Sep 30, 202632 min
Michael Finke, PhD, CFP®, Vanguard’s Fu Tan, PhD, and Ted Benna, father of the 401(k), hold an informative and insightful discussion on the creation and modern applications of the 401(k), how 401(k)s are used in the...
About this Podcast:
Featuring the thought leaders of The American College of Financial Services along with subject matter experts and rising stars from across the industry, Shares explores the personal, conceptual, and practical sides of financial services with powerful, actionable insights in three strategic focus areas: specialized knowledge, retirement planning, and representation.
Pitch Analysis
Required Pod Score for this podcast. PitchCentric checks your profile against host openness, topical fit, and audience signals before you generate a pitch.
Contact path
Public web form
Booking probability
31%
Guest openness
Selective
80/100
Required Score
Sign up to generate a grounded pitch for Shares.
Signup to Generate a PitchQuestions about Shares
What is Shares about?
Featuring the thought leaders of The American College of Financial Services along with subject matter experts and rising stars from across the industry, Shares explores the personal, conceptual, and practical sides of financial services with powerful, actionable insights in three strategic focus areas: specialized knowledge, retirement planning, and representation.
What has Shares covered recently?
Recent episodes include "Ep. 47: The Creation, Popularization, and Evolution of the 401(k)" (30 September 2026, 32 minutes), "Ep. 46: Reversing the Narrative on Reverse Mortgages" (13 August 2026, 34 minutes), and "Ep. 45: How to Tell if Financial Planning Research Works" (9 July 2026, 51 minutes).
How often does Shares publish?
Shares publishes roughly monthly, with episodes averaging 31 minutes across 47 episodes.
How hard is it to get booked on Shares?
Booking probability for Shares is 31%, and the host is rated Selective on guests. Shares requires a Pod Score of 80 or higher. Shares's contact route on record: public web form.
Who should pitch Shares?
The strongest fits for Shares are Investing & Wealth Management and Investment Banking & Trading. Shares has a business audience.
About the host
Shares is a business podcast with 47 episodes published.
Host email not verified for this podcastSign in to unlock →
Recent episodes
Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.
- Aug 13, 202634 min
Eric Ludwig, PhD, CFP®, RICP®, and Don Graves, RICP®, CLTC®, CSA, IRMAACP™, dive deep into the topic of reverse mortgages, examine opportunities your clients may be missing by not leveraging them, and debunk myths...
- Jul 9, 202651 min
Chet Bennetts, PhD, CFP®, ChFC®, CLF®, CLU®, RICP®, and cofounders of WolfBridge Wealth Michael Kothakota and Jessica Wery, PhD, discuss the implementation of research outcomes in financial services practices. They look...
- Jun 11, 202642 minS0
<p>Join Lindsey Lewis, MBA, CFP®, ChFC®, as she talks retirement, tax planning, practice management, and more with a whole host of veteran advisors. Filmed at Horizons 2026, Lewis will ask these industry experts to...
- May 14, 202623 minS0
<p>Join Michael Finke, PhD, CFP®, and Sudipto Banerjee, PhD, at Horizons, an epic retirement planning experience, as they analyze crucial topics relating to retirement spending including the latest research, how...
View More
- Apr 16, 202623 minS0
<p>Michael Finke and David Blanchett discuss recent claims that technological advancements in the field of artificial intelligence will make retirement planning as we know it a thing of the past. They also explore how...
Episode #42
Ep. 41: Retirement Income Bracketology
Mar 12, 202626 minS0<p>There’s no worse feeling than finding out your bracket is busted in the first round. That’s why the first five years of your clients’ retirement planning are so important. </p> <p>In this special episode of our...
Episode #41
Ep. 40: Addressing Social Security Myths
Feb 12, 202622 minS0<p>Is Social Security going bankrupt? Is it a mistake not to claim benefits early? And how should you factor it into your retirement planning with clients? In this episode of the Shares podcast, Michael Finke, PhD, CFP®...
Episode #40
Ep. 39: How AI Can Jump Advisor Productivity
Jan 22, 202643 minS0<p>Can artificial intelligence help you get MORE personal with your clients? Eric Ludwig, PhD, CFP®, and Liam Hanlon of Jump AI discuss artificial intelligence use cases in financial services, the opportunities it...
