Wealth, Managed with Michael Finke and David Blanchett wealthmanaged
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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 and new developments in wealth management in their own informative, engaging, and entertaining style.
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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.
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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.
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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.
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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.
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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.
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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.
Customer Reviews
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.
Review
Great I discussion, very informative, light but with a serious info.
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!