Ep. 39: How AI Can Jump Advisor Productivity

Ep. 43: Retirement SOS! (Secrets of Spending)

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 [https://www.theamericancollege.edu/knowledge-hub/podcasts/shares].

Ep. 42: Advice Utopia or Robot Overlords? What to Expect From AI in the Future

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 [https://www.theamericancollege.edu/knowledge-hub/podcasts/shares].

Ep. 41: Retirement Income Bracketology

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 [https://www.theamericancollege.edu/knowledge-hub/podcasts/shares].

Ep. 40: Addressing Social Security Myths

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 [http://www.theamericancollege.edu/rssa]. Find all episodes at TheAmericanCollege.edu/Shares [https://www.theamericancollege.edu/knowledge-hub/podcasts/shares].

Ep. 39: How AI Can Jump Advisor Productivity

Can artificial intelligence help you get MORE personal with your clients? Eric Ludwig, PhD, CFP®, and Liam Hanlon of Jump AI [https://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 [https://www.theamericancollege.edu/knowledge-hub/podcasts/shares].