Retirement Planning in Volatile Markets

In this episode of the Shares podcast, Retirement Income Certified Professional® (RICP®) Program Director Eric Ludwig, PhD, CFP® welcomes Steve Parrish, JD, RICP®, CLU®, ChFC®, AEP®, a fellow professor at The College and retirement planning expert, to discuss recent shockwaves across financial markets and how financial professionals can best respond — especially when talking with their clients nearing or in retirement. They explore strategies to ensure clients’ assets are secure, put them at ease with historical context, and more.

Steve Parrish, JD, RICP®, CLU®, ChFC®, AEP® is a professor of practice at The American College of Financial Services and a scholar in residence at the American College Cary M. Maguire Center for Ethics in Financial Services. He joined The College in 2015, previously serving on the faculty of Drake University Law School, where he was an adjunct professor of estate planning and interim director of the Compliance and Risk Management Department.

Drawing on more than 45 years’ experience with companies such as The Principal Financial Group, Amerus Life Insurance Company, and his own advisory firm, Parrish is a recognized industry authority, spokesperson, and author. He continues to serve as an ongoing contributor for both Forbes.com and Kiplinger.com and is a contributing author to the 2023 e-textbook Retirement Plans and Retirement Planning. He received his BA, cum laude, from Saint Olaf College and his Juris Doctor (JD) degree from the William Mitchell College of Law.

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.

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