42 episodes

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 and new developments in wealth management in their own informative, engaging, and entertaining style.

Wealth, Managed with Michael Finke and David Blanchett wealthmanaged

    • Business
    • 4.8 • 39 Ratings

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 and new developments in wealth management in their own informative, engaging, and entertaining style.

    Ep. 42: Investing in Your Health

    Ep. 42: Investing in Your Health

    How can you treat your long-term physical health more like an investment in your future? Michael and David examine the economic pros and cons of choosing to live healthy and postponing gratification until later in life.

    • 15 min
    Ep. 41: Longevity Risk in Retirement

    Ep. 41: Longevity Risk in Retirement

    With most people living longer, how can you ensure you don’t run out of money in your retirement years? Michael and David examine the value of guaranteed income in a retirement plan and other concepts to strengthen your financial future.

    • 15 min
    Ep. 40: Staying Ahead of the Curve on Bonds

    Ep. 40: Staying Ahead of the Curve on Bonds

    With rates on bonds fluctuating for the first time in a long while, Michael and David take a look at the upside of investing in short versus long-term bonds and how bonds fit into a successful financial portfolio.

    • 10 min
    Ep. 39: The Truth About ESG

    Ep. 39: The Truth About ESG

    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.

    • 17 min
    Ep. 38: Revisiting the Cryptoasset Conundrum

    Ep. 38: Revisiting the Cryptoasset Conundrum

    Has the cryptoasset bubble truly burst? Michael and David revisit their discussion on crypto six months on and see what the data shows.

    • 16 min
    Ep. 37: Annuities in Retirement Planning

    Ep. 37: Annuities in Retirement Planning

    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.

    • 20 min

Customer Reviews

4.8 out of 5
39 Ratings

39 Ratings

KH in LB ,

Grateful

Thank you very insightful and informative show.
I appreciate the subject matter of the shows and the way the content is presented in a easily understood way.
Would love to see a show about Closed End Funds.

chinoe pub ,

Review

Great I discussion, very informative, light but with a serious info.

SPK-BOS ,

Excellent discussion

Just tuned into this podcast and started on episode 3 regarding withdrawal rates - excellent discussion - lot of nuance and quite a few “ahas” within the course of 20 mins. Looking forward to this series!

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