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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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Let’s Talk Taxes

Michael Finke, PhD, CFP® speaks with Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF, RICP®, ChFC®, BFA™ on Tax Day about how financial services companies and advisors can use sound tax planning strategies in this podcast episode.

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FEATURED EPISODE

Specialized Knowledge

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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®

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

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Lindsey Lewis

MBA, ChFC®, CFP®

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

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Chet R. Bennetts

CFP®, ChFC®, CLU®, RICP®, CLF®

Assistant Professor, Financial Planning, Larry R. Pike Chair for Insurance and Investments, and Program Director, ChFC® and CFP® Certification Education Programs

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Alanah Phillips

MBA

FinServe Network Ambassador
NextGen Advisory Task Force Co-Chair

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Joellen Meckley

Joellen Meckley

JD, MHS, ChSNC®

Executive Director of the American College Center for Special Needs

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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

Connect on LinkedIn Read Bio

Eric Ludwig

PhD, CFP®

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

Connect on LinkedIn Read Bio
Bio Photo

Lindsey Lewis

MBA, ChFC®, CFP®

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

Connect on LinkedIn Read Bio

Chet R. Bennetts

CFP®, ChFC®, CLU®, RICP®, CLF®

Assistant Professor, Financial Planning, Larry R. Pike Chair for Insurance and Investments, and Program Director, ChFC® and CFP® Certification Education Programs

Connect on LinkedIn Read Bio

Alanah Phillips

MBA

FinServe Network Ambassador
NextGen Advisory Task Force Co-Chair

Connect on LinkedIn Read Bio
Joellen Meckley

Joellen Meckley

JD, MHS, ChSNC®

Executive Director of the American College Center for Special Needs

Connect on LinkedIn Read Bio