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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
