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Shares

Featuring the thought leaders of The American College of Financial Services along with subject matte

Episodes

Total: 33

Host Joellen Meckley, JD, MHS, ChSNC® joins Ramsey Alwin, president and CEO of the National Council

In this episode recorded on the floor of AICPA Engage 2024, host Michael Finke, PhD, CFP® welcomes f

In this episode recorded on the floor of AICPA Engage 2024, Michael Finke, PhD, CFP® engages thought

Technology, especially artificial intelligence (AI) is making increasing inroads into the day-to-day

Women are taking control of their financial futures more than ever before, but the financial service

Many financial professionals say annuity products can make sense as one part of a comprehensive fina

Artificial intelligence (AI) is increasingly a fundamental part of our business and personal lives –

Planning for retirement has never been more important – but as The College’s recent Retirement Incom

In celebration of Tax Day, we commemorate the occasion with an episode dedicated to all things taxes

It can be hard to thrive and survive as an advisor in the financial services industry – but it’s eve

Episode 2: All Aboard!

2024/3/25

Much has been written and said about the nonstop nature of the financial services profession – part

In a recent episode of his own podcast, financial guru Dave Ramsey touted an 8% withdrawal rate for

Welcome to Shares! Featuring the thought leaders of The American College of Financial Services along