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On the Bus with Troy Vollhoffer

6天之前6d ago

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Troy Vollhoffer, owner and founder of Country Thunder Music Festival, invites the biggest country artists to join him for a one-on-one celebrity interview “On the Bus”. As Troy opens his home, his tour bus, and festival venues to his audience for behind the scenes conversations, he asks exclusive questions, discusses festival do’s and don'ts, and highlights the tracks you will hear on stage at Country Thunder this summer. Guests include Dustin Lynch, Koe Wetzel, Tigirlily Gold, Dierks Bentley, Bailey Zimmerman, Jon Pardi, Ashley McBryde and countless other music industry legends, taking you backstage to share stories of their concerts, their careers, and their entertainment industry journeys. Be ready to be thunderstruck, On the Bus with Troy Vollhoffer.

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Ep. 24: Secrets of Sound and Smart Investing

大约1年之前 33:25

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内容由The American College of Financial Services提供。所有播客内容（包括剧集、图形和播客描述）均由 The American College of Financial Services 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。

Retirement Income Certified Professional® (RICP®) Program Director Eric Ludwig, PhD, CFP® speaks with Meb Faber, chief investment officer of Cambria Investment Management, for a historical look at the ups and downs of stock and investment markets, as well as their impacts on tax and retirement planning.

Find all episodes now at TheAmericanCollege.edu/Shares.

… continue reading

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#Business #American College Of Financial Services

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Ep. 24: Secrets of Sound and Smart Investing

published 大约1年之前

分享

MP3•单集首页

内容由The American College of Financial Services提供。所有播客内容（包括剧集、图形和播客描述）均由 The American College of Financial Services 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。

Retirement Income Certified Professional® (RICP®) Program Director Eric Ludwig, PhD, CFP® speaks with Meb Faber, chief investment officer of Cambria Investment Management, for a historical look at the ups and downs of stock and investment markets, as well as their impacts on tax and retirement planning.

Find all episodes now at TheAmericanCollege.edu/Shares.

… continue reading

36集单集

#Business #American College Of Financial Services

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Ep. 36: Taxes, Estate Planning, and the OBBBA: What You Need to Know 28:12

13天之前28:12

28:12

In this episode, College Professor of Practice Steve Parrish joins fellow instructor Mark McLennon for a deep dive into the tax planning and estate planning implications of the One Big Beautiful Bill Act (OBBBA). They cover the see-sawing history of tax policy in legislation, what provisions are out and in this time around, and the at times profound financial planning impacts that this latest incarnation of tax policy can have on estate planning and other elements of planning impacted by tax laws. Find all episodes at TheAmericanCollege.edu/Shares .…

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Ep. 35: Continuing the Representation Conversation in Financial Services 13:25

6 weeks之前13:25

13:25

Join Lindsey Lewis, MBA, CFP®, ChFC®, managing director of the American College Center for Women in Financial Services, and Sheena Gray, CAMS, MBA, CEO of the Association of African American Financial Advisors (AAAA), for this special episode recorded live at The College’s 19th annual Conference of African American Financial Professionals (CAAFP) about how those in financial services, especially women and others from underserved communities, can continue to move up in the profession, along with how established leaders can support them and advocate for their success. Find all episodes at TheAmericanCollege.edu/Shares .…

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Ep. 34: Working With Clients on Retirement Income Strategies 26:25

11 weeks之前26:25

26:25

Join Chief Marketing and Strategy Officer Jared Trexler and FinServe Network ambassadors Terrell Dinkins, ChFC®, RICP®, and Angie Ribuffo, CFP®, RICP®, ChFC®, CDFA®, CLTC®, WMCP®, from the Conference of African American Financial Professionals (CAAFP) as they discuss how advisors can help clients open up about their goals for retirement and what they can do to help them get there. Find all episodes at TheAmericanCollege.edu/Shares .…

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Ep. 33: How to Talk to Your Clients About Retirement Income Planning 29:59

16 weeks之前29:59

29:59

Eric Ludwig, PhD, CFP®, director of the Retirement Income Certified Professional® (RICP®) Program, hosts a conversation with Justin Fitzpatrick, PhD, CFA, CFP® of Income Lab, on the best ways to address retirement income planning in client discussions. They talk about how to improve your individual focus, steer clear of common industry jargon, and ensure clients feel heard as you assist them in planning out their future with confidence. Find all episodes at TheAmericanCollege.edu/Shares .…

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Ep. 32: Tax Policy Proposals and Impacts 37:22

20 weeks之前37:22

37:22

In this episode, Eric Ludwig, PhD, CFP®, Retirement Income Certified Professional® (RICP®) Program director at The American College of Financial Services, speaks with Tax Planning Certified Professional™ (TPCP™) Program director Sophia Duffy, JD, CPA, AEP® about the possible tax policy changes contained in the “One Big Beautiful Bill Act” currently making its way through Congress. In addition to making many of the changes put in place in the 2017 Tax Cuts and Jobs Act (TCJA) permanent, they discuss some exciting possibilities for tax-informed financial planning, including new exemptions and deductions for business owners (such as financial advisors!), expanded uses for 529 and HSA accounts, cap changes for state and local taxes, and more. Find all episodes at TheAmericanCollege.edu/Shares .…

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Ep. 31: Planning for Healthcare Costs in Retirement 24:11

25 weeks之前24:11

24:11

In this special episode recorded live at The College’s Horizons 2025 conference, Lindsey Lewis, MBA, CFP®, ChFC®, managing director and chair of the American College Center for Women in Financial Services, speaks with healthcare professional turned financial educator Carolyn McClanahan, CFP® on how financial professionals can work with clients to maximize their healthcare benefits and avoid costly mistakes. They also discuss the unique challenges facing women in situations where spouses require long-term care or other financial considerations, as well as important elements to focus on in planning with clients such as Medicare/Medicaid, deductibles, tax implications, and more. Find all episodes now at TheAmericanCollege.edu/Shares .…

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Ep. 30: Perfecting Plan Design for Retirement Benefits 35:27

27 weeks之前35:27

35:27

In this episode recorded live at The College’s Horizons 2025 conference, Professor of Wealth Management Michael Finke, PhD, CFP® speaks with Fiona Greig, PhD about the current complexities of plan design for employee benefits. They focus on how financial professionals and employers can work with employees and clients to create strategies and solutions to help. Find all episodes at TheAmericanCollege.edu/Shares .…

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Ep. 29: Retirement Planning in Volatile Markets 31:22

29 weeks之前31:22

31:22

In this episode, 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, 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. Find all episodes now at TheAmericanCollege.edu/Shares .…

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Ep. 28: The Truth About Tariff Impacts 34:25

30 weeks之前34:25

34:25

Michael Finke, PhD, CFP® speaks with Scott Lincicome, JD of the Cato Institute about the market uncertainty spurred by recent shifts in tariff policy, including the pros and cons of tariffs historically and their potential impacts on businesses, financial professionals, and consumers. They explore how tariffs may have unintended consequences for protected industries, as well as other important information advisors should know when talking with clients. Find all episodes now at TheAmericanCollege.edu/Shares .…

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Ep. 27: The "Guru Gap" in Financial Services 27:13

32 weeks之前27:13

27:13

In this special episode recorded live at The College’s Horizons 2025 conference, Professor of Practice Steve Parrish, JD, RICP®, CLU®, ChFC®, AEP® speaks with author David McKnight about the ubiquitous nature of financial planning “gurus” in the media today and how their advice, while it may give your clients comfort, may not always be in their best interest. They talk about how to differentiate sound advice from sound bites, and why financial professionals should keep open dialogues with clients about things they hear and what’s backed up by the facts. 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. For more episodes, visit TheAmericanCollege.edu/Shares .…

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Ep. 26: Empowering Clients Through Financial Planning 41:20

34 weeks之前41:20

41:20

Michael Finke, PhD, CFP® joins Jean Chatzky for a conversation on how financial professionals can specifically tailor their client approach to suit women at any stage of life, including planning with their spouse, as single individuals, or in divorced or widowed situations. In addition, they examine how making financial planning more personable and making client goals central to the planning process can create better outcomes for both advisors and clients while building more trusting planning relationships. Find all episodes at TheAmericanCollege.edu/Shares .…

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Ep. 25: Social Security in Retirement Planning 28:26

37 weeks之前28:26

28:26

Host Steve Parrish, JD, RICP®, CLU®, ChFC®, AEP® welcomes Jason Fichtner, PhD, an expert on Social Security and retirement policy, for a conversation on the current status and future of the popular and cornerstone benefit program. They cover the impact of the latest regulatory updates on Social Security, what may happen to benefits in the future, and how financial professionals can work with their clients to secure their retirement planning. Find all episodes at TheAmericanCollege.edu/Shares.…

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Ep. 24: Secrets of Sound and Smart Investing 33:25

41 weeks之前33:25

33:25

Retirement Income Certified Professional® (RICP®) Program Director Eric Ludwig, PhD, CFP® speaks with Meb Faber, chief investment officer of Cambria Investment Management, for a historical look at the ups and downs of stock and investment markets, as well as their impacts on tax and retirement planning. Find all episodes now at TheAmericanCollege.edu/Shares .…

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Ep. 23: What’s Next in Lifelong Learning 40:19

48 weeks之前40:19

40:19

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. Find all our episodes at TheAmericanCollege.edu/Shares .…

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Ep. 22: Making an Impact Through Philanthropic Planning 32:01

50 weeks之前32:01

32:01

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. Find all our episodes at TheAmericanCollege.edu/Shares .…

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