Planning for retirement has never been more important – but as The College’s recent Retirement Income Literacy Study proves, a majority of older Americans still fail a test of basic financial knowledge needed for sound planning.

In this episode of our Shares podcast, host Eric Ludwig, PhD, CFP® speaks with fellow researcher Chet Bennetts, CFP®, ChFC®, CLU®, RICP®, CLF® about some of the 2023 study’s most important takeaways and how advisors can use these insights to better partner with their clients for critical retirement planning conversations.

Learn more and find all episodes at TheAmericanCollege.edu/Podcasts.