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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 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
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
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
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
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
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Is conventional thinking on retirement planning hopelessly outdated?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
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.
Friday Mar 18, 2022
Friday Mar 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.
Friday Mar 11, 2022
Friday Mar 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.
Friday Mar 04, 2022
Friday Mar 04, 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.