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.