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Wealth Management Podcasts

Should You Trust "Experts"?

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Wealth Management Podcasts

Guaranteeing Income for Life

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Diversity, Equity & Inclusion Podcasts

Growing As An Ally with George Nichols III

George serves as the 10th President and CEO of The American College of Financial Services. He joined The College after a 17-year stint at New York Life, where he held principal roles in sales, strategic initiatives, and public policy. Prior to joining New York Life, he was the State of Kentucky’s first Black insurance commissioner, leading regulation of the state’s $10 billion insurance industry through his expertise in health insurance reform and financial services integration. In 2000, he was also named the first Black president of the National Association of Insurance Commissioners. George has been acclaimed for his efforts to drive transformative change in diversity, equity, and inclusion in the financial services profession and elsewhere. He received his associate’s degree from Alice Lloyd College, a faith-based liberal arts school in eastern Kentucky, before earning his bachelor’s degree from Western Kentucky University.

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Financial Planning Podcasts

Individuals and Institutions with Ka’Neda Bullock

Ka’Neda is the founder and CEO of Master Plan Investment Group, a financial advisor, and a financial speaker. As a retirement plan advisor, she specializes in managing workplace retirement planning and works to help employees develop healthy money management practices. She has a passion for helping clients clarify their financial goals and chart a path for success while living a fulfilled life during the journey and building generational wealth. She is a former Fulbright Scholar and received her MBA from the New Jersey Institute of Technology. She also holds an undergraduate degree in Government from Smith College in Northampton, Massachusetts, and is dedicated to providing expert financial advice, holding numerous designations, certifications, and licenses.

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Practice Management Podcasts

Becoming a Better Leader with Sanya Rizvi

Sanya is a market director for J.P. Morgan Wealth Management, based in Manhattan, and is responsible for managing financial advisors. Sanya started in the wealth management industry 22 years ago as a financial advisor, moving into management in 2008. Early on in her career, she learned the importance of great mentors. She was an educator prior to entering the field so she wanted to have a solid Personal “board of directors” advising her both personally and professionally. She has a passion for fostering young talent and looking within her local community to offer her mentoring expertise to young aspiring advisors. She is on the leadership board of Ellevate Network which helps foster career development for working professionals.

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Wealth Management Podcasts

Solving for Inflation

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Wealth Management Podcasts

Serving Clients’ Best Interests

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Wealth Management Podcasts

Annuities in Retirement Planning

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Wealth Management Podcasts

Retirement Planning and the 4% Rule

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Wealth Management Podcasts

Revisiting the Cryptoasset Conundrum