Wealth, Managed with Michael Finke and David Blanchett
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.

Ep. 23: Reverse Mortgages in Retirement Planning

Ep. 23: Reverse Mortgages in Retirement Planning

October 8, 2021

Reverse mortgages are an often-talked about but still controversial subject in retirement planning. Are they worth taking seriously? Michael and David wrap up their discussion with retirement planning expert Wade Pfau with an in-depth look at the strengths and weaknesses of leveraging home value in retirement.

Ep. 22: RISA Profiles in Retirement Planning

Ep. 22: RISA Profiles in Retirement Planning

October 1, 2021

Michael and David continue their conversation with retirement planning expert Wade Pfau with an analysis of RISA (Retirement Income Style Awareness) Profiles and how they can improve clients' income and quality of life in retirement.

Ep. 21: Approaches to Retirement Income Planning

Ep. 21: Approaches to Retirement Income Planning

September 24, 2021

Michael and David are back for Season 4, this time welcoming a special guest: retirement planning expert Wade Pfau! To begin their discussion, our three thought leaders take a look at different approaches to retirement planning, and which ones might be a better deal for clients.

Ep. 20: Know Your Options

Ep. 20: Know Your Options

August 8, 2021

Options in investment portfolios are a complex topic, and Michael and David spare no details as they delve into the uses and functions of options in the market today with this special episode.

Ep. 19: Robo-Advisors

Ep. 19: Robo-Advisors

July 30, 2021

Robo-advisors have become a huge part of the financial services sector, especially in online, client-facing settings. Michael and David look at the benefits and drawbacks of these programs and whether they truly are competition for flesh and blood professionals.

Ep. 18: 401(k)s Revisited

Ep. 18: 401(k)s Revisited

July 23, 2021

Despite the prevalence of 401(k) plans in retirement planning today, the system was never meant to be used by the general public. Michael and David examine the benefits and stresses of 401(k)s for retirement.

Ep. 17: An Overview of Cryptocurrency

Ep. 17: An Overview of Cryptocurrency

July 16, 2021

Is cryptocurrency the real deal in today's modern investment markets? Or is it a risky speculation that will leave your portfolio to crash and burn at the whims of the wealthy? Michael and David take on the subject in this episode.

Ep. 16: Long-Term Care Insurance and You

Ep. 16: Long-Term Care Insurance and You

July 9, 2021

What is long-term care insurance all about, and why is it so attractive to economists and investors from a risk perspective? Michael and David dive into the subject of medical costs and how they might affect you in this episode.