About The College Diversity, Equity & Inclusion Financial Planning Retirement Planning Podcasts
What’s Next in Lifelong Learning
In this episode of our Shares podcast, Chief Marketing and Strategy Officer Jared Trexler and College President and CEO George Nichols III, CAP® sit down for a wide-ranging discussion on The College’s major accomplishments in 2024, how the financial services industry and higher education are changing, and how The College is moving to meet the moment in 2025 and beyond.
George Nichols III, CAP® currently serves as the 10th president and CEO in the storied history of The American College of Financial Services. Nichols joined The College after a 17-year stint at New York Life, where he held principal roles in sales, P&L, strategic initiatives, and public policy. In 2007, Nichols was named to the company's executive management committee. He also served as executive vice president in the Office of Governmental Affairs. Before joining New York Life, Nichols 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. He gained this knowledge through stints as the executive director of the Kentucky Health Policy Board, vice president of marketing for Athena of North America, executive director of product development with Blue Cross Blue Shield of Kentucky, CEO of Central State Hospital in Louisville, and executive assistant to the Commissioner of the Kentucky Department for Mental Health Services.
Nichols has been acclaimed for his efforts to drive transformative change in diversity, equity, and inclusion in the financial services profession and elsewhere. Savoy, a leading Black business and lifestyle magazine, named him among the "Most Influential Black Corporate Executives" twice: in 2012 and 2018; and among the “Most Influential Black Corporate Directors” in 2021. He was named to Forbes' inaugural 2021 edition of "The Culture 50 Champions." Nichols was also honored as one of "The Ten to Watch in 2021" by WealthManagement.com, and in 2022, he won a ThinkAdvisor LUMINARIES award for Executive Leadership, followed by InvestmentNews’ recognition in 2023 for the year’s See It, Be It role model. Additionally, Nichols is the inaugural recipient of the Alonzo Herndon Award by Business Insurance Magazine.
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.
More From The College
- See More Content from Our President
- View Our Strategic Priorities
- Enroll in Our Tax Planning Certified Professional™ (TPCP™) Program
Philanthropic Planning Podcasts
Making an Impact Through Philanthropic Planning
In this episode of our Shares podcast, host Joellen Meckley, JD, MHS, ChSNC® joins Andrew Tudor, CFP®, RICP®, CAP® for a conversation on the options that exist today for powering philanthropic planning including donor-advised funds (DAFs), and the importance of adding charitable giving to your client conversations.
Andrew Tudor, CFP®, RICP®, CAP® is a financial services professional, a popular speaker, and an investment advisor with Zenith Wealth Partners, as well as an ambassador for The College’s FinServe Network. He is passionate about empowering women and black families to transform their relationship with money. After beginning his career in banking, Tudor made the transition to financial planning where he has helped many clients achieve financial freedom through a combination of strategic planning and empathetic coaching. He has spoken at numerous conferences, panels, and keynotes across the U.S. He is known for his unique speaking style of storytelling and humor, and provides audiences with one-of-a-kind perspectives on money stories, the racial and gender wealth gap, and practical tools for building wealth.
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.
More From The College:
- Learn More About the American College Center for Philanthropy and Social Impact
- Get Started with Our Chartered Advisor in Philanthropy® (CAP®) Program
Diversity, Equity & Inclusion Financial Planning Wealth Management Podcasts
A Deep Dive Into Tax-Informed Planning
In this episode of our Shares podcast, Michael Finke, PhD, CFP® joins one of those thought leaders — Alan Gassman, JD, LLM, AEP® — for an in-depth discussion of tax law and planning, as well as the impacts tax can have on all stages of a client’s life. They examine the connections between taxes and family expenses, small business growth, retirement and legacy planning, and more to show how tax-informed planning can take your practice to the next level.
Alan Gassman, JD, LLM, AEP® is a senior partner at the law firm of Gassman, Crotty, and Denicolo in Clearwater, Florida and an expert in tax law, specializing in the areas of trust and estate planning, taxation, wealth preservation, and the representation of physician and medical practices. Gassman speaks at many tax conferences, national programs, and national and local webinars, and is one of the featured thought leaders in The College’s Tax Planning Certified Professional™ (TPCP™) Program. Gassman is a frequent speaker for continuing education programs and has published well over 200 peer-reviewed articles with publications such as Bloomberg BNA Tax & Accounting, Trusts and Estates Magazine, Estate Planning Magazine, The Florida Bar Journal, Forbes, and Leimberg Information Services Inc. (LISI), as well as many books on tax planning and law. He has also been recognized several times as a top lawyer in the state of Florida and the country by several prestigious industry lists including Who’s Who in American Law and the AV® Preeminent™ Peer Review RatedSM by Martindale-Hubbell®.
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.
