Recent Guests
Steve Parrish, JD, RICP®, CLU®, ChFC®, AEP®, is Professor of Practice and a Scholar in Residence at the Cary M. Maguire Center for Ethics in Financial Services at the American College of Financial Services, where he also serves as an adjunct professor of advanced planning. He joined the College in 2015, previously serving on the...
Eric T. Ludwig, PhD, CFP®, is an accomplished retirement income planning expert, assistant professor of Retirement Income, and RICP® program director. As director of the Center for Retirement Income at The American College of Financial Services, Eric is passionate about developing research and innovative solutions that help investors achieve financial security and personal fulfillment, two essential...
Michael Finke, PhD, CFP® is a professor of wealth management and Frank M. Engle Distinguished Chair in Economic Security at The American College of Financial Services. He received a doctorate in consumer economics from the Ohio State University in 1998 and in finance from the University of Missouri in 2011. He leads the O. Alfred...
More Guests
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 […]
As the founder and CEO of CaskX, Jeremy Kasler has revolutionized whiskey cask investing, making it more accessible and transparent for investors. By leveraging technology in the whiskey market, Kasler unlocked a tangible asset where time, craftsmanship, and financial growth come together. Before founding CaskX, he launched and led multiple ventures including Art Futures Group, […]
Ed Slott is a nationally recognized IRA distribution expert, professional speaker, television personality, and best-selling author. He is known for turning advanced tax strategies into understandable, actionable, and entertaining advice. He has been named “The Best Source for IRA Advice” by The Wall Street Journal, and USA Today wrote, “It would be tough to find anyone who […]
Thomas C. Lawler, attorney at law, is a founding partner of the firm, Fay & Lawler and specializes in estate planning. Mr. Lawler graduated from University of California, San Diego with a Bachelor’s Degree in Sociology/minor in Philosophy. He then earned his law degree from Western State University College of Law currently known as Thomas […]
Gordon Rorison, aka Big G, is originally from Scotland where golf is an integral part of life. He grew up playing his golf at the World famous Turnberry, which boasts 4 Open Championships. From a very early age Big G was exposed, not only to the game of golf, but also the World of caddying. […]
Jeffrey Riego is a Licensed Sales Representative at UnitedHealthcare. He has been certified to sell UnitedHealthcare® products for 12 years and is currently serving over 1,000 UnitedHealthcare members. He graduated from the University of California, Riverside, and currently resides in San Diego. He is certified to sell Dual Special Needs, Medicare Advantage, Medicare Supplement, Prescription […]
Day Schildkret is internationally known for Morning Altars and has inspired tens of thousands of people of all ages across the globe to be awed with impermanent earth art. Buzz Feed calls Morning Altars, “a celebration of nature and life.” Morning Altars is igniting an international movement of nature, art and ritual with a 7-step […]
David is the Laboratory Director of the Exercise and Physical Activity Resource Center (EPARC) at the University of California, San Diego. In this role, David oversees all aspects of the day-to-day operations and is involved in the design, delivery, and dissemination of multiple research studies and educational initiatives. Of particular note, he has made a […]
Debra is a former 12-year travel industry executive turned San Diego based travel writer and content creator. She has traveled to 48 countries on five continents using airline miles and credit card points since 1994. Debra loves adventure, active travel, finding the overlooked spots in every city, discovering off the beaten path destinations, and specializing […]
Christine Zoumas, MS, RD, is a health sciences clinical instructor in the Department of Family Medicine and Public Health at UC San Diego, a project manager for the Diet and Physical Activity Shared Resource and program director of the healthy eating program at the UC San Diego Moores Cancer Center. Her career has focused on […]
Elaine Palminteri Ardizzone, Founder and Owner of Sweet Cheeks Baking Co, is an established entrepreneur, certified sommelier, and award-winning cake designer whose sense of taste goes beyond cake – though her sense of cake is, of course, remarkable! In 2007, Elaine co-founded Sweet Cheeks Baking Co. with Chef Donna Cellere. Sweet Cheeks focuses on best product […]
Cameron Huddleston is the author of Mom and Dad, We Need to Talk: How to Have Essential Conversations With Your Parents About Their Finances. She also is an award-winning journalist with more than 17 years of experience writing about personal finance. You can learn more about her at CameronHuddleston.com. IMPORTANT DISCLOSURES The views and opinions […]
