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.
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.
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.
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.
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.
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.
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.
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.