In this episode of our Shares podcast, 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. For listeners of the former “Wealth, Managed” podcast, it’s like a reunion special! Listen as they explore the differences between fixed and flexible approaches, and the best ways to address risks.

David Blanchett, PhD, MSFS, CFA, CLU®, ChFC®, CFP® is adjunct professor of wealth management at The American College of Financial Services. A world-renowned thought leader in the fields of wealth management and retirement, Blanchett is a leading contributor to the Wealth Management Certified Professional® (WMCP®) Program.

In addition to his role with The College, Blanchett is the managing director and head of retirement research at QMA, a division of Prudential Financial, and was formerly at Morningstar Investment Management, LLC. In his roles, Blanchett enhances consulting and investment services and conducts research primarily in the areas of financial planning, tax planning, annuities, and retirement. Blanchett has published research in a variety of academic and industry journals and has been featured in multiple media publications, such as InvestmentNews, Marketwatch, Money Magazine, The New York Times, PLANSPONSOR Magazine, and The Wall Street Journal.

Any views or opinions expressed in this podcast are the hosts’ and guests' own and do not necessarily represent those of The American College of Financial Services.

ThinkAdvisor | American College Rolls Out CFP® Continuing Education Platform
June 24, 2024

ThinkAdvisor writer John Manganaro details the public launch of The College’s Knowledge Hub+ subscription platform, featuring CFP® CE-approved content available for just-in-time learning.

Morningstar | Retirees That Annuitize Income Spend Twice as Much as Retirees With an Equal Amount of Non-Annuitized Savings
June 25, 2024

College wealth management and retirement planning experts Michael Finke, PhD, CFP® and David Blanchett, PhD, MSFS, CFA, CLU®, ChFC®, CFP® discuss how advisors and clients can work toward lifestyle goals through annuity products and other strategies.

Morningstar | Don Graves and Wade Pfau: How Home Equity Affects Retirement Planning
June 25, 2024

College retirement planning thought leaders Wade Pfau, PhD, CFA, RICP® and Don Graves examine how reserve mortgage strategies can help in retirement planning – and why such products have gotten a bad rap over time.

USA Today | Financial Consultant: Definition and What They Do
June 27, 2024

Industry experts discuss the merits of various financial services designation programs, including The College’s Chartered Financial Consultant® (ChFC®) Program.

Human Capital Innovations | Diversity and Inclusion and Empowering Women in Finance with Lindsey Lewis
June 28, 2024

Lindsey Lewis, MBA, CFP®, ChFC®, executive director of The College’s Center for Women in Financial Services, speaks with Dr. Jonathan H. Westover in a podcast about how to empower women in the financial services field.

Listen as industry thought leaders take part in a thought-provoking discussion on the best strategies to tackle the complexities of long-term care, disability, and caregiving. Gain actionable insights on how to integrate the latest research and policy developments into your practice.

In this episode of our Shares podcast, 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 specialized tax planning knowledge for advisors in all areas of financial services.

Any views or opinions expressed in this podcast are the hosts’ and guests' own and do not necessarily represent those of The American College of Financial Services.
 

InvestmentNews | “Women Are Built For This Business”
June 18, 2024

Lindsey Lewis, MBA, CFP®, ChFC®, executive director of The College’s Center for Women in Financial Services, spreads the word about The College’s annual Women Working in Wealth Award recognizing women in financial services who mentor, support, and advocate for women in the profession.

Kiplinger | Tax-Smart Strategies for Account Withdrawals
June 19, 2024

Professor of practice Wade Pfau, PhD, CFA, RICP® discusses ideal strategies for drawdown of assets in retirement – and why waiting until clients are forced to take required minimum distributions (RMDs) could be costly in the long run.

Financial Advisor | Helping Clients Choose The Right Time To Retire
June 21, 2024

Professor of practice Steve Parrish, JD, RICP®, CLU®, ChFC®, AEP® takes a look at why some clients may not need to retire as early as planned due to differing lifestyles and work situations.