Episode #39
Ep. 38: Building Expertise For Every Stage
Dec 3, 202519 minS0<p>In this special year-in-review episode, President and CEO George Nichols III, CAP®, and Chief Marketing Officer Jared Trexler look back on 2025 and discuss where they see The College moving in 2026 and beyond...
- Nov 10, 202539 minS0
<p>In this special Veterans Day episode of our Shares podcast, Managing Director of The American College of Financial Services Center for Military and Veterans Affairs, Phil Easton, CMSgt, USAF (Ret.), speaks with the...
- Oct 23, 202528 minS0
<p>In this episode, College Professor of Practice Steve Parrish joins fellow instructor Mark McLennon for a deep dive into the tax planning and estate planning implications of the One Big Beautiful Bill Act (OBBBA)...
- Sep 25, 202513 minS0
<p>Join Lindsey Lewis, MBA, CFP®, ChFC®, managing director of the American College Center for Women in Financial Services, and Sheena Gray, CAMS, MBA, CEO of the Association of African American Financial Advisors...
- Aug 21, 202526 minS0
<p>Join Chief Marketing and Strategy Officer Jared Trexler and FinServe Network ambassadors Terrell Dinkins, ChFC®, RICP®, and Angie Ribuffo, CFP®, RICP®, ChFC®, CDFA®, CLTC®, WMCP®, from the Conference of African...
- Jul 17, 202530 minS0
<p>Eric Ludwig, PhD, CFP®, director of the Retirement Income Certified Professional® (RICP®) Program, hosts a conversation with Justin Fitzpatrick, PhD, CFA, CFP® of Income Lab, on the best ways to address retirement...
Episode #34
Ep. 32: Tax Policy Proposals and Impacts
Jun 17, 202537 minS0<p>In this episode, Eric Ludwig, PhD, CFP®, Retirement Income Certified Professional® (RICP®) Program director at The American College of Financial Services, speaks with Tax Planning Certified Professional™ (TPCP™)...
- May 13, 202524 minS0
<p>In this special episode recorded live at The College’s Horizons 2025 conference, Lindsey Lewis, MBA, CFP®, ChFC®, managing director and chair of the American College Center for Women in Financial Services, speaks...
- May 1, 202535 minS0
<p>In this episode recorded live at The College’s Horizons 2025 conference, Professor of Wealth Management Michael Finke, PhD, CFP® speaks with Fiona Greig, PhD about the current complexities of plan design for employee...
- Apr 16, 202531 minS0
<p>In this episode, Retirement Income Certified Professional® (RICP®) Program Director Eric Ludwig, PhD, CFP® welcomes Steve Parrish, JD, RICP®, CLU®, ChFC®, AEP®, a fellow professor at The College and retirement...
Episode #30
Ep. 28: The Truth About Tariff Impacts
Apr 11, 202534 minS0<p>Michael Finke, PhD, CFP® speaks with Scott Lincicome, JD of the Cato Institute about the market uncertainty spurred by recent shifts in tariff policy, including the pros and cons of tariffs historically and their...
Recent guests
Recent guests on Shares. Study who booked and why before you pitch.
T
Ted Benna
The Father of The 401(k)
M
Michael Finke
Professor of Wealth Management and Frank M. Engel Distinguished Chair in Economic Security, The American College of Financial Services
D
Don Graves
Deputy Secretary of the U.S. Department of Commerce, American College of Financial Services
M
Michael Kothakota
PhD, CFP®, AFC®, WolfBridge Wealth
Best industries to pitch Shares for
PitchCentric classifies Shares under these industries. Guests from them are the closest fit, and each links to the best podcasts in that industry.
Similar Podcasts
Shows with the most semantically similar episode content. Pitch one, pitch all; producers cluster.
More on Investing & Wealth Management
Guides and articles for guests pitching shows like this one.
Podcasts like Shares
Is this podcast yours and you'd like to remove or correct details? Request removal or email privacy@pitchcentric.com.
Questions about the free trial? See the pricing FAQ