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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 Jul 30, 2021
Friday Jul 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.
Friday Jul 23, 2021
Friday Jul 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.
Friday Jul 16, 2021
Friday Jul 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.
Friday Jul 09, 2021
Friday Jul 09, 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.
Friday Jul 02, 2021
Friday Jul 02, 2021
Social Security has become one of the most important pillars of retirement planning for many aging Americans. But how much should they depend on it, given the fund's uncertain future? Michael and David weigh in on where Social Security could be going in the years ahead.
Friday Jun 25, 2021
Friday Jun 25, 2021
Michael and David are back for Season 3 and leading off with a discussion of something The American College of Financial Services often emphasizes in its WMCP® programming: goal-based investing. But what does it really mean, and how can it help you and your clients get ahead?
Friday May 07, 2021
Friday May 07, 2021
Michael and David take a look at what young people can do to start securing their financial futures, from higher education to proper saving habits.
For more topics and discussions for next-gen financial professionals and working with next-gen clients, check out our NextGen in 10 podcast.
Friday Apr 30, 2021
Friday Apr 30, 2021
Michael and David discuss the potential conflict of interests inherent in fee compensation for financial advisors, as well as what types of compensation might be most sound.
Friday Apr 23, 2021
Friday Apr 23, 2021
Michael and David take on the news-headlining of the GameStop stock saga and weigh in on what it means for the future of investing.
Friday Apr 16, 2021
Friday Apr 16, 2021
Michael and David talk about the differences between economists and financial advisors and why the predictions and advice they offer can oftentimes be wildly different.