• Skip to primary navigation
  • Skip to main content

Eric T. Ludwig, Ph.D., CFP®, RICP®

Author | Researcher | Retirement Income Expert

  • Home
  • About
  • The Retirement Specialist Book
  • Podcast
  • Research
  • Media
  • Newsletter

Media

Media & Speaking

Regular commentary on retirement planning, investor behavior, and AI in financial services. Available for media inquiries, expert quotes, and speaking engagements.

Media Inquiries Book Eric to Speak
Wall Street Journal Forbes Kiplinger Barron’s CNBC Newsweek MarketWatch Investopedia InvestmentNews Nasdaq
Eric Ludwig at Nasdaq

Nasdaq Trade Talk panel discussion, New York, NY

Latest

2026

Peer-Reviewed Publication

Ludwig, E. T. (2026). Generative AI in public-sector retirement plans: Behavioral segmentation beyond demographics. Financial Planning Review, 9, e70024.

Read Publication →

Press & Media

MarketWatch
Here’s What Happens to Your HSA When You Go on Medicare, and How to Keep Up the Tax Savings
January 28, 2026
Yahoo! Finance / Investopedia
Here’s How Much Americans Ages 65-74 Have Saved for Retirement
January 20, 2026
Investopedia / Yahoo! Finance
How Much the Average American Has Saved for Retirement at Ages 45-54
January 15, 2026
Yahoo! Finance / MoneyWise
Experts Believe Washington ‘Must Break Its Promise on Social Security’ to Protect It from ‘Imminent Insolvency’
January 10-11, 2026
Investopedia
How Much Americans Ages 55-64 Have Saved for Retirement, and How Many Have Nothing
January 8, 2026
Industry Coverage
Younger Savers Showing More Engagement than Earlier Generations
Plan Sponsor Council of America · Life & Health Advisor · NAPA News · ThinkAdvisor
January 2026
Nationwide
New Year, New Savings: Young Savers Are Avoiding the Mistakes Older Savers Regret
January 7, 2026 · Press Release
Investopedia
What Retirement Savings Look Like for Americans Under 35
January 6, 2026

2025

Investopedia
How Your Retirement Savings Stack Up at Ages 35-44
December 31, 2025
Straight Arrow News
A Clog in the Housing Pipeline: Baby Boomers Don’t Want to Move Out
October 16, 2025
Wall Street Journal
What Is a Retirement Advisor?
August 5, 2025
Forbes
AI for Portfolio Management (Interview)
August 11, 2025
Jackson National
7 Smart Ways Financial Professionals Are Already Using AI
September 5, 2025
Financial Planning Magazine
Keep Retirees Focused on the Long View When Markets Falter
July 30, 2025
Kiplinger
Baby Boomers vs. Gen X: How They Approach Retirement Differently
May 12, 2025
Newsweek
Student Loan Borrowers: These Jobs Have Most Long-Term Financial Impact
May 19, 2025
401k Specialist
Public Sector Workers Feel Greater Student Loan Strain
May 19, 2025
Kiplinger
How Would Raising the Social Security Retirement Age to 69 Affect You?
January 11, 2025
FA Magazine
Helping Clients Who Want to Age At Home
February 20, 2025
Plan Adviser
Student Loan Burden Lingers Beyond Repayment, Especially for Private Sector Workers
2025
Funds Society
MissionSquare Study Finds Gaps in Employers’ Support
2025
Yahoo Finance
MissionSquare Research Institute Study: Public Sector Workers Feel the Strain of Student Loan Debt
2025

2024

ThinkAdvisor
Why Advisors Love the Retirement Planning Field
June 8, 2024
FA Magazine
Americans Failed a Literacy Test. So Did AI
February 29, 2024
FA Magazine
When Traditional IRAs Are Better Than Roths
November 4, 2024
PlanSponsor
Financial Literacy Quiz Reveals Americans Lack Understanding of Retirement Income
February 21, 2024
Forbes
Americans’ Retirement Literacy Is Lacking and It Matters
February 14, 2024
Wealth Management
With AI Prompt Engineering, It’s ‘Garbage In, Garbage Out’
May 14, 2024
Wealth Management
The AI Assembly at Wealth Management EDGE: The Future of AI
May 13, 2024
FA Magazine
How Advisors Handle Their Most Difficult Clients
November 30, 2023

2023

Forbes
Inflation Can Be Bad for Your Health in Retirement
October 26, 2023

Podcast Hosting

The American College “Shares” Podcast

Selected episodes hosted and produced for The American College of Financial Services.

2025

YouTube
How to Talk to Your Clients About Retirement Income Planning, with Justin Fitzpatrick
July 17, 2025
YouTube
Tax Policy Proposals and Impacts, with Sophia Duffy, JD
June 17, 2025
YouTube
Retirement Planning in Volatile Markets, with Jamie Hopkins
April 16, 2025
YouTube
Secrets of Sound Investing, with Meb Faber
January 21, 2025

2024

YouTube
Money and Meaning in Retirement Planning, with Dr. Daniel Crosby and Jamie Hopkins
October 7, 2024
YouTube
Securing RMDs in Retirement Planning, with Denise Appleby
August 26, 2024
YouTube
What AI Knows About Retirement Income, with Chet Bennetts
May 6, 2024
YouTube
The Retirement Income Illiterate, with Chet Bennetts
April 29, 2024
YouTube
Actualizing a Dream, with Hollywood Actor Mike Moh
April 8, 2024

Educational Content

Knowledge Hub+ Episodes

Continuing education content produced for The American College of Financial Services.

Knowledge Hub+
Estate Planning of Digital Assets (Episode 7)
July 2025
Knowledge Hub+
The Future Self and Better Retirement Decisions (Episode 6)
December 2024
Knowledge Hub+
Beating Biases in Retirement Planning (Episode 5)
November 2024
Knowledge Hub+
Adaptive Approaches to Retirement Income (Episode 4)
August 2024
Knowledge Hub+
Retiring Is a Change Management Issue (Episode 3)
July 2024
Knowledge Hub+
Redefining Optimal: Aligning Retirement Strategies With Your Life’s Why (Episode 2)
March 2024
Knowledge Hub+
The Retirement Income Landscape Today (Episode 1)
March 2024
Knowledge Hub+
AI Ethics in Financial Services: Ethical Considerations of ChatGPT
January 2024

Work Together

Available for expert commentary, podcast appearances, keynote presentations, and research partnerships.

Media Inquiries Book Eric to Speak Research Partnerships

Copyright © 2026

  • Home
  • About
  • The Retirement Specialist Book
  • Podcast
  • Research
  • Media
  • Newsletter