Podcasts for Your Clients

From personal finance to market education, these podcasts can help you help your clients.

These retail-approved podcasts cover a range of personal finance topics, investment education, and important subjects like Social Security and Medicare. Feel free to share these with your clients for information and insights that may help both of you manage their financial plan. 

Health Savings Accounts (HSA) pros and cons

Learn about HSAs, their features and benefits and how they work. 

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Market Volatility: COVID-19 
 

The global pandemic has rattled markets so learn how key factors come together in this scenario.

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Traditional IRAs 
 

Learn the ins and outs of traditional Individual Retirement Accounts (IRAs).

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Roth IRAs
 

Understand the features of Roth IRAs and how they compare and contrast to traditional IRAs.

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Financial Planning Life Events
 

Building and maintaining a financial plan can help you navigate decisions during important life events.

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Financial Planning Unexpected Life Events

Even the best-laid plans can hit bumps sometimes so it’s important to prepare for the unexpected.

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Investment Scams
 

The risk of falling victim to swindles and scams is only growing so learn how you can protect yourself.

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Estate Planning Overview
 

A comprehensive estate plan should consider what happens in the event of both death and disability.

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Estate Planning Checklist
 

There are important steps you should follow when creating an estate plan.

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Special Needs Planning
 

Creating a financial plan when you have a special needs child can be challenging, here are a few things to consider.

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Special Needs Resources
 

Where to go if you don’t know where to start to create a financial plan for special-needs children.

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How to Know When to Retire
 

It takes an idea of the timing, the amount and the plan to know when to retire.

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Why Don't More Individuals Have a Financial Plan?

No matter where you are in your career or how much money you have saved, if you haven’t started financial planning, the time to start is now..

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Why You Need a Budget
 

Regardless of how much you make, budgeting is the only way to take control of your money and it’s the only way to be in control of your own choices.

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Budget Apps
 

Whether you use an app or track your expenses manually, having a budget will help you stay on the path to reach your financial goals.

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Education Savings Plans
 

There are two main vehicles for saving for education expenses, a 529 account and Uniform Gift to Minors or Transfer to Minors accounts.

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Financial Plan Review   
 

A financial plan provides an opportunity to evaluate your financial status and determine a path to move forward.

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Gig Economy and Retirement Planning
 

Many individuals in “gig” jobs are in later stages of their working lives and finding a way to stay on track for retirement is critical.

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Preventing Elder Financial Abuse
 

Elder financial abuse is a growing problem due to 10,000 baby boomers reaching age 65 daily.

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Strategies on Investing for Income
 

Shifting from accumulating assets to receiving income is an important part of your retirement strategy. 

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ESG Investing
 

Environmental, Social and Governance (ESG) factors are increasingly important investment considerations.

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ETF Overview
 

Learn the basics of Exchange-Traded Funds (ETFs) which are pooled investments.

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ETF Investing 
 

Learn things to consider when investing in ETFs.

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Risk and Asset Allocation 
 

“Risk” takes many forms, and it’s important to weigh them all in allocating assets.

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Target Date Funds
 

What are target date funds and how should you compare them.

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Investing in Growth Funds

Growth funds are included in most asset allocations and you should know what they are and how to compare them.

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Investing in a Value Strategy
 

Value investing is a strategy where investors actively look to add stocks they believe have been undervalued by the market, and/or trade for less than their intrinsic value.

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Investing in Emerging Markets
 

If you are planning to invest in emerging markets you should know what they are.

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Investing in Municipal Bonds
 

Municipal bonds can have advantages over other investments.

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Small Cap Strategies
 

Small cap companies have the potential to grow in ways that are simply impossible for large companies.

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Social Security Spousal Benefits 
 

Spousal benefits are important considerations in Social Security.

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Social Security Earnings Test 
 

Learn how the earnings test may affect your Social Security benefits.

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Social Security Survivor Benefits 
 

Understand the “surviving spouse” benefits provided by Social Security.

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Social Security GPO WEP Reductions

Government Pension Offset (GPO) and Windfall Elimination Program (GPO) that may affect individuals receiving municipal pensions and social security benefits.

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Social Security Earnings Test 
 

Learn how the earnings test may affect your Social Security benefits.

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Social Security Early vs Late Filing
 

Deciding when to claim Social Security income is often the most important decision seniors will make.

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Medicare Part A and Part B 
 

Learn the basics of Medicare, the primary health insurance for most older Americans.

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Medicare Advantage Plans Part C
 

Medicare Advantage Plans are private plans available under Medicare.

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Medicare Drug Coverage Part D
 

Learn about the optional prescription drug coverage under Medicare, known as Part D.

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Medicare Supplemental Plans (Medigap) 

Supplemental Plans are optional and offered by private insurers for outstanding costs not covered by Medicare.

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Medicare Annual Enrollment
 

The Medicare annual enrollment period is important because plans can from one year to the next.

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Contact Us

To learn more about resources to help your practice, contact your American Century Investments representative at 800-345-6488.

800-345-6488

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IRS Circular 230 Disclosure: American Century Companies, Inc. and its affiliates do not provide tax advice. Accordingly, any discussion of U.S. tax matters contained herein (including any attachments) is not intended or written to be used, and cannot be used, in connection with the promotion, marketing or recommendation by anyone unaffiliated with American Century Companies, Inc. of any of the matters addressed herein or for the purpose of avoiding U.S. tax-related penalties.

This information is for educational purposes only and is not intended as tax advice. Please consult your tax advisor for more detailed information or for advice regarding your individual situation.

Diversification does not assure a profit nor does it protect against loss of principal.

Investment return and principal value of security investments will fluctuate. The value at the time of redemption may be more or less than the original cost. Past performance is no guarantee of future results.

This material has been prepared for educational purposes only. It is not intended to provide, and should not be relied upon for, investment, accounting, legal or tax advice.