26:28

4d ago26:28

26:28

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Ep. 16 - Hanley Foundation's Steve Campana Talks About His Journey From First Responder To American Patriots Program Liaison. 31:34

17d ago31:34

31:34

Send us a Text Message. Unlock the powerful narrative of Steve Campana, a dedicated first responder who shares his 32-year journey through the highs and lows of Palm Beach County Fire Rescue. From his first steps as a young cadet to his extensive experience as an EMS captain and SWAT medic, Steve opens up about the emotional weight of the job and h…

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

13d 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…

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Ep. 15 - WW2, Korean War and Vietnam Veteran James Crider Talks About His 22 Years In The Navy Serving In Three Wars 1:01:04

13d ago1:01:04

1:01:04

Send us a Text Message. What drives a 17-year-old to falsify his age and enlist in the Navy during one of history's most tumultuous periods? Meet James Crider, a Navy veteran whose extraordinary journey began in 1945. From his rebellious enlistment decision to the swift transition from a dairy job to basic training in Maryland, James' story is a ri…

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Ep. 14 - The VA's Proactive Approach To Assisting In The Transition Of Combat Veterans And Those Who Served Post-9/11. Talking With Transitional Patient Advocate, Jose Lopez-Rodriguez from the West Palm ... 34:02

20d ago34:02

34:02

Send us a Text Message. Can the transition from military to civilian life be seamless? Join us as we uncover the inner workings of the Military 2 VA (M2VA) program with Jose Lopez Rodriguez, a dedicated Transitional Patient Advocate from the Department of Veterans Affairs in West Palm Beach, Florida. Jose shares the VA's proactive approach to assis…

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

25d ago29:43

29:43

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Episode 9: The Future of Financial Advice 29:23

27d 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 …

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Ep. 13 - The Fire Watch - Combating Veteran Suicide Through Community and Training 39:30

29d ago39:30

39:30

Send us a Text Message. What happens when a community comes together to combat veteran suicide? In this episode, we welcome Henry Angulo, the Regional Programs Director for the Firewatch in South Florida, who shares the organization's profound mission and its grassroots approach to suicide prevention. Inspired by General Fleming, the Firewatch prov…

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

1M ago33:23

33:23

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Ep. 12 - An Update Episode On Our Journey So Far and What's Brewing Ahead 9:42

1M ago9:42

9:42

Send us a Text Message. Ever wonder what goes on behind the scenes of the VetsConnection Podcast? Join me, Scott McLean, for an update as we celebrate a major rebranding milestone and some impressive podcast statistics. You’ll discover why we transitioned from Vets Connect to VetsConnection and how this new name better encapsulates our mission. We'…

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

1M ago40:34

40:34

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Episode 8: FinServe Females Now! 35:35

2M 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 …

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Ep. 11 - From Haiti to the Marines to College Graduate: One Young Veterans Inspiring Journey 41:29

1M ago41:29

41:29

Send us a Text Message. What inspired a young boy from Haiti to not only conquer the challenges of immigration but to thrive in academia, athletics, and ultimately serve in the Marine Corps? Join us for an eye-opening conversation with Djery Clement, a Marine veteran and Florida Atlantic University alum. Coming from Haiti to the United States at ag…

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

2M ago33:10

33:10

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Ep.10 - Recorded Live From The West Palm Beach V.A. Wellness and Mental Health Fair. 40:55

2M ago40:55

40:55

Send us a Text Message. Unlock the treasure trove of veteran support and heartening tales of triumph over adversity in our latest episode, where empathy meets action. Our vibrant West Palm Beach VA Wellness and Mental Health Fair interviews begin with Catherine Doe from Compass Community Center, who paints a vivid picture of the inclusivity and car…

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

2M 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…

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Ep. 9 -The Legal Aid Society Advocates For Veterans and It’s Free! Attorney's Melva Rozier and Brittany Horton From The Legal Aid Society Of Palm Beach County Explain How It Works. 28:10

2M ago28:10

28:10

Send us a Text Message. Discover the unsung heroes of the legal battlefield as I, Scott McLean, sit down with Melva Rozier and Brittany Horton from the Legal Aid Society of Palm Beach County. These legal champions are not just attorneys; they're lifelines to veterans in dire need of advocacy and support. Melva, known affectionately as the "veterans…

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

2M ago22:33

22:33

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

2M ago34:18

34:18

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

2M ago33:28

33:28

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Ep. 8 - Teaching Trauma-Conscious Yoga To Veterans With PTSD andTBI. Judy Weaver, Co-Founder Of Connected Warriors. 30:34

2M ago30:34

30:34

Send us a Text Message. When Judy Weaver connected her passion for yoga with a commitment to support those bearing the invisible scars of service, Connected Warriors was born. Hear Judy's remarkable tale of overcoming her own health challenges with yoga and how it ignited a mission to bring healing to veterans. This episode is a heartfelt explorati…

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A Conversation with Endeavor Retirement Founder Bonnie Treichel 32:23

2M ago32:23

32:23

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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,…

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Ep.7 - From War to Home to Homeless to Recovery. Veteran, John Schrey, National Director of Veterans Affairs for The Haven Talks About His Journey. 24:58

2M ago24:58

24:58

Send us a Text Message. When courage falters and the battle within rages, where does a veteran turn? John Schrey, a Marine Corps veteran and our guest from Haven for Heroes, shares his harrowing yet hopeful story of confronting the invisible wounds of war. From the dust of the Afghan conflict zones to the cold grip of homelessness and addiction, Jo…

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

3M 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…

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

3M ago34:18

34:18

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A Conversation with HealthView Services CEO Ron Mastrogiovanni 34:35

3M ago34:35

34:35

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Episode 5: The Retirement Income Illiterate 29:01

3M 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…

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Ep. 6 - Honoring and Advocating for Women Veterans. Lisa Browne-Banic, Women Veteran's Advocate, Talks About Her Experiences And What's Needed. 35:46

3M ago35:46

35:46

Send us a Text Message. My conversation this week is with Lisa Browne- Banic. As Lisa walks us through her incredible life's journey, you'll feel the gravity of her mission and the weight of her achievements. This episode is an intimate exploration of the trials and triumphs faced by women who have served, seen through the eyes of someone who has b…

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

3M ago32:26

32:26

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Ep. 5 - Panhandle Warrior Partnership Doing Great Work For Veterans. Dan Hendrickson, Program Lead, Located In Ft. Walton Beach Florida. 28:23

3M ago28:23

28:23

Send us a Text Message. Embarking on a journey laced with bravery and resilience, we sit down with Dan Hendrickson from the Panhandle Warrior Partnership, whose life narrative binds the legacy of a Marine father with his own valorous chapters in the Marine Corps. Dan unveils the tapestry of his experiences, stretching from the technical intricacies…

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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…

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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…

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Ep. 4 - Mission United, A Key Link Between Veterans And Veteran Nonprofits. Jonathan Oakley, Senior Director, Mission United, United Way Of Palm Beach County. 35:31

3M ago35:31

35:31

Send us a Text Message. Imagine unlocking the full potential of support for our veterans. That's exactly what Jonathan Oakley, Senior Director of Mission United at United Way of Palm Beach County, and I delve into in a heart-to-heart conversation about bridging the gap between our nation's heroes and the resources they deserve. Our discussion revea…

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

3M ago31:58

31:58

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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…

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Ep. 3 - Providing Hyperbaric Oxygen Treatments To Veterans With Traumatic Brain Injury And PTSD. Talking With Ashley Williams, 22 Project, Boca Raton, Florida. 30:02

3M ago30:02

30:02

Send us a Text Message. When I first crossed paths with Ashley Williams at a veterans outreach event, I knew I’d stumbled upon someone extraordinary. Her dedication as Program Director for 22 Project shines through as she aids veterans in their battle against traumatic brain injury and PTSD, using hyperbaric oxygen therapy. This episode peels back …

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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…

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Ep. 2 - Providing Equine Assisted Services For Veterans Diagnosed With PTSD And TBI. Talking With Rhonda Fritzshall And Nongae Johnson, HERD Foundation, Delray Beach, Florida 29:18

4M ago29:18

29:18

Send us a Text Message. When Rhonda Fritzshall and Nongae Johnson, the dedicated souls behind HERD Foundation, sat down with me, we didn't just chat about equine-assisted services for veterans - we ventured into the profound impact that horses can have on the human spirit. Rhonda's transition from her farm upbringing and mental health expertise to …

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Episode 2: All Aboard! 38:18

4M 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,…

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Ep. 1 - Why I Started This Podcast. Welcome To The VetsConnect Podcast 26:52

4M ago26:52

26:52

Send us a Text Message. When Air Force veteran Scott McLean steps into the world of equine therapy, he doesn't just find solace; he discovers a new chapter in his life's mission. Join us as Scott recounts his remarkable transition from serving in the military to battling PTSD, and how the power of horses offered an unexpected form of healing. His t…

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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…

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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…

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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…

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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…

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The American College Of Financial Services Podcasts

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