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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 Apr 30, 2021
Ep.12: Fee Compensation and Financial Advisors
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
Ep.11: The GameStop Gambit
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
Ep.10: Economists vs. Financial Advisors
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.
Friday Apr 09, 2021
Ep.9: Should Investors Be Bound to Bonds?
Friday Apr 09, 2021
Friday Apr 09, 2021
Michael and David talk over the status of bonds as investments in the current market, as well as how to compensate for potentially low yields.
Learn more from the article in Advisor Perspectives.
Friday Apr 02, 2021
Ep.8: "Hot Stocks" in Financial Advice
Friday Apr 02, 2021
Friday Apr 02, 2021
Michael and David take a look at building a balanced, diversified investment portfolio and whether individual stock trading, especially through third-party apps, can figure into your financial planning.
Friday Mar 26, 2021
Ep.7: Finding the Right Retirement Replacement Rate
Friday Mar 26, 2021
Friday Mar 26, 2021
Michael and David are back for Season 2, and their first topic tackles the delicate balance between saving and spending in retirement planning. How effective are replacement rates?
Friday Nov 06, 2020
Ep.6: Should You Trust "Experts"?
Friday Nov 06, 2020
Friday Nov 06, 2020
Michael and David debate the merits of listening to television investment "experts" or professionals who try to beat the market.
Friday Nov 06, 2020
Ep.5: Drawing Down Your Assets
Friday Nov 06, 2020
Friday Nov 06, 2020
Michael and David discuss the best strategies for drawing down assets during retirement, especially given the COVID-19 crisis.
Friday Nov 06, 2020
Ep.4: Becoming a "Vulcan" Investor
Friday Nov 06, 2020
Friday Nov 06, 2020
Michael and David contemplate how to be a "Vulcan" investor and avoid emotional reactions to current market trends.
Friday Nov 06, 2020
Ep.3: Spending in Retirement
Friday Nov 06, 2020
Friday Nov 06, 2020
Michael and David consider the wisdom of the "4% rule" and how spending evolves from youth to retirement years.