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Shares

A downloadable financial services podcast to expand your opportunities.

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Where Money Meets Minds in Financial Services

Our podcast explores topics in the financial services industry including financial products, planning strategies, client service, and more through the lenses of specialized knowledge, retirement planning, and representation.

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Latest Episode

Working With Clients on Retirement Income Strategies

Jared Trexler is joined by Terrell Dinkins, ChFC®, RICP®, and Angie Ribuffo, CFP®, RICP®, ChFC®, CDFA®, CLTC®, WMCP®, for a discussion on helping clients reach their retirement goals.

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Featured Episode

Retirement Planning

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Your Hosts for Shares

Michael Finke

Michael Finke

PhD, CFP®

Professor of Wealth Management, WMCP® Program Director, Director for the Granum Center for Financial Security, Frank M. Engle Distinguished Chair in Economic Security

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Eric Ludwig

PhD, CFP®, RICP®

Director of the Center for Retirement Income, Program Director for the Retirement Income Certified Professional (RICP®) Program

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Bio Photo

Lindsey Lewis

MBA, ChFC®, CFP®

Managing Director and Chair, The American College Center for Women in Financial Services

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Chet R. Bennetts

PhD, CFP®, ChFC®, CLU®, RICP®, CLF®

Program Director, CFP®, ChFC®
Assistant Professor, Financial Planning
Larry R. Pike Chair for Insurance and Investments
Department Chair, Academics
Associate Provost

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Joellen Meckley

Joellen Meckley

JD, MHS, ChSNC®

Associate Vice President, Centers Strategy and Operations
Managing Director, Center for Special Needs

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Jared Trexler

Senior Vice President, Chief Marketing and Strategy Officer

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01 / 00

Michael Finke

Michael Finke

PhD, CFP®

Professor of Wealth Management, WMCP® Program Director, Director for the Granum Center for Financial Security, Frank M. Engle Distinguished Chair in Economic Security

Read Bio

Eric Ludwig

PhD, CFP®, RICP®

Director of the Center for Retirement Income, Program Director for the Retirement Income Certified Professional (RICP®) Program

Read Bio
Bio Photo

Lindsey Lewis

MBA, ChFC®, CFP®

Managing Director and Chair, The American College Center for Women in Financial Services

Read Bio

Chet R. Bennetts

PhD, CFP®, ChFC®, CLU®, RICP®, CLF®

Program Director, CFP®, ChFC®
Assistant Professor, Financial Planning
Larry R. Pike Chair for Insurance and Investments
Department Chair, Academics
Associate Provost

Read Bio
Joellen Meckley

Joellen Meckley

JD, MHS, ChSNC®

Associate Vice President, Centers Strategy and Operations
Managing Director, Center for Special Needs

Read Bio

Jared Trexler

Senior Vice President, Chief Marketing and Strategy Officer

Read Bio