In this episode of our Shares podcast, host Joellen Meckley, JD, MHS, ChSNC® joins Ramsey Alwin, president and CEO of the National Council on Aging (NCOA), for a candid conversation on how older Americans – especially women – often face increasing financial challenges as they age. They also discuss new research from NCOA on economic stress among seniors and their caregivers, including saving for retirement, diminishing decision-making capacity, and more.

Ramsey Alwin is president and CEO of the National Council on Aging (NCOA), leading a nationwide movement to ensure equitable aging for every American. A seasoned thought leader and policy advocate, she designed a new measure of economic security for older adults that better accounts for out-of-pocket health costs and worked to introduce the Measuring American Poverty Act in Congress to redefine the federal poverty measure for the older population. Thanks to Alwin’s efforts, the U.S. Census Bureau formally implemented the Supplemental Poverty Measure nationwide, virtually doubling the elder poverty count and better demonstrating true needs among this population. She also led and organized efforts to enact state and local legislation and regulations that use the new measure of economic security when determining eligibility for means-tested programs.

Currently, Alwin serves on the executive committee of the United Nations NGO Committee on Aging, the America250 Health and Wellness Advisory Council, CVS Health Equity National Advisory Board, and the National Academy of Social Insurance Finance Committee. Alwin holds a Bachelor of Arts from Simmons University and a master’s degree from the McDonough School of Business at Georgetown University.

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.

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.

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.
 

In this episode of our NextGen in 10 podcast, host Clarisa Hernandez, CFP®, ChFC® speaks with Jeff Landt, CFA, CFP® about practical ways advisors can better communicate their value to clients to strengthen the relationship and help them avoid costly pitfalls.

Jeff Landt, CFA, CFP® is a senior vice president and the chief investment officer for North Star Resource Group. His primary area of expertise is the investment management process. He assists the firm’s associates with portfolio strategies, portfolio construction and the best practices of portfolio management. In addition to acting as the chief investment officer, he is also a practicing associate with North Star Resource Group, specializing in retirement distribution strategies and wealth management.

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.
 

In this episode of our NextGen in 10 podcast, host Clarisa Hernandez, CFP®, ChFC® speaks with  Jeff Landt, CFA, CFP® about how an advisor's value to a client is sometimes difficult to quantify, yet those who get professional advice have more clearly defined life goals and better investing outcomes.

Jeff Landt, CFA, CFP® is a senior vice president and the chief investment officer for North Star Resource Group. His primary area of expertise is the investment management process. He assists the firm’s associates with portfolio strategies, portfolio construction and the best practices of portfolio management. In addition to acting as the chief investment officer, he is also a practicing associate with North Star Resource Group, specializing in retirement distribution strategies and wealth management.

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.
 

In this episode of our NextGen in 10 podcast, host Matt Aaron, CFP®, RICP® speaks with Rianka Dorsainvil, CFP® about her unique career path into financial services and how people from non-financial backgrounds are finding great success and satisfaction in the industry.

Rianka Dorsainvil, CFP®, co-founder and co-CEO of 2050 Wealth Partners, focuses on empowering entrepreneurs and first-generation wealth builders to own their money story and pursue their biggest dreams. As a financial planner and an advocate for diversity, equity, and inclusion, Dorsainvil believes that first-generation wealth-builders are a community that has been underserved by the financial planning profession for too long – and she’s here to help change the tides. She serves as a member of CNBC's Digital Financial Advisor Council and CFP Board’s Diversity Advisory Group, is a Forbes Personal Finance contributor, and has been recognized for her accomplishments and leadership within the industry by leading publications and organizations, such as InvestmentNews’ inaugural 2017 Women to Watch Rising Star award and Wealth Management’s Ten to Watch in 2018. She has been published in PBS NewsHour, Forbes, USA Today, Black Enterprise, CNBC, Women’s Health, and more.

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.

In this episode of our NextGen in 10 podcast, host Matt Aaron, CFP®, RICP® speaks with Rianka Dorsainvil, CFP® about the need for more women in financial services, how an advisor can learn about a client's diverse cultural background, and why an advisor must be knowledgeable about taxes.

Rianka Dorsainvil, CFP®, co-founder and co-CEO of 2050 Wealth Partners, focuses on empowering entrepreneurs and first-generation wealth builders to own their money story and pursue their biggest dreams. As a financial planner and an advocate for diversity, equity, and inclusion, Dorsainvil believes that first-generation wealth-builders are a community that has been underserved by the financial planning profession for too long – and she’s here to help change the tides. She serves as a member of CNBC's Digital Financial Advisor Council and CFP Board’s Diversity Advisory Group, is a Forbes Personal Finance contributor, and has been recognized for her accomplishments and leadership within the industry by leading publications and organizations, such as InvestmentNews’ inaugural 2017 Women to Watch Rising Star award and Wealth Management’s Ten to Watch in 2018. She has been published in PBS NewsHour, Forbes, USA Today, Black Enterprise, CNBC, Women’s Health, and more.

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.
 

In this episode of our NextGen in 10 podcast, host Matt Aaron, CFP®, RICP® speaks with Rianka Dorsainvil, CFP® about the unique value she has been able to bring to clients as a millennial advisor, and how younger advisors can be confident in their ability to help clients of all ages and backgrounds.

Rianka Dorsainvil, CFP®, co-founder and co-CEO of 2050 Wealth Partners, focuses on empowering entrepreneurs and first-generation wealth builders to own their money story and pursue their biggest dreams. As a financial planner and an advocate for diversity, equity, and inclusion, Dorsainvil believes that first-generation wealth-builders are a community that has been underserved by the financial planning profession for too long – and she’s here to help change the tides. She serves as a member of CNBC's Digital Financial Advisor Council and CFP Board’s Diversity Advisory Group, is a Forbes Personal Finance contributor, and has been recognized for her accomplishments and leadership within the industry by leading publications and organizations, such as InvestmentNews’ inaugural 2017 Women to Watch Rising Star award and Wealth Management’s Ten to Watch in 2018. She has been published in PBS NewsHour, Forbes, USA Today, Black Enterprise, CNBC, Women’s Health, and more.

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.

In this episode of our NextGen in 10 podcast, host Alanah Phillips, MBA speaks with Jordan Murray, CFP® about the ways new advisors can beat the odds by joining an established team. Not only does this allow them to learn from more senior members, but it solves the problem of getting access to new clients.

Jordan Murray, CFP®, is an advisor with Acord & Fong Wealth Strategies and Lincoln Financial. Murray began his career as a financial planner immediately after college and has risen to become a partner in the practice. As a CFP® professional, he maintains a fiduciary standard with his clients and is held to the higher CFP® certification standard of ethics. He works mostly with retirees and small business owners primarily through personal introductions from existing clients.

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.
 

In this episode of our NextGen in 10 podcast, host Alanah Phillips, MBA speaks with Jordan Murray, CFP® about ways advisory firms can use flexible models for compensation and a people-first environment to attract and keep their best new advisors.

Jordan Murray, CFP®, is an advisor with Acord & Fong Wealth Strategies and Lincoln Financial. Murray began his career as a financial planner immediately after college and has risen to become a partner in the practice. As a CFP® professional, he maintains a fiduciary standard with his clients and is held to the higher CFP® certification standard of ethics. He works mostly with retirees and small business owners primarily through personal introductions from existing clients.

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.