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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
Friday Feb 25, 2022
Friday Feb 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.
Friday Feb 18, 2022
Friday Feb 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.
Friday Feb 11, 2022
Friday Feb 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.
Friday Oct 29, 2021
Friday Oct 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.
Friday Oct 22, 2021
Friday Oct 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.
Friday Oct 15, 2021
Friday Oct 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.
Friday Oct 08, 2021
Friday Oct 08, 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.
Friday Oct 01, 2021
Friday Oct 01, 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.
Friday Sep 24, 2021
Friday Sep 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.
Sunday Aug 08, 2021
Sunday Aug 08, 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.