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What do you get when you put two experts behind mics to match wits on the current state of financial services, the economy, investments, and more? The answer is "Wealth, Managed with Michael Finke and David Blanchett," a production of The American College of Financial Services. Join Michael and David as they take on trending topics and new developments in wealth management in their own informative, engaging, and entertaining style. Any views or opinions expressed in this podcast are the hosts and guests' own and do not necessarily represent those of The American College of Financial Services.
Episodes
Wednesday Oct 18, 2023
Ep. 42: Investing in Your Health
Wednesday Oct 18, 2023
Wednesday Oct 18, 2023
How can you treat your long-term physical health more like an investment in your future? Michael and David examine the economic pros and cons of choosing to live healthy and postponing gratification until later in life.
Wednesday Oct 18, 2023
Ep. 41: Longevity Risk in Retirement
Wednesday Oct 18, 2023
Wednesday Oct 18, 2023
With most people living longer, how can you ensure you don’t run out of money in your retirement years? Michael and David examine the value of guaranteed income in a retirement plan and other concepts to strengthen your financial future.
Wednesday Oct 18, 2023
Ep. 40: Staying Ahead of the Curve on Bonds
Wednesday Oct 18, 2023
Wednesday Oct 18, 2023
With rates on bonds fluctuating for the first time in a long while, Michael and David take a look at the upside of investing in short versus long-term bonds and how bonds fit into a successful financial portfolio.
Wednesday Dec 07, 2022
Ep. 39: The Truth About ESG
Wednesday Dec 07, 2022
Wednesday Dec 07, 2022
Can conversations about the value of ESG investing not be depressing? Michael and David discuss the trend of socially-conscious investing and whether it results in a win for the planet or your wallet.
Wednesday Nov 30, 2022
Ep. 38: Revisiting the Cryptoasset Conundrum
Wednesday Nov 30, 2022
Wednesday Nov 30, 2022
Has the cryptoasset bubble truly burst? Michael and David revisit their discussion on crypto six months on and see what the data shows.
Friday Nov 18, 2022
Ep. 37: Annuities in Retirement Planning
Friday Nov 18, 2022
Friday Nov 18, 2022
What is the real value of guaranteed lifetime income in retirement, and what are the chances your client will run out of money? Michael and David investigate the benefits and drawbacks of annuity products in a retirement context.
Wednesday Nov 16, 2022
Ep. 36: Serving Clients’ Best Interests
Wednesday Nov 16, 2022
Wednesday Nov 16, 2022
What factors can affect which products or services advisors offer to their clients? Michael and David take a look at things that can affect these important business and ethical decisions.
Wednesday Nov 09, 2022
Ep: 35: Solving for Inflation
Wednesday Nov 09, 2022
Wednesday Nov 09, 2022
What can or should be done about runaway inflation still plaguing the world economy? Michael and David provide their thoughts on the causes, effects, and possible solutions.
Wednesday Nov 02, 2022
Ep. 34: Retirement Planning and the 4% Rule
Wednesday Nov 02, 2022
Wednesday Nov 02, 2022
Is conventional thinking on retirement planning hopelessly outdated? Michael and David tackle traditional ideas about the "4% rule" of retirement income and how they hold up in today's market.
Friday Mar 25, 2022
Ep. 33: Trust in Financial Services
Friday Mar 25, 2022
Friday Mar 25, 2022
Michael and David once again host Azish Filabi, JD, MA, Executive Director of the American College Cary M. Maguire Center for Ethics in Financial Services, for an in-depth look at trust between advisors and clients, as well as corporations and the general public, and where it stands today.