cb14 secondary banner

Shares

A downloadable financial services podcast to expand your opportunities.

Shares Podcast Logo
cb21 lg text callout

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.

cb11 podcast teaser

Latest Episode

How to Talk to Your Clients About Retirement Income Planning

Eric Ludwig, PhD, CFP® and Justin Fitzpatrick, PhD, CFA, CFP® discuss how to be a better planning partner to your clients.

Watch Now Opens in new tab
Shares Podcast logo

Featured Episode

Retirement Planning

ab7 directory

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

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
Assistant Provost

Read Bio

Alanah Phillips

MBA

FinServe Network Ambassador
NextGen Advisory Task Force Co-Chair

Read Bio
Joellen Meckley

Joellen Meckley

JD, MHS, ChSNC®

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

Read Bio

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
Assistant Provost

Read Bio

Alanah Phillips

MBA

FinServe Network Ambassador
NextGen Advisory Task Force Co-Chair

Read Bio
Joellen Meckley

Joellen Meckley

JD, MHS, ChSNC®

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

Read Bio