More From The College
- Learn More About Our Tax Planning Certified Professional™ (TPCP™) Program
- Watch the Webinar on How to Integrate Tax Planning Into Your Practice
Diversity, Equity & Inclusion Financial Planning Wealth Management Podcasts
The Power of Coordinated Planning
In this episode of our Shares podcast, Lindsey Lewis, MBA, CFP®, ChFC® speaks with Padric H.B. Scott, AEP®, CFP®, ChFC®, CLU®, WMCP®, CCFC, CAP®, MSFP, founder and CEO of Crossroads Capital Partners and a member of The College’s FinServe Network and NextGen Advisory Task Force, about his philosophy of coordinated planning. They discuss Scott’s background in the NFL and transition to financial services, as well how he has adapted the strategies of a winning football team to a new approach toward managing client relationships.
Padric H.B. Scott, AEP®, CFP®, ChFC®, CLU®, WMCP®, CCFC, CAP®, MSFP is the president and CEO of Crossroad Capital Partners, where he oversees a team of 10 lady boss associates in the firm and has five advisors in his brokerage unit. In seven years of private wealth practice, he has been named to prestigious lists such as Advisor Today’s Top 4 Under 40 Nationally 2024, The American College of Financial Services’ NextGen Financial Services Professional Award recipient 2023, NAIFA Florida Top 4 Under 40 2023, Northwestern Mutual's Forum, and Forbes Best-In-State Financial Security Professional. He graduated from The College with his Master of Science in Financial Planning (MSFP) degree in December 2023, receiving along the way the CFP® certification as well as the Accredited Estate Planner® (AEP®), and Chartered Advisor in Philanthropy® (CAP®) designations among other planning designation specialties. As a result, he is listed as an estate and business planning specialist in the Northwestern Mutual framework of wealth advisors. He loves his God, family, church, and believes strongly in the motto "Achievement in Every Field of Human Endeavor!"
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.
More From The College
- Learn About Our CFP® Certification Education Program
- Learn About Our Chartered Advisor in Philanthropy® (CAP®) Program
- Learn About the Accredited Estate Planner® (AEP®) Program
- Learn About Our Master of Science in Financial Planning (MSFP) Degree Program
Diversity, Equity & Inclusion Podcasts
How Diversity Enhances Financial Services
In this episode of our Shares podcast, Lindsey Lewis, MBA, CFP®, ChFC® welcomes the creators of the SER Latin@ Summit – Anna N’Jie-Konte and Vanessa Martinez – for a conversation about how their event brings financial professionals from the Latino community together, and how cultural mores and understanding can be used to bridge divides between advisors and clients.
Anna N’Jie-Konte, MBA, CFP® is the CEO of Poder Wealth Advisors. She helps women entrepreneurs and those who inherit wealth to create an aligned life where their wealth, legacy, and philanthropic plans are rooted in their values. She is also the founder of Financial Powerhouse: The Club, an innovative community to teach women the skills they need to grow, enjoy and preserve their wealth. Having spent her childhood watching the strong women around her live lives dictated by their bank balances, she’s on a mission to rewrite the money stories of women of color. A proud first-generation American with roots in Puerto Rico and the Gambia, N’Jie-Konte is a 3x winner of Investopedia’s “Top 100 Influential Financial Advisors” and has been named “10 Young Advisors to Watch” by Financial Advisor Magazine. She has been featured in well-known publications such as Bloomberg, CNBC, VICE News, The New York Times, Financial Planning, RIA Intel, Think Advisor, and Next Advisor.
Vanessa Martinez is a managing partner at Expressive Wealth. With 15+ years of wealth management expertise, she is dedicated to aligning your financial goals with holistic well-being. She traveled abroad for her undergrad and earned her BBA in Guatemala, C.A. Returning to Chicago, she received her MBA in finance at North Park University while gaining insights from her time at JPMorgan Chase. Her commitment to comprehensive client wealth advisory led her to earn FINRA Series 6, 7, 63, and 65 certifications. In 2020, she co-authored her first book, Family Value at Risk: Inclusive Communication to Pass on Your Family’s Wealth and Legacy. As a female advisor, Vanessa has been recognized by both Barron’s and Forbes and has been a guest on CNBC Power Lunch, Yahoo Finance, Bloomberg, and many industry podcasts.
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.
More From The College
Learn About Our Conference of African American Financial Professionals CAAFP
Visit Our Center for Economic Empowerment and Equality
See More From Our Center for Women in Financial Services
More on Our Know Yourself, Grow Your Wealth® Program
Retirement Planning Wealth Management Podcasts
Money and Meaning in Retirement Planning
In this episode, host Eric Ludwig, PhD, CFP® talks with retirement planning experts Daniel Crosby, PhD, and Jamie Hopkins, Esq., LLM, CFP®, ChFC®, CLU®, RICP® to examine the latest in behavioral finance knowledge and insights present in Crosby’s upcoming book, The Soul of Wealth. They discuss how to ensure your clients’ happiness and wellbeing in retirement, the power of psychology in financial planning, the importance of understanding clients’ money stories, and more.
Jamie Hopkins, Esq., LLM, CFP®, ChFC®, CLU®, RICP® is the chief executive officer of Bryn Mawr Capital Management. He has extensive wealth management experience, bringing innovative thinking, transformative leadership, and a strong reputation for fostering client relationships. He leads and grows Bryn Mawr Capital Management business and helps shape the thought leadership around planning in the profession. A Wall Street Journal bestselling author, educator, and executive speaker, Hopkins serves on numerous advisory boards around the financial services industry and formerly as a national trustee member of NAIFA. He is also the founder and president of the 501(c)(3) non-profit, FinServ Foundation and was named as a top 10 Investopedia 100 Top Financial Advisor for 2023.
Daniel Crosby, PhD is a psychologist and behavioral finance expert who helps organizations understand the intersection of minds and markets. His first book, Personal Benchmark: Integrating Behavioral Finance and Investment Management, was a New York Times bestseller. His second book, The Laws of Wealth, was named the best investment book of 2017 by the Axiom Business Book Awards and has been translated into 10 languages. His latest work, The Behavioral Investor, was Axiom's best investment book of 2019 and is a comprehensive look at the neurology, physiology, and psychology of sound financial decision-making. When he's not decoding market psychology, Crosby is a father of three, a fanatical follower of the St. Louis Cardinals, an explorer of the American South, and an amateur hot sauce chef.
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.
More From The College:
About The College Diversity, Equity & Inclusion Podcasts
Where Military and Financial Services Meet
In this special episode of our Shares podcast recorded at The College’s 2024 Military Summit in Philadelphia, PA, host and military veteran Chet Bennets, CFP®, ChFC®, CLU®, RICP®, CLF® speaks with Lacey Langford, AFC®, founder of MILMO® and MilMoneyCon™ and an expert on navigating financial topics within the military community. They discuss the dual issues of how the financial services profession can better serve military members, veterans, and spouses in times of transition, as well as why those transitioning from military service into civilian careers are well-suited for positions in the industry.
Lacey Langford, AFC® is an Air Force veteran, military spouse, speaker, and financial coach who changes people’s lives from being fearful of money to having control and confidence with it. She is an Accredited Financial Counselor® (AFC®) with over 15 years of financial planning, counseling, and coaching experience, and is a member of the advisory board for the American College Center for Military and Veterans Affairs.
Langford is the founder of MILMO®, a community dedicated to helping the U.S. military with personal finance. She is the host of The MILMO® Show, a podcast that helps the military community make, save, and invest money wisely. She is also the founder and CEO of MilMoneyCon™️, a national conference for financial professionals united by military service.
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.
More From The College
Diversity, Equity & Inclusion Podcasts
Monetary Policy in Practice
In this special episode of our Shares podcast recorded on August 13 at The College’s 2024 Conference of African American Financial Professionals (CAAFP), senior reporter for ThinkAdvisor John Manganaro speaks with Raphael Bostic, president and CEO of the Federal Reserve Bank of Atlanta. They discuss the importance of diverse representation in policy making, views on contemporary markets, and how to navigate making financial decisions that affect Americans’ lives.
Raphael Bostic took office June 5, 2017 as the 15th president and chief executive officer of the Federal Reserve Bank of Atlanta. He is responsible for all the Bank's activities, including monetary policy, bank supervision and regulation, and payment services. In addition, he serves on the Federal Reserve's chief monetary policy body, the Federal Open Market Committee (FOMC). The Federal Reserve Bank of Atlanta serves the Sixth Federal Reserve District, which covers Alabama, Florida, and Georgia, and parts of Louisiana, Mississippi, and Tennessee. The Bank has branches in Birmingham, Jacksonville, Miami, Nashville, and New Orleans.
This episode is a collaboration with ThinkAdvisor.
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.
More From The College:
Learn About CAAFP
Visit Our Center for Economic Empowerment and Equality
Securing RMDs in Retirement Planning
In this episode of our Shares podcast, host Eric Ludwig, PhD, CFP® joins Denise Appleby, MJ, APA, AKS, CISP, CRC, CRPS, CRSP – creator and CEO of Appleby Retirement Consulting and a preeminent retirement planning thought leader featured on The College’s Knowledge Hub+ platform – for an in-depth look at new RMD regulations and what they mean for retirement planning. Specifically, Appleby explains how rules surrounding the choosing and managing of beneficiaries for retirement accounts have changed thanks to the SECURE 2.0 updates, and what that means for your practice moving forward.
Denise Appleby, MJ, APA, AKS, CISP, CRC, CRPS, CRSP is a nationally recognized IRA expert and author of several books on IRAs. She is an IRA trainer, speaker, and consultant on IRAs and employer plans for small businesses. She has trained thousands of financial, tax, and legal professionals and helps them avoid mistakes with their clients’ retirement accounts and, where possible, fix mistakes. Due to her knack for working with IRA custodians to correct IRA mistakes and resolve other complex IRA-related issues, Appleby has earned the reputation of “The IRA Whisperer.” She graduated from John Marshall Law School, where she obtained a master of jurisprudence in employee benefits and has earned several professional designations for IRAs and employer plans.
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.
More from The College:
Learn about our RICP® Program.
Visit the Center for Retirement Income.