Wealth, Managed with Michael Finke and David Blanchett
Ep. 33: Trust in Financial Services

Ep. 33: Trust in Financial Services

March 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.

Ep. 32: Ethical Issues in Financial Services

Ep. 32: Ethical Issues in Financial Services

March 18, 2022

Michael and David are joined by Azish Filabi, JD, MA, Executive Director of the American College Cary M. Maguire Center for Ethics in Financial Services, for a conversation on big trends in business ethics today and how the industry can become a more trustworthy partner to all.

Ep. 31: Student Loan Dos and Don’ts

Ep. 31: Student Loan Dos and Don’ts

March 11, 2022

Michael and David speak again with education planning expert Ross Riskin, DBA, CPA/PFS, CCFC, this time on student loans and best practices in securing education funding, filling out necessary paperwork, and repayment concerns.

Ep. 30: FAFSA and Education Planning

Ep. 30: FAFSA and Education Planning

March 4, 2022

Michael and David welcome education planning expert Ross Riskin, DBA, CPA/PFS, CCFC, for a discussion on federal student aid, the FAFSA process, and the vital ins and outs of financial planning for a college experience.

 
Ep. 29: Illustrations in Insurance

Ep. 29: Illustrations in Insurance

February 25, 2022

Michael and David join President and CEO of The American College of Financial Services, George Nichols III, for a final conversation on insurance and how companies can demonstrate their value to today's clients and consumers.

Ep. 28: Issues with Private Equity

Ep. 28: Issues with Private Equity

February 18, 2022

Michael and David sit down for another conversation with former insurance commissioner for the State of Kentucky and current President and CEO of The American College of Financial Services, George Nichols III, in which they discuss the risks associated with investments and private equity in insurance.

Ep. 27: Insurance Regulation

Ep. 27: Insurance Regulation

February 11, 2022

Michael and David are back for Season 5 of our podcast! In this episode, they welcome former insurance commissioner for the State of Kentucky and current President and CEO of The American College of Financial Services, George Nichols III, for the first of a three-part discussion on the modern insurance industry.

Ep. 26: Bubble Wealth

Ep. 26: Bubble Wealth

October 29, 2021

What is "bubble wealth," and how does this phenomenon impact both investors and financial advisors? Michael and David wrap up Season 4 with an in-depth look at how bubbles form and how to navigate their potential bursts.

Ep. 25: Planning and Protecting Your Small Business

Ep. 25: Planning and Protecting Your Small Business

October 22, 2021

Michael and David join business and legal expert Sophia Duffy once again for a conversation on small businesses, including the risks and rewards to setting one up and how to protect it against trouble both legal and financial.

Ep. 24: Preparing for Tax and Regulation Shifts in 2022

Ep. 24: Preparing for Tax and Regulation Shifts in 2022

October 15, 2021

Michael and David welcome Sophia Duffy, business regulation and legal expert, to the podcast as they discuss how changing economic and political conditions will affect taxation and financial law in the coming